UTI Aggressive Hybrid Fund vs Aditya Birla Sun Life Equity Hybrid 95 Fund compare
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Fund | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹7313 Cr | ₹5956 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 10 Feb 1995 | 25 Mar 2000 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | CRISIL Hybrid 35+65 Aggressive Index |
Turn Over | 85% | 27% |
Expense Ratio | 1.85 | 1.89 |
Manager | Dhaval Joshi | V Srivatsa |
ISIN Code | INF209K01BT5 | INF789F01323 |
Exits Load | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | UTI Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Month | 4.58% | 3.99% |
6 Month | 3.61% | 3.9% |
1 Year | 9.78% | 12.95% |
3 Year | 15.08% | 19.98% |
5 Year | 20.44% | 24.44% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 5.43% | 4.82% |
1 Year | 6.6% | 6.89% |
3 Year | 14.95% | 18.06% |
5 Year | 13.92% | 18.02% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 16.33% | 13.82% |
3 Year | 16.28% | 12.4% |
5 Year | 16.39% | 11.66% |
Risk Management
Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 9.21% | 9.01% |
Sharp | 0.47% | 1.01% |
Beta | 1.1% | 1.05% |
Alpha | -1.49% | 4.08% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Name | Dhaval Joshi | V Srivatsa |
Total AUM | ₹361932 Cr | ₹7921 Cr |
Funds Managed | 55 | 3 |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 23.31 | 30.52 |
Large Cap | 57.59 | 45.41 |
Small Cap | 9.57 | 10.35 |
Mid Cap | 9.42 | 13.58 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 20.45 | 30.52 |
Petroleum Products | 4.05 | 2.45 |
Electrical Equipment | 1.63 | - |
IT - Software | 7.27 | 6.17 |
Retailing | 2.44 | 0.23 |
Construction | 3.06 | 1.87 |
Diversified FMCG | 1.47 | 3.01 |
Non - Ferrous Metals | 1.14 | - |
Banks | 17.76 | 17.2 |
Pharmaceuticals & Biotechnology | 4.55 | 4.26 |
Industrial Manufacturing | 1.13 | - |
Healthcare Services | 1.16 | - |
Auto Components | 2.65 | 0.62 |
Cement & Cement Products | 2.3 | 0.63 |
Realty | 1.21 | 1.31 |
Consumer Durables | 2.87 | 0.7 |
Chemicals & Petrochemicals | 1.6 | 0.53 |
Automobiles | 4.2 | 4.51 |
Personal Products | 0.85 | 1.13 |
Finance | 4.63 | 2.87 |
IT - Services | 0.54 | - |
Insurance | 1.38 | 1.8 |
Transport Infrastructure | 1.39 | - |
Agricultural Food & other Products | 0.91 | - |
Diversified Metals | 0.47 | 2.29 |
Power | 1.09 | 1.68 |
Fertilizers & Agrochemicals | 0.51 | 1.08 |
Aerospace & Defense | 1.26 | - |
Industrial Products | 0.22 | 0.3 |
Telecom - Services | 3.06 | 3.98 |
Transport Services | 0.59 | 2.79 |
Ferrous Metals | 0.31 | 0.53 |
Leisure Services | 0.38 | 0.59 |
Beverages | 1.14 | - |
Textiles & Apparels | 0.22 | 1.44 |
Oil | - | 1.57 |
Capital Markets | - | 1.23 |
Other Consumer Services | - | 0.67 |
Minerals & Mining | - | 0.78 |
Entertainment | - | 0.44 |
Paper, Forest & Jute Products | - | 0.68 |
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