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UTI Aggressive Hybrid Fund vs Edelweiss Aggressive Hybrid Fund compare
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Fund | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2994 Cr | ₹6422 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 12 Aug 2009 | 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 | 81% | 27% |
| Expense Ratio | 1.95 | 1.89 |
| Manager | Dhawal Dalal | V Srivatsa |
| ISIN Code | INF754K01202 | INF789F01323 |
| Exits Load | Edelweiss Aggressive Hybrid Fund - 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 | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.03% | -1.41% |
| 6 Month | 9.6% | 7.01% |
| 1 Year | 3.94% | 1.97% |
| 3 Year | 17.29% | 16.12% |
| 5 Year | 19.58% | 19.45% |
SIP Return Analysis
| Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.91% | 1.49% |
| 1 Year | 6.54% | 2.55% |
| 3 Year | 15.56% | 14.23% |
| 5 Year | 16.25% | 15.43% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.16% | 13.42% |
| 3 Year | 12.85% | 12.7% |
| 5 Year | 11.99% | 11.82% |
Risk Management
| Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 9.81% | 9.01% |
| Sharp | 1.10% | 1.15% |
| Beta | 1.07% | 0.13% |
| Alpha | 3.82% | 9.74% |
Fund Managers
| Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Name | Dhawal Dalal | V Srivatsa |
| Total AUM | ₹25974 Cr | ₹7921 Cr |
| Funds Managed | 12 | 3 |
| Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
| Scheme Name |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 30.94 | 34.61 |
| Large Cap | 46.09 | 43 |
| Mid Cap | 15.34 | 11.98 |
| Small Cap | 7.62 | 10.41 |
Sector Allocation
| Scheme Name |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 25.9 | 30.99 |
| Communication Services | 4.07 | 4.56 |
| Energy | 2.78 | 4.93 |
| Utilities | 2.44 | 1.64 |
| Industrials | 8.1 | 5.43 |
| Technology | 8.59 | 6.89 |
| Consumer Cyclical | 6.8 | 6.45 |
| Consumer Defensive | 4.76 | 4.54 |
| Basic Materials | 5.51 | 4.75 |
| Financial Services | 22.19 | 23.12 |
| Healthcare | 8.55 | 4.94 |
| Real Estate | 0.32 | 1.74 |
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