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UTI Aggressive Hybrid Fund vs Edelweiss Aggressive Hybrid Fund compare

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tortoise-icon Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

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tortoise-icon UTI Aggressive Hybrid Fund- Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹2749 Cr ₹6254 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 2.88% 2.31%
6 Month 3.13% 2.3%
1 Year 8.67% 6.91%
3 Year 21.39% 20.26%
5 Year 21.39% 21.72%

SIP Return Analysis

Scheme Name Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month 8.56% 7.07%
1 Year 13.11% 9.65%
3 Year 19.39% 18.22%
5 Year 18.63% 18.01%

Rolling Lumpsum Returns

Scheme Name Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year 10.25% 13.56%
3 Year 12.61% 12.62%
5 Year 11.94% 11.76%

Risk Management

Scheme Name Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation 10.35% 9.01%
Sharp 1.10% 1.15%
Beta 1.04% 1.05%
Alpha 3.45% 3.88%

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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 28.42 31.3
Large Cap 50.97 44.79
Small Cap 5.21 10.46
Mid Cap 15.41 13.35

Sector Allocation

Scheme Name

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 28.01 31.3
Energy 4.7 -
Utilities 3.93 -
Technology 7.17 -
Consumer Cyclical 8.63 -
Healthcare 11.34 -
Industrials 5.43 -
Consumer Defensive 3.77 -
Basic Materials 2.49 -
Financial Services 21.01 -
Communication Services 2.7 -
Real Estate 0.82 -
Telecom - Services - 4.27
Petroleum Products - 2.98
IT - Software - 6.07
Cement & Cement Products - 0.33
Transport Services - 2.69
Construction - 1.77
Chemicals & Petrochemicals - 0.72
Textiles & Apparels - 1.53
Pharmaceuticals & Biotechnology - 3.99
Banks - 17.16
Insurance - 1.91
Automobiles - 3.93
Diversified FMCG - 3.02
Fertilizers & Agrochemicals - 0.81
Diversified Metals - 1.93
Realty - 1.28
Oil - 2.28
Personal Products - 1.25
Capital Markets - 1.35
Consumer Durables - 0.65
Other Consumer Services - 0.65
Industrial Products - 0.28
Auto Components - 0.66
Minerals & Mining - 0.71
Finance - 2.7
Entertainment - 0.44
Power - 1.72
Paper, Forest & Jute Products - 0.66
Retailing - 0.24
Leisure Services - 0.62

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