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 | ₹6302 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 | 2.13% | 1.82% |
6 Month | 12.71% | 10.69% |
1 Year | 1.97% | -0.55% |
3 Year | 17.47% | 16.29% |
5 Year | 19.67% | 19.57% |
SIP Return Analysis
Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 3.06% | 1.86% |
1 Year | 10.33% | 6.48% |
3 Year | 15.89% | 14.51% |
5 Year | 16.29% | 15.39% |
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 | 9.86% | 9.01% |
Sharp | 0.94% | 0.95% |
Beta | 1.07% | 0.13% |
Alpha | 3.98% | 8.31% |
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 |
Top Comparisons
ITI Small Cap Fund Regular - Growth
3Y Returns25.88%
Bandhan Small Cap Fund Regular Growth
3Y Returns29.41%
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
3Y Returns7.63%
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
3Y Returns7.63%
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
3Y Returns18.01%
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns25.99%
Kotak Banking and PSU Debt - Growth
3Y Returns7.34%
Mirae Asset Banking and PSU Fund Regular Growth Plan
3Y Returns7.01%