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) | ₹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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