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) | ₹2371 Cr | ₹5956 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 | 5.07% | 5.16% |
6 Month | 4.98% | 3.54% |
1 Year | 13.29% | 13.97% |
3 Year | 20.21% | 19.86% |
5 Year | 22.88% | 23.93% |
SIP Return Analysis
Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 1.79% | 0.89% |
1 Year | 1.45% | -0.38% |
3 Year | 16.02% | 15.47% |
5 Year | 16.74% | 16.56% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 10.27% | 13.82% |
3 Year | 12.41% | 12.4% |
5 Year | 11.84% | 11.66% |
Risk Management
Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 9.903% | 9.01% |
Sharp | 0.882% | 1.01% |
Beta | 1.029% | 1.05% |
Alpha | 3.399% | 4.08% |
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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 | 30.52 |
Large Cap | 50.97 | 45.41 |
Small Cap | 5.21 | 10.35 |
Mid Cap | 15.41 | 13.58 |
Sector Allocation
Scheme Name |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 28.01 | 30.52 |
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 | - | 3.98 |
Petroleum Products | - | 2.45 |
IT - Software | - | 6.17 |
Cement & Cement Products | - | 0.63 |
Transport Services | - | 2.79 |
Construction | - | 1.87 |
Textiles & Apparels | - | 1.44 |
Pharmaceuticals & Biotechnology | - | 4.26 |
Banks | - | 17.2 |
Insurance | - | 1.8 |
Automobiles | - | 4.51 |
Diversified FMCG | - | 3.01 |
Fertilizers & Agrochemicals | - | 1.08 |
Diversified Metals | - | 2.29 |
Realty | - | 1.31 |
Oil | - | 1.57 |
Ferrous Metals | - | 0.53 |
Personal Products | - | 1.13 |
Capital Markets | - | 1.23 |
Consumer Durables | - | 0.7 |
Other Consumer Services | - | 0.67 |
Industrial Products | - | 0.3 |
Auto Components | - | 0.62 |
Chemicals & Petrochemicals | - | 0.53 |
Minerals & Mining | - | 0.78 |
Finance | - | 2.87 |
Entertainment | - | 0.44 |
Power | - | 1.68 |
Paper, Forest & Jute Products | - | 0.68 |
Retailing | - | 0.23 |
Leisure Services | - | 0.59 |
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