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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) | ₹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 | 1.59% | 1.32% |
| 6 Month | 0.58% | -1.34% |
| 1 Year | 8.61% | 7.92% |
| 3 Year | 20.24% | 19.85% |
| 5 Year | 21.51% | 22.21% |
SIP Return Analysis
| Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.8% | 5.24% |
| 1 Year | 7.41% | 5.62% |
| 3 Year | 17.38% | 16.75% |
| 5 Year | 17.48% | 17.17% |
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 | 9.903% | 9.01% |
| Sharp | 0.882% | 1.15% |
| Beta | 1.029% | 1.05% |
| Alpha | 3.399% | 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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