Aditya Birla Sun Life Equity Hybrid 95 Fund vs UTI Aggressive Hybrid Fund compare
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Fund | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹7313 Cr | ₹5956 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 10 Feb 1995 | 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 | 85% | 27% |
Expense Ratio | 1.85 | 1.89 |
Manager | Dhaval Joshi | V Srivatsa |
ISIN Code | INF209K01BT5 | INF789F01323 |
Exits Load | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan - 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 | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Month | -2.55% | -2.14% |
6 Month | -7.1% | -5.8% |
1 Year | 6.49% | 10.21% |
3 Year | 8.47% | 15.05% |
5 Year | 12.81% | 17.38% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -4.86% | -0.68% |
3 Year | 10.7% | 15.73% |
5 Year | 12.77% | 17.79% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 16.33% | 13.82% |
3 Year | 16.28% | 12.4% |
5 Year | 16.39% | 11.66% |
Risk Management
Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 9.21% | 9.01% |
Sharp | 0.38% | 0.82% |
Beta | 1.02% | 1.05% |
Alpha | 0.16% | 4.39% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Name | Dhaval Joshi | V Srivatsa |
Total AUM | ₹361932 Cr | ₹7921 Cr |
Fund Manage | 55 | 3 |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 21.41 | 29.8 |
Large Cap | 55.4 | 42.79 |
Small Cap | 14.47 | 10.58 |
Mid Cap | 8.86 | 16.79 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 21.41 | 29.8 |
Telecom - Services | 3.04 | 3.66 |
Realty | 1.23 | 0.96 |
Petroleum Products | 3.52 | 2.59 |
Electrical Equipment | 2.19 | - |
IT - Software | 8.15 | 7.85 |
Construction | 3.64 | 2.15 |
Diversified FMCG | 1.61 | 3.39 |
Non - Ferrous Metals | 0.89 | - |
Banks | 16.22 | 17.36 |
Pharmaceuticals & Biotechnology | 4.86 | 4.59 |
Industrial Manufacturing | 1.47 | - |
Healthcare Services | 1.42 | 0.68 |
Auto Components | 2.86 | 0.84 |
Cement & Cement Products | 2.1 | 1.21 |
Ferrous Metals | 0.29 | 0.6 |
Retailing | 1.8 | - |
Consumer Durables | 3.49 | 0.72 |
Chemicals & Petrochemicals | 1.7 | 0.67 |
Automobiles | 4.06 | 2.82 |
Personal Products | 0.88 | 0.48 |
Industrial Products | 0.44 | 0.23 |
Finance | 3.68 | 2.4 |
IT - Services | 0.74 | - |
Insurance | 0.86 | 2.82 |
Transport Infrastructure | 1.59 | - |
Agricultural Food & other Products | 0.85 | - |
Power | 1.07 | 1.08 |
Fertilizers & Agrochemicals | 0.48 | 0.62 |
Aerospace & Defense | 1.36 | - |
Transport Services | 0.5 | 2.44 |
Leisure Services | 0.29 | 1.41 |
Beverages | 1.22 | - |
Textiles & Apparels | 0.23 | 2.42 |
Gas | - | 1.05 |
Diversified Metals | - | 1.81 |
Capital Markets | - | 1.46 |
Other Consumer Services | - | 0.66 |
Entertainment | - | 0.6 |
Paper, Forest & Jute Products | - | 0.59 |
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