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 | Very High |
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 | 5.15% | 4.53% |
6 Month | -8.32% | -7.6% |
1 Year | 7.88% | 10.72% |
3 Year | 9.17% | 15.47% |
5 Year | 19.85% | 24.4% |
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 | -2.87% | -2.84% |
1 Year | -4.47% | -2.54% |
3 Year | 11.91% | 15.8% |
5 Year | 12.81% | 17.32% |
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 | 0.18% | 0.8% |
Beta | 1.09% | 1.05% |
Alpha | -1.7% | 4.59% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Funds Managed | 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 | 24.76 | 34.57 |
Large Cap | 55.81 | 42.47 |
Small Cap | 9.98 | 9.75 |
Mid Cap | 9.45 | 13.21 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 21.36 | 32.58 |
Communication Services | 3.1 | 4.5 |
Energy | 3.68 | 3.43 |
Industrials | 10.92 | 4.42 |
Technology | 9.08 | 6.73 |
Consumer Cyclical | 12.16 | 8.28 |
Consumer Defensive | 5.23 | 4.69 |
Basic Materials | 5.14 | 6.04 |
Financial Services | 21.43 | 22.79 |
Healthcare | 5.68 | 4.02 |
Real Estate | 1.21 | 0.94 |
Utilities | 1 | 1.57 |
Top Comparisons
SBI Long Term Equity Fund - Regular Plan- Growth
3Y Returns23.27%
Sundaram Diversified Equity (ELSS) Regular Plan - Growth
3Y Returns11.6%
Kotak Debt Hybrid - Growth
3Y Returns9.74%
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
3Y Returns7.83%
Franklin India Floating Rate Fund - Growth Plan
3Y Returns7%
SBI Floating Rate Debt Fund - Regular Plan - Growth
3Y Returns7.03%
SBI Technology Opportunities Fund Regular Growth
3Y Returns8.18%
Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan
3Y Returns4.94%