Aditya Birla Sun Life Equity Hybrid 95 Fund vs UTI Aggressive Hybrid Fund compare

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tortoise-icon Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

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tortoise-icon UTI Aggressive Hybrid Fund- Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹7844 Cr ₹5852 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 10 Feb 1995 20 Mar 1995
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 1.84 1.9
Manager Dhaval Joshi V Srivatsa
ISIN Code INF209K01BT5 INF789F01323
Exits Load Exit load of 1%, if redeemed within 90 days./365 Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months/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 4.22% 5.65%
6 Month 15.63% 18.21%
1 Year 28.57% 35.18%
3 Year 12.21% 18.56%
5 Year 16.22% 20.83%

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 13.36% 14.27%
3 Year 27.31% 35.19%
5 Year 50.92% 67.97%

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 16.78% 20.56%
3 Year 38.97% 52.22%
5 Year 55.69% 73.96%

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 0.76% 1.24%
Beta 0.98% 0.98%
Alpha 1.03% 5.52%

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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

Large Cap 56.77 42.71
Mid Cap 7.73 16.75
Others 19.62 31.49
Small Cap 5.52 9.04

Sector Allocation

Scheme Name

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Financial 29.36 31.85
Energy 5.17 8.39
Technology 6.52 5.79
Communication 2.88 2.94
Construction 2.91 4.06
Healthcare 4.6 5.24
Automobile 6.33 5.86
Capital Goods 8.34 0.46
Consumer Discretionary 3.16 0.71
Materials 2.34 0.62
Sovereign 5.79 16.5
Consumer Staples 5.01 4.83
Metals & Mining 1.55 2.71
Others 3.05 2.96
Services 1.62 3.35
Diversified 0.53 -
Chemicals 0.48 1.37
Textiles - 1.9
Insurance - 0.45

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