Edelweiss Aggressive Hybrid Fund vs UTI Aggressive Hybrid Fund compare

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tortoise-icon Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

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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 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) ₹2195 Cr ₹6111 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 1.97 1.87
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 2.61% 1.7%
6 Month 5.07% 4.72%
1 Year 20.35% 22.59%
3 Year 17.15% 17.83%
5 Year 17.72% 18.63%

SIP Return Analysis

Scheme Name Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month - -
1 Year 14.5% 15.37%
3 Year 20.99% 21%
5 Year 20.53% 20.94%

Rolling Lumpsum Returns

Scheme Name Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year 10.06% 13.58%
3 Year 12.09% 12.27%
5 Year 11.74% 11.6%

Risk Management

Scheme Name Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation 8.47% 9.01%
Sharp 1.3% 1.04%
Beta 0.35% 1.03%
Alpha 7.89% 5.78%

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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
Fund Manage 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 28.81 29.8
Large Cap 51.83 42.79
Mid Cap 13.26 16.79
Small Cap 6.1 10.58

Sector Allocation

Scheme Name

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 6.92 29.8
Sovereign 7.46 -
Automobile 8.32 -
Energy 9.81 -
Technology 4.88 -
Healthcare 7.78 -
Construction 2.83 2.15
Financial 23.63 -
Materials 0.63 -
Metals & Mining 2.95 -
Services 5.42 -
Capital Goods 4.4 -
Consumer Staples 3.58 -
Consumer Discretionary 1.3 -
Communication 3.94 -
Unclassified 6.15 -
Telecom - Services - 3.66
Petroleum Products - 2.59
IT - Software - 7.85
Cement & Cement Products - 1.21
Transport Services - 2.44
Textiles & Apparels - 2.42
Pharmaceuticals & Biotechnology - 4.59
Banks - 17.36
Healthcare Services - 0.68
Insurance - 2.82
Automobiles - 2.82
Gas - 1.05
Diversified FMCG - 3.39
Fertilizers & Agrochemicals - 0.62
Diversified Metals - 1.81
Realty - 0.96
Ferrous Metals - 0.6
Capital Markets - 1.46
Consumer Durables - 0.72
Other Consumer Services - 0.66
Industrial Products - 0.23
Auto Components - 0.84
Chemicals & Petrochemicals - 0.67
Personal Products - 0.48
Finance - 2.4
Entertainment - 0.6
Power - 1.08
Paper, Forest & Jute Products - 0.59
Leisure Services - 1.41

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