Edelweiss Aggressive Hybrid Fund vs UTI 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 Risk | Very High Risk |
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 | -2.38% | -2.14% |
6 Month | -5.98% | -5.8% |
1 Year | 8.5% | 10.21% |
3 Year | 14.97% | 15.05% |
5 Year | 15.94% | 17.38% |
SIP Return Analysis
Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -1.73% | -0.68% |
3 Year | 15.53% | 15.73% |
5 Year | 17.34% | 17.79% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 10.27% | 13.82% |
3 Year | 12.41% | 12.4% |
5 Year | 11.84% | 11.66% |
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% | 0.82% |
Beta | 1.029% | 1.05% |
Alpha | 3.399% | 4.39% |
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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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