UTI Aggressive Hybrid Fund vs Aditya Birla Sun Life Equity Hybrid 95 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 -4.03% -3.99%
6 Month 5.95% 8.71%
1 Year 21.95% 26.16%
3 Year 9.88% 14.92%
5 Year 13.69% 18.46%

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 16.73% 20.94%
3 Year 16.84% 21.82%
5 Year 16.44% 21.39%

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 16.32% 13.58%
3 Year 16.42% 12.27%
5 Year 16.49% 11.6%

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 0.45% 0.93%
Beta 1.02% 1.04%
Alpha 0.92% 5.57%

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

Sector Allocation

Scheme Name

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

UTI Aggressive Hybrid Fund- Regular Plan - Growth

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

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