UTI Aggressive Hybrid Fund vs Aditya Birla Sun Life Equity Hybrid 95 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 | 2.33% | 2.73% |
6 Month | -3.38% | -2.48% |
1 Year | 9.69% | 13.11% |
3 Year | 10.05% | 16.43% |
5 Year | 19.06% | 23.53% |
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 | 0.27% | 0.6% |
1 Year | -1.84% | 0.67% |
3 Year | 12.49% | 16.44% |
5 Year | 12.85% | 17.43% |
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 | 0.2% | 0.76% |
Beta | 1.1% | 1.05% |
Alpha | -1.23% | 4.53% |
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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 |
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 | 25.08 | 34.57 |
Large Cap | 56.45 | 42.47 |
Small Cap | 9.32 | 9.75 |
Mid Cap | 9.12 | 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 | 21.92 | 32.58 |
Petroleum Products | 3.72 | - |
Electrical Equipment | 1.59 | - |
IT - Software | 7.91 | - |
Retailing | 2.43 | - |
Construction | 2.97 | - |
Diversified FMCG | 1.48 | - |
Non - Ferrous Metals | 1.11 | - |
Banks | 16.91 | - |
Pharmaceuticals & Biotechnology | 4.46 | - |
Industrial Manufacturing | 1.13 | - |
Healthcare Services | 1.09 | - |
Auto Components | 2.71 | - |
Cement & Cement Products | 2.11 | - |
Realty | 1.26 | - |
Consumer Durables | 2.97 | - |
Chemicals & Petrochemicals | 1.62 | - |
Automobiles | 4.3 | - |
Personal Products | 0.77 | - |
Finance | 4.42 | - |
IT - Services | 0.57 | - |
Insurance | 1.23 | - |
Transport Infrastructure | 1.59 | - |
Agricultural Food & other Products | 0.91 | - |
Diversified Metals | 0.42 | - |
Power | 1.03 | - |
Fertilizers & Agrochemicals | 0.44 | - |
Aerospace & Defense | 1.07 | - |
Industrial Products | 0.21 | - |
Telecom - Services | 3.09 | - |
Transport Services | 0.54 | - |
Ferrous Metals | 0.24 | - |
Leisure Services | 0.42 | - |
Beverages | 1.1 | - |
Textiles & Apparels | 0.23 | - |
Communication Services | - | 4.5 |
Energy | - | 3.43 |
Technology | - | 6.73 |
Basic Materials | - | 6.04 |
Industrials | - | 4.42 |
Consumer Cyclical | - | 8.28 |
Healthcare | - | 4.02 |
Financial Services | - | 22.79 |
Utilities | - | 1.57 |
Consumer Defensive | - | 4.69 |
Real Estate | - | 0.94 |
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