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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) ₹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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