UTI Aggressive Hybrid Fund vs Edelweiss 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 | Very High |
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 | -4% | -4.16% |
6 Month | -7.45% | -8.05% |
1 Year | 5.43% | 7.56% |
3 Year | 16.71% | 16.94% |
5 Year | 17.32% | 18.98% |
SIP Return Analysis
Scheme Name | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | -6.17% | -6.26% |
1 Year | -6.78% | -6.42% |
3 Year | 14.02% | 14.12% |
5 Year | 16.16% | 16.52% |
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 | 28.41597 | 34.57027 |
Large Cap | 50.96813 | 42.47247 |
Small Cap | 5.2052 | 9.7497 |
Mid Cap | 15.41075 | 13.20758 |
Sector Allocation
Scheme Name |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 28.0063 | 32.58315 |
Energy | 4.70194 | 3.43449 |
Utilities | 3.9323 | 1.5704 |
Technology | 7.1671 | 6.73097 |
Consumer Cyclical | 8.62853 | 8.28395 |
Healthcare | 11.34365 | 4.01777 |
Industrials | 5.43089 | 4.42401 |
Consumer Defensive | 3.76595 | 4.69141 |
Basic Materials | 2.49145 | 6.04048 |
Financial Services | 21.01041 | 22.78541 |
Communication Services | 2.70256 | 4.4953 |
Real Estate | 0.81897 | 0.94268 |
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