Axis Equity Hybrid Fund vs UTI Aggressive Hybrid Fund compare
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | UTI Aggressive Hybrid Fund- Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6302 Cr | ₹1527 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 25 Mar 2000 | 09 Aug 2018 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive TRI |
Turn Over | 27% | 0.0% |
Expense Ratio | 1.89 | 2.16 |
Manager | V Srivatsa | R Sivakumar |
ISIN Code | INF789F01323 | INF846K01E90 |
Exits Load | UTI Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis 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 | UTI Aggressive Hybrid Fund- Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.09% | 2.78% |
6 Month | 10.59% | 11.21% |
1 Year | -0.44% | 0.19% |
3 Year | 16.37% | 10.82% |
5 Year | 19.74% | 13.47% |
SIP Return Analysis
Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.86% | 2.54% |
1 Year | 6.48% | 8.09% |
3 Year | 14.51% | 11.64% |
5 Year | 15.39% | 10.39% |
Rolling Lumpsum Returns
Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.42% | 12.71% |
3 Year | 12.7% | 11.39% |
5 Year | 11.82% | 12.32% |
Risk Management
Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 9.01% | 10.02% |
Sharp | 0.95% | 0.27% |
Beta | 0.13% | 1.09% |
Alpha | 8.31% | -2.64% |
Fund Managers
Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Name | V Srivatsa | R Sivakumar |
Total AUM | ₹7921 Cr | ₹9709 Cr |
Funds Managed | 3 | 10 |
UTI Aggressive Hybrid Fund- Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 34.61 | 27.08 |
Large Cap | 43.3 | 51.6 |
Small Cap | 10.33 | 10.06 |
Mid Cap | 11.75 | 11.26 |
Sector Allocation
Scheme Name |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 30.14 | 23.38 |
Communication Services | 4.39 | 3.59 |
Energy | 4.66 | 5.58 |
Technology | 7.37 | 8.11 |
Industrials | 5.24 | 9.08 |
Basic Materials | 4.84 | 4.84 |
Consumer Cyclical | 7.27 | 8.54 |
Healthcare | 4.83 | 7.19 |
Financial Services | 22.17 | 24.04 |
Real Estate | 2.67 | 1.71 |
Consumer Defensive | 4.84 | 2 |
Utilities | 1.58 | 1.93 |
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