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) | ₹6111 Cr | ₹1619 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 | 1.87 | 2.12 |
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 | -2.43% | -2.36% |
6 Month | -3% | -3.55% |
1 Year | 12.54% | 10.83% |
3 Year | 14.7% | 7.39% |
5 Year | 17.41% | 10.58% |
SIP Return Analysis
Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 5.75% | 5.05% |
3 Year | 18% | 11.75% |
5 Year | 18.9% | 11.79% |
Rolling Lumpsum Returns
Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.82% | 13.82% |
3 Year | 12.4% | 11.42% |
5 Year | 11.66% | 12.03% |
Risk Management
Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 9.01% | 10.51% |
Sharp | 0.82% | 0.47% |
Beta | 1.05% | 1.15% |
Alpha | 4.39% | -2.21% |
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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 |
Fund Manage | 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 | 29.8 | 23.52 |
Large Cap | 42.79 | 54.27 |
Mid Cap | 16.79 | 8.69 |
Small Cap | 10.58 | 13.57 |
Sector Allocation
Scheme Name |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 29.8 | 23.52 |
Telecom - Services | 3.66 | 3.05 |
Petroleum Products | 2.59 | 3.48 |
IT - Software | 7.85 | 7.07 |
Cement & Cement Products | 1.21 | 0.13 |
Transport Services | 2.44 | - |
Construction | 2.15 | 3.55 |
Textiles & Apparels | 2.42 | - |
Pharmaceuticals & Biotechnology | 4.59 | 6.46 |
Banks | 17.36 | 14.89 |
Healthcare Services | 0.68 | 1.43 |
Insurance | 2.82 | 1.7 |
Automobiles | 2.82 | 3.8 |
Gas | 1.05 | - |
Diversified FMCG | 3.39 | 0.34 |
Fertilizers & Agrochemicals | 0.62 | 3.54 |
Diversified Metals | 1.81 | - |
Realty | 0.96 | 2.31 |
Ferrous Metals | 0.6 | - |
Capital Markets | 1.46 | - |
Consumer Durables | 0.72 | - |
Other Consumer Services | 0.66 | - |
Industrial Products | 0.23 | 0.04 |
Auto Components | 0.84 | 2.45 |
Chemicals & Petrochemicals | 0.67 | 1.15 |
Personal Products | 0.48 | 0.42 |
Finance | 2.4 | 7.17 |
Entertainment | 0.6 | - |
Power | 1.08 | 2.16 |
Paper, Forest & Jute Products | 0.59 | - |
Leisure Services | 1.41 | - |
Non - Ferrous Metals | - | 0.39 |
Electrical Equipment | - | 1.79 |
Aerospace & Defense | - | 0.47 |
Retailing | - | 4.49 |
Beverages | - | 0.19 |
Oil | - | 0.66 |
Food Products | - | 0.16 |
Household Products | - | 1.16 |
Consumable Fuels | - | 1.01 |
Industrial Manufacturing | - | 0.98 |
Commercial Services & Supplies | - | 0.09 |
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