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) | ₹6718 Cr | ₹1575 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 | 0.41% | -0.81% |
| 6 Month | 4.36% | 3.72% |
| 1 Year | 4.8% | 4.34% |
| 3 Year | 16.26% | 11.02% |
| 5 Year | 17.17% | 10.38% |
SIP Return Analysis
| Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.21% | 0.65% |
| 1 Year | 10.17% | 7.73% |
| 3 Year | 13.82% | 10.76% |
| 5 Year | 14.91% | 9.93% |
Rolling Lumpsum Returns
| Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.65% | 11.29% |
| 3 Year | 13.36% | 11.23% |
| 5 Year | 12.19% | 12.45% |
Risk Management
| Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.01% | 9.90% |
| Sharp | 1.04% | 0.43% |
| Beta | 1.11% | 1.12% |
| Alpha | 3.43% | -2.07% |
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 | 32.56 | 28.63 |
| Large Cap | 45.25 | 54.34 |
| Small Cap | 10.35 | 8.81 |
| Mid Cap | 11.84 | 8.22 |
Sector Allocation
| Scheme Name |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 27.04 | 23.89 |
| Communication Services | 4.33 | 3.3 |
| Energy | 6.16 | 6.36 |
| Technology | 8.04 | 8.95 |
| Industrials | 6.73 | 8.95 |
| Basic Materials | 4.97 | 2.71 |
| Consumer Cyclical | 7.64 | 7.91 |
| Healthcare | 4.25 | 6.93 |
| Financial Services | 21.59 | 24.48 |
| Real Estate | 2.71 | 1.91 |
| Consumer Defensive | 5.07 | 2.59 |
| Utilities | 1.46 | 2.01 |
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