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) | ₹6379 Cr | ₹1538 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 | 2.15% | 2.74% |
| 6 Month | 5.16% | 5.79% |
| 1 Year | 4.5% | 5.21% |
| 3 Year | 16.18% | 11.15% |
| 5 Year | 19.63% | 12.99% |
SIP Return Analysis
| Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.62% | 3.3% |
| 1 Year | 9.82% | 11.93% |
| 3 Year | 14.26% | 12.2% |
| 5 Year | 15.12% | 10.6% |
Rolling Lumpsum Returns
| Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.28% | 12.34% |
| 3 Year | 12.78% | 11.28% |
| 5 Year | 11.88% | 12.46% |
Risk Management
| Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.01% | 9.91% |
| Sharp | 1.06% | 0.46% |
| Beta | 0.17% | 1.11% |
| Alpha | 8.99% | -2.30% |
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 | 31.3 | 28.22 |
| Large Cap | 45.7 | 51.82 |
| Small Cap | 10.36 | 9.16 |
| Mid Cap | 12.5 | 10.8 |
Sector Allocation
| Scheme Name |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 28.16 | 24.28 |
| Telecom - Services | 3.18 | - |
| Petroleum Products | 3.64 | - |
| IT - Software | 7.17 | - |
| Transport Services | 2.48 | - |
| Construction | 3.34 | - |
| Chemicals & Petrochemicals | 0.86 | - |
| Textiles & Apparels | 1.53 | - |
| Pharmaceuticals & Biotechnology | 4.99 | - |
| Banks | 15.49 | - |
| Cement & Cement Products | 0.96 | - |
| Realty | 2.16 | - |
| Insurance | 1.81 | - |
| Automobiles | 5.01 | - |
| Diversified FMCG | 2.92 | - |
| - | 0.8 | - |
| Diversified Metals | 2.06 | - |
| Oil | 0.9 | - |
| Personal Products | 1.04 | - |
| Capital Markets | 1.44 | - |
| Consumer Durables | 0.54 | - |
| Other Consumer Services | 0.8 | - |
| Gas | 0.22 | - |
| Industrial Products | 0.34 | - |
| Diversified | 0.42 | - |
| Consumable Fuels | 0.7 | - |
| Fertilizers & Agrochemicals | 0.37 | - |
| Finance | 2.64 | - |
| Entertainment | 0.42 | - |
| Power | 1.59 | - |
| Paper, Forest & Jute Products | 0.76 | - |
| Retailing | 0.45 | - |
| Leisure Services | 0.67 | - |
| Energy | - | 5.73 |
| Technology | - | 8.79 |
| Healthcare | - | 6.84 |
| Industrials | - | 8.83 |
| Financial Services | - | 24.68 |
| Consumer Defensive | - | 2.34 |
| Basic Materials | - | 3.31 |
| Real Estate | - | 1.97 |
| Consumer Cyclical | - | 7.95 |
| Utilities | - | 2.04 |
| Communication Services | - | 3.25 |
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