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Axis Equity Hybrid Fund vs UTI Aggressive Hybrid Fund compare

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tortoise-icon UTI Aggressive Hybrid Fund- Regular Plan - Growth

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tortoise-icon Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹5956 Cr ₹1530 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 2.88% 2.43%
6 Month -1.22% -1%
1 Year 10.5% 10.66%
3 Year 16.99% 9.86%
5 Year 22.38% 15.26%

SIP Return Analysis

Scheme Name UTI Aggressive Hybrid Fund- Regular Plan - Growth Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month 1.58% 2.21%
1 Year 1.24% 1.97%
3 Year 16.79% 11.94%
5 Year 17.57% 11.25%

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% 11.361%
Sharp 0.76% 0.081%
Beta 1.05% 1.138%
Alpha 4.53% -3.842%

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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
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 34.57 26.15
Large Cap 42.47 53.07
Mid Cap 13.21 8.54
Small Cap 9.75 12.25

Sector Allocation

Scheme Name

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Others 32.58 23.83
Communication Services 4.5 4.09
Energy 3.43 4.83
Technology 6.73 8.94
Basic Materials 6.04 4.63
Industrials 4.42 6.59
Consumer Cyclical 8.28 8.5
Healthcare 4.02 8.38
Financial Services 22.79 24.99
Utilities 1.57 1.52
Consumer Defensive 4.69 1.81
Real Estate 0.94 1.89

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