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) | ₹6468 Cr | ₹1594 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 | 0.5% | 0.2% |
6 Month | 5.25% | 5.23% |
1 Year | 5.06% | 5.66% |
3 Year | 18.94% | 12.94% |
5 Year | 21.28% | 14.34% |
SIP Return Analysis
Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.89% | 5.56% |
1 Year | 8.5% | 7.77% |
3 Year | 17.06% | 12.65% |
5 Year | 17.23% | 11.3% |
Rolling Lumpsum Returns
Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.56% | 13.2% |
3 Year | 12.62% | 11.27% |
5 Year | 11.76% | 12.12% |
Risk Management
Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 9.01% | 10.83% |
Sharp | 1.4% | 0.71% |
Beta | 1.05% | 1.13% |
Alpha | 3.93% | -2.80% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 33.26 | 27.26 |
Large Cap | 42.54 | 51.97 |
Mid Cap | 13.26 | 9.5 |
Small Cap | 10.94 | 11.27 |
Sector Allocation
Scheme Name |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 31.55 | 24.09 |
Communication Services | 4.93 | 4.27 |
Energy | 5.45 | 5.35 |
Technology | 6.34 | 7.81 |
Basic Materials | 5.36 | 4.83 |
Industrials | 5.04 | 7.18 |
Consumer Cyclical | 7.34 | 7.64 |
Healthcare | 4.26 | 7.4 |
Financial Services | 22.79 | 26.05 |
Consumer Defensive | 4.57 | 1.93 |
Real Estate | 0.78 | 2.09 |
Utilities | 1.59 | 1.36 |
Top Comparisons
Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan
3Y Returns8.04%
PGIM India Corporate Bond Fund - Growth
3Y Returns7.11%
Bandhan Financial Services Fund - Regular (G)
3Y Returns0%
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
3Y Returns20.77%
BANDHAN Bond Fund - Short Term - Regular Plan - Growth
3Y Returns7.61%
INVESCO INDIA SHORT DURATION FUND - Growth
3Y Returns7.17%
HSBC Medium to Long Duration Fund - Regular Growth
3Y Returns6.81%
LIC MF Bond Fund-Regular Plan-Growth
3Y Returns8.27%