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 | 0.34% | 0.48% |
| 6 Month | 2.14% | 1.93% |
| 1 Year | 7.05% | 6.57% |
| 3 Year | 17.06% | 12.45% |
| 5 Year | 16.64% | 10.08% |
SIP Return Analysis
| Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.06% | 2.69% |
| 1 Year | 13.64% | 11.49% |
| 3 Year | 14.13% | 11.31% |
| 5 Year | 14.94% | 10.11% |
Rolling Lumpsum Returns
| Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.57% | 11.22% |
| 3 Year | 13.37% | 11.25% |
| 5 Year | 12.21% | 12.42% |
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 | 1.04% | 0.52% |
| Beta | 1.11% | 1.18% |
| Alpha | 3.43% | -1.55% |
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 | 30.26 | 24.28 |
| Large Cap | 46.19 | 60.48 |
| Small Cap | 10.34 | 8.83 |
| Mid Cap | 13.05 | 6.45 |
Sector Allocation
| Scheme Name |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 26.89 | 22.54 |
| Telecom - Services | 3.46 | 3.3 |
| Petroleum Products | 4.39 | 6.26 |
| IT - Software | 8.04 | 6.23 |
| Transport Services | 2.53 | 0.51 |
| Construction | 3.75 | 4.38 |
| Chemicals & Petrochemicals | 0.89 | 0.99 |
| Textiles & Apparels | 1.49 | - |
| Pharmaceuticals & Biotechnology | 4.25 | 4.82 |
| Banks | 14.42 | 16.09 |
| Cement & Cement Products | 0.91 | - |
| Realty | 1.93 | 1.91 |
| Insurance | 1.92 | 1.79 |
| Automobiles | 5.07 | 3.22 |
| Diversified FMCG | 2.95 | 0.7 |
| Transport Infrastructure | 0.53 | - |
| - | 0.78 | - |
| Diversified Metals | 2.09 | - |
| Personal Products | 1.15 | - |
| Oil | 0.6 | 0.06 |
| Capital Markets | 1.35 | - |
| Consumer Durables | 0.53 | 1.9 |
| Other Consumer Services | 0.97 | - |
| Gas | 0.47 | - |
| Industrial Products | 0.28 | - |
| Diversified | 0.43 | - |
| Consumable Fuels | 0.7 | 0.04 |
| Fertilizers & Agrochemicals | 0.4 | 0.74 |
| Finance | 3.1 | 6.49 |
| Entertainment | 0.45 | - |
| Power | 1.46 | 2.01 |
| Paper, Forest & Jute Products | 0.67 | - |
| Retailing | 0.42 | 2.59 |
| Leisure Services | 0.57 | - |
| Non - Ferrous Metals | - | 0.48 |
| Electrical Equipment | - | 2.71 |
| Healthcare Services | - | 2.1 |
| Aerospace & Defense | - | 1.29 |
| Auto Components | - | 1.84 |
| Ferrous Metals | - | 0.51 |
| Commercial Services & Supplies | - | 0.66 |
| Beverages | - | 0.7 |
| Food Products | - | 0.68 |
| Household Products | - | 1.08 |
| Industrial Manufacturing | - | 1.42 |
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