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) | ₹6422 Cr | ₹1570 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 | -2.36% | -2.48% |
6 Month | 8.3% | 9.64% |
1 Year | -1.8% | -1.48% |
3 Year | 15.9% | 9.85% |
5 Year | 18.6% | 12.51% |
SIP Return Analysis
Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.01% | 1.42% |
1 Year | 3.65% | 4.85% |
3 Year | 14.87% | 11.6% |
5 Year | 15.92% | 10.61% |
Rolling Lumpsum Returns
Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.42% | 12.71% |
3 Year | 12.7% | 11.39% |
5 Year | 11.82% | 12.32% |
Risk Management
Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 9.01% | 9.92% |
Sharp | 1.15% | 0.46% |
Beta | 0.13% | 1.08% |
Alpha | 9.74% | -2.51% |
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 | 34.61 | 27.41 |
Large Cap | 43 | 50.35 |
Small Cap | 10.41 | 11.49 |
Mid Cap | 11.98 | 10.75 |
Sector Allocation
Scheme Name |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 30.99 | 22.6 |
Communication Services | 4.56 | 4.03 |
Energy | 4.93 | 5.21 |
Technology | 6.89 | 7.75 |
Industrials | 5.43 | 8.98 |
Basic Materials | 4.75 | 5.22 |
Consumer Cyclical | 6.45 | 7.98 |
Healthcare | 4.94 | 7.28 |
Financial Services | 23.12 | 25.09 |
Real Estate | 1.74 | 2.05 |
Consumer Defensive | 4.54 | 1.94 |
Utilities | 1.64 | 1.86 |
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