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 Equity 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 Equity Hybrid Fund - Regular Plan - Growth Option
Fund UTI Aggressive Hybrid Fund- Regular Plan - Growth Axis Equity Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5215 Cr ₹1652 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 20 Mar 1995 05 Aug 2018
Category Aggressive Aggressive
Fund Type Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive Index CRISIL Hybrid 35+65 Aggressive TRI
Turn Over 27% 0.0%
Expense Ratio 1.92 2.14
Manager V Srivatsa R Sivakumar
ISIN Code INF789F01323 INF846K01E90
Exits Load Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months/365 For units more than 10% of the allotted, an exit load of 1% will be charged if redeemed within 12 months./365

Trailing Lumpsum Returns

Scheme Name UTI Aggressive Hybrid Fund- Regular Plan - Growth Axis Equity Hybrid Fund - Regular Plan - Growth Option
1 Month 5.11% 3.93%
6 Month 16.5% 12.91%
1 Year 34.27% 21.7%
3 Year 19.02% 10.96%
5 Year 18.49% 13.72%

SIP Return Analysis

Scheme Name UTI Aggressive Hybrid Fund- Regular Plan - Growth Axis Equity Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 14.27% 10.09%
3 Year 35.19% 18.75%
5 Year 67.97% 37.5%

Rolling Lumpsum Returns

Scheme Name UTI Aggressive Hybrid Fund- Regular Plan - Growth Axis Equity Hybrid Fund - Regular Plan - Growth Option
1 Year 20.56% 13.88%
3 Year 52.22% 30.41%
5 Year 73.96% 42.52%

Risk Management

Scheme Name UTI Aggressive Hybrid Fund- Regular Plan - Growth Axis Equity Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 9.01% 10.51%
Sharp 1.18% 0.41%
Beta 0.96% 1.12%
Alpha 6.23% -1.32%

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Fund Managers

Scheme Name UTI Aggressive Hybrid Fund- Regular Plan - Growth Axis Equity Hybrid Fund - Regular Plan - Growth Option
Name V Srivatsa R Sivakumar
Total AUM ₹7921 Cr ₹9709 Cr
Fund Manage 3 10
UTI Aggressive Hybrid Fund- Regular Plan - Growth Axis Equity Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Axis Equity Hybrid Fund - Regular Plan - Growth Option

Large Cap 42.71 51.78
Others 31.49 26.04
Mid Cap 16.75 11.07
Small Cap 9.04 11.11

Sector Allocation

Scheme Name

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Axis Equity Hybrid Fund - Regular Plan - Growth Option

Financial 31.85 28.94
Sovereign 16.5 9.3
Energy 8.39 5.84
Consumer Staples 4.83 3.09
Technology 5.79 6.62
Automobile 5.86 9.95
Construction 4.06 5.13
Others 2.96 1.05
Services 3.35 6.64
Communication 2.94 5.57
Metals & Mining 2.71 0.4
Healthcare 5.24 6.18
Textiles 1.9 0.39
Chemicals 1.37 4.79
Consumer Discretionary 0.71 1.06
Materials 0.62 3.06
Capital Goods 0.46 0.95
Insurance 0.45 1.04

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