Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Axis Equity Hybrid Fund vs UTI Aggressive Hybrid Fund compare

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹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

Top Comparisons

LIC MF LOW DURATION FUND-Growth LIC MF LOW DURATION FUND-Growth

3Y Returns6.76%

VS

LIC MF LOW DURATION FUND-Regular Plan-Growth LIC MF LOW DURATION FUND-Regular Plan-Growth

3Y Returns6.76%

Compare Now

ICICI Prudential Equity Arbitrage Fund - Growth ICICI Prudential Equity Arbitrage Fund - Growth

3Y Returns7.01%

VS

Kotak Arbitrage Fund - Growth Kotak Arbitrage Fund - Growth

3Y Returns7.19%

Compare Now

Kotak Arbitrage Fund - Growth Kotak Arbitrage Fund - Growth

3Y Returns7.19%

VS

Axis Arbitrage Fund - Regular Plan - Growth Axis Arbitrage Fund - Regular Plan - Growth

3Y Returns6.85%

Compare Now

Aditya Birla Sun Life Small Cap Fund - GROWTH Aditya Birla Sun Life Small Cap Fund - GROWTH

3Y Returns16.88%

VS

Tata Small Cap Fund Regular Growth Tata Small Cap Fund Regular Growth

3Y Returns21.3%

Compare Now
Add to Cart Successfully