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) | ₹6379 Cr | ₹1538 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 | 2.51% | 2.9% |
| 6 Month | 4.83% | 5.7% |
| 1 Year | 3.77% | 4.59% |
| 3 Year | 16.22% | 11.13% |
| 5 Year | 20.11% | 13.33% |
SIP Return Analysis
| Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.03% | 0.13% |
| 1 Year | 4.59% | 5.53% |
| 3 Year | 12.49% | 10.08% |
| 5 Year | 14.1% | 9.38% |
Rolling Lumpsum Returns
| Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.28% | 12.34% |
| 3 Year | 12.78% | 11.28% |
| 5 Year | 11.88% | 12.46% |
Risk Management
| Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.40% | 9.91% |
| Sharp | 0.96% | 0.46% |
| Beta | 1.06% | 1.11% |
| Alpha | 2.51% | -2.30% |
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 | 33.06 | 28.22 |
| Large Cap | 45.24 | 51.82 |
| Small Cap | 10.37 | 9.16 |
| Mid Cap | 11.32 | 10.8 |
Sector Allocation
| Scheme Name |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 28.29 | 24.28 |
| Communication Services | 4.05 | 3.25 |
| Energy | 5.47 | 5.73 |
| Technology | 7.17 | 8.79 |
| Industrials | 5.77 | 8.83 |
| Basic Materials | 5.02 | 3.31 |
| Consumer Cyclical | 7.75 | 7.95 |
| Healthcare | 4.98 | 6.84 |
| Financial Services | 22.18 | 24.68 |
| Real Estate | 2.96 | 1.97 |
| Consumer Defensive | 4.76 | 2.34 |
| Utilities | 1.59 | 2.04 |
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