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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 Aggressive 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 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 2.15% 2.74%
6 Month 5.16% 5.79%
1 Year 4.5% 5.21%
3 Year 16.18% 11.15%
5 Year 19.63% 12.99%

SIP Return Analysis

Scheme Name UTI Aggressive Hybrid Fund- Regular Plan - Growth Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month 2.62% 3.3%
1 Year 9.82% 11.93%
3 Year 14.26% 12.2%
5 Year 15.12% 10.6%

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 9.01% 9.91%
Sharp 1.06% 0.46%
Beta 0.17% 1.11%
Alpha 8.99% -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 31.3 28.22
Large Cap 45.7 51.82
Small Cap 10.36 9.16
Mid Cap 12.5 10.8

Sector Allocation

Scheme Name

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Others 28.16 24.28
Telecom - Services 3.18 -
Petroleum Products 3.64 -
IT - Software 7.17 -
Transport Services 2.48 -
Construction 3.34 -
Chemicals & Petrochemicals 0.86 -
Textiles & Apparels 1.53 -
Pharmaceuticals & Biotechnology 4.99 -
Banks 15.49 -
Cement & Cement Products 0.96 -
Realty 2.16 -
Insurance 1.81 -
Automobiles 5.01 -
Diversified FMCG 2.92 -
- 0.8 -
Diversified Metals 2.06 -
Oil 0.9 -
Personal Products 1.04 -
Capital Markets 1.44 -
Consumer Durables 0.54 -
Other Consumer Services 0.8 -
Gas 0.22 -
Industrial Products 0.34 -
Diversified 0.42 -
Consumable Fuels 0.7 -
Fertilizers & Agrochemicals 0.37 -
Finance 2.64 -
Entertainment 0.42 -
Power 1.59 -
Paper, Forest & Jute Products 0.76 -
Retailing 0.45 -
Leisure Services 0.67 -
Energy - 5.73
Technology - 8.79
Healthcare - 6.84
Industrials - 8.83
Financial Services - 24.68
Consumer Defensive - 2.34
Basic Materials - 3.31
Real Estate - 1.97
Consumer Cyclical - 7.95
Utilities - 2.04
Communication Services - 3.25

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