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 | 1.4% | 1.3% |
| 6 Month | 6.42% | 7.05% |
| 1 Year | 4.37% | 4.49% |
| 3 Year | 16.38% | 11.32% |
| 5 Year | 18.86% | 12.11% |
SIP Return Analysis
| Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.77% | 2.26% |
| 1 Year | 8.82% | 10.41% |
| 3 Year | 13.7% | 11.48% |
| 5 Year | 14.71% | 10.16% |
Rolling Lumpsum Returns
| Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.7% | 11.69% |
| 3 Year | 13.31% | 11.27% |
| 5 Year | 12.13% | 12.5% |
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 | 1.05% | 0.46% |
| Beta | 1.09% | 1.11% |
| Alpha | 3.07% | -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 | 32.42 | 28.22 |
| Large Cap | 45.39 | 51.82 |
| Small Cap | 10.32 | 9.16 |
| Mid Cap | 11.86 | 10.8 |
Sector Allocation
| Scheme Name |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 27.07 | 24.28 |
| Communication Services | 4.14 | 3.25 |
| Energy | 6.07 | 5.73 |
| Technology | 7.76 | 8.79 |
| Industrials | 6.73 | 8.83 |
| Basic Materials | 5.12 | 3.31 |
| Consumer Cyclical | 7.47 | 7.95 |
| Healthcare | 4.26 | 6.84 |
| Financial Services | 21.89 | 24.68 |
| Real Estate | 2.83 | 1.97 |
| Consumer Defensive | 5.07 | 2.34 |
| Utilities | 1.58 | 2.04 |
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