BANDHAN Hybrid Equity Fund vs UTI Aggressive Hybrid Fund compare
Bandhan Aggressive Hybrid Fund - Growth
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Bandhan Aggressive Hybrid Fund - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Fund | Bandhan Aggressive Hybrid Fund - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹1224 Cr | ₹6379 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Dec 2016 | 25 Mar 2000 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive Index |
| Turn Over | 44% | 27% |
| Expense Ratio | 2.34 | 1.89 |
| Manager | Manish Gunwani | V Srivatsa |
| ISIN Code | INF194KA1U15 | INF789F01323 |
| Exits Load | Bandhan Hybrid Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI 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 | Bandhan Aggressive Hybrid Fund - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.38% | 2.51% |
| 6 Month | 10.71% | 4.83% |
| 1 Year | 10.25% | 3.77% |
| 3 Year | 15.58% | 16.22% |
| 5 Year | 18.22% | 20.11% |
SIP Return Analysis
| Scheme Name | Bandhan Aggressive Hybrid Fund - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.51% | 0.03% |
| 1 Year | 11.14% | 4.59% |
| 3 Year | 14.37% | 12.49% |
| 5 Year | 13.7% | 14.1% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Aggressive Hybrid Fund - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.52% | 13.28% |
| 3 Year | 13.67% | 12.78% |
| 5 Year | 12.19% | 11.88% |
Risk Management
| Scheme Name | Bandhan Aggressive Hybrid Fund - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 10.78% | 9.40% |
| Sharp | 0.80% | 0.96% |
| Beta | 1.13% | 1.06% |
| Alpha | 1.64% | 2.51% |
Fund Managers
| Scheme Name | Bandhan Aggressive Hybrid Fund - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Name | Manish Gunwani | V Srivatsa |
| Total AUM | ₹8731 Cr | ₹7921 Cr |
| Funds Managed | 4 | 3 |
| Bandhan Aggressive Hybrid Fund - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
| Scheme Name |
Bandhan Aggressive Hybrid Fund - Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 25.78 | 33.06 |
| Large Cap | 50.06 | 45.24 |
| Small Cap | 14.16 | 10.37 |
| Mid Cap | 9.99 | 11.32 |
Sector Allocation
| Scheme Name |
Bandhan Aggressive Hybrid Fund - Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 21.79 | 28.29 |
| Energy | 4.09 | 5.47 |
| Technology | 9.88 | 7.17 |
| Financial Services | 20.45 | 22.18 |
| Consumer Cyclical | 12.78 | 7.75 |
| Consumer Defensive | 2.74 | 4.76 |
| Industrials | 7.27 | 5.77 |
| Basic Materials | 5 | 5.02 |
| Healthcare | 7.25 | 4.98 |
| Utilities | 3.74 | 1.59 |
| Communication Services | 2.46 | 4.05 |
| Real Estate | 2.56 | 2.96 |
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