HDFC Hybrid Equity Fund vs UTI Aggressive Hybrid Fund compare

HDFC Hybrid Equity Fund vs UTI Aggressive Hybrid Fund compare

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HDFC Hybrid Equity Fund - Growth Plan

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UTI Aggressive Hybrid Fund- Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Fund	HDFC Hybrid Equity Fund - Growth Plan	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹24081 Cr	₹6379 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	06 Apr 2005	25 Mar 2000
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite Debt 65:35	CRISIL Hybrid 35+65 Aggressive Index
Turn Over	15.22%	27%
Expense Ratio	1.68	1.89
Manager	Dhruv Muchhal	V Srivatsa
ISIN Code	INF179K01AS4	INF789F01323
Exits Load	HDFC Hybrid Equity Fund - 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	HDFC Hybrid Equity Fund - Growth Plan	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month	2.39%	2.51%
6 Month	4.97%	4.83%
1 Year	5.55%	3.77%
3 Year	12.6%	16.22%
5 Year	17.65%	20.11%

SIP Return Analysis

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	-0.46%	-0.2%
1 Year	5.28%	4.29%
3 Year	9.39%	12.27%
5 Year	11.34%	14.04%

Rolling Lumpsum Returns

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	10.1%	13.28%
3 Year	11.92%	12.78%
5 Year	11.75%	11.88%

Risk Management

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	8.50%	9.01%
Sharp	0.73%	1.06%
Beta	0.96%	0.17%
Alpha	0.32%	8.99%

Fund Managers

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Name	Dhruv Muchhal	V Srivatsa
Total AUM	₹520687 Cr	₹7921 Cr
Funds Managed	40	3
	HDFC Hybrid Equity Fund - Growth Plan	UTI Aggressive Hybrid Fund- Regular Plan - Growth

Market Cap

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	33.5	33.06
Large Cap	48.48	45.24
Small Cap	16.35	10.37
Mid Cap	1.68	11.32

Sector Allocation

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	32.34	28.29
Energy	5.75	5.47
Technology	7.84	7.17
Consumer Defensive	5.74	4.76
Industrials	9.87	5.77
Financial Services	24.14	22.18
Healthcare	3.75	4.98
Real Estate	0.93	2.96
Utilities	0.23	1.59
Consumer Cyclical	5.44	7.75
Basic Materials	0.53	5.02
Communication Services	3.43	4.05

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