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)	₹23354 Cr	₹5956 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

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month	1.48%	1.32%
6 Month	0.35%	-1.34%
1 Year	6.69%	7.92%
3 Year	16.61%	19.85%
5 Year	20%	22.21%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	6.17%	5.24%
1 Year	8.42%	5.62%
3 Year	13.07%	16.75%
5 Year	14.21%	17.17%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	10.36%	13.56%
3 Year	11.75%	12.62%
5 Year	11.6%	11.76%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	9.334%	9.01%
Sharp	0.486%	1.15%
Beta	0.949%	1.05%
Alpha	0.562%	3.88%

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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

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	33.28	31.3
Large Cap	48.42	44.79
Small Cap	15.63	10.46
Mid Cap	2.67	13.35

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	32.45	31.3
Energy	5.71	-
Technology	8.82	-
Consumer Defensive	6.79	-
Industrials	9.19	-
Financial Services	22.61	-
Healthcare	4.18	-
Real Estate	0.83	-
Consumer Cyclical	3.29	-
Basic Materials	0.58	-
Communication Services	4.26	-
Utilities	1.29	-
Telecom - Services	-	4.27
Petroleum Products	-	2.98
IT - Software	-	6.07
Cement & Cement Products	-	0.33
Transport Services	-	2.69
Construction	-	1.77
Chemicals & Petrochemicals	-	0.72
Textiles & Apparels	-	1.53
Pharmaceuticals & Biotechnology	-	3.99
Banks	-	17.16
Insurance	-	1.91
Automobiles	-	3.93
Diversified FMCG	-	3.02
Fertilizers & Agrochemicals	-	0.81
Diversified Metals	-	1.93
Realty	-	1.28
Oil	-	2.28
Personal Products	-	1.25
Capital Markets	-	1.35
Consumer Durables	-	0.65
Other Consumer Services	-	0.65
Industrial Products	-	0.28
Auto Components	-	0.66
Minerals & Mining	-	0.71
Finance	-	2.7
Entertainment	-	0.44
Power	-	1.72
Paper, Forest & Jute Products	-	0.66
Retailing	-	0.24
Leisure Services	-	0.62