Nippon India Equity Hybrid Fund vs UTI Aggressive Hybrid Fund compare
Nippon India Aggressive Hybrid Fund - Regular - Growth
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Fund | Nippon India Aggressive Hybrid Fund - Regular - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹3960 Cr | ₹6379 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 08 Jun 2005 | 25 Mar 2000 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | CRISIL Hybrid 35+65 Aggressive Index |
| Turn Over | 40% | 27% |
| Expense Ratio | 1.97 | 1.89 |
| Manager | Sushil Budhia | V Srivatsa |
| ISIN Code | INF204K01FW1 | INF789F01323 |
| Exits Load | Nippon India Equity Hybrid 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 | Nippon India Aggressive Hybrid Fund - Regular - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.12% | 2.51% |
| 6 Month | 6.66% | 4.83% |
| 1 Year | 5.37% | 3.77% |
| 3 Year | 15.29% | 16.22% |
| 5 Year | 19.33% | 20.11% |
SIP Return Analysis
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.69% | 1.51% |
| 1 Year | 12.59% | 8.54% |
| 3 Year | 14.31% | 14.36% |
| 5 Year | 14.85% | 15.29% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.02% | 13.28% |
| 3 Year | 13.01% | 12.78% |
| 5 Year | 13.15% | 11.88% |
Risk Management
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 9.02% | 9.01% |
| Sharp | 1.04% | 1.06% |
| Beta | 0.12% | 0.17% |
| Alpha | 8.89% | 8.99% |
Fund Managers
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Name | Sushil Budhia | V Srivatsa |
| Total AUM | ₹29447 Cr | ₹7921 Cr |
| Funds Managed | 11 | 3 |
| Nippon India Aggressive Hybrid Fund - Regular - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
| Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 32.1 | 33.06 |
| Large Cap | 48.52 | 45.24 |
| Small Cap | 8.13 | 10.37 |
| Mid Cap | 11.25 | 11.32 |
Sector Allocation
| Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 23.22 | 28.29 |
| Communication Services | 3.97 | 4.05 |
| Energy | 3.72 | 5.47 |
| Industrials | 9.5 | 5.77 |
| Technology | 7.11 | 7.17 |
| Financial Services | 23.6 | 22.18 |
| Consumer Cyclical | 9.21 | 7.75 |
| Consumer Defensive | 3.45 | 4.76 |
| Healthcare | 4.91 | 4.98 |
| Basic Materials | 3.25 | 5.02 |
| Real Estate | 3.55 | 2.96 |
| Utilities | 4.51 | 1.59 |
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