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Nippon India Equity Hybrid Fund vs UTI Aggressive Hybrid Fund compare

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tortoise-icon Nippon India Aggressive Hybrid Fund - Regular - Growth

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tortoise-icon 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 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) ₹3894 Cr ₹6302 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 2.28% 1.62%
6 Month 12.87% 9.75%
1 Year 1.18% -0.92%
3 Year 15.06% 15.51%
5 Year 19% 19.81%

SIP Return Analysis

Scheme Name Nippon India Aggressive Hybrid Fund - Regular - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month 3.49% 1.86%
1 Year 10.64% 6.48%
3 Year 14.31% 14.51%
5 Year 14.85% 15.39%

Rolling Lumpsum Returns

Scheme Name Nippon India Aggressive Hybrid Fund - Regular - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year 11.23% 13.42%
3 Year 12.93% 12.7%
5 Year 13.05% 11.82%

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 0.93% 0.95%
Beta 0.09% 0.13%
Alpha 8.12% 8.31%

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 30.76 34.61
Large Cap 48.89 43
Small Cap 8.56 10.41
Mid Cap 11.79 11.98

Sector Allocation

Scheme Name

Nippon India Aggressive Hybrid Fund - Regular - Growth

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 23.82 30.99
Communication Services 3.62 4.56
Energy 3.77 4.93
Industrials 10.28 5.43
Technology 6.31 6.89
Financial Services 24.95 23.12
Consumer Cyclical 7.55 6.45
Consumer Defensive 3.58 4.54
Healthcare 5.19 4.94
Basic Materials 2.81 4.75
Real Estate 3.87 1.74
Utilities 4.25 1.64

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