Nippon India Equity Hybrid Fund vs UTI Aggressive Hybrid Fund compare
Nippon India Equity Hybrid Fund - Growth Plan
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Fund | Nippon India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3712 Cr | ₹5956 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 Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Month | 2.59% | 2.49% |
6 Month | 3.63% | 3.97% |
1 Year | 9.35% | 12.35% |
3 Year | 17.7% | 19.09% |
5 Year | 22.78% | 23.89% |
SIP Return Analysis
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 5.58% | 4.82% |
1 Year | 7.4% | 6.89% |
3 Year | 16.44% | 18.06% |
5 Year | 16.63% | 18.02% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 11.83% | 13.82% |
3 Year | 12.47% | 12.4% |
5 Year | 12.93% | 11.66% |
Risk Management
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 9.02% | 9.01% |
Sharp | 0.83% | 1.01% |
Beta | 1.06% | 1.05% |
Alpha | 2.39% | 4.08% |
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Fund Managers
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Name | Sushil Budhia | V Srivatsa |
Total AUM | ₹29447 Cr | ₹7921 Cr |
Funds Managed | 11 | 3 |
Nippon India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
Scheme Name |
Nippon India Equity Hybrid Fund - Growth Plan |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 27.29 | 30.52 |
Large Cap | 53.88 | 45.41 |
Small Cap | 8.54 | 10.35 |
Mid Cap | 10.59 | 13.58 |
Sector Allocation
Scheme Name |
Nippon India Equity Hybrid Fund - Growth Plan |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 23.08 | 30.52 |
Telecom - Services | 3.64 | 3.98 |
Petroleum Products | 3.02 | 2.45 |
Electrical Equipment | 1.03 | - |
IT - Software | 6.07 | 6.17 |
Construction | 3.36 | 1.87 |
Finance | 2.99 | 2.87 |
Consumer Durables | 2.01 | 0.7 |
Retailing | 1.49 | 0.23 |
Diversified FMCG | 2.02 | 3.01 |
Banks | 17.18 | 17.2 |
Pharmaceuticals & Biotechnology | 3.6 | 4.26 |
Cement & Cement Products | 0.1 | 0.63 |
Healthcare Services | 1.95 | - |
Aerospace & Defense | 1.05 | - |
Ferrous Metals | 2.77 | 0.53 |
Capital Markets | 1.91 | 1.23 |
Realty | 2.31 | 1.31 |
Transport Infrastructure | 2.65 | - |
Automobiles | 4.17 | 4.51 |
Insurance | 1.67 | 1.8 |
Industrial Products | 1.13 | 0.3 |
Transport Services | 1.4 | 2.79 |
Beverages | 1.88 | - |
Power | 3.83 | 1.68 |
Leisure Services | 1.01 | 0.59 |
Financial Technology (Fintech) | 0.71 | - |
Auto Components | 1.01 | 0.62 |
Consumable Fuels | 0.76 | - |
Industrial Manufacturing | 0.45 | - |
Commercial Services & Supplies | 0.05 | - |
Textiles & Apparels | - | 1.44 |
Fertilizers & Agrochemicals | - | 1.08 |
Diversified Metals | - | 2.29 |
Oil | - | 1.57 |
Personal Products | - | 1.13 |
Other Consumer Services | - | 0.67 |
Chemicals & Petrochemicals | - | 0.53 |
Minerals & Mining | - | 0.78 |
Entertainment | - | 0.44 |
Paper, Forest & Jute Products | - | 0.68 |
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