Tata Hybrid Equity Fund vs UTI Aggressive Hybrid Fund compare
Tata Hybrid Equity Fund- Regular Plan - Growth Option
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Fund | Tata Hybrid Equity Fund- Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3997 Cr | ₹5956 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 05 Jan 1996 | 25 Mar 2000 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive Index |
Turn Over | 4.76% | 27% |
Expense Ratio | 1.92 | 1.89 |
Manager | Murthy Nagarajan | V Srivatsa |
ISIN Code | INF277K01303 | INF789F01323 |
Exits Load | Tata Hybrid Equity Fund - Regular Plan - 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 | Tata Hybrid Equity Fund- Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Month | 1.71% | 2.49% |
6 Month | 1.99% | 3.97% |
1 Year | 6.46% | 12.35% |
3 Year | 14.46% | 19.09% |
5 Year | 19.49% | 23.89% |
SIP Return Analysis
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 4.14% | 4.82% |
1 Year | 3.35% | 6.89% |
3 Year | 12.36% | 18.06% |
5 Year | 13.36% | 18.02% |
Rolling Lumpsum Returns
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 11.66% | 13.82% |
3 Year | 13.65% | 12.4% |
5 Year | 13.89% | 11.66% |
Risk Management
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 9.21% | 9.01% |
Sharp | 0.6% | 1.01% |
Beta | 1.09% | 1.05% |
Alpha | -0.13% | 4.08% |
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Fund Managers
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Name | Murthy Nagarajan | V Srivatsa |
Total AUM | ₹18015 Cr | ₹7921 Cr |
Funds Managed | 11 | 3 |
Tata Hybrid Equity Fund- Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
Scheme Name |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 26.52 | 30.52 |
Large Cap | 57.95 | 45.41 |
Mid Cap | 7.8 | 13.58 |
Small Cap | 7.73 | 10.35 |
Sector Allocation
Scheme Name |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 26.52 | 30.52 |
Petroleum Products | 5.7 | 2.45 |
IT - Software | 5.14 | 6.17 |
Personal Products | 0.9 | 1.13 |
Construction | 4.47 | 1.87 |
Diversified FMCG | 3.11 | 3.01 |
Banks | 20.96 | 17.2 |
Pharmaceuticals & Biotechnology | 4.52 | 4.26 |
Realty | 1.36 | 1.31 |
Automobiles | 4.48 | 4.51 |
Telecom - Services | 5.22 | 3.98 |
Beverages | 2.32 | - |
Industrial Products | 1.36 | 0.3 |
Gas | 0.74 | - |
Transport Services | 0.37 | 2.79 |
Auto Components | 0.77 | 0.62 |
Finance | 2.63 | 2.87 |
Cement & Cement Products | 2.51 | 0.63 |
Transport Infrastructure | 1.53 | - |
Fertilizers & Agrochemicals | 1.95 | 1.08 |
Power | 1.71 | 1.68 |
Insurance | 0.87 | 1.8 |
Retailing | 0.86 | 0.23 |
Textiles & Apparels | - | 1.44 |
Diversified Metals | - | 2.29 |
Oil | - | 1.57 |
Ferrous Metals | - | 0.53 |
Capital Markets | - | 1.23 |
Consumer Durables | - | 0.7 |
Other Consumer Services | - | 0.67 |
Chemicals & Petrochemicals | - | 0.53 |
Minerals & Mining | - | 0.78 |
Entertainment | - | 0.44 |
Paper, Forest & Jute Products | - | 0.68 |
Leisure Services | - | 0.59 |
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