Tata Hybrid Equity Fund vs UTI Aggressive Hybrid Fund compare

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Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

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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	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Fund	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹4131 Cr	₹6468 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

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month	-1.75%	-2.6%
6 Month	3.46%	3.81%
1 Year	-2.28%	0.89%
3 Year	12.18%	16.62%
5 Year	16.13%	20.19%

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	3.4%	3.7%
1 Year	3.41%	5.77%
3 Year	11.03%	16.28%
5 Year	12.4%	16.84%

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	11.2%	13.42%
3 Year	13.63%	12.7%
5 Year	14%	11.82%

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	9.21%	9.01%
Sharp	0.9%	1.4%
Beta	1.12%	1.05%
Alpha	-1.2%	3.93%

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Scheme Name	Tata Aggressive Hybrid 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 Aggressive Hybrid Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	28.88	32.8
Large Cap	57.62	43.77
Small Cap	7.03	10.93
Mid Cap	6.47	12.5

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	28.88	30.22
Energy	6.39	5.48
Technology	4.84	6.99
Consumer Defensive	6.39	4.5
Industrials	7.76	5.28
Financial Services	20.76	23.28
Healthcare	4.23	4.59
Basic Materials	5.03	5.01
Consumer Cyclical	6.63	7.09
Communication Services	5.72	5.1
Real Estate	0.91	0.77
Utilities	2.46	1.68