UTI Aggressive Hybrid Fund vs HDFC Hybrid Equity Fund compare

Link copied to clipboard!

HDFC Hybrid Equity Fund - Growth Plan

Invest Now

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Fund	HDFC Hybrid Equity Fund - Growth Plan	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹23354 Cr	₹5956 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	06 Apr 2005	25 Mar 2000
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite Debt 65:35	CRISIL Hybrid 35+65 Aggressive Index
Turn Over	15.22%	27%
Expense Ratio	1.68	1.89
Manager	Dhruv Muchhal	V Srivatsa
ISIN Code	INF179K01AS4	INF789F01323
Exits Load	HDFC Hybrid Equity 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

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month	2.32%	1.63%
6 Month	3.85%	2.13%
1 Year	9.23%	11.65%
3 Year	15.53%	18.88%
5 Year	21.71%	23.86%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	5.73%	4.82%
1 Year	8.77%	6.89%
3 Year	13.97%	18.06%
5 Year	14.87%	18.02%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	10.65%	13.82%
3 Year	11.72%	12.4%
5 Year	11.49%	11.66%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	9.334%	9.01%
Sharp	0.486%	1.01%
Beta	0.949%	1.05%
Alpha	0.562%	4.08%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Name	Dhruv Muchhal	V Srivatsa
Total AUM	₹520687 Cr	₹7921 Cr
Funds Managed	40	3
	HDFC Hybrid Equity Fund - Growth Plan	UTI Aggressive Hybrid Fund- Regular Plan - Growth

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	33.28	30.52
Large Cap	48.42	45.41
Small Cap	15.63	10.35
Mid Cap	2.67	13.58

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	32.45	30.52
Energy	5.71	-
Technology	8.82	-
Consumer Defensive	6.79	-
Industrials	9.19	-
Financial Services	22.61	-
Healthcare	4.18	-
Real Estate	0.83	-
Consumer Cyclical	3.29	-
Basic Materials	0.58	-
Communication Services	4.26	-
Utilities	1.29	-
Telecom - Services	-	3.98
Petroleum Products	-	2.45
IT - Software	-	6.17
Cement & Cement Products	-	0.63
Transport Services	-	2.79
Construction	-	1.87
Textiles & Apparels	-	1.44
Pharmaceuticals & Biotechnology	-	4.26
Banks	-	17.2
Insurance	-	1.8
Automobiles	-	4.51
Diversified FMCG	-	3.01
Fertilizers & Agrochemicals	-	1.08
Diversified Metals	-	2.29
Realty	-	1.31
Oil	-	1.57
Ferrous Metals	-	0.53
Personal Products	-	1.13
Capital Markets	-	1.23
Consumer Durables	-	0.7
Other Consumer Services	-	0.67
Industrial Products	-	0.3
Auto Components	-	0.62
Chemicals & Petrochemicals	-	0.53
Minerals & Mining	-	0.78
Finance	-	2.87
Entertainment	-	0.44
Power	-	1.68
Paper, Forest & Jute Products	-	0.68
Retailing	-	0.23
Leisure Services	-	0.59