UTI Aggressive Hybrid Fund vs HDFC Hybrid Equity Fund compare
HDFC Hybrid Equity Fund - Growth Plan
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
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 |
Trailing Lumpsum Returns
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% |
SIP Return Analysis
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% |
Rolling Lumpsum Returns
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% |
Risk Management
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% |
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Fund Managers
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 |
Market Cap
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 |
Sector Allocation
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 |
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