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UTI Aggressive Hybrid Fund vs HDFC Hybrid Equity Fund compare

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tortoise-icon HDFC Hybrid Equity Fund - Growth Plan

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tortoise-icon 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 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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