UTI Aggressive Hybrid Fund vs Nippon India Equity Hybrid Fund compare
Nippon India Equity Hybrid Fund - Growth Plan
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Fund | Nippon India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3712 Cr | ₹5956 Cr |
Min Investment | ₹500 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 08 Jun 2005 | 25 Mar 2000 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | CRISIL Hybrid 35+65 Aggressive Index |
Turn Over | 40% | 27% |
Expense Ratio | 1.97 | 1.89 |
Manager | Sushil Budhia | V Srivatsa |
ISIN Code | INF204K01FW1 | INF789F01323 |
Exits Load | Nippon India Equity Hybrid 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 | Nippon India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Month | 1.55% | 1.32% |
6 Month | -1.31% | -1.34% |
1 Year | 6.12% | 7.92% |
3 Year | 18.76% | 19.85% |
5 Year | 20.76% | 22.21% |
SIP Return Analysis
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 6.03% | 5.24% |
1 Year | 6.46% | 5.62% |
3 Year | 15.2% | 16.75% |
5 Year | 15.81% | 17.17% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 11.44% | 13.56% |
3 Year | 12.76% | 12.62% |
5 Year | 12.98% | 11.76% |
Risk Management
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 9.02% | 9.01% |
Sharp | 1.04% | 1.15% |
Beta | 1.06% | 1.05% |
Alpha | 2.78% | 3.88% |
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Fund Managers
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Name | Sushil Budhia | V Srivatsa |
Total AUM | ₹29447 Cr | ₹7921 Cr |
Funds Managed | 11 | 3 |
Nippon India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
Scheme Name |
Nippon India Equity Hybrid Fund - Growth Plan |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 26.86 | 31.3 |
Large Cap | 54.13 | 44.79 |
Small Cap | 8.3 | 10.46 |
Mid Cap | 11.01 | 13.35 |
Sector Allocation
Scheme Name |
Nippon India Equity Hybrid Fund - Growth Plan |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 22.81 | 31.3 |
Telecom - Services | 3.79 | 4.27 |
Petroleum Products | 3.21 | 2.98 |
Electrical Equipment | 1.03 | - |
IT - Software | 5.76 | 6.07 |
Construction | 3.11 | 1.77 |
Finance | 2.87 | 2.7 |
Consumer Durables | 2.25 | 0.65 |
Retailing | 1.61 | 0.24 |
Diversified FMCG | 1.8 | 3.02 |
Banks | 17.94 | 17.16 |
Pharmaceuticals & Biotechnology | 3.43 | 3.99 |
Cement & Cement Products | 0.11 | 0.33 |
Healthcare Services | 1.89 | - |
Aerospace & Defense | 1.09 | - |
Ferrous Metals | 2.55 | - |
Capital Markets | 1.82 | 1.35 |
Realty | 2.38 | 1.28 |
Transport Infrastructure | 2.51 | - |
Automobiles | 4.26 | 3.93 |
Insurance | 2.19 | 1.91 |
Industrial Products | 1.14 | 0.28 |
Transport Services | 1.43 | 2.69 |
Beverages | 1.89 | - |
Power | 3.72 | 1.72 |
Leisure Services | 1.06 | 0.62 |
Financial Technology (Fintech) | 0.7 | - |
Consumable Fuels | 0.71 | - |
Auto Components | 0.74 | 0.66 |
Industrial Manufacturing | 0.45 | - |
Commercial Services & Supplies | 0.05 | - |
Chemicals & Petrochemicals | - | 0.72 |
Textiles & Apparels | - | 1.53 |
Fertilizers & Agrochemicals | - | 0.81 |
Diversified Metals | - | 1.93 |
Oil | - | 2.28 |
Personal Products | - | 1.25 |
Other Consumer Services | - | 0.65 |
Minerals & Mining | - | 0.71 |
Entertainment | - | 0.44 |
Paper, Forest & Jute Products | - | 0.66 |
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