Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI Aggressive Hybrid Fund vs Nippon India Equity Hybrid Fund compare

Link copied to clipboard!

tortoise-icon Nippon India Aggressive Hybrid Fund - Regular - Growth

Invest Now

tortoise-icon 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 Nippon India Aggressive Hybrid Fund - Regular - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
Fund Nippon India Aggressive Hybrid Fund - Regular - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹3960 Cr ₹6379 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 Aggressive Hybrid Fund - Regular - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month 2.12% 2.51%
6 Month 6.66% 4.83%
1 Year 5.37% 3.77%
3 Year 15.29% 16.22%
5 Year 19.33% 20.11%

SIP Return Analysis

Scheme Name Nippon India Aggressive Hybrid Fund - Regular - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month 0.96% 0.03%
1 Year 8.18% 4.59%
3 Year 12.41% 12.49%
5 Year 13.64% 14.1%

Rolling Lumpsum Returns

Scheme Name Nippon India Aggressive Hybrid Fund - Regular - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year 11.02% 13.28%
3 Year 13.01% 12.78%
5 Year 13.15% 11.88%

Risk Management

Scheme Name Nippon India Aggressive Hybrid Fund - Regular - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation 9.03% 9.40%
Sharp 0.91% 0.96%
Beta 1.02% 1.06%
Alpha 1.87% 2.51%

Fund Managers

Scheme Name Nippon India Aggressive Hybrid Fund - Regular - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
Name Sushil Budhia V Srivatsa
Total AUM ₹29447 Cr ₹7921 Cr
Funds Managed 11 3
Nippon India Aggressive Hybrid Fund - Regular - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth

Market Cap

Scheme Name

Nippon India Aggressive Hybrid Fund - Regular - Growth

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 32.1 33.06
Large Cap 48.52 45.24
Small Cap 8.13 10.37
Mid Cap 11.25 11.32

Sector Allocation

Scheme Name

Nippon India Aggressive Hybrid Fund - Regular - Growth

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 23.22 28.29
Communication Services 3.97 4.05
Energy 3.72 5.47
Industrials 9.5 5.77
Technology 7.11 7.17
Financial Services 23.6 22.18
Consumer Cyclical 9.21 7.75
Consumer Defensive 3.45 4.76
Healthcare 4.91 4.98
Basic Materials 3.25 5.02
Real Estate 3.55 2.96
Utilities 4.51 1.59

Top Comparisons

Tata Short Term Bond Fund -Regular Plan- Growth Option Tata Short Term Bond Fund -Regular Plan- Growth Option

3Y Returns7.14%

VS

Axis Short Duration Fund - Regular Plan - Growth Option Axis Short Duration Fund - Regular Plan - Growth Option

3Y Returns7.77%

Compare Now

Tata Aggressive Hybrid Fund- Regular Plan - Growth Option Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

3Y Returns11.75%

VS

HSBC Aggressive Hybrid Fund - Regular Growth HSBC Aggressive Hybrid Fund - Regular Growth

3Y Returns15.62%

Compare Now

Nippon India Medium Duration Fund - Growth Option Nippon India Medium Duration Fund - Growth Option

3Y Returns8.46%

VS

Invesco India Medium Duration Fund - Regular - Growth Invesco India Medium Duration Fund - Regular - Growth

3Y Returns7.17%

Compare Now

HDFC Credit Risk Debt Fund - Growth Option HDFC Credit Risk Debt Fund - Growth Option

3Y Returns7.71%

VS

DSP Credit Risk Fund - Regular Plan -Growth DSP Credit Risk Fund - Regular Plan -Growth

3Y Returns14.86%

Compare Now
Add to Cart Successfully