UTI Aggressive Hybrid Fund vs Tata Hybrid Equity Fund compare

Link copied to clipboard!

Tata Hybrid Equity Fund- Regular Plan - Growth Option

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	Tata Hybrid Equity Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Fund	Tata Hybrid Equity Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3997 Cr	₹5956 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	05 Jan 1996	25 Mar 2000
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive Index	CRISIL Hybrid 35+65 Aggressive Index
Turn Over	4.76%	27%
Expense Ratio	1.92	1.89
Manager	Murthy Nagarajan	V Srivatsa
ISIN Code	INF277K01303	INF789F01323
Exits Load	Tata Hybrid Equity Fund - Regular Plan - 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	Tata Hybrid Equity Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month	5.38%	6.18%
6 Month	0.96%	2.8%
1 Year	7.2%	13.42%
3 Year	15.11%	19.59%
5 Year	19.19%	23.78%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	0.79%	0.89%
1 Year	-2.82%	-0.38%
3 Year	10.17%	15.47%
5 Year	12.08%	16.56%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	11.66%	13.82%
3 Year	13.65%	12.4%
5 Year	13.89%	11.66%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	9.21%	9.01%
Sharp	0.6%	1.01%
Beta	1.09%	1.05%
Alpha	-0.13%	4.08%

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

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Name	Murthy Nagarajan	V Srivatsa
Total AUM	₹18015 Cr	₹7921 Cr
Funds Managed	11	3
	Tata Hybrid Equity Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	26.52	30.52
Large Cap	57.95	45.41
Mid Cap	7.8	13.58
Small Cap	7.73	10.35

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	26.52	30.52
Petroleum Products	5.7	2.45
IT - Software	5.14	6.17
Personal Products	0.9	1.13
Construction	4.47	1.87
Diversified FMCG	3.11	3.01
Banks	20.96	17.2
Pharmaceuticals & Biotechnology	4.52	4.26
Realty	1.36	1.31
Automobiles	4.48	4.51
Telecom - Services	5.22	3.98
Beverages	2.32	-
Industrial Products	1.36	0.3
Gas	0.74	-
Transport Services	0.37	2.79
Auto Components	0.77	0.62
Finance	2.63	2.87
Cement & Cement Products	2.51	0.63
Transport Infrastructure	1.53	-
Fertilizers & Agrochemicals	1.95	1.08
Power	1.71	1.68
Insurance	0.87	1.8
Retailing	0.86	0.23
Textiles & Apparels	-	1.44
Diversified Metals	-	2.29
Oil	-	1.57
Ferrous Metals	-	0.53
Capital Markets	-	1.23
Consumer Durables	-	0.7
Other Consumer Services	-	0.67
Chemicals & Petrochemicals	-	0.53
Minerals & Mining	-	0.78
Entertainment	-	0.44
Paper, Forest & Jute Products	-	0.68
Leisure Services	-	0.59