UTI Aggressive Hybrid Fund vs Tata Hybrid Equity Fund compare

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Tata Hybrid Equity Fund- Regular Plan - Growth Option

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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	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	0.99%	1.32%
6 Month	-2.21%	-1.34%
1 Year	3.46%	7.92%
3 Year	15.28%	19.85%
5 Year	17.84%	22.21%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	4.59%	5.24%
1 Year	2.65%	5.62%
3 Year	11.27%	16.75%
5 Year	12.6%	17.17%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	11.37%	13.56%
3 Year	13.58%	12.62%
5 Year	13.94%	11.76%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	9.21%	9.01%
Sharp	0.75%	1.15%
Beta	1.09%	1.05%
Alpha	-0.22%	3.88%

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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	26.65	31.3
Large Cap	58.39	44.79
Mid Cap	7.36	13.35
Small Cap	7.6	10.46

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	26.65	31.3
Petroleum Products	6.16	2.98
IT - Software	4.82	6.07
Personal Products	0.85	1.25
Construction	4.25	1.77
Diversified FMCG	3.17	3.02
Banks	20.42	17.16
Pharmaceuticals & Biotechnology	4.51	3.99
Automobiles	3.82	3.93
Telecom - Services	5.47	4.27
Beverages	2.21	-
Industrial Products	1.26	0.28
Realty	0.74	1.28
Gas	0.81	-
Transport Services	0.39	2.69
Auto Components	1.41	0.66
Finance	3.44	2.7
Cement & Cement Products	2.5	0.33
Transport Infrastructure	1.51	-
Fertilizers & Agrochemicals	2.03	0.81
Power	1.75	1.72
Insurance	0.93	1.91
Retailing	0.9	0.24
Chemicals & Petrochemicals	-	0.72
Textiles & Apparels	-	1.53
Diversified Metals	-	1.93
Oil	-	2.28
Capital Markets	-	1.35
Consumer Durables	-	0.65
Other Consumer Services	-	0.65
Minerals & Mining	-	0.71
Entertainment	-	0.44
Paper, Forest & Jute Products	-	0.66
Leisure Services	-	0.62