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UTI Aggressive Hybrid Fund vs Tata Hybrid Equity Fund compare

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tortoise-icon Tata Hybrid Equity Fund- Regular Plan - Growth Option

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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 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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%

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Fund Managers

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

Market Cap

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

Sector Allocation

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

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