UTI Aggressive Hybrid Fund vs Tata Hybrid Equity Fund compare

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Tata Aggressive Hybrid 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 Aggressive Hybrid Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Fund	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹4074 Cr	₹6254 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 Aggressive Hybrid Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month	2.24%	2.77%
6 Month	1.9%	3.32%
1 Year	2.35%	6.61%
3 Year	15.25%	20.21%
5 Year	17.15%	21.69%

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	6.57%	7.07%
1 Year	6.77%	9.65%
3 Year	12.7%	18.22%
5 Year	13.43%	18.01%

Scheme Name	Tata Aggressive Hybrid 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 Aggressive Hybrid 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 Aggressive Hybrid 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 Aggressive Hybrid Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	29.06	31.42
Large Cap	56.26	44.24
Mid Cap	6.38	13.25
Small Cap	8.3	10.93

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	29.06	31.42
Petroleum Products	6.14	3.24
IT - Software	4.85	6.34
Personal Products	0.83	1.15
Construction	4.61	2.01
Diversified FMCG	3.1	2.78
Banks	18.32	16.49
Pharmaceuticals & Biotechnology	4.4	4.26
Automobiles	3.92	3.76
Telecom - Services	5.4	4.02
Beverages	1.98	-
Industrial Products	1.38	0.31
Realty	0.91	0.78
Gas	0.81	-
Transport Services	0.36	2.72
Auto Components	1.58	0.64
Cement & Cement Products	2.37	0.33
Transport Infrastructure	1.75	-
Finance	2.51	2.72
Fertilizers & Agrochemicals	2.1	0.74
Power	1.64	1.59
Insurance	0.95	2
Retailing	1.03	0.46
Chemicals & Petrochemicals	-	0.8
Textiles & Apparels	-	1.57
Diversified Metals	-	1.96
Oil	-	2.22
Capital Markets	-	1.58
Consumer Durables	-	0.66
Other Consumer Services	-	0.63
Minerals & Mining	-	0.76
Entertainment	-	0.44
Paper, Forest & Jute Products	-	0.76
Leisure Services	-	0.7