Axis Equity Hybrid Fund vs UTI Aggressive Hybrid Fund compare

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tortoise-icon UTI Aggressive Hybrid Fund- Regular Plan - Growth

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tortoise-icon Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name UTI Aggressive Hybrid Fund- Regular Plan - Growth Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Fund UTI Aggressive Hybrid Fund- Regular Plan - Growth Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹5852 Cr ₹1643 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 20 Mar 1995 08 May 2018
Category Aggressive Aggressive
Fund Type Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive Index CRISIL Hybrid 35+65 Aggressive TRI
Turn Over 27% 0.0%
Expense Ratio 1.9 2.14
Manager V Srivatsa R Sivakumar
ISIN Code INF789F01323 INF846K01E90
Exits Load Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months/365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name UTI Aggressive Hybrid Fund- Regular Plan - Growth Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Month -3.99% -4.25%
6 Month 8.71% 8.66%
1 Year 26.16% 21.16%
3 Year 14.92% 6.62%
5 Year 18.46% 12.05%

SIP Return Analysis

Scheme Name UTI Aggressive Hybrid Fund- Regular Plan - Growth Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 20.94% 19.34%
3 Year 21.82% 14.72%
5 Year 21.39% 14%

Rolling Lumpsum Returns

Scheme Name UTI Aggressive Hybrid Fund- Regular Plan - Growth Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year 13.58% 13.5%
3 Year 12.27% 11.65%
5 Year 11.6% 12.05%

Risk Management

Scheme Name UTI Aggressive Hybrid Fund- Regular Plan - Growth Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 9.01% 10.51%
Sharp 0.93% 0.47%
Beta 1.04% 1.15%
Alpha 5.57% -2.21%

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Fund Managers

Scheme Name UTI Aggressive Hybrid Fund- Regular Plan - Growth Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Name V Srivatsa R Sivakumar
Total AUM ₹7921 Cr ₹9709 Cr
Fund Manage 3 10
UTI Aggressive Hybrid Fund- Regular Plan - Growth Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Others 31.49 26.04
Large Cap 42.71 51.78
Mid Cap 16.75 11.07
Small Cap 9.04 11.11

Sector Allocation

Scheme Name

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Others 2.96 1.05
Sovereign 16.5 9.3
Financial 31.85 28.94
Automobile 5.86 9.95
Communication 2.94 5.57
Energy 8.39 5.84
Technology 5.79 6.62
Materials 0.62 3.06
Healthcare 5.24 6.18
Construction 4.06 5.13
Metals & Mining 2.71 0.4
Insurance 0.45 1.04
Consumer Staples 4.83 3.09
Chemicals 1.37 4.79
Textiles 1.9 0.39
Consumer Discretionary 0.71 1.06
Services 3.35 6.64
Capital Goods 0.46 0.95

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