Axis Equity Hybrid Fund vs UTI Aggressive Hybrid Fund compare
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
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 | Very High |
Asset Size (Cr) | ₹5956 Cr | ₹1530 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 25 Mar 2000 | 09 Aug 2018 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive TRI |
Turn Over | 27% | 0.0% |
Expense Ratio | 1.89 | 2.16 |
Manager | V Srivatsa | R Sivakumar |
ISIN Code | INF789F01323 | INF846K01E90 |
Exits Load | UTI Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis 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 | UTI Aggressive Hybrid Fund- Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 5.16% | 5.09% |
6 Month | -3.83% | -4.06% |
1 Year | 11.84% | 11.3% |
3 Year | 15.55% | 8.52% |
5 Year | 22.7% | 15.87% |
SIP Return Analysis
Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -2.51% | -1.98% |
1 Year | -4.95% | -4.29% |
3 Year | 14.25% | 9.33% |
5 Year | 16.08% | 9.72% |
Rolling Lumpsum Returns
Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.82% | 13.82% |
3 Year | 12.4% | 11.42% |
5 Year | 11.66% | 12.03% |
Risk Management
Scheme Name | UTI Aggressive Hybrid Fund- Regular Plan - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 9.01% | 11.361% |
Sharp | 0.76% | 0.081% |
Beta | 1.05% | 1.138% |
Alpha | 4.53% | -3.842% |
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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 |
Funds Managed | 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 | 34.57 | 26.15 |
Large Cap | 42.47 | 53.07 |
Mid Cap | 13.21 | 8.54 |
Small Cap | 9.75 | 12.25 |
Sector Allocation
Scheme Name |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 32.58 | 23.83 |
Communication Services | 4.5 | 4.09 |
Energy | 3.43 | 4.83 |
Technology | 6.73 | 8.94 |
Basic Materials | 6.04 | 4.63 |
Industrials | 4.42 | 6.59 |
Consumer Cyclical | 8.28 | 8.5 |
Healthcare | 4.02 | 8.38 |
Financial Services | 22.79 | 24.99 |
Utilities | 1.57 | 1.52 |
Consumer Defensive | 4.69 | 1.81 |
Real Estate | 0.94 | 1.89 |
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