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 Very High
Asset Size (Cr) ₹6111 Cr ₹1619 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 1.87 2.12
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 1.74% 1.18%
6 Month 5.67% 4.99%
1 Year 20.82% 16.21%
3 Year 17.03% 8.08%
5 Year 18.63% 12.04%

SIP Return Analysis

Scheme Name UTI Aggressive Hybrid Fund- Regular Plan - Growth Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 15.37% 12.67%
3 Year 21% 13.67%
5 Year 20.94% 13.34%

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 1.04% 0.47%
Beta 1.03% 1.15%
Alpha 5.78% -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 29.8 23.52
Large Cap 42.79 54.27
Mid Cap 16.79 8.69
Small Cap 10.58 13.57

Sector Allocation

Scheme Name

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Others 29.8 23.52
Telecom - Services 3.66 3.05
Petroleum Products 2.59 3.48
IT - Software 7.85 7.07
Cement & Cement Products 1.21 0.13
Transport Services 2.44 -
Construction 2.15 3.55
Textiles & Apparels 2.42 -
Pharmaceuticals & Biotechnology 4.59 6.46
Banks 17.36 14.89
Healthcare Services 0.68 1.43
Insurance 2.82 1.7
Automobiles 2.82 3.8
Gas 1.05 -
Diversified FMCG 3.39 0.34
Fertilizers & Agrochemicals 0.62 3.54
Diversified Metals 1.81 -
Realty 0.96 2.31
Ferrous Metals 0.6 -
Capital Markets 1.46 -
Consumer Durables 0.72 -
Other Consumer Services 0.66 -
Industrial Products 0.23 0.04
Auto Components 0.84 2.45
Chemicals & Petrochemicals 0.67 1.15
Personal Products 0.48 0.42
Finance 2.4 7.17
Entertainment 0.6 -
Power 1.08 2.16
Paper, Forest & Jute Products 0.59 -
Leisure Services 1.41 -
Non - Ferrous Metals - 0.39
Electrical Equipment - 1.79
Aerospace & Defense - 0.47
Retailing - 4.49
Beverages - 0.19
Oil - 0.66
Food Products - 0.16
Household Products - 1.16
Consumable Fuels - 1.01
Industrial Manufacturing - 0.98
Commercial Services & Supplies - 0.09

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