Axis Equity Hybrid Fund vs UTI Aggressive Hybrid Fund compare

Link copied to clipboard!

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

Invest Now

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

Invest Now

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 -3.84% 2.11%
6 Month 11.62% 17.53%
1 Year 33.47% 27.66%
3 Year 16.12% 10.59%
5 Year 19.2% 14.68%

SIP Return Analysis

Scheme Name UTI Aggressive Hybrid Fund- Regular Plan - Growth Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 14.27% 10.09%
3 Year 35.19% 18.75%
5 Year 67.97% 37.5%

Rolling Lumpsum Returns

Scheme Name UTI Aggressive Hybrid Fund- Regular Plan - Growth Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year 13.44% 13.3%
3 Year 12.24% 11.77%
5 Year 11.57% 12.01%

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 1.12% 0.47%
Beta 0.2% 1.15%
Alpha 8.55% -2.21%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

UTI Value Fund- Regular Plan - Growth Option UTI Value Fund- Regular Plan - Growth Option

3Y Returns18.02%

VS

Quant Value Fund Regular - Growth Quant Value Fund Regular - Growth

3Y Returns0%

Compare Now

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

3Y Returns27.58%

VS

HSBC NIFTY 50 INDEX FUND - Regular Growth HSBC NIFTY 50 INDEX FUND - Regular Growth

3Y Returns15.2%

Compare Now

Franklin India Opportunities Fund - Growth Franklin India Opportunities Fund - Growth

3Y Returns26.28%

VS

ICICI Prudential Exports & Services Fund - Growth ICICI Prudential Exports & Services Fund - Growth

3Y Returns20.19%

Compare Now

Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

3Y Returns13.13%

VS

Quant ESG Equity Fund Regular - Growth Quant ESG Equity Fund Regular - Growth

3Y Returns30.36%

Compare Now
Request call back
Add to Cart Successfully