Axis Equity Hybrid Fund vs UTI Aggressive Hybrid Fund compare

Axis Equity Hybrid Fund vs UTI Aggressive Hybrid Fund compare

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UTI Aggressive Hybrid Fund- Regular Plan - Growth

Axis Equity Hybrid Fund - Regular Plan - Growth Option

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 Equity Hybrid Fund - Regular Plan - Growth Option
Fund	UTI Aggressive Hybrid Fund- Regular Plan - Growth	Axis Equity Hybrid Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
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	05 Aug 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 Equity Hybrid Fund - Regular Plan - Growth Option
1 Month	4.97%	2.11%
6 Month	21.14%	17.53%
1 Year	33.89%	27.66%
3 Year	18.53%	10.59%
5 Year	20.33%	14.68%

SIP Return Analysis

Scheme Name	UTI Aggressive Hybrid Fund- Regular Plan - Growth	Axis Equity 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 Equity Hybrid Fund - Regular Plan - Growth Option
1 Year	20.56%	13.88%
3 Year	52.22%	30.41%
5 Year	73.96%	42.52%

Risk Management

Scheme Name	UTI Aggressive Hybrid Fund- Regular Plan - Growth	Axis Equity Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	9.01%	10.51%
Sharp	1.18%	0.47%
Beta	1.04%	1.15%
Alpha	6.3%	-2.21%

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Fund Managers

Scheme Name	UTI Aggressive Hybrid Fund- Regular Plan - Growth	Axis Equity 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 Equity Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name	UTI Aggressive Hybrid Fund- Regular Plan - Growth	Axis Equity 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 Equity 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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