HDFC Hybrid Equity Fund vs UTI Aggressive Hybrid Fund compare
HDFC Hybrid Equity Fund - Growth Plan
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Fund | HDFC Hybrid Equity Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹23354 Cr | ₹5956 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 06 Apr 2005 | 25 Mar 2000 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 | CRISIL Hybrid 35+65 Aggressive Index |
Turn Over | 15.22% | 27% |
Expense Ratio | 1.68 | 1.89 |
Manager | Dhruv Muchhal | V Srivatsa |
ISIN Code | INF179K01AS4 | INF789F01323 |
Exits Load | HDFC Hybrid Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI 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 | HDFC Hybrid Equity Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Month | -1.93% | -2.14% |
6 Month | -5.22% | -5.8% |
1 Year | 5.03% | 10.21% |
3 Year | 11.34% | 15.05% |
5 Year | 14.31% | 17.38% |
SIP Return Analysis
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -3.27% | -0.68% |
3 Year | 10.44% | 15.73% |
5 Year | 14% | 17.79% |
Rolling Lumpsum Returns
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 10.65% | 13.82% |
3 Year | 11.72% | 12.4% |
5 Year | 11.49% | 11.66% |
Risk Management
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 8.962% | 9.01% |
Sharp | 0.592% | 0.82% |
Beta | 0.944% | 1.05% |
Alpha | 0.437% | 4.39% |
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Fund Managers
Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Name | Dhruv Muchhal | V Srivatsa |
Total AUM | ₹520687 Cr | ₹7921 Cr |
Fund Manage | 40 | 3 |
HDFC Hybrid Equity Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 31.05 | 29.8 |
Large Cap | 48.51 | 42.79 |
Mid Cap | 3.76 | 16.79 |
Small Cap | 16.68 | 10.58 |
Sector Allocation
Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 31.05 | 29.8 |
Petroleum Products | 5.85 | 2.59 |
IT - Software | 5.43 | 7.85 |
Personal Products | 1.8 | 0.48 |
Construction | 7.91 | 2.15 |
Banks | 22.73 | 17.36 |
Pharmaceuticals & Biotechnology | 2.98 | 4.59 |
Realty | 0.79 | 0.96 |
Power | 1.55 | 1.08 |
Automobiles | 0.45 | 2.82 |
Healthcare Services | 1.85 | 0.68 |
Finance | 0.55 | 2.4 |
Consumer Durables | 0.09 | 0.72 |
Diversified FMCG | 3.8 | 3.39 |
Media | 0.09 | - |
Fertilizers & Agrochemicals | 0.36 | 0.62 |
Auto Components | 1.14 | 0.84 |
Transport Services | 0.29 | 2.44 |
Telecom - Services | 4.02 | 3.66 |
Industrial Manufacturing | 0.68 | - |
Industrial Products | 2.02 | 0.23 |
Textiles & Apparels | 0.7 | 2.42 |
Beverages | 1.45 | - |
Commercial Services & Supplies | 1.31 | - |
Leisure Services | 1.11 | 1.41 |
Cement & Cement Products | - | 1.21 |
Insurance | - | 2.82 |
Gas | - | 1.05 |
Diversified Metals | - | 1.81 |
Ferrous Metals | - | 0.6 |
Capital Markets | - | 1.46 |
Other Consumer Services | - | 0.66 |
Chemicals & Petrochemicals | - | 0.67 |
Entertainment | - | 0.6 |
Paper, Forest & Jute Products | - | 0.59 |
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