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HDFC Hybrid Equity Fund vs UTI Aggressive Hybrid Fund compare

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tortoise-icon HDFC Hybrid Equity Fund - Growth Plan

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Very High
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 4.36% 3.79%
6 Month -5.96% -8.17%
1 Year 5.49% 9.37%
3 Year 11.22% 14.8%
5 Year 21.65% 24.77%

SIP Return Analysis

Scheme Name HDFC Hybrid Equity Fund - Growth Plan UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month -1.44% -2.84%
1 Year -1.89% -2.54%
3 Year 11.39% 15.8%
5 Year 14.01% 17.32%

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 9.334% 9.01%
Sharp 0.486% 0.8%
Beta 0.949% 1.05%
Alpha 0.562% 4.59%

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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
Funds Managed 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 33.28 34.57
Large Cap 48.42 42.47
Small Cap 15.63 9.75
Mid Cap 2.67 13.21

Sector Allocation

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 32.45 32.58
Energy 5.71 3.43
Technology 8.82 6.73
Consumer Defensive 6.79 4.69
Industrials 9.19 4.42
Financial Services 22.61 22.79
Healthcare 4.18 4.02
Real Estate 0.83 0.94
Consumer Cyclical 3.29 8.28
Basic Materials 0.58 6.04
Communication Services 4.26 4.5
Utilities 1.29 1.57

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