Nippon India Equity Hybrid Fund vs UTI Aggressive Hybrid Fund compare

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tortoise-icon Nippon India Equity Hybrid 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 Nippon India Equity Hybrid Fund - Growth Plan UTI Aggressive Hybrid Fund- Regular Plan - Growth
Fund Nippon India Equity Hybrid Fund - Growth Plan UTI Aggressive Hybrid Fund- Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3858 Cr ₹6111 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 08 Jun 2005 25 Mar 2000
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive TRI CRISIL Hybrid 35+65 Aggressive Index
Turn Over 40% 27%
Expense Ratio 1.98 1.87
Manager Sushil Budhia V Srivatsa
ISIN Code INF204K01FW1 INF789F01323
Exits Load Nippon India Equity Hybrid 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 Nippon India Equity Hybrid Fund - Growth Plan UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month 1.21% 1.74%
6 Month 3.38% 5.67%
1 Year 16.76% 20.82%
3 Year 15.59% 17.03%
5 Year 13.03% 18.63%

SIP Return Analysis

Scheme Name Nippon India Equity Hybrid Fund - Growth Plan UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month - -
1 Year 11.2% 15.37%
3 Year 18.62% 21%
5 Year 18.69% 20.94%

Rolling Lumpsum Returns

Scheme Name Nippon India Equity Hybrid Fund - Growth Plan UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year 11.65% 13.58%
3 Year 12.21% 12.27%
5 Year 12.91% 11.6%

Risk Management

Scheme Name Nippon India Equity Hybrid Fund - Growth Plan UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation 9.02% 9.01%
Sharp 0.94% 1.04%
Beta 1.03% 1.03%
Alpha 4.71% 5.78%

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Fund Managers

Scheme Name Nippon India Equity Hybrid Fund - Growth Plan UTI Aggressive Hybrid Fund- Regular Plan - Growth
Name Sushil Budhia V Srivatsa
Total AUM ₹29447 Cr ₹7921 Cr
Fund Manage 11 3
Nippon India Equity Hybrid Fund - Growth Plan UTI Aggressive Hybrid Fund- Regular Plan - Growth

Market Cap

Scheme Name

Nippon India Equity Hybrid Fund - Growth Plan

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 24.03 29.8
Small Cap 11.36 10.58
Large Cap 54.73 42.79
Mid Cap 9.88 16.79

Sector Allocation

Scheme Name

Nippon India Equity Hybrid Fund - Growth Plan

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 24.03 29.8
Cement & Cement Products 0.07 1.21
Telecom - Services 3.23 3.66
Petroleum Products 3.02 2.59
Industrial Products 1.22 0.23
IT - Software 6.73 7.85
Construction 3.33 2.15
Finance 2.18 2.4
Consumer Durables 2.13 0.72
Retailing 1.48 -
Diversified FMCG 2.51 3.39
Banks 15.98 17.36
Pharmaceuticals & Biotechnology 3.79 4.59
Healthcare Services 2.01 0.68
Aerospace & Defense 1.02 -
Ferrous Metals 2.62 0.6
Capital Markets 2.74 1.46
Realty 2.13 0.96
Transport Infrastructure 1.87 -
Automobiles 4.53 2.82
Insurance 1.66 2.82
Transport Services 1.19 2.44
Beverages 1.89 -
Power 4.02 1.08
Leisure Services 1.08 1.41
Financial Technology (Fintech) 0.73 -
Auto Components 1.29 0.84
Consumable Fuels 0.82 -
Industrial Manufacturing 0.59 -
Commercial Services & Supplies 0.11 -
Textiles & Apparels - 2.42
Gas - 1.05
Fertilizers & Agrochemicals - 0.62
Diversified Metals - 1.81
Other Consumer Services - 0.66
Chemicals & Petrochemicals - 0.67
Personal Products - 0.48
Entertainment - 0.6
Paper, Forest & Jute Products - 0.59

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