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) ₹3715 Cr ₹5852 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 05 Jun 2005 20 Mar 1995
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 1.99 1.9
Manager Sushil Budhia V Srivatsa
ISIN Code INF204K01FW1 INF789F01323
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months/365

Trailing Lumpsum Returns

Scheme Name Nippon India Equity Hybrid Fund - Growth Plan UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month 4.27% 4.92%
6 Month 12.43% 17.1%
1 Year 29.19% 33.91%
3 Year 16.58% 18.15%
5 Year 15.51% 20.45%

SIP Return Analysis

Scheme Name Nippon India Equity Hybrid Fund - Growth Plan UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month - -
1 Year 13.02% 14.27%
3 Year 33.34% 35.19%
5 Year 58.96% 67.97%

Rolling Lumpsum Returns

Scheme Name Nippon India Equity Hybrid Fund - Growth Plan UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year 17.09% 20.56%
3 Year 45.52% 52.22%
5 Year 63.47% 73.96%

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 1.15% 1.24%
Beta 0.97% 0.98%
Alpha 4.37% 5.52%

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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

Large Cap 56.68 42.71
Others 28.12 31.49
Small Cap 6.73 9.04
Mid Cap 8.47 16.75

Sector Allocation

Scheme Name

Nippon India Equity Hybrid Fund - Growth Plan

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Financial 29.86 31.85
Energy 9.79 8.39
Construction 7.16 4.06
Sovereign 3.34 16.5
Technology 5.1 5.79
Healthcare 6.95 5.24
Communication 5.78 2.94
Metals & Mining 3.2 2.71
Others 3.51 2.96
Capital Goods 4.71 0.46
Automobile 5.96 5.86
Consumer Staples 4.25 4.83
Services 5.2 3.35
Materials 1.97 0.62
Insurance 2.11 0.45
Consumer Discretionary 1.11 0.71
Textiles - 1.9
Chemicals - 1.37

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