Tata Hybrid Equity Fund vs UTI Aggressive Hybrid Fund compare

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Tata Hybrid Equity Fund- Regular Plan - Growth Option

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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	Tata Hybrid Equity Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Fund	Tata Hybrid Equity Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3997 Cr	₹5956 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	05 Jan 1996	25 Mar 2000
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive Index	CRISIL Hybrid 35+65 Aggressive Index
Turn Over	4.76%	27%
Expense Ratio	1.92	1.89
Manager	Murthy Nagarajan	V Srivatsa
ISIN Code	INF277K01303	INF789F01323
Exits Load	Tata Hybrid Equity Fund - Regular Plan - 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

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month	4.98%	3.79%
6 Month	-9.36%	-8.17%
1 Year	3.8%	9.37%
3 Year	10.69%	14.8%
5 Year	19.56%	24.77%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	-3.03%	-2.84%
1 Year	-5.57%	-2.54%
3 Year	10.45%	15.8%
5 Year	12.77%	17.32%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	11.66%	13.82%
3 Year	13.65%	12.4%
5 Year	13.89%	11.66%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	9.21%	9.01%
Sharp	0.38%	0.8%
Beta	1.06%	1.05%
Alpha	0.36%	4.59%

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Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Name	Murthy Nagarajan	V Srivatsa
Total AUM	₹18015 Cr	₹7921 Cr
Funds Managed	11	3
	Tata Hybrid Equity Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	25.33	34.57
Large Cap	58.37	42.47
Mid Cap	9.08	13.21
Small Cap	7.22	9.75

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	25.27	32.58
Energy	5.57	3.43
Technology	6.85	6.73
Consumer Defensive	6.55	4.69
Industrials	7.91	4.42
Healthcare	5.59	4.02
Financial Services	21.5	22.79
Real Estate	1.58	0.94
Consumer Cyclical	8.02	8.28
Communication Services	4.89	4.5
Utilities	2.44	1.57
Basic Materials	3.85	6.04