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 Risk	Very High Risk
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	-3.45%	-2.14%
6 Month	-8.56%	-5.8%
1 Year	3.36%	10.21%
3 Year	10.4%	15.05%
5 Year	12.88%	17.38%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	-	-
1 Year	-7.18%	-0.68%
3 Year	9.42%	15.73%
5 Year	12.59%	17.79%

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	0.45%	0.82%
Beta	1.03%	1.05%
Alpha	0.66%	4.39%

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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
Fund Manage	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	26.31	29.8
Large Cap	54.47	42.79
Mid Cap	10.31	16.79
Small Cap	8.91	10.58

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	26.31	29.8
Petroleum Products	5.67	2.59
IT - Software	6.28	7.85
Personal Products	0.91	0.48
Construction	4.55	2.15
Healthcare Services	1.33	0.68
Diversified FMCG	3.42	3.39
Pharmaceuticals & Biotechnology	4.41	4.59
Banks	16.8	17.36
Realty	1.8	0.96
Automobiles	2.11	2.82
Telecom - Services	5.72	3.66
Beverages	2.45	-
Industrial Products	1.48	0.23
Gas	0.94	1.05
Transport Services	0.48	2.44
Cement & Cement Products	2.77	1.21
Auto Components	1.07	0.84
Finance	1.03	2.4
Transport Infrastructure	1.86	-
Fertilizers & Agrochemicals	2.42	0.62
Power	2.9	1.08
Retailing	2.42	-
Insurance	0.87	2.82
Textiles & Apparels	-	2.42
Diversified Metals	-	1.81
Ferrous Metals	-	0.6
Capital Markets	-	1.46
Consumer Durables	-	0.72
Other Consumer Services	-	0.66
Chemicals & Petrochemicals	-	0.67
Entertainment	-	0.6
Paper, Forest & Jute Products	-	0.59
Leisure Services	-	1.41