UTI Aggressive Hybrid Fund vs HDFC Hybrid Equity 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) ₹24098 Cr ₹5852 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 01 Apr 2005 20 Mar 1995
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 1.9
Manager Dhruv Muchhal V Srivatsa
ISIN Code INF179K01AS4 INF789F01323
Exits Load Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year./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 HDFC Hybrid Equity Fund - Growth Plan UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month 0.39% 3.91%
6 Month 12.1% 20.89%
1 Year 23.5% 32.72%
3 Year 15.32% 18.2%
5 Year 17.35% 20.79%

SIP Return Analysis

Scheme Name HDFC Hybrid Equity Fund - Growth Plan UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month - -
1 Year 10.45% 14.27%
3 Year 27.07% 35.19%
5 Year 55.69% 67.97%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year 18.02% 20.56%
3 Year 44.42% 52.22%
5 Year 59.82% 73.96%

Risk Management

Scheme Name HDFC Hybrid Equity Fund - Growth Plan UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation 8.51% 9.01%
Sharp 0.99% 1.18%
Beta 0.92% 1.04%
Alpha 2.76% 6.3%

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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
Fund Manage 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 29.92 31.49
Large Cap 49.31 42.71
Mid Cap 3.66 16.75
Small Cap 17.11 9.04

Sector Allocation

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 18.07 2.96
Financial 7.78 31.85
Petroleum Products 6.29 -
IT - Software 5.76 -
Personal Products 1.97 -
Construction 9.44 4.06
Banks 23.78 -
Pharmaceuticals & Biotechnology 2.93 -
Realty 0.71 -
Power 1.65 -
Paper, Forest & Jute Products 0.17 -
Healthcare Services 1.6 -
Finance 0.56 -
Diversified FMCG 3.77 -
Media 0.1 -
Fertilizers & Agrochemicals 0.46 -
Auto Components 1.18 -
Transport Services 0.29 -
Telecom - Services 3.64 -
Industrial Manufacturing 0.69 -
Industrial Products 2.15 -
Energy 0.51 8.39
Textiles & Apparels 0.8 -
Beverages 1.39 -
Commercial Services & Supplies 1.4 -
Leisure Services 1.47 -
Unclassified 1.44 -
Sovereign - 16.5
Automobile - 5.86
Communication - 2.94
Technology - 5.79
Materials - 0.62
Healthcare - 5.24
Metals & Mining - 2.71
Insurance - 0.45
Consumer Staples - 4.83
Chemicals - 1.37
Textiles - 1.9
Consumer Discretionary - 0.71
Services - 3.35
Capital Goods - 0.46

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