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 -3.23% -3.99%
6 Month 4.86% 8.71%
1 Year 18.32% 26.16%
3 Year 11.77% 14.92%
5 Year 15.53% 18.46%

SIP Return Analysis

Scheme Name HDFC Hybrid Equity Fund - Growth Plan UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month - -
1 Year 13.61% 20.94%
3 Year 15.81% 21.82%
5 Year 17.24% 21.39%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year 10.55% 13.58%
3 Year 11.64% 12.27%
5 Year 11.39% 11.6%

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% 0.93%
Beta 0.92% 1.04%
Alpha 2.76% 5.57%

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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 30.41 31.49
Large Cap 48.6 42.71
Mid Cap 4.06 16.75
Small Cap 16.93 9.04

Sector Allocation

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 30.41 2.96
Petroleum Products 6.38 -
IT - Software 5.46 -
Personal Products 1.97 -
Construction 8.25 4.06
Banks 22.06 -
Pharmaceuticals & Biotechnology 3 -
Realty 0.75 -
Power 1.63 -
Automobiles 0.26 -
Healthcare Services 1.84 -
Finance 0.57 -
Consumer Durables 0.07 -
Diversified FMCG 3.91 -
Media 0.09 -
Fertilizers & Agrochemicals 0.37 -
Auto Components 1.23 -
Transport Services 0.29 -
Telecom - Services 4.14 -
Industrial Manufacturing 0.68 -
Industrial Products 2.07 -
Textiles & Apparels 0.69 -
Beverages 1.55 -
Commercial Services & Supplies 1.21 -
Leisure Services 1.12 -
Sovereign - 16.5
Financial - 31.85
Automobile - 5.86
Communication - 2.94
Energy - 8.39
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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