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) ₹24068 Cr ₹6111 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 06 Apr 2005 25 Mar 2000
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 1.87
Manager Dhruv Muchhal V Srivatsa
ISIN Code INF179K01AS4 INF789F01323
Exits Load HDFC Hybrid Equity Fund - 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

Trailing Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month -3.23% 1.74%
6 Month 4.86% 5.67%
1 Year 18.32% 20.82%
3 Year 11.77% 17.03%
5 Year 15.53% 18.63%

SIP Return Analysis

Scheme Name HDFC Hybrid Equity Fund - Growth Plan UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month - -
1 Year - 15.37%
3 Year - 21%
5 Year - 20.94%

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% 1.04%
Beta 0.92% 1.03%
Alpha 2.76% 5.78%

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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 31.05 29.8
Large Cap 48.51 42.79
Mid Cap 3.76 16.79
Small Cap 16.68 10.58

Sector Allocation

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 31.05 29.8
Petroleum Products 5.85 2.59
IT - Software 5.43 7.85
Personal Products 1.8 0.48
Construction 7.91 2.15
Banks 22.73 17.36
Pharmaceuticals & Biotechnology 2.98 4.59
Realty 0.79 0.96
Power 1.55 1.08
Automobiles 0.45 2.82
Healthcare Services 1.85 0.68
Finance 0.55 2.4
Consumer Durables 0.09 0.72
Diversified FMCG 3.8 3.39
Media 0.09 -
Fertilizers & Agrochemicals 0.36 0.62
Auto Components 1.14 0.84
Transport Services 0.29 2.44
Telecom - Services 4.02 3.66
Industrial Manufacturing 0.68 -
Industrial Products 2.02 0.23
Textiles & Apparels 0.7 2.42
Beverages 1.45 -
Commercial Services & Supplies 1.31 -
Leisure Services 1.11 1.41
Cement & Cement Products - 1.21
Insurance - 2.82
Gas - 1.05
Diversified Metals - 1.81
Ferrous Metals - 0.6
Capital Markets - 1.46
Other Consumer Services - 0.66
Chemicals & Petrochemicals - 0.67
Entertainment - 0.6
Paper, Forest & Jute Products - 0.59

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