UTI Aggressive Hybrid Fund vs Nippon India Equity Hybrid Fund compare
Nippon India Aggressive Hybrid Fund - Regular - Growth
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Fund | Nippon India Aggressive Hybrid Fund - Regular - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹4081 Cr | ₹6596 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 08 Jun 2005 | 25 Mar 2000 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | CRISIL Hybrid 35+65 Aggressive Index |
| Turn Over | 40% | 27% |
| Expense Ratio | 1.97 | 1.89 |
| Manager | Sushil Budhia | V Srivatsa |
| ISIN Code | INF204K01FW1 | INF789F01323 |
| Exits Load | Nippon India Equity Hybrid 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 | Nippon India Aggressive Hybrid Fund - Regular - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.58% | 1.84% |
| 6 Month | 4.35% | 4.26% |
| 1 Year | 3.85% | 3.7% |
| 3 Year | 14.42% | 15.89% |
| 5 Year | 16.62% | 17.78% |
SIP Return Analysis
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.7% | 3.55% |
| 1 Year | 13.08% | 12.97% |
| 3 Year | 13.26% | 14.33% |
| 5 Year | 14.04% | 15.08% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 11% | 13.69% |
| 3 Year | 13.49% | 13.34% |
| 5 Year | 13.04% | 12.16% |
Risk Management
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 9.02% | 9.01% |
| Sharp | 1% | 1.05% |
| Beta | 1.04% | 1.09% |
| Alpha | 2.54% | 3.07% |
Fund Managers
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Name | Sushil Budhia | V Srivatsa |
| Total AUM | ₹29447 Cr | ₹7921 Cr |
| Funds Managed | 11 | 3 |
| Nippon India Aggressive Hybrid Fund - Regular - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
| Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 28.28 | 30.43 |
| Large Cap | 55.58 | 46.13 |
| Small Cap | 7.44 | 10.32 |
| Mid Cap | 8.7 | 13 |
Sector Allocation
| Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 23.56 | 26.94 |
| Telecom - Services | 3.76 | 3.32 |
| Petroleum Products | 3.2 | 4.21 |
| Electrical Equipment | 1.52 | - |
| IT - Software | 5.71 | 7.77 |
| Construction | 3.5 | 3.8 |
| Finance | 3.88 | 2.92 |
| Consumer Durables | 2.47 | 0.56 |
| Retailing | 3.64 | 0.46 |
| Diversified FMCG | 1.75 | 3.13 |
| Banks | 15.09 | 15.03 |
| Pharmaceuticals & Biotechnology | 2.46 | 4.27 |
| Healthcare Services | 1.95 | - |
| Aerospace & Defense | 1.06 | - |
| Ferrous Metals | 2.93 | - |
| Capital Markets | 2.2 | 1.39 |
| Realty | 2.16 | 2.06 |
| Transport Infrastructure | 2.56 | 0.49 |
| Power | 3.35 | 1.58 |
| Automobiles | 4.18 | 4.83 |
| Insurance | 1.85 | 1.74 |
| Industrial Products | 0.89 | 0.31 |
| Transport Services | 1.54 | 2.49 |
| Beverages | 1.71 | - |
| Leisure Services | 0.13 | 0.61 |
| Financial Technology (Fintech) | 0.72 | - |
| Consumable Fuels | 0.59 | 0.74 |
| Cement & Cement Products | 0.31 | 0.97 |
| Auto Components | 0.89 | - |
| Industrial Manufacturing | 0.44 | - |
| Chemicals & Petrochemicals | - | 0.91 |
| Textiles & Apparels | - | 1.47 |
| - | - | 0.77 |
| Diversified Metals | - | 2.11 |
| Personal Products | - | 1.16 |
| Oil | - | 0.64 |
| Other Consumer Services | - | 0.79 |
| Gas | - | 0.48 |
| Diversified | - | 0.45 |
| Fertilizers & Agrochemicals | - | 0.39 |
| Entertainment | - | 0.36 |
| Paper, Forest & Jute Products | - | 0.73 |
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