UTI Aggressive Hybrid Fund vs Nippon India Equity Hybrid Fund compare
Nippon India Equity Hybrid Fund - Growth Plan
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Fund | Nippon India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3712 Cr | ₹5956 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 Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Month | 5.74% | 5.16% |
6 Month | -4.38% | -3.83% |
1 Year | 8.47% | 11.84% |
3 Year | 13.84% | 15.55% |
5 Year | 21.03% | 22.7% |
SIP Return Analysis
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 0.86% | 0.6% |
1 Year | -0.15% | 0.67% |
3 Year | 14.5% | 16.44% |
5 Year | 15.84% | 17.43% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 11.83% | 13.82% |
3 Year | 12.47% | 12.4% |
5 Year | 12.93% | 11.66% |
Risk Management
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 9.02% | 9.01% |
Sharp | 0.6% | 0.76% |
Beta | 1.06% | 1.05% |
Alpha | 2.93% | 4.53% |
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Fund Managers
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Name | Sushil Budhia | V Srivatsa |
Total AUM | ₹29447 Cr | ₹7921 Cr |
Funds Managed | 11 | 3 |
Nippon India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
Scheme Name |
Nippon India Equity Hybrid Fund - Growth Plan |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 28.85 | 34.57 |
Large Cap | 51.29 | 42.47 |
Small Cap | 8.96 | 9.75 |
Mid Cap | 10.9 | 13.21 |
Sector Allocation
Scheme Name |
Nippon India Equity Hybrid Fund - Growth Plan |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 27.87 | 32.58 |
Communication Services | 3.41 | 4.5 |
Energy | 3.67 | 3.43 |
Technology | 7.87 | 6.73 |
Industrials | 7.56 | 4.42 |
Financial Services | 24.19 | 22.79 |
Consumer Cyclical | 8.17 | 8.28 |
Consumer Defensive | 3.96 | 4.69 |
Healthcare | 5.77 | 4.02 |
Basic Materials | 2.75 | 6.04 |
Real Estate | 1.27 | 0.94 |
Utilities | 3.51 | 1.57 |
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