Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI Aggressive Hybrid Fund vs Nippon India Equity Hybrid Fund compare

Link copied to clipboard!

tortoise-icon Nippon India Aggressive Hybrid Fund - Regular - Growth

Invest Now

tortoise-icon UTI Aggressive Hybrid Fund- Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Top Comparisons

Motilal Oswal Gold and Silver ETFs Fund of Funds(Regular Plan) Motilal Oswal Gold and Silver ETFs Fund of Funds(Regular Plan)

3Y Returns32.95%

VS

Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth

3Y Returns34.6%

Compare Now

ICICI Prudential Commodities Fund - Growth Option ICICI Prudential Commodities Fund - Growth Option

3Y Returns15.11%

VS

DSP Quant Fund - Regular Plan - Growth DSP Quant Fund - Regular Plan - Growth

3Y Returns10.82%

Compare Now

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

3Y Returns8.61%

VS

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

3Y Returns12.11%

Compare Now

Bandhan Aggressive Hybrid Passive FOF - Regular Plan - Growth Bandhan Aggressive Hybrid Passive FOF - Regular Plan - Growth

3Y Returns13.79%

VS

HSBC Multi Asset Active FOF  - Growth HSBC Multi Asset Active FOF - Growth

3Y Returns14.89%

Compare Now
Add to Cart Successfully