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) | ₹4134 Cr | ₹6718 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 | 0.19% | 0.34% |
| 6 Month | 2.84% | 2.14% |
| 1 Year | 7.16% | 7.05% |
| 3 Year | 15.69% | 17.06% |
| 5 Year | 15.66% | 16.64% |
SIP Return Analysis
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.57% | 4.06% |
| 1 Year | 12.64% | 13.64% |
| 3 Year | 12.75% | 14.13% |
| 5 Year | 13.72% | 14.94% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.85% | 13.57% |
| 3 Year | 13.56% | 13.37% |
| 5 Year | 13.08% | 12.21% |
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 | 0.94% | 1.04% |
| Beta | 1.05% | 1.11% |
| Alpha | 2.54% | 3.43% |
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 | 28.19 | 30.26 |
| Large Cap | 55.91 | 46.19 |
| Small Cap | 7.21 | 10.34 |
| Mid Cap | 8.69 | 13.05 |
Sector Allocation
| Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 23.47 | 26.89 |
| Telecom - Services | 3.79 | 3.46 |
| Petroleum Products | 3.32 | 4.39 |
| Electrical Equipment | 1.56 | - |
| IT - Software | 5.92 | 8.04 |
| Construction | 3.49 | 3.75 |
| Finance | 3.95 | 3.1 |
| Consumer Durables | 2.24 | 0.53 |
| Retailing | 3.38 | 0.42 |
| Diversified FMCG | 1.71 | 2.95 |
| Banks | 15.56 | 14.42 |
| Pharmaceuticals & Biotechnology | 2.6 | 4.25 |
| Healthcare Services | 1.85 | - |
| Aerospace & Defense | 1.01 | - |
| Ferrous Metals | 2.77 | - |
| Capital Markets | 2.09 | 1.35 |
| Realty | 2.13 | 1.93 |
| Transport Infrastructure | 2.59 | 0.53 |
| Power | 3.14 | 1.46 |
| Automobiles | 3.56 | 5.07 |
| Insurance | 1.83 | 1.92 |
| Industrial Products | 0.94 | 0.28 |
| Transport Services | 1.55 | 2.53 |
| Agricultural, Commercial & Construction Vehicles | 0.73 | - |
| Beverages | 1.73 | - |
| Leisure Services | 0.13 | 0.57 |
| Financial Technology (Fintech) | 0.72 | - |
| Consumable Fuels | 0.57 | 0.7 |
| Cement & Cement Products | 0.34 | 0.91 |
| Auto Components | 0.97 | - |
| Industrial Manufacturing | 0.36 | - |
| Chemicals & Petrochemicals | - | 0.89 |
| Textiles & Apparels | - | 1.49 |
| - | - | 0.78 |
| Diversified Metals | - | 2.09 |
| Personal Products | - | 1.15 |
| Oil | - | 0.6 |
| Other Consumer Services | - | 0.97 |
| Gas | - | 0.47 |
| Diversified | - | 0.43 |
| Fertilizers & Agrochemicals | - | 0.4 |
| Entertainment | - | 0.45 |
| Paper, Forest & Jute Products | - | 0.67 |
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