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 | -2.38% | -2.53% |
6 Month | -9.01% | -8.69% |
1 Year | 3.07% | 7.5% |
3 Year | 13.6% | 15.43% |
5 Year | 17.13% | 19.83% |
SIP Return Analysis
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | -6.81% | -6.26% |
1 Year | -10.08% | -7.52% |
3 Year | 11.3% | 13.71% |
5 Year | 14.29% | 16.19% |
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 | 10.21% | 9.01% |
Sharp | 0.64% | 0.8% |
Beta | 1.035% | 1.05% |
Alpha | 2.193% | 4.59% |
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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 |
Fund Manage | 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 | 27.87078 | 34.57027 |
Large Cap | 51.75744 | 42.47247 |
Small Cap | 9.11909 | 9.7497 |
Mid Cap | 11.25271 | 13.20758 |
Sector Allocation
Scheme Name |
Nippon India Equity Hybrid Fund - Growth Plan |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 26.88064 | 32.58315 |
Communication Services | 3.38063 | 4.4953 |
Energy | 3.70437 | 3.43449 |
Technology | 8.42705 | 6.73097 |
Industrials | 7.9848 | 4.42401 |
Financial Services | 23.52441 | 22.78541 |
Consumer Cyclical | 8.44954 | 8.28395 |
Consumer Defensive | 4.27464 | 4.69141 |
Healthcare | 5.9902 | 4.01777 |
Basic Materials | 2.48618 | 6.04048 |
Real Estate | 1.37893 | 0.94268 |
Utilities | 3.51863 | 1.5704 |
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