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UTI Aggressive Hybrid Fund vs Nippon India Equity Hybrid Fund compare

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

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

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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) ₹3960 Cr ₹6379 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 1.89% 2.15%
6 Month 6.81% 5.16%
1 Year 6.09% 4.5%
3 Year 15.26% 16.18%
5 Year 18.9% 19.63%

SIP Return Analysis

Scheme Name Nippon India Aggressive Hybrid Fund - Regular - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month 3.23% 2.62%
1 Year 12.67% 9.82%
3 Year 13.88% 14.26%
5 Year 14.5% 15.12%

Rolling Lumpsum Returns

Scheme Name Nippon India Aggressive Hybrid Fund - Regular - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year 11.02% 13.28%
3 Year 13.01% 12.78%
5 Year 13.15% 11.88%

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 1.04% 1.06%
Beta 0.12% 0.17%
Alpha 8.89% 8.99%

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 28.04 31.3
Large Cap 55.32 45.7
Small Cap 7.52 10.36
Mid Cap 9.12 12.5

Sector Allocation

Scheme Name

Nippon India Aggressive Hybrid Fund - Regular - Growth

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 23.2 28.16
Telecom - Services 3.52 3.18
Petroleum Products 3.04 3.64
Electrical Equipment 1.57 -
IT - Software 5.66 7.17
Construction 3.28 3.34
Finance 3.94 2.64
Consumer Durables 2.52 0.54
Retailing 2.97 0.45
Diversified FMCG 1.81 2.92
Banks 14.9 15.49
Pharmaceuticals & Biotechnology 2.62 4.99
Healthcare Services 1.96 -
Aerospace & Defense 1.11 -
Ferrous Metals 2.93 -
Capital Markets 2.25 1.44
Realty 2.22 2.16
Transport Infrastructure 2.62 -
Power 3.7 1.59
Automobiles 4.24 5.01
Insurance 2.14 1.81
Industrial Products 0.88 0.34
Transport Services 1.57 2.48
Beverages 1.64 -
Leisure Services 0.16 0.67
Financial Technology (Fintech) 0.71 -
Consumable Fuels 0.69 0.7
Industrial Manufacturing 0.9 -
Cement & Cement Products 0.33 0.96
Auto Components 0.92 -
Chemicals & Petrochemicals - 0.86
Textiles & Apparels - 1.53
- - 0.8
Diversified Metals - 2.06
Oil - 0.9
Personal Products - 1.04
Other Consumer Services - 0.8
Gas - 0.22
Diversified - 0.42
Fertilizers & Agrochemicals - 0.37
Entertainment - 0.42
Paper, Forest & Jute Products - 0.76

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