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) | ₹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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