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) | ₹4102 Cr | ₹6758 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 | -2.18% | -2.04% |
| 6 Month | 0.15% | 0.25% |
| 1 Year | 6.12% | 5.89% |
| 3 Year | 14.19% | 15.64% |
| 5 Year | 14.18% | 15.36% |
SIP Return Analysis
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.26% | 1.62% |
| 1 Year | 7.05% | 8.77% |
| 3 Year | 10.99% | 12.56% |
| 5 Year | 12.73% | 14.07% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.78% | 13.56% |
| 3 Year | 13.6% | 13.42% |
| 5 Year | 13.1% | 12.22% |
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 | 1.01% | 1.13% |
| Beta | 1.04% | 1.1% |
| Alpha | 2.56% | 3.7% |
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 | 32.7 | 33.56 |
| Large Cap | 49.09 | 44.26 |
| Small Cap | 7.65 | 10.33 |
| Mid Cap | 10.57 | 11.85 |
Sector Allocation
| Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 22.17 | 27.53 |
| Communication Services | 4.29 | 4.49 |
| Energy | 3.97 | 6.46 |
| Industrials | 9.21 | 6.08 |
| Technology | 6.73 | 8.17 |
| Consumer Cyclical | 9.87 | 7.3 |
| Financial Services | 23.7 | 21.2 |
| Consumer Defensive | 3.76 | 5.1 |
| Healthcare | 4.68 | 4.27 |
| Basic Materials | 3.23 | 5.13 |
| Real Estate | 4.34 | 2.78 |
| Utilities | 4.03 | 1.49 |
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