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) | ₹3894 Cr | ₹6302 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 | 0.57% | 0.48% |
6 Month | 9.22% | 6.32% |
1 Year | 2.29% | 0.43% |
3 Year | 16.64% | 17.21% |
5 Year | 19.13% | 19.91% |
SIP Return Analysis
Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 2.06% | 0.96% |
1 Year | 11.05% | 7.42% |
3 Year | 13.71% | 13.97% |
5 Year | 14.43% | 14.99% |
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 | 32.07 | 34.61 |
Large Cap | 48.41 | 43.3 |
Small Cap | 8.55 | 10.33 |
Mid Cap | 10.97 | 11.75 |
Sector Allocation
Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 23.48 | 30.14 |
Communication Services | 4 | 4.39 |
Energy | 3.72 | 4.66 |
Industrials | 9.53 | 5.24 |
Technology | 7.2 | 7.37 |
Financial Services | 23.87 | 22.17 |
Consumer Cyclical | 8.76 | 7.27 |
Consumer Defensive | 3.65 | 4.84 |
Healthcare | 5.12 | 4.83 |
Basic Materials | 3.03 | 4.84 |
Real Estate | 3.41 | 2.67 |
Utilities | 4.23 | 1.58 |
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