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 | 2.28% | 1.62% |
6 Month | 12.87% | 9.75% |
1 Year | 1.18% | -0.92% |
3 Year | 15.06% | 15.51% |
5 Year | 19% | 19.81% |
SIP Return Analysis
Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 3.49% | 1.86% |
1 Year | 10.64% | 6.48% |
3 Year | 14.31% | 14.51% |
5 Year | 14.85% | 15.39% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 11.23% | 13.42% |
3 Year | 12.93% | 12.7% |
5 Year | 13.05% | 11.82% |
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 | 0.93% | 0.95% |
Beta | 0.09% | 0.13% |
Alpha | 8.12% | 8.31% |
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 | 30.76 | 34.61 |
Large Cap | 48.89 | 43 |
Small Cap | 8.56 | 10.41 |
Mid Cap | 11.79 | 11.98 |
Sector Allocation
Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 23.82 | 30.99 |
Communication Services | 3.62 | 4.56 |
Energy | 3.77 | 4.93 |
Industrials | 10.28 | 5.43 |
Technology | 6.31 | 6.89 |
Financial Services | 24.95 | 23.12 |
Consumer Cyclical | 7.55 | 6.45 |
Consumer Defensive | 3.58 | 4.54 |
Healthcare | 5.19 | 4.94 |
Basic Materials | 2.81 | 4.75 |
Real Estate | 3.87 | 1.74 |
Utilities | 4.25 | 1.64 |
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