UTI Aggressive Hybrid Fund vs Tata Hybrid Equity Fund compare

UTI Aggressive Hybrid Fund vs Tata Hybrid Equity Fund compare

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Tata Hybrid Equity Fund- Regular Plan - Growth Option

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Fund	Tata Hybrid Equity Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3917 Cr	₹5852 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	08 Oct 1995	20 Mar 1995
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive Index	CRISIL Hybrid 35+65 Aggressive Index
Turn Over	4.76%	27%
Expense Ratio	1.93	1.9
Manager	Murthy Nagarajan	V Srivatsa
ISIN Code	INF277K01303	INF789F01323
Exits Load	For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365	Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months/365

Trailing Lumpsum Returns

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month	2.89%	3.91%
6 Month	15.57%	20.89%
1 Year	25.59%	32.72%
3 Year	13.8%	18.2%
5 Year	17.16%	20.79%

SIP Return Analysis

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	-	-
1 Year	11.33%	14.27%
3 Year	26.53%	35.19%
5 Year	51.49%	67.97%

Rolling Lumpsum Returns

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	16.58%	20.56%
3 Year	41.09%	52.22%
5 Year	56.19%	73.96%

Risk Management

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	9.21%	9.01%
Sharp	0.77%	1.18%
Beta	1.02%	1.04%
Alpha	2.37%	6.3%

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Fund Managers

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Name	Murthy Nagarajan	V Srivatsa
Total AUM	₹18015 Cr	₹7921 Cr
Fund Manage	11	3
	Tata Hybrid Equity Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth

Market Cap

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	25.51	31.49
Large Cap	55.94	42.71
Mid Cap	11.26	16.75
Small Cap	7.29	9.04

Sector Allocation

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	5.93	2.96
Sovereign	6.07	16.5
Construction	7.14	4.06
Automobile	3.13	5.86
Communication	5.94	2.94
Energy	10.78	8.39
Technology	6.06	5.79
Materials	3.08	0.62
Financial	29.11	31.85
Healthcare	2.96	5.24
Consumer Staples	6.55	4.83
Metals & Mining	0.68	2.71
Insurance	0.13	0.45
Capital Goods	2.65	0.46
Chemicals	4	1.37
Services	5.79	3.35
Textiles	-	1.9
Consumer Discretionary	-	0.71

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