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UTI Aggressive Hybrid Fund vs Tata Hybrid Equity Fund compare

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tortoise-icon Tata Hybrid Equity Fund- Regular Plan - Growth Option

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tortoise-icon UTI Aggressive Hybrid Fund- Regular Plan - Growth

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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) ₹3997 Cr ₹5956 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Jan 1996 25 Mar 2000
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 1.92 1.89
Manager Murthy Nagarajan V Srivatsa
ISIN Code INF277K01303 INF789F01323
Exits Load Tata Hybrid Equity Fund - Regular Plan - 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 Tata Hybrid Equity Fund- Regular Plan - Growth Option UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month 5.92% 4.53%
6 Month -8.52% -7.6%
1 Year 5.56% 10.72%
3 Year 11.34% 15.47%
5 Year 19.2% 24.4%

SIP Return Analysis

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month -3.03% -2.84%
1 Year -5.57% -2.54%
3 Year 10.45% 15.8%
5 Year 12.77% 17.32%

Rolling Lumpsum Returns

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year 11.66% 13.82%
3 Year 13.65% 12.4%
5 Year 13.89% 11.66%

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 0.38% 0.8%
Beta 1.06% 1.05%
Alpha 0.36% 4.59%

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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
Funds Managed 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 25.33 34.57
Large Cap 58.37 42.47
Mid Cap 9.08 13.21
Small Cap 7.22 9.75

Sector Allocation

Scheme Name

Tata Hybrid Equity Fund- Regular Plan - Growth Option

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 25.27 32.58
Energy 5.57 3.43
Technology 6.85 6.73
Consumer Defensive 6.55 4.69
Industrials 7.91 4.42
Healthcare 5.59 4.02
Financial Services 21.5 22.79
Real Estate 1.58 0.94
Consumer Cyclical 8.02 8.28
Communication Services 4.89 4.5
Utilities 2.44 1.57
Basic Materials 3.85 6.04

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