UTI Aggressive Hybrid Fund vs Tata Hybrid Equity Fund compare
Tata Hybrid Equity Fund- Regular Plan - Growth Option
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
| 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) | ₹4137 Cr | ₹6111 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 | 1.87 |
| 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 |
| Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.6% | 1.7% |
| 6 Month | 1.83% | 4.72% |
| 1 Year | 15.46% | 22.59% |
| 3 Year | 13.57% | 17.83% |
| 5 Year | 13.98% | 18.63% |
| Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.09% | 15.37% |
| 3 Year | 14.79% | 21% |
| 5 Year | 15.86% | 20.94% |
| Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.52% | 13.58% |
| 3 Year | 13.77% | 12.27% |
| 5 Year | 13.84% | 11.6% |
| Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 9.21% | 9.01% |
| Sharp | 0.68% | 1.04% |
| Beta | 1.01% | 1.03% |
| Alpha | 2.33% | 5.78% |
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| 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 |
| Scheme Name |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 26.31 | 29.8 |
| Large Cap | 54.47 | 42.79 |
| Mid Cap | 10.31 | 16.79 |
| Small Cap | 8.91 | 10.58 |
| Scheme Name |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 26.31 | 29.8 |
| Petroleum Products | 5.67 | 2.59 |
| IT - Software | 6.28 | 7.85 |
| Personal Products | 0.91 | 0.48 |
| Construction | 4.55 | 2.15 |
| Healthcare Services | 1.33 | 0.68 |
| Diversified FMCG | 3.42 | 3.39 |
| Pharmaceuticals & Biotechnology | 4.41 | 4.59 |
| Banks | 16.8 | 17.36 |
| Realty | 1.8 | 0.96 |
| Automobiles | 2.11 | 2.82 |
| Telecom - Services | 5.72 | 3.66 |
| Beverages | 2.45 | - |
| Industrial Products | 1.48 | 0.23 |
| Gas | 0.94 | 1.05 |
| Transport Services | 0.48 | 2.44 |
| Cement & Cement Products | 2.77 | 1.21 |
| Auto Components | 1.07 | 0.84 |
| Finance | 1.03 | 2.4 |
| Transport Infrastructure | 1.86 | - |
| Fertilizers & Agrochemicals | 2.42 | 0.62 |
| Power | 2.9 | 1.08 |
| Retailing | 2.42 | - |
| Insurance | 0.87 | 2.82 |
| Textiles & Apparels | - | 2.42 |
| Diversified Metals | - | 1.81 |
| Ferrous Metals | - | 0.6 |
| Capital Markets | - | 1.46 |
| Consumer Durables | - | 0.72 |
| Other Consumer Services | - | 0.66 |
| Chemicals & Petrochemicals | - | 0.67 |
| Entertainment | - | 0.6 |
| Paper, Forest & Jute Products | - | 0.59 |
| Leisure Services | - | 1.41 |
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