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
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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