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) | ₹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 |
| Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Month | -3.91% | -3.84% |
| 6 Month | 8.05% | 11.62% |
| 1 Year | 27.59% | 33.47% |
| 3 Year | 12.3% | 16.12% |
| 5 Year | 14.84% | 19.2% |
| 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% |
| Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.58% | 13.44% |
| 3 Year | 13.79% | 12.24% |
| 5 Year | 13.81% | 11.57% |
| Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 9.21% | 9.01% |
| Sharp | 0.76% | 1.12% |
| Beta | 0.16% | 0.2% |
| Alpha | 5.4% | 8.55% |
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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 | 25.51 | 31.49 |
| Large Cap | 55.94 | 42.71 |
| Mid Cap | 11.26 | 16.75 |
| Small Cap | 7.29 | 9.04 |
| 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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