- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs UTI Aggressive Hybrid Fund compare
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Fund | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹5436 Cr | ₹5956 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 14 Jan 2000 | 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 | 62% | 27% |
| Expense Ratio | 1.86 | 1.89 |
| Manager | Dwijendra Srivastava | V Srivatsa |
| ISIN Code | INF173K01CL8 | INF789F01323 |
| Exits Load | Sundaram Aggressive Hybrid Fund - 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 | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.2% | 2.88% |
| 6 Month | -0.56% | -1.22% |
| 1 Year | 8.78% | 10.5% |
| 3 Year | 13.11% | 16.99% |
| 5 Year | 18.28% | 22.38% |
SIP Return Analysis
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.26% | 1.58% |
| 1 Year | 1.42% | 1.24% |
| 3 Year | 13.39% | 16.79% |
| 5 Year | 13.86% | 17.57% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 12% | 13.82% |
| 3 Year | 13.77% | 12.4% |
| 5 Year | 12.8% | 11.66% |
Risk Management
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 9.872% | 9.01% |
| Sharp | 0.485% | 0.76% |
| Beta | 1.028% | 1.05% |
| Alpha | -0.506% | 4.53% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Name | Dwijendra Srivastava | V Srivatsa |
| Total AUM | ₹14140 Cr | ₹7921 Cr |
| Funds Managed | 14 | 3 |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
| Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 31.87 | 34.57 |
| Large Cap | 48.5 | 42.47 |
| Small Cap | 7.53 | 9.75 |
| Mid Cap | 12.09 | 13.21 |
Sector Allocation
| Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 30.54 | 32.58 |
| Energy | 5.35 | 3.43 |
| Technology | 7.95 | 6.73 |
| Consumer Cyclical | 12.74 | 8.28 |
| Healthcare | 5.72 | 4.02 |
| Industrials | 6.62 | 4.42 |
| Basic Materials | 3.29 | 6.04 |
| Financial Services | 17.97 | 22.79 |
| Communication Services | 3.47 | 4.5 |
| Utilities | 2.08 | 1.57 |
| Consumer Defensive | 4.27 | 4.69 |
| Real Estate | - | 0.94 |
Top Comparisons
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
3Y Returns8.8%
Mirae Asset Dynamic Bond Fund-Regular Plan Growth
3Y Returns6%
SBI Equity Minimum Variance Fund - Regular Plan - Growth
3Y Returns14.54%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns21.39%
Mirae Asset Liquid Fund - Growth
3Y Returns6.81%
UTI Liquid Fund - Regular Plan - Growth Option
3Y Returns6.82%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns14.84%
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
3Y Returns15.39%
