Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs UTI Aggressive Hybrid Fund compare

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Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

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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	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)	₹7333 Cr	₹6596 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

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month	1.09%	1.84%
6 Month	4.06%	4.26%
1 Year	3.67%	3.7%
3 Year	12%	15.89%
5 Year	14.13%	17.78%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	2.91%	3.55%
1 Year	12.04%	12.97%
3 Year	12.17%	14.33%
5 Year	12.09%	15.08%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	12.16%	13.69%
3 Year	13.73%	13.34%
5 Year	13.31%	12.16%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	9.67%	9.01%
Sharp	0.61%	1.04%
Beta	1.08%	1.11%
Alpha	-0.82%	3.43%

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

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	34.9	30.43
Large Cap	52.48	46.13
Mid Cap	9.23	13
Small Cap	3.4	10.32

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	30.98	26.94
Energy	5.01	-
Financial Services	25.83	-
Technology	2.91	-
Healthcare	3	-
Industrials	8.4	-
Basic Materials	4.69	-
Consumer Defensive	4.17	-
Real Estate	2.59	-
Consumer Cyclical	7.56	-
Utilities	1.09	-
Communication Services	3.76	-
Telecom - Services	-	3.32
Petroleum Products	-	4.21
IT - Software	-	7.77
Transport Services	-	2.49
Construction	-	3.8
Chemicals & Petrochemicals	-	0.91
Textiles & Apparels	-	1.47
Pharmaceuticals & Biotechnology	-	4.27
Banks	-	15.03
Cement & Cement Products	-	0.97
Realty	-	2.06
Insurance	-	1.74
Automobiles	-	4.83
Diversified FMCG	-	3.13
Transport Infrastructure	-	0.49
-	-	0.77
Diversified Metals	-	2.11
Personal Products	-	1.16
Oil	-	0.64
Capital Markets	-	1.39
Consumer Durables	-	0.56
Other Consumer Services	-	0.79
Gas	-	0.48
Industrial Products	-	0.31
Diversified	-	0.45
Consumable Fuels	-	0.74
Fertilizers & Agrochemicals	-	0.39
Finance	-	2.92
Entertainment	-	0.36
Power	-	1.58
Paper, Forest & Jute Products	-	0.73
Retailing	-	0.46
Leisure Services	-	0.61