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) | ₹6429 Cr | ₹6468 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 | 1.44% | 1.69% |
6 Month | 5.99% | 6.41% |
1 Year | 3.39% | 4.18% |
3 Year | 15.12% | 19.29% |
5 Year | 17.08% | 21.13% |
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 | 4.8% | 4.99% |
1 Year | 7.25% | 8.09% |
3 Year | 13.57% | 16.94% |
5 Year | 13.6% | 17.3% |
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 | 11.73% | 13.56% |
3 Year | 13.75% | 12.62% |
5 Year | 12.95% | 11.76% |
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 | 10.12% | 9.01% |
Sharp | 0.92% | 1.4% |
Beta | 1.05% | 1.05% |
Alpha | -0.53% | 3.93% |
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 | 32.03 | 32.8 |
Large Cap | 53.85 | 43.77 |
Small Cap | 5.05 | 10.93 |
Mid Cap | 9.07 | 12.5 |
Sector Allocation
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 29.04 | 30.22 |
Energy | 6.42 | 5.48 |
Technology | 5.97 | 6.99 |
Financial Services | 25.53 | 23.28 |
Healthcare | 3.66 | 4.59 |
Consumer Defensive | 4.97 | 4.5 |
Industrials | 5.42 | 5.28 |
Basic Materials | 3.6 | 5.01 |
Consumer Cyclical | 9.84 | 7.09 |
Communication Services | 3.88 | 5.1 |
Utilities | 1.26 | 1.68 |
Real Estate | 0.41 | 0.77 |
Top Comparisons
Kotak Liquid Regular Plan Growth
3Y Returns6.18%
Kotak Liquid Regular Plan Growth
3Y Returns6.18%
UTI - Gilt Fund - Regular Plan - Growth Option
3Y Returns7.94%
Edelweiss Government Securities Fund - Regular Plan - Growth Option
3Y Returns7.87%
ICICI Prudential Medium Term Bond Fund - Growth
3Y Returns7.96%
Axis Strategic Bond Fund - Regular Plan - Growth Option
3Y Returns8.15%
Axis Banking & PSU Debt Fund - Regular Plan - Growth option
3Y Returns7.18%
Sundaram Banking and PSU Fund - Regular Plan - Growth
3Y Returns7.52%