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)	₹7655 Cr	₹6718 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	0.36%	0.37%
6 Month	3.62%	3.57%
1 Year	3.17%	2.99%
3 Year	12.11%	16.04%
5 Year	13.79%	17.42%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	2.18%	2.73%
1 Year	11.36%	12.24%
3 Year	11.84%	14.02%
5 Year	11.83%	14.82%

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	9.64%	9.37%
Sharp	0.57%	0.95%
Beta	1.09%	1.06%
Alpha	-0.64%	2.84%

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	32.42
Large Cap	52.48	45.39
Mid Cap	9.23	11.86
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	27.07
Energy	5.01	6.07
Financial Services	25.83	21.89
Technology	2.91	7.76
Healthcare	3	4.26
Industrials	8.4	6.73
Basic Materials	4.69	5.12
Consumer Defensive	4.17	5.07
Real Estate	2.59	2.83
Consumer Cyclical	7.56	7.47
Utilities	1.09	1.58
Communication Services	3.76	4.14