Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

tortoise-icon UTI Aggressive Hybrid Fund- Regular Plan - Growth

Invest Now

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) ₹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-icons

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 Kotak Liquid Regular Plan Growth

3Y Returns6.18%

VS

Kotak Liquid Regular Plan Growth Kotak Liquid Regular Plan Growth

3Y Returns6.18%

Compare Now

UTI - Gilt Fund - Regular Plan - Growth Option UTI - Gilt Fund - Regular Plan - Growth Option

3Y Returns7.94%

VS

Edelweiss Government Securities Fund - Regular Plan - Growth Option Edelweiss Government Securities Fund - Regular Plan - Growth Option

3Y Returns7.87%

Compare Now

ICICI Prudential Medium Term Bond Fund - Growth ICICI Prudential Medium Term Bond Fund - Growth

3Y Returns7.96%

VS

Axis Strategic Bond Fund - Regular Plan - Growth Option Axis Strategic Bond Fund - Regular Plan - Growth Option

3Y Returns8.15%

Compare Now

Axis Banking & PSU Debt Fund - Regular Plan - Growth option Axis Banking & PSU Debt Fund - Regular Plan - Growth option

3Y Returns7.18%

VS

Sundaram Banking and PSU Fund - Regular Plan - Growth Sundaram Banking and PSU Fund - Regular Plan - Growth

3Y Returns7.52%

Compare Now
Add to Cart Successfully