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)	₹6146 Cr	₹6254 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	2.19%	2.77%
6 Month	2%	3.32%
1 Year	5.15%	6.61%
3 Year	16.27%	20.21%
5 Year	17.76%	21.69%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	6.72%	7.25%
1 Year	9.24%	10.65%
3 Year	14.21%	17.83%
5 Year	13.94%	17.77%

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%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	10.41%	9.01%
Sharp	0.74%	1.15%
Beta	1.05%	1.05%
Alpha	-0.31%	3.88%

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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	29.25	31.42
Large Cap	56.46	44.24
Small Cap	5.13	10.93
Mid Cap	9.16	13.25

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	27.82	31.42
Energy	6.85	-
Technology	6.61	-
Financial Services	25.09	-
Consumer Cyclical	9.65	-
Healthcare	4.62	-
Consumer Defensive	5.88	-
Industrials	4.8	-
Basic Materials	3.42	-
Communication Services	3.74	-
Utilities	1.51	-
Telecom - Services	-	4.02
Petroleum Products	-	3.24
IT - Software	-	6.34
Cement & Cement Products	-	0.33
Transport Services	-	2.72
Construction	-	2.01
Chemicals & Petrochemicals	-	0.8
Textiles & Apparels	-	1.57
Pharmaceuticals & Biotechnology	-	4.26
Banks	-	16.49
Insurance	-	2
Automobiles	-	3.76
Diversified FMCG	-	2.78
Fertilizers & Agrochemicals	-	0.74
Diversified Metals	-	1.96
Realty	-	0.78
Oil	-	2.22
Personal Products	-	1.15
Capital Markets	-	1.58
Consumer Durables	-	0.66
Other Consumer Services	-	0.63
Industrial Products	-	0.31
Auto Components	-	0.64
Minerals & Mining	-	0.76
Finance	-	2.72
Entertainment	-	0.44
Power	-	1.59
Paper, Forest & Jute Products	-	0.76
Retailing	-	0.46
Leisure Services	-	0.7