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

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

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tortoise-icon 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) ₹5436 Cr ₹5956 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 1.37% 1.72%
6 Month 2.1% 2.66%
1 Year 9.06% 11.24%
3 Year 15.29% 19.23%
5 Year 19.86% 23.97%

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 5.44% 4.82%
1 Year 7.36% 6.89%
3 Year 14.75% 18.06%
5 Year 14.36% 18.02%

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 12% 13.82%
3 Year 13.77% 12.4%
5 Year 12.8% 11.66%

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 9.872% 9.01%
Sharp 0.485% 1.01%
Beta 1.028% 1.05%
Alpha -0.506% 4.08%

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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 31.87 30.52
Large Cap 48.5 45.41
Small Cap 7.53 10.35
Mid Cap 12.09 13.58

Sector Allocation

Scheme Name

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

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 30.54 30.52
Energy 5.35 -
Technology 7.95 -
Consumer Cyclical 12.74 -
Healthcare 5.72 -
Industrials 6.62 -
Basic Materials 3.29 -
Financial Services 17.97 -
Communication Services 3.47 -
Utilities 2.08 -
Consumer Defensive 4.27 -
Telecom - Services - 3.98
Petroleum Products - 2.45
IT - Software - 6.17
Cement & Cement Products - 0.63
Transport Services - 2.79
Construction - 1.87
Textiles & Apparels - 1.44
Pharmaceuticals & Biotechnology - 4.26
Banks - 17.2
Insurance - 1.8
Automobiles - 4.51
Diversified FMCG - 3.01
Fertilizers & Agrochemicals - 1.08
Diversified Metals - 2.29
Realty - 1.31
Oil - 1.57
Ferrous Metals - 0.53
Personal Products - 1.13
Capital Markets - 1.23
Consumer Durables - 0.7
Other Consumer Services - 0.67
Industrial Products - 0.3
Auto Components - 0.62
Chemicals & Petrochemicals - 0.53
Minerals & Mining - 0.78
Finance - 2.87
Entertainment - 0.44
Power - 1.68
Paper, Forest & Jute Products - 0.68
Retailing - 0.23
Leisure Services - 0.59

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