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UTI Aggressive Hybrid Fund vs Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity 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) | ₹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 |
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 | 1.96% | 2.65% |
| 6 Month | 3.11% | 4.02% |
| 1 Year | 5.85% | 7.84% |
| 3 Year | 16.47% | 20.54% |
| 5 Year | 18.2% | 22.21% |
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 | 7.27% | 7.07% |
| 1 Year | 9.35% | 9.65% |
| 3 Year | 14.91% | 18.22% |
| 5 Year | 14.38% | 18.01% |
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 | 10.41% | 9.01% |
| Sharp | 0.74% | 1.15% |
| Beta | 1.05% | 1.05% |
| Alpha | -0.31% | 3.88% |
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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 | 31.3 |
| Large Cap | 48.5 | 44.79 |
| Small Cap | 7.53 | 10.46 |
| Mid Cap | 12.09 | 13.35 |
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 | 31.3 |
| 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 | - | 4.27 |
| Petroleum Products | - | 2.98 |
| IT - Software | - | 6.07 |
| Cement & Cement Products | - | 0.33 |
| Transport Services | - | 2.69 |
| Construction | - | 1.77 |
| Chemicals & Petrochemicals | - | 0.72 |
| Textiles & Apparels | - | 1.53 |
| Pharmaceuticals & Biotechnology | - | 3.99 |
| Banks | - | 17.16 |
| Insurance | - | 1.91 |
| Automobiles | - | 3.93 |
| Diversified FMCG | - | 3.02 |
| Fertilizers & Agrochemicals | - | 0.81 |
| Diversified Metals | - | 1.93 |
| Realty | - | 1.28 |
| Oil | - | 2.28 |
| Personal Products | - | 1.25 |
| Capital Markets | - | 1.35 |
| Consumer Durables | - | 0.65 |
| Other Consumer Services | - | 0.65 |
| Industrial Products | - | 0.28 |
| Auto Components | - | 0.66 |
| Minerals & Mining | - | 0.71 |
| Finance | - | 2.7 |
| Entertainment | - | 0.44 |
| Power | - | 1.72 |
| Paper, Forest & Jute Products | - | 0.66 |
| Retailing | - | 0.24 |
| Leisure Services | - | 0.62 |
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