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

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month	0.5%	1.32%
6 Month	-1.2%	-1.34%
1 Year	6.28%	7.92%
3 Year	15.82%	19.85%
5 Year	18.36%	22.21%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	4.97%	5.24%
1 Year	4.9%	5.62%
3 Year	13.27%	16.75%
5 Year	13.39%	17.17%

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	9.872%	9.01%
Sharp	0.485%	1.15%
Beta	1.028%	1.05%
Alpha	-0.506%	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	31.87	31.3
Large Cap	48.5	44.79
Small Cap	7.53	10.46
Mid Cap	12.09	13.35

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