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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) | ₹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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