Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs UTI Aggressive Hybrid Fund compare
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
| 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) | ₹5358 Cr | ₹6111 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 | 1.83 | 1.87 |
| 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 | -3.76% | -2.72% |
| 6 Month | -2.57% | -1.54% |
| 1 Year | 11.42% | 15.19% |
| 3 Year | 11.11% | 15.29% |
| 5 Year | 14.69% | 18.2% |
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.38% | 9.95% |
| 3 Year | 15.87% | 19.77% |
| 5 Year | 16.16% | 20.19% |
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.87% | 13.58% |
| 3 Year | 13.85% | 12.27% |
| 5 Year | 12.7% | 11.6% |
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 8.82% | 9.01% |
| Sharp | 0.89% | 0.93% |
| Beta | 0.99% | 1.03% |
| Alpha | 1.87% | 6.04% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 |
| Fund Manage | 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 | 26.44 | 29.8 |
| Large Cap | 49.08 | 42.79 |
| Small Cap | 8.35 | 10.58 |
| Mid Cap | 16.09 | 16.79 |
| Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 26.8 | 29.8 |
| Petroleum Products | 5.72 | 2.59 |
| IT - Software | 5.81 | 7.85 |
| Auto Components | 5.58 | 0.84 |
| Pharmaceuticals & Biotechnology | 5.32 | 4.59 |
| Construction | 1.87 | 2.15 |
| Banks | 13.51 | 17.36 |
| Cement & Cement Products | 1.89 | 1.21 |
| Leisure Services | 2.24 | 1.41 |
| Healthcare Services | 0.57 | 0.68 |
| Ferrous Metals | 0.48 | 0.6 |
| Automobiles | 4.05 | 2.82 |
| Insurance | 1.6 | 2.82 |
| Gas | 0.61 | 1.05 |
| Industrial Products | 2.66 | 0.23 |
| Transport Services | 0.52 | 2.44 |
| Finance | 2.82 | 2.4 |
| Diversified FMCG | 0.68 | 3.39 |
| Fertilizers & Agrochemicals | 1.06 | 0.62 |
| Agricultural Food & other Products | 1.41 | - |
| Beverages | 2.68 | - |
| Consumer Durables | 5.16 | 0.72 |
| Telecom - Services | 3.1 | 3.66 |
| Food Products | 0.46 | - |
| Consumable Fuels | 0.21 | - |
| Capital Markets | 1 | 1.46 |
| Power | 1.49 | 1.08 |
| Retailing | 0.66 | - |
| Textiles & Apparels | - | 2.42 |
| Diversified Metals | - | 1.81 |
| Realty | - | 0.96 |
| Other Consumer Services | - | 0.66 |
| Chemicals & Petrochemicals | - | 0.67 |
| Personal Products | - | 0.48 |
| Entertainment | - | 0.6 |
| Paper, Forest & Jute Products | - | 0.59 |
Top Comparisons
Kotak Dynamic Bond Fund Regular Plan Growth
3Y Returns6.45%
UTI Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns8.75%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.68%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.68%
ITI Banking and PSU Fund Regular - Growth
3Y Returns6.24%
UTI Banking & PSU Fund- Regular Plan - Growth Option
3Y Returns8.42%
Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth
3Y Returns5.52%
Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns5.54%