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
Invest NowUTI Aggressive Hybrid Fund- Regular Plan - Growth
Invest NowChart 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) | ₹4975 Cr | ₹5852 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 01 Jan 2013 | 20 Mar 1995 |
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 | 1.85 | 1.9 |
Manager | Dwijendra Srivastava | V Srivatsa |
ISIN Code | INF173K01CL8 | INF789F01323 |
Exits Load | For units in excess of 25% of the investment,1% will be charged for redemption within 365 days/365 | Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months/365 |
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Month | -4.06% | -3.99% |
6 Month | 7.16% | 8.71% |
1 Year | 22.35% | 26.16% |
3 Year | 10.61% | 14.92% |
5 Year | 15.14% | 18.46% |
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 | 16.71% | 20.94% |
3 Year | 16.96% | 21.82% |
5 Year | 16.94% | 21.39% |
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% | 1.04% |
Alpha | 1.87% | 5.57% |
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Get Free Experts GuidanceScheme 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 | 31.49 |
Large Cap | 49.08 | 42.71 |
Small Cap | 8.35 | 9.04 |
Mid Cap | 16.09 | 16.75 |
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 26.8 | 2.96 |
Petroleum Products | 5.72 | - |
IT - Software | 5.81 | - |
Auto Components | 5.58 | - |
Pharmaceuticals & Biotechnology | 5.32 | - |
Construction | 1.87 | 4.06 |
Banks | 13.51 | - |
Cement & Cement Products | 1.89 | - |
Leisure Services | 2.24 | - |
Healthcare Services | 0.57 | - |
Ferrous Metals | 0.48 | - |
Automobiles | 4.05 | - |
Insurance | 1.6 | 0.45 |
Gas | 0.61 | - |
Industrial Products | 2.66 | - |
Transport Services | 0.52 | - |
Finance | 2.82 | - |
Diversified FMCG | 0.68 | - |
Fertilizers & Agrochemicals | 1.06 | - |
Agricultural Food & other Products | 1.41 | - |
Beverages | 2.68 | - |
Consumer Durables | 5.16 | - |
Telecom - Services | 3.1 | - |
Food Products | 0.46 | - |
Consumable Fuels | 0.21 | - |
Capital Markets | 1 | - |
Power | 1.49 | - |
Retailing | 0.66 | - |
Sovereign | - | 16.5 |
Financial | - | 31.85 |
Automobile | - | 5.86 |
Communication | - | 2.94 |
Energy | - | 8.39 |
Technology | - | 5.79 |
Materials | - | 0.62 |
Healthcare | - | 5.24 |
Metals & Mining | - | 2.71 |
Consumer Staples | - | 4.83 |
Chemicals | - | 1.37 |
Textiles | - | 1.9 |
Consumer Discretionary | - | 0.71 |
Services | - | 3.35 |
Capital Goods | - | 0.46 |
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