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
| 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 | 2.73% | 2.52% |
| 6 Month | 12.97% | 16.77% |
| 1 Year | 28.9% | 34.38% |
| 3 Year | 14.68% | 19.34% |
| 5 Year | 17.15% | 20.51% |
| 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 | 11.55% | 14.27% |
| 3 Year | 26.08% | 35.19% |
| 5 Year | 51.21% | 67.97% |
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.11% | 20.56% |
| 3 Year | 40.96% | 52.22% |
| 5 Year | 57.17% | 73.96% |
| 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% | 1.24% |
| Beta | 0.99% | 0.98% |
| Alpha | 1.87% | 5.52% |
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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 |
| 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 |
|---|---|---|
| Large Cap | 50.24 | 42.71 |
| Others | 29.65 | 31.49 |
| Mid Cap | 15.61 | 16.75 |
| Small Cap | 4.45 | 9.04 |
| Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Energy | 8.71 | 8.39 |
| Sovereign | 9.22 | 16.5 |
| Financial | 31.24 | 31.85 |
| Communication | 2.96 | 2.94 |
| Construction | 3.05 | 4.06 |
| Technology | 4.84 | 5.79 |
| Others | 3.77 | 2.96 |
| Unclassified | 2.17 | - |
| Consumer Discretionary | 2.91 | 0.71 |
| Healthcare | 5.4 | 5.24 |
| Consumer Staples | 4.65 | 4.83 |
| Automobile | 7.32 | 5.86 |
| Chemicals | 1.01 | 1.37 |
| Capital Goods | 2.28 | 0.46 |
| Services | 4.9 | 3.35 |
| Materials | 2.78 | 0.62 |
| Insurance | 1.48 | 0.45 |
| Metals & Mining | 1.26 | 2.71 |
| Textiles | - | 1.9 |
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