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	5.96%	4.44%
6 Month	-7.85%	-7.48%
1 Year	7.31%	10.72%
3 Year	11.2%	15.49%
5 Year	19.53%	24.41%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	-2.47%	-2.84%
1 Year	-3.16%	-2.54%
3 Year	12.16%	15.8%
5 Year	13.44%	17.32%

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%

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%	0.8%
Beta	1.028%	1.05%
Alpha	-0.506%	4.59%

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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	34.57
Large Cap	48.5	42.47
Small Cap	7.53	9.75
Mid Cap	12.09	13.21

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	30.54	32.58
Energy	5.35	3.43
Technology	7.95	6.73
Consumer Cyclical	12.74	8.28
Healthcare	5.72	4.02
Industrials	6.62	4.42
Basic Materials	3.29	6.04
Financial Services	17.97	22.79
Communication Services	3.47	4.5
Utilities	2.08	1.57
Consumer Defensive	4.27	4.69
Real Estate	-	0.94