Aditya Birla Sun Life Equity Hybrid 95 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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Aditya Birla Sun Life Equity Hybrid 95 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	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Fund	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹7333 Cr	₹7559 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹100
Launch Date	14 Jan 2000	10 Feb 1995
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive Index	CRISIL Hybrid 35+65 Aggressive TRI
Turn Over	62%	85%
Expense Ratio	1.86	1.86
Manager	Dwijendra Srivastava	Dhaval Joshi
ISIN Code	INF173K01CL8	INF209K01BT5
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	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Month	1.09%	1.14%
6 Month	4.06%	4.48%
1 Year	3.67%	4.28%
3 Year	12%	13.43%
5 Year	14.13%	13.82%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
6 Month	2.91%	3.05%
1 Year	12.04%	13.93%
3 Year	12.17%	13.06%
5 Year	12.09%	12.15%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Year	12.16%	14.52%
3 Year	13.73%	14.31%
5 Year	13.31%	14.76%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Standard Deviation	9.67%	9.21%
Sharp	0.61%	0.8%
Beta	1.08%	1.14%
Alpha	-0.82%	1.19%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Name	Dwijendra Srivastava	Dhaval Joshi
Total AUM	₹14140 Cr	₹361932 Cr
Funds Managed	14	55
	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Others	34.9	22.88
Large Cap	52.48	59.69
Mid Cap	9.23	9.48
Small Cap	3.4	7.92

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Others	30.98	20.01
Energy	5.01	-
Financial Services	25.83	-
Technology	2.91	-
Healthcare	3	-
Industrials	8.4	-
Basic Materials	4.69	-
Consumer Defensive	4.17	-
Real Estate	2.59	-
Consumer Cyclical	7.56	-
Utilities	1.09	-
Communication Services	3.76	-
Petroleum Products	-	4.09
Electrical Equipment	-	0.7
IT - Software	-	6.98
Retailing	-	2.66
Construction	-	2.72
Non - Ferrous Metals	-	1.39
Banks	-	19.5
Pharmaceuticals & Biotechnology	-	4.5
Industrial Manufacturing	-	1
Commercial Services & Supplies	-	0.24
Auto Components	-	2.55
Cement & Cement Products	-	2.61
Consumer Durables	-	2.64
Realty	-	1.31
Chemicals & Petrochemicals	-	1.13
Automobiles	-	4.43
Personal Products	-	0.78
Finance	-	4.47
IT - Services	-	0.47
Diversified FMCG	-	1.28
Insurance	-	1.42
Transport Infrastructure	-	1.51
Agricultural Food & other Products	-	1.01
Diversified Metals	-	0.63
Power	-	1.43
Fertilizers & Agrochemicals	-	0.51
Aerospace & Defense	-	1.19
Industrial Products	-	0.32
Telecom - Services	-	3.15
Healthcare Services	-	0.66
Transport Services	-	0.37
Beverages	-	1.26
Ferrous Metals	-	0.35
Leisure Services	-	0.5
Textiles & Apparels	-	0.2