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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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tortoise-icon Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

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tortoise-icon 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) ₹6146 Cr ₹7465 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

Trailing Lumpsum Returns

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 1.86% 2.86%
6 Month 1.4% 3.69%
1 Year 5.61% 5.7%
3 Year 16.41% 16.63%
5 Year 17.83% 18.18%

SIP Return Analysis

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 7.27% 8.81%
1 Year 9.35% 12.33%
3 Year 14.91% 16.15%
5 Year 14.38% 14.47%

Rolling Lumpsum Returns

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 11.73% 16%
3 Year 13.75% 16.05%
5 Year 12.95% 16.41%

Risk Management

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 10.41% 9.21%
Sharp 0.74% 0.76%
Beta 1.05% 1.07%
Alpha -0.31% -0.03%

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Fund Managers

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

Market Cap

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 31.87 23.37
Large Cap 48.5 58.53
Small Cap 7.53 8.55
Mid Cap 12.09 9.49

Sector Allocation

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 30.54 20.46
Energy 5.35 -
Technology 7.95 -
Consumer Cyclical 12.74 -
Healthcare 5.72 -
Industrials 6.62 -
Basic Materials 3.29 -
Financial Services 17.97 -
Communication Services 3.47 -
Utilities 2.08 -
Consumer Defensive 4.27 -
Petroleum Products - 4.33
Electrical Equipment - 1.61
IT - Software - 6.9
Retailing - 2.36
Construction - 2.16
Diversified FMCG - 1.51
Non - Ferrous Metals - 1.06
Banks - 19.12
Pharmaceuticals & Biotechnology - 4.56
Industrial Manufacturing - 1.12
Healthcare Services - 1.16
Auto Components - 2.53
Cement & Cement Products - 2.29
Realty - 1.21
Consumer Durables - 2.88
Transport Infrastructure - 1.93
Chemicals & Petrochemicals - 1.18
Automobiles - 3.85
Personal Products - 0.91
Finance - 4.44
IT - Services - 0.5
Insurance - 1.56
Agricultural Food & other Products - 1.04
Diversified Metals - 0.55
Power - 1.05
Fertilizers & Agrochemicals - 0.45
Aerospace & Defense - 1.29
Industrial Products - 0.19
Telecom - Services - 3.12
Transport Services - 0.5
Ferrous Metals - 0.3
Leisure Services - 0.37
Beverages - 1.22
Textiles & Apparels - 0.23

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