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)	₹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

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	0.19%	1.08%
6 Month	1.77%	3.3%
1 Year	6.03%	5.62%
3 Year	16.28%	16.24%
5 Year	17.63%	17.87%

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	4.67%	6.11%
1 Year	5.46%	8.04%
3 Year	13.74%	14.89%
5 Year	13.75%	13.79%

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%

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%	10.28%
Sharp	0.74%	0.70%
Beta	1.05%	1.04%
Alpha	-0.31%	-0.74%

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

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