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) ₹4077 Cr ₹7440 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹100
Launch Date 02 Jan 2013 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 1.89 1.85
Manager Dwijendra Srivastava Dhaval Joshi
ISIN Code INF173K01CL8 INF209K01BT5
Exits Load For units in excess of 25% of the investment,1% will be charged for redemption within 365 days/365 1% for redemption within 90 days/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 4.08% 4.14%
6 Month 13.49% 15.06%
1 Year 28.16% 30.15%
3 Year 14.93% 14.09%
5 Year 15.44% 14.59%

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 - -
1 Year 11.55% 13.36%
3 Year 26.08% 27.31%
5 Year 51.21% 50.92%

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 17.11% 16.78%
3 Year 40.96% 38.97%
5 Year 57.17% 55.69%

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 8.82% 9.21%
Sharp 0.84% 0.71%
Beta 0.98% 0.97%
Alpha 2.75% 1.89%

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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
Fund Manage 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

Large Cap 50.24 56.77
Others 29.65 19.62
Mid Cap 15.61 7.73
Small Cap 4.45 5.52

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

Energy 8.71 5.17
Sovereign 9.22 5.79
Financial 31.24 29.36
Communication 2.96 2.88
Construction 3.05 2.91
Technology 4.84 6.52
Others 3.77 3.05
Unclassified 2.17 -
Consumer Discretionary 2.91 3.16
Healthcare 5.4 4.6
Consumer Staples 4.65 5.01
Automobile 7.32 6.33
Chemicals 1.01 0.48
Capital Goods 2.28 8.34
Services 4.9 1.62
Materials 2.78 2.34
Insurance 1.48 -
Metals & Mining 1.26 1.55
Diversified - 0.53

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