Axis Equity 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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Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

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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	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Fund	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹7655 Cr	₹1575 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	14 Jan 2000	09 Aug 2018
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%	0.0%
Expense Ratio	1.86	2.16
Manager	Dwijendra Srivastava	R Sivakumar
ISIN Code	INF173K01CL8	INF846K01E90
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	Axis 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	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Month	0.36%	-0.66%
6 Month	3.62%	3%
1 Year	3.17%	2.75%
3 Year	12.11%	10.93%
5 Year	13.79%	10.73%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month	2.18%	1.63%
1 Year	11.36%	10.46%
3 Year	11.84%	11.08%
5 Year	11.83%	9.94%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year	12.16%	11.37%
3 Year	13.73%	11.26%
5 Year	13.31%	12.47%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	9.64%	9.90%
Sharp	0.57%	0.43%
Beta	1.09%	1.12%
Alpha	-0.64%	-2.07%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Name	Dwijendra Srivastava	R Sivakumar
Total AUM	₹14140 Cr	₹9709 Cr
Funds Managed	14	10
	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Others	34.9	27.98
Large Cap	52.48	52.78
Mid Cap	9.23	9.94
Small Cap	3.4	9.3

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Others	30.98	23.88
Energy	5.01	6.08
Financial Services	25.83	24.29
Technology	2.91	8.84
Healthcare	3	6.94
Industrials	8.4	9.27
Basic Materials	4.69	3.42
Consumer Defensive	4.17	2.36
Real Estate	2.59	2.01
Consumer Cyclical	7.56	7.45
Utilities	1.09	2.01
Communication Services	3.76	3.46