Axis Equity Hybrid 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 Axis Equity 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 Equity Hybrid Fund - Regular Plan - Growth Option
Fund Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Axis Equity Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹4077 Cr ₹1652 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 02 Jan 2013 05 Aug 2018
Category Aggressive Aggressive
Fund Type Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive Index CRISIL Hybrid 35+65 Aggressive TRI
Turn Over 62% 0.0%
Expense Ratio 1.89 2.14
Manager Dwijendra Srivastava R Sivakumar
ISIN Code INF173K01CL8 INF846K01E90
Exits Load For units in excess of 25% of the investment,1% will be charged for redemption within 365 days/365 For units more than 10% of the allotted, an exit load of 1% will be charged if redeemed within 12 months./365

Trailing Lumpsum Returns

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Axis Equity Hybrid Fund - Regular Plan - Growth Option
1 Month 3.83% 4.14%
6 Month 14.01% 13.6%
1 Year 27.96% 21.88%
3 Year 14.7% 10.98%
5 Year 15.52% 13.68%

SIP Return Analysis

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Axis Equity Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 11.55% 10.09%
3 Year 26.08% 18.75%
5 Year 51.21% 37.5%

Rolling Lumpsum Returns

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Axis Equity Hybrid Fund - Regular Plan - Growth Option
1 Year 17.11% 13.88%
3 Year 40.96% 30.41%
5 Year 57.17% 42.52%

Risk Management

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Axis Equity Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 8.82% 10.51%
Sharp 0.84% 0.41%
Beta 0.98% 1.12%
Alpha 2.75% -1.32%

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Fund Managers

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

Market Cap

Scheme Name

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

Axis Equity Hybrid Fund - Regular Plan - Growth Option

Large Cap 50.24 51.78
Others 29.65 26.04
Mid Cap 15.61 11.07
Small Cap 4.45 11.11

Sector Allocation

Scheme Name

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

Axis Equity Hybrid Fund - Regular Plan - Growth Option

Energy 8.71 5.84
Sovereign 9.22 9.3
Financial 31.24 28.94
Communication 2.96 5.57
Construction 3.05 5.13
Technology 4.84 6.62
Others 3.77 1.05
Unclassified 2.17 -
Consumer Discretionary 2.91 1.06
Healthcare 5.4 6.18
Consumer Staples 4.65 3.09
Automobile 7.32 9.95
Chemicals 1.01 4.79
Capital Goods 2.28 0.95
Services 4.9 6.64
Materials 2.78 3.06
Insurance 1.48 1.04
Metals & Mining 1.26 0.4
Textiles - 0.39

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