Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

BANDHAN Hybrid Equity Fund vs Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Bandhan Aggressive Hybrid Fund - Growth

Invest Now

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 Bandhan Aggressive Hybrid Fund - Growth
Fund Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Bandhan Aggressive Hybrid Fund - Growth
Investment Plan Growth Growth
Level of Risk High Average
Asset Size (Cr) ₹5436 Cr ₹786 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 14 Jan 2000 30 Dec 2016
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive Index CRISIL Hybrid 35+65 Aggressive Index
Turn Over 62% 44%
Expense Ratio 1.86 2.34
Manager Dwijendra Srivastava Manish Gunwani
ISIN Code INF173K01CL8 INF194KA1U15
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 Bandhan Hybrid Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Bandhan Aggressive Hybrid Fund - Growth
1 Month 6.18% 5.98%
6 Month 1.85% 1.86%
1 Year 11.82% 14.86%
3 Year 15.78% 17%
5 Year 19.62% 20.97%

SIP Return Analysis

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Bandhan Aggressive Hybrid Fund - Growth
6 Month 1.87% 0.3%
1 Year 1.04% 0.15%
3 Year 12.51% 13.23%
5 Year 13.09% 13.79%

Rolling Lumpsum Returns

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Bandhan Aggressive Hybrid Fund - Growth
1 Year 12% 8.25%
3 Year 13.77% 13.52%
5 Year 12.8% 10.47%

Risk Management

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Bandhan Aggressive Hybrid Fund - Growth
Standard Deviation 9.872% 11.371%
Sharp 0.485% 0.403%
Beta 1.028% 1.091%
Alpha -0.506% 0.015%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Bandhan Aggressive Hybrid Fund - Growth
Name Dwijendra Srivastava Manish Gunwani
Total AUM ₹14140 Cr ₹8731 Cr
Funds Managed 14 4
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Bandhan Aggressive Hybrid Fund - Growth

Market Cap

Scheme Name

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

Bandhan Aggressive Hybrid Fund - Growth

Others 31.87 27.21
Large Cap 48.5 45.25
Small Cap 7.53 15.83
Mid Cap 12.09 11.71

Sector Allocation

Scheme Name

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

Bandhan Aggressive Hybrid Fund - Growth

Others 30.54 24.4
Energy 5.35 3.52
Technology 7.95 11.99
Consumer Cyclical 12.74 10.16
Healthcare 5.72 7.67
Industrials 6.62 6.29
Basic Materials 3.29 7.56
Financial Services 17.97 20.15
Communication Services 3.47 2.81
Utilities 2.08 2.44
Consumer Defensive 4.27 2.23
Real Estate - 0.77

Top Comparisons

Mirae Asset Arbitrage Fund Regular Growth Mirae Asset Arbitrage Fund Regular Growth

3Y Returns6.51%

VS

HSBC Arbitrage Fund - Regular Growth HSBC Arbitrage Fund - Regular Growth

3Y Returns6.45%

Compare Now

SBI Banking & Financial Services Fund - Regular Plan - Growth SBI Banking & Financial Services Fund - Regular Plan - Growth

3Y Returns22.9%

VS

Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

3Y Returns21.27%

Compare Now

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

3Y Returns19.99%

VS

LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Growth

3Y Returns14.94%

Compare Now

Nippon India Value Fund- Growth Plan Nippon India Value Fund- Growth Plan

3Y Returns25.71%

VS

Quant Value Fund Regular - Growth Quant Value Fund Regular - Growth

3Y Returns26.25%

Compare Now
Add to Cart Successfully