BANDHAN Hybrid Equity 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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Bandhan Aggressive Hybrid Fund - 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	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)	₹6944 Cr	₹1224 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

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Bandhan Aggressive Hybrid Fund - Growth
1 Month	2.41%	3.38%
6 Month	4.76%	10.71%
1 Year	4.5%	10.25%
3 Year	12.65%	15.58%
5 Year	16.28%	18.22%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Bandhan Aggressive Hybrid Fund - Growth
6 Month	0.3%	1.43%
1 Year	5.69%	10.97%
3 Year	10.53%	14.18%
5 Year	11.28%	13.65%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Bandhan Aggressive Hybrid Fund - Growth
1 Year	11.38%	8.52%
3 Year	13.76%	13.67%
5 Year	13.08%	12.19%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Bandhan Aggressive Hybrid Fund - Growth
Standard Deviation	9.67%	10.78%
Sharp	0.61%	0.80%
Beta	1.08%	1.13%
Alpha	-0.82%	1.64%

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

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Bandhan Aggressive Hybrid Fund - Growth
Others	29.06	25.78
Large Cap	57.36	50.06
Mid Cap	9.57	9.99
Small Cap	4.01	14.16

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Bandhan Aggressive Hybrid Fund - Growth
Others	23.68	21.79
Energy	5.68	4.09
Financial Services	30.26	20.45
Technology	3.46	9.88
Healthcare	4.05	7.25
Industrials	7.99	7.27
Basic Materials	4.49	5
Consumer Defensive	4.3	2.74
Real Estate	2.61	2.56
Consumer Cyclical	8.09	12.78
Utilities	1.18	3.74
Communication Services	4.19	2.46