DSP Equity & Bond 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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DSP Aggressive Hybrid 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	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Fund	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹7655 Cr	₹12105 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	14 Jan 2000	27 May 1999
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%	48%
Expense Ratio	1.86	1.72
Manager	Dwijendra Srivastava	Kedar Karnik
ISIN Code	INF173K01CL8	INF740K01318
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	DSP Aggressive Hybrid 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	DSP Aggressive Hybrid Fund- Regular Plan - Growth
1 Month	-0.73%	-0.14%
6 Month	3.7%	2.18%
1 Year	4.17%	5.35%
3 Year	12.03%	15.66%
5 Year	13.35%	13.9%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	0.81%	0.48%
1 Year	8.1%	6.39%
3 Year	11.26%	13.35%
5 Year	11.68%	13.28%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	12.09%	14.63%
3 Year	13.73%	14.97%
5 Year	13.33%	14.57%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	9.64%	10.24%
Sharp	0.57%	1.01%
Beta	1.09%	1.05%
Alpha	-0.64%	3.43%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Name	Dwijendra Srivastava	Kedar Karnik
Total AUM	₹14140 Cr	₹32997 Cr
Funds Managed	14	11
	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Others	36.09	33.89
Large Cap	51.83	49.84
Mid Cap	9.4	7.77
Small Cap	2.68	8.5

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Others	31.34	31.18
Energy	5.17	1.35
Financial Services	25.64	29.55
Technology	3.68	5.57
Industrials	8.35	0.74
Consumer Defensive	3.84	5.83
Real Estate	2.45	-
Healthcare	2.51	8.8
Basic Materials	4.57	2.66
Consumer Cyclical	7.63	8.76
Utilities	1	4.18
Communication Services	3.83	1.37