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DSP Equity & Bond Fund vs Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) compare
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
DSP Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
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) | ₹7846 Cr | ₹12162 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 |
Trailing Lumpsum Returns
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.04% | -0.99% |
| 6 Month | 0.22% | -0.89% |
| 1 Year | 6.43% | 6.72% |
| 3 Year | 12.67% | 16.08% |
| 5 Year | 12.25% | 12.84% |
SIP Return Analysis
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.36% | -0.54% |
| 1 Year | 5.35% | 3.58% |
| 3 Year | 9.74% | 11.57% |
| 5 Year | 10.69% | 12.25% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.05% | 14.55% |
| 3 Year | 13.71% | 15% |
| 5 Year | 13.3% | 14.57% |
Risk Management
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 8.82% | 10.24% |
| Sharp | 0.7% | 1.09% |
| Beta | 1.13% | 1.05% |
| Alpha | -0.22% | 3.49% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 34.94 | 34.84 |
| Large Cap | 52.53 | 48.8 |
| Mid Cap | 8.99 | 7.88 |
| Small Cap | 3.54 | 8.48 |
Sector Allocation
| Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 29.29 | 33.03 |
| Energy | 5.19 | 1.46 |
| Financial Services | 26.47 | 28.22 |
| Technology | 3.96 | 4.28 |
| Industrials | 8.09 | 0.73 |
| Consumer Defensive | 3.8 | 6.61 |
| Real Estate | 3.19 | - |
| Healthcare | 1.98 | 8.69 |
| Basic Materials | 3.96 | 2.78 |
| Consumer Cyclical | 8.98 | 8.78 |
| Utilities | 1.27 | 4.15 |
| Communication Services | 3.82 | 1.28 |
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