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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) | ₹6944 Cr | ₹11565 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 | 1.01% | 0.28% |
| 6 Month | 6.29% | 4.41% |
| 1 Year | 2.14% | 3.72% |
| 3 Year | 13.5% | 16.67% |
| 5 Year | 16.14% | 17.21% |
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 | 2.12% | 1.03% |
| 1 Year | 10.27% | 8.73% |
| 3 Year | 12.53% | 15.04% |
| 5 Year | 12.48% | 14.09% |
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 | 11.38% | 13.29% |
| 3 Year | 13.76% | 14.42% |
| 5 Year | 13.08% | 14.48% |
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 | 9.65% | 9.26% |
| Sharp | 0.60% | 0.94% |
| Beta | 1.08% | 0.99% |
| Alpha | -0.86% | 2.56% |
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 | 29.06 | 33.7 |
| Large Cap | 57.36 | 50.24 |
| Mid Cap | 9.57 | 7.47 |
| Small Cap | 4.01 | 8.59 |
Sector Allocation
| Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 23.68 | 30.62 |
| Energy | 5.68 | 1.09 |
| Financial Services | 30.26 | 30.28 |
| Technology | 3.46 | 5.2 |
| Healthcare | 4.05 | 9.31 |
| Industrials | 7.99 | 0.79 |
| Basic Materials | 4.49 | 2.87 |
| Consumer Defensive | 4.3 | 5.25 |
| Real Estate | 2.61 | - |
| Consumer Cyclical | 8.09 | 9.07 |
| Utilities | 1.18 | 4.3 |
| Communication Services | 4.19 | 1.22 |
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