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) | ₹6429 Cr | ₹11104 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 | 1.72% | 1.11% |
6 Month | 6.19% | 7.67% |
1 Year | 4.18% | 8.41% |
3 Year | 15.74% | 19.09% |
5 Year | 17.46% | 18.47% |
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 | 5.62% | 5.18% |
1 Year | 7.72% | 10.15% |
3 Year | 13.69% | 17.5% |
5 Year | 13.55% | 15.67% |
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 | 11.73% | 13.57% |
3 Year | 13.75% | 14.3% |
5 Year | 12.95% | 14.39% |
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 | 10.12% | 10.24% |
Sharp | 0.92% | 1.34% |
Beta | 1.05% | 1.05% |
Alpha | -0.53% | 3.95% |
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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 | 29.25 | 36.64 |
Large Cap | 56.46 | 47.19 |
Small Cap | 5.13 | 8.89 |
Mid Cap | 9.16 | 7.28 |
Sector Allocation
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 27.82 | 34.66 |
Energy | 6.85 | 0.98 |
Technology | 6.61 | 4.66 |
Financial Services | 25.09 | 29.77 |
Consumer Cyclical | 9.65 | 10.11 |
Healthcare | 4.62 | 7.4 |
Consumer Defensive | 5.88 | 5.78 |
Industrials | 4.8 | 0.97 |
Basic Materials | 3.42 | 3.1 |
Communication Services | 3.74 | 1.13 |
Utilities | 1.51 | 1.44 |
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