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)	₹7333 Cr	₹11910 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	0.86%	0.16%
6 Month	4.5%	2.06%
1 Year	6.3%	6.49%
3 Year	12.47%	15.77%
5 Year	14.59%	14.88%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	3.33%	1.98%
1 Year	12.78%	9.65%
3 Year	12.62%	14.4%
5 Year	12.47%	13.79%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	12.22%	14.69%
3 Year	13.74%	14.96%
5 Year	13.3%	14.59%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	9.67%	10.24%
Sharp	0.61%	1.03%
Beta	1.08%	1.03%
Alpha	-0.82%	3.12%

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	34.9	34.87
Large Cap	52.48	49.27
Mid Cap	9.23	7.55
Small Cap	3.4	8.32

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Others	30.98	31.61
Energy	5.01	1.28
Financial Services	25.83	29.74
Technology	2.91	5.82
Healthcare	3	8.74
Industrials	8.4	0.78
Basic Materials	4.69	2.78
Consumer Defensive	4.17	5.32
Real Estate	2.59	-
Consumer Cyclical	7.56	8.47
Utilities	1.09	4.2
Communication Services	3.76	1.26