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)	₹6146 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

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
1 Month	2.19%	1.5%
6 Month	2%	4.48%
1 Year	5.15%	9.06%
3 Year	16.27%	20.03%
5 Year	17.76%	18.47%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	7.27%	6.6%
1 Year	9.35%	11.99%
3 Year	14.91%	18.71%
5 Year	14.38%	16.39%

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%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	10.41%	10.24%
Sharp	0.74%	1.05%
Beta	1.05%	1.09%
Alpha	-0.31%	3.4%

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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	29.25	34.68
Large Cap	56.46	47.19
Small Cap	5.13	8.88
Mid Cap	9.16	9.25

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Others	27.82	34.64
Energy	6.85	-
Technology	6.61	-
Financial Services	25.09	-
Consumer Cyclical	9.65	-
Healthcare	4.62	-
Consumer Defensive	5.88	-
Industrials	4.8	-
Basic Materials	3.42	-
Communication Services	3.74	-
Utilities	1.51	-
IT - Software	-	4.66
Capital Markets	-	0.35
Pharmaceuticals & Biotechnology	-	6.13
Banks	-	20.38
Chemicals & Petrochemicals	-	0.87
Transport Infrastructure	-	0.04
Automobiles	-	5.51
Telecom - Services	-	1.13
Insurance	-	4.34
Gas	-	2.42
Finance	-	4.69
IT - Services	-	0.97
Diversified FMCG	-	2.71
Retailing	-	0.49
Consumer Durables	-	0.85
Auto Components	-	3.56
Personal Products	-	1.3
Fertilizers & Agrochemicals	-	0.64
Industrial Products	-	0.74
Textiles & Apparels	-	1.03
Beverages	-	1.28
Healthcare Services	-	1.27