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)	₹5436 Cr	₹10137 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	1.75
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	0.5%	0.63%
6 Month	-1.2%	1.95%
1 Year	6.28%	12.2%
3 Year	15.82%	20.03%
5 Year	18.36%	19.12%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	4.97%	5.78%
1 Year	4.9%	9.73%
3 Year	13.27%	17.77%
5 Year	13.39%	15.83%

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	9.872%	10.24%
Sharp	0.485%	1.05%
Beta	1.028%	1.09%
Alpha	-0.506%	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	31.87	33.63
Large Cap	48.5	48.35
Small Cap	7.53	9.22
Mid Cap	12.09	8.8

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Others	30.54	33.58
Energy	5.35	-
Technology	7.95	-
Consumer Cyclical	12.74	-
Healthcare	5.72	-
Industrials	6.62	-
Basic Materials	3.29	-
Financial Services	17.97	-
Communication Services	3.47	-
Utilities	2.08	-
Consumer Defensive	4.27	-
IT - Software	-	3.64
Capital Markets	-	0.27
Pharmaceuticals & Biotechnology	-	6.44
Banks	-	21.34
Chemicals & Petrochemicals	-	1.4
Transport Infrastructure	-	0.05
Automobiles	-	5.59
Telecom - Services	-	1.65
Insurance	-	4.35
Gas	-	2.51
Finance	-	4.68
IT - Services	-	0.88
Diversified FMCG	-	2.83
Retailing	-	0.52
Consumer Durables	-	0.78
Auto Components	-	3.2
Personal Products	-	1.43
Fertilizers & Agrochemicals	-	0.62
Industrial Products	-	0.68
Textiles & Apparels	-	1
Beverages	-	1.27
Healthcare Services	-	1.29