Kotak Equity Hybrid 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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Kotak Aggressive Hybrid Fund - 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	Kotak Aggressive Hybrid Fund - Growth
Fund	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Aggressive Hybrid Fund - Growth
Investment Plan	Growth	Growth
Level of Risk	High	Average
Asset Size (Cr)	₹7333 Cr	₹8402 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	14 Jan 2000	03 Nov 2014
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive Index	NIFTY 50 Hybrid Composite Debt 65:35
Turn Over	62%	38.8%
Expense Ratio	1.86	1.77
Manager	Dwijendra Srivastava	Harsha Upadhyaya
ISIN Code	INF173K01CL8	INF174K01E92
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	Kotak Equity Hybrid Fund - 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	Kotak Aggressive Hybrid Fund - Growth
1 Month	0.92%	-1.62%
6 Month	2.64%	1.65%
1 Year	2.92%	-0.13%
3 Year	11.85%	13.79%
5 Year	13.83%	15.7%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Aggressive Hybrid Fund - Growth
6 Month	2.91%	0.86%
1 Year	12.04%	10.93%
3 Year	12.17%	13.12%
5 Year	12.09%	13.58%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Aggressive Hybrid Fund - Growth
1 Year	12.16%	10.83%
3 Year	13.73%	14.35%
5 Year	13.31%	13.21%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Aggressive Hybrid Fund - Growth
Standard Deviation	9.64%	8.13%
Sharp	0.57%	0.82%
Beta	1.09%	1.37%
Alpha	-0.64%	1.76%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Aggressive Hybrid Fund - Growth
Name	Dwijendra Srivastava	Harsha Upadhyaya
Total AUM	₹14140 Cr	₹139411 Cr
Funds Managed	14	11
	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Aggressive Hybrid Fund - Growth

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Aggressive Hybrid Fund - Growth
Others	34.9	28.5
Large Cap	52.48	41.18
Mid Cap	9.23	23.52
Small Cap	3.4	6.8

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Aggressive Hybrid Fund - Growth
Others	30.98	21.5
Energy	5.01	2.48
Financial Services	25.83	22.23
Technology	2.91	9.43
Healthcare	3	7.03
Industrials	8.4	11.04
Basic Materials	4.69	8.75
Consumer Defensive	4.17	2.95
Real Estate	2.59	1.44
Consumer Cyclical	7.56	7.97
Utilities	1.09	2.15
Communication Services	3.76	3.03