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 Equity Hybrid - 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 Equity Hybrid - Growth
Fund	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Equity Hybrid - Growth
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹5436 Cr	₹6606 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 Equity Hybrid - Growth
1 Month	4.86%	5.48%
6 Month	4.02%	1.41%
1 Year	11.5%	11.12%
3 Year	15.92%	17.24%
5 Year	19.84%	23.16%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Equity Hybrid - Growth
6 Month	5.44%	4.53%
1 Year	7.36%	4.15%
3 Year	14.75%	15.75%
5 Year	14.36%	16.11%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Equity Hybrid - Growth
1 Year	12%	12.18%
3 Year	13.77%	13.43%
5 Year	12.8%	12.72%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Equity Hybrid - Growth
Standard Deviation	9.872%	10.787%
Sharp	0.485%	0.49%
Beta	1.028%	1.055%
Alpha	-0.506%	0.867%

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Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Equity Hybrid - 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 Equity Hybrid - Growth

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Equity Hybrid - Growth
Others	31.87	30.4
Large Cap	48.5	39.15
Small Cap	7.53	8.75
Mid Cap	12.09	21.7

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Equity Hybrid - Growth
Others	30.54	29.46
Energy	5.35	2.5
Technology	7.95	13.72
Consumer Cyclical	12.74	3.22
Healthcare	5.72	6.91
Industrials	6.62	8.26
Basic Materials	3.29	9.31
Financial Services	17.97	13.22
Communication Services	3.47	4.12
Utilities	2.08	3.39
Consumer Defensive	4.27	4.53
Real Estate	-	1.37