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)	₹7846 Cr	₹8462 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	-1.36%	-0.9%
6 Month	0.98%	0.63%
1 Year	7.52%	7.6%
3 Year	12.63%	14.5%
5 Year	12.06%	14.25%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Aggressive Hybrid Fund - Growth
6 Month	0.69%	-0.33%
1 Year	6.7%	7.49%
3 Year	10.06%	11.43%
5 Year	10.83%	12.57%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Aggressive Hybrid Fund - Growth
1 Year	12.06%	10.61%
3 Year	13.71%	14.35%
5 Year	13.33%	13.25%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Aggressive Hybrid Fund - Growth
Standard Deviation	8.82%	8.13%
Sharp	0.7%	0.87%
Beta	1.13%	1.38%
Alpha	-0.22%	1.69%

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	31.51	30.45
Large Cap	54.29	39.65
Mid Cap	10.77	23.09
Small Cap	2.88	6.81

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Aggressive Hybrid Fund - Growth
Others	31.51	23.16
Petroleum Products	5.17	-
Finance	5.84	-
IT - Software	3.68	-
Capital Markets	2.38	-
Construction	3.11	-
Diversified FMCG	1.57	-
Banks	16.88	-
Pharmaceuticals & Biotechnology	1.68	-
Cement & Cement Products	2.37	-
Leisure Services	1.53	-
Healthcare Services	0.83	-
Automobiles	5.36	-
Insurance	0.43	-
Gas	0.25	-
Fertilizers & Agrochemicals	1.61	-
Agricultural Food & other Products	1.1	-
Beverages	1.17	-
Power	0.75	-
Aerospace & Defense	1.35	-
Industrial Products	1.65	-
Chemicals & Petrochemicals	0.6	-
Consumer Durables	0.21	-
Telecom - Services	3.83	-
Auto Components	1.67	-
Financial Technology (Fintech)	1.07	-
Transport Services	1.29	-
Realty	0.56	-
Communication Services	-	3.26
Energy	-	1.93
Technology	-	10.01
Financial Services	-	22.32
Consumer Cyclical	-	7.66
Healthcare	-	6.89
Real Estate	-	1.45
Consumer Defensive	-	2.9
Industrials	-	11.12
Basic Materials	-	8.43
Utilities	-	0.88