SBI Equity Hybrid 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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SBI Equity 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	SBI Equity Hybrid Fund - Regular Plan -Growth
Fund	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹5436 Cr	₹71143 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	14 Jan 2000	20 Jan 2005
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%	10%
Expense Ratio	1.86	1.4
Manager	Dwijendra Srivastava	Pradeep Kesavan
ISIN Code	INF173K01CL8	INF200K01107
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	SBI Equity 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	SBI Equity Hybrid Fund - Regular Plan -Growth
1 Month	0.5%	2.19%
6 Month	-1.2%	4.68%
1 Year	6.28%	11.39%
3 Year	15.82%	16.74%
5 Year	18.36%	18.11%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
6 Month	4.97%	7.76%
1 Year	4.9%	15.06%
3 Year	13.27%	16.31%
5 Year	13.39%	14.74%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
1 Year	11.73%	13.74%
3 Year	13.75%	12.21%
5 Year	12.95%	13.41%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
Standard Deviation	9.872%	8.66%
Sharp	0.485%	0.88%
Beta	1.028%	0.99%
Alpha	-0.506%	1.12%

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Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
Name	Dwijendra Srivastava	Pradeep Kesavan
Total AUM	₹14140 Cr	₹434274 Cr
Funds Managed	14	43
	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	SBI Equity Hybrid Fund - Regular Plan -Growth

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
Others	31.87	29.98
Large Cap	48.5	48.28
Small Cap	7.53	2.56
Mid Cap	12.09	19.46

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
Others	30.54	28.09
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	-
Petroleum Products	-	2.66
Industrial Products	-	1.52
IT - Software	-	5.24
Construction	-	2.26
Retailing	-	2.77
Healthcare Services	-	1.17
Non - Ferrous Metals	-	2.11
Banks	-	16.65
Realty	-	0.74
Cement & Cement Products	-	3.09
Transport Infrastructure	-	2.55
Telecom - Services	-	5.22
Consumer Durables	-	0.14
Transport Services	-	3.18
Automobiles	-	0.6
Personal Products	-	0.83
Beverages	-	1.11
Leisure Services	-	0.7
Finance	-	5.18
Chemicals & Petrochemicals	-	4.45
Pharmaceuticals & Biotechnology	-	3.41
Auto Components	-	3.61
Power	-	1.37
Textiles & Apparels	-	0.79
Insurance	-	0.84