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)	₹7333 Cr	₹81952 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	0.36%	-0.26%
6 Month	3.62%	3.33%
1 Year	3.17%	9.17%
3 Year	12.11%	13.72%
5 Year	13.79%	14.01%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
6 Month	2.91%	2.57%
1 Year	12.04%	14.83%
3 Year	12.17%	14.78%
5 Year	12.09%	13.33%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
1 Year	12.16%	13.39%
3 Year	13.73%	12.33%
5 Year	13.31%	13.54%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
Standard Deviation	9.64%	8.66%
Sharp	0.57%	0.89%
Beta	1.09%	1.06%
Alpha	-0.64%	1.84%

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	34.9	32.52
Large Cap	52.48	46.75
Mid Cap	9.23	18.37
Small Cap	3.4	2.36

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
Others	30.98	26.21
Energy	5.01	2.36
Financial Services	25.83	22.01
Technology	2.91	3.84
Healthcare	3	4.02
Industrials	8.4	9.61
Basic Materials	4.69	10.03
Consumer Defensive	4.17	3.22
Real Estate	2.59	1.42
Consumer Cyclical	7.56	7.2
Utilities	1.09	6.1
Communication Services	3.76	3.99