SBI Equity Hybrid Fund vs Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) compare
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
SBI Equity Hybrid Fund - Regular Plan -Growth
Chart Comparison
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 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
1 Month | 5.01% | 5.04% |
6 Month | -1.3% | 4.82% |
1 Year | 9.65% | 13.07% |
3 Year | 14.05% | 13.8% |
5 Year | 18.92% | 18.55% |
SIP Return Analysis
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
6 Month | 1.87% | 4.38% |
1 Year | 1.04% | 8.49% |
3 Year | 12.51% | 14.53% |
5 Year | 13.09% | 13.79% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
1 Year | 12% | 14% |
3 Year | 13.77% | 12.23% |
5 Year | 12.8% | 13.38% |
Risk Management
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% | 0.66% |
Beta | 1.028% | 1% |
Alpha | -0.506% | 0.5% |
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Fund Managers
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 |
Market Cap
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
Others | 31.87 | 30.81 |
Large Cap | 48.5 | 47.31 |
Small Cap | 7.53 | 3.05 |
Mid Cap | 12.09 | 18.83 |
Sector Allocation
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
Others | 30.54 | 28.89 |
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 | - | 2.46 |
Industrial Products | - | 1.61 |
IT - Software | - | 6.11 |
Construction | - | 2.41 |
Retailing | - | 2.45 |
Healthcare Services | - | 1.19 |
Non - Ferrous Metals | - | 2.35 |
Banks | - | 16.47 |
Realty | - | 0.73 |
Cement & Cement Products | - | 3.24 |
Transport Infrastructure | - | 2.57 |
Telecom - Services | - | 4.84 |
Consumer Durables | - | 0.14 |
Transport Services | - | 3.07 |
Personal Products | - | 0.81 |
Beverages | - | 1.07 |
Leisure Services | - | 0.74 |
Finance | - | 5.61 |
Chemicals & Petrochemicals | - | 3.87 |
Pharmaceuticals & Biotechnology | - | 3.42 |
Power | - | 1.38 |
Textiles & Apparels | - | 0.75 |
Insurance | - | 0.82 |
Auto Components | - | 3 |
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