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	1.09%	0.46%
6 Month	4.06%	4.27%
1 Year	3.67%	9.94%
3 Year	12%	13.61%
5 Year	14.13%	14.34%

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	9.67%	8.66%
Sharp	0.61%	0.89%
Beta	1.08%	1.06%
Alpha	-0.82%	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	27.07
Large Cap	52.48	56.38
Mid Cap	9.23	11.69
Small Cap	3.4	4.86

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
Others	30.98	25.93
Energy	5.01	-
Financial Services	25.83	-
Technology	2.91	-
Healthcare	3	-
Industrials	8.4	-
Basic Materials	4.69	-
Consumer Defensive	4.17	-
Real Estate	2.59	-
Consumer Cyclical	7.56	-
Utilities	1.09	-
Communication Services	3.76	-
Petroleum Products	-	2.36
Industrial Products	-	1.42
IT - Software	-	3.84
Construction	-	2.53
Retailing	-	4.23
Consumer Durables	-	1.91
Healthcare Services	-	0.98
Non - Ferrous Metals	-	2.59
Banks	-	16.11
Realty	-	1.41
Cement & Cement Products	-	2.42
Transport Infrastructure	-	2.29
Transport Services	-	3.37
Personal Products	-	0.7
Beverages	-	0.84
Leisure Services	-	0.56
Finance	-	5.9
Chemicals & Petrochemicals	-	3.03
Pharmaceuticals & Biotechnology	-	3.04
Telecom - Services	-	3.99
Power	-	6.1
Ferrous Metals	-	0.24
Textiles & Apparels	-	0.64
Auto Components	-	3.57