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)	₹6146 Cr	₹75639 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	2.19%	3.27%
6 Month	2%	10.13%
1 Year	5.15%	10.88%
3 Year	16.27%	17.45%
5 Year	17.76%	17.83%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
6 Month	7.27%	9.8%
1 Year	9.35%	20.43%
3 Year	14.91%	18.23%
5 Year	14.38%	15.86%

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	10.41%	8.66%
Sharp	0.74%	0.88%
Beta	1.05%	0.99%
Alpha	-0.31%	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	29.25	27.08
Large Cap	56.46	51.67
Small Cap	5.13	2.5
Mid Cap	9.16	18.75

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
Others	27.82	25.44
Energy	6.85	-
Technology	6.61	-
Financial Services	25.09	-
Consumer Cyclical	9.65	-
Healthcare	4.62	-
Consumer Defensive	5.88	-
Industrials	4.8	-
Basic Materials	3.42	-
Communication Services	3.74	-
Utilities	1.51	-
Petroleum Products	-	2.44
Industrial Products	-	1.64
IT - Software	-	5.11
Construction	-	2.5
Retailing	-	3.09
Healthcare Services	-	1.04
Non - Ferrous Metals	-	2.09
Banks	-	19.04
Realty	-	0.73
Cement & Cement Products	-	3.01
Transport Infrastructure	-	2.52
Telecom - Services	-	5.03
Consumer Durables	-	0.15
Transport Services	-	3.27
Diversified FMCG	-	0.72
Automobiles	-	0.81
Personal Products	-	0.77
Beverages	-	0.99
Leisure Services	-	0.68
Finance	-	5.29
Chemicals & Petrochemicals	-	4.25
Pharmaceuticals & Biotechnology	-	3.41
Auto Components	-	3.69
Power	-	1.26
Textiles & Apparels	-	0.78
Insurance	-	0.25