Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs Aditya Birla Sun Life Equity Hybrid 95 Fund compare

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Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

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Aditya Birla Sun Life Equity Hybrid 95 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	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Fund	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹7655 Cr	₹7614 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹100
Launch Date	14 Jan 2000	10 Feb 1995
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive Index	CRISIL Hybrid 35+65 Aggressive TRI
Turn Over	62%	85%
Expense Ratio	1.86	1.86
Manager	Dwijendra Srivastava	Dhaval Joshi
ISIN Code	INF173K01CL8	INF209K01BT5
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	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Month	-0.19%	0.18%
6 Month	2.04%	2.15%
1 Year	4.08%	6.57%
3 Year	12.97%	14.81%
5 Year	12.99%	12.47%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
6 Month	2.49%	2.87%
1 Year	11.12%	13.04%
3 Year	11.5%	12.49%
5 Year	11.67%	11.86%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Year	12.07%	14.47%
3 Year	13.72%	14.31%
5 Year	13.33%	14.74%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Standard Deviation	8.82%	9.21%
Sharp	0.67%	0.8%
Beta	1.13%	1.14%
Alpha	0.01%	1.19%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Name	Dwijendra Srivastava	Dhaval Joshi
Total AUM	₹14140 Cr	₹361932 Cr
Funds Managed	14	55
	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Others	31.51	23
Large Cap	54.29	59.95
Mid Cap	10.77	9.55
Small Cap	2.88	7.48

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Others	31.51	20.29
Petroleum Products	5.17	4.28
Finance	5.84	4.55
IT - Software	3.68	7.22
Capital Markets	2.38	-
Construction	3.11	2.65
Diversified FMCG	1.57	1.15
Banks	16.88	19.95
Pharmaceuticals & Biotechnology	1.68	4.49
Cement & Cement Products	2.37	2.55
Leisure Services	1.53	0.46
Healthcare Services	0.83	0.63
Automobiles	5.36	4.39
Insurance	0.43	1.46
Gas	0.25	-
Fertilizers & Agrochemicals	1.61	0.47
Agricultural Food & other Products	1.1	1
Beverages	1.17	1.28
Power	0.75	1.36
Aerospace & Defense	1.35	1.15
Industrial Products	1.65	0.32
Chemicals & Petrochemicals	0.6	1.14
Consumer Durables	0.21	2.48
Telecom - Services	3.83	3.2
Auto Components	1.67	2.6
Financial Technology (Fintech)	1.07	-
Transport Services	1.29	-
Realty	0.56	1.18
Electrical Equipment	-	0.72
Retailing	-	2.56
Non - Ferrous Metals	-	1.31
Industrial Manufacturing	-	0.83
Commercial Services & Supplies	-	0.26
Personal Products	-	0.94
IT - Services	-	0.45
Transport Infrastructure	-	1.44
Diversified Metals	-	0.66
Ferrous Metals	-	0.34
Textiles & Apparels	-	0.22