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)	₹5436 Cr	₹7313 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	1.85
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	5.01%	5.47%
6 Month	-1.3%	-2.07%
1 Year	9.65%	9.2%
3 Year	14.05%	12.66%
5 Year	18.92%	18.78%

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	1.87%	1.38%
1 Year	1.04%	-0.96%
3 Year	12.51%	12.3%
5 Year	13.09%	12.45%

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%	16.33%
3 Year	13.77%	16.28%
5 Year	12.8%	16.39%

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	9.872%	9.21%
Sharp	0.485%	0.47%
Beta	1.028%	1.1%
Alpha	-0.506%	-1.49%

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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	31.87	23.31
Large Cap	48.5	57.59
Small Cap	7.53	9.57
Mid Cap	12.09	9.42

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	30.54	20.45
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	-	4.05
Electrical Equipment	-	1.63
IT - Software	-	7.27
Retailing	-	2.44
Construction	-	3.06
Diversified FMCG	-	1.47
Non - Ferrous Metals	-	1.14
Banks	-	17.76
Pharmaceuticals & Biotechnology	-	4.55
Industrial Manufacturing	-	1.13
Healthcare Services	-	1.16
Auto Components	-	2.65
Cement & Cement Products	-	2.3
Realty	-	1.21
Consumer Durables	-	2.87
Chemicals & Petrochemicals	-	1.6
Automobiles	-	4.2
Personal Products	-	0.85
Finance	-	4.63
IT - Services	-	0.54
Insurance	-	1.38
Transport Infrastructure	-	1.39
Agricultural Food & other Products	-	0.91
Diversified Metals	-	0.47
Power	-	1.09
Fertilizers & Agrochemicals	-	0.51
Aerospace & Defense	-	1.26
Industrial Products	-	0.22
Telecom - Services	-	3.06
Transport Services	-	0.59
Ferrous Metals	-	0.31
Leisure Services	-	0.38
Beverages	-	1.14
Textiles & Apparels	-	0.22