Tata Hybrid Equity 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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Tata Hybrid Equity Fund- Regular Plan - Growth Option

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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	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Fund	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹5436 Cr	₹3997 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	14 Jan 2000	05 Jan 1996
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%	4.76%
Expense Ratio	1.86	1.92
Manager	Dwijendra Srivastava	Murthy Nagarajan
ISIN Code	INF173K01CL8	INF277K01303
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	Tata Hybrid Equity 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	Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month	1.57%	0.92%
6 Month	1.7%	0.09%
1 Year	9.66%	5.6%
3 Year	15.09%	14.25%
5 Year	19.78%	19.45%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month	5.44%	4.14%
1 Year	7.36%	3.35%
3 Year	14.75%	12.36%
5 Year	14.36%	13.36%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year	12%	11.66%
3 Year	13.77%	13.65%
5 Year	12.8%	13.89%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Standard Deviation	9.872%	9.21%
Sharp	0.485%	0.6%
Beta	1.028%	1.09%
Alpha	-0.506%	-0.13%

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Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Name	Dwijendra Srivastava	Murthy Nagarajan
Total AUM	₹14140 Cr	₹18015 Cr
Funds Managed	14	11
	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Others	31.87	26.52
Large Cap	48.5	57.95
Small Cap	7.53	7.73
Mid Cap	12.09	7.8

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Others	30.54	26.52
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	-	5.7
IT - Software	-	5.14
Personal Products	-	0.9
Construction	-	4.47
Diversified FMCG	-	3.11
Banks	-	20.96
Pharmaceuticals & Biotechnology	-	4.52
Realty	-	1.36
Automobiles	-	4.48
Telecom - Services	-	5.22
Beverages	-	2.32
Industrial Products	-	1.36
Gas	-	0.74
Transport Services	-	0.37
Auto Components	-	0.77
Finance	-	2.63
Cement & Cement Products	-	2.51
Transport Infrastructure	-	1.53
Fertilizers & Agrochemicals	-	1.95
Power	-	1.71
Insurance	-	0.87
Retailing	-	0.86