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 Aggressive Hybrid 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 Aggressive Hybrid Fund- Regular Plan - Growth Option
Fund	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	High	Average
Asset Size (Cr)	₹6944 Cr	₹4025 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 Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Month	1.02%	1.72%
6 Month	4.4%	5.01%
1 Year	2.96%	1.57%
3 Year	12.26%	11.35%
5 Year	15.26%	15.08%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
6 Month	2.94%	3.21%
1 Year	10.88%	10.73%
3 Year	12.36%	10.69%
5 Year	12.28%	11.57%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Year	11.38%	11.1%
3 Year	13.76%	13.58%
5 Year	13.08%	14.04%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Standard Deviation	9.67%	9.21%
Sharp	0.61%	0.59%
Beta	1.08%	0.13%
Alpha	-0.82%	5.03%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Aggressive Hybrid 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 Aggressive Hybrid Fund- Regular Plan - Growth Option

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Others	29.06	25.24
Large Cap	57.36	52.26
Mid Cap	9.57	8.97
Small Cap	4.01	13.53

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Others	23.68	26.12
Energy	5.68	-
Financial Services	30.26	-
Technology	3.46	-
Healthcare	4.05	-
Industrials	7.99	-
Basic Materials	4.49	-
Consumer Defensive	4.3	-
Real Estate	2.61	-
Consumer Cyclical	8.09	-
Utilities	1.18	-
Communication Services	4.19	-
Petroleum Products	-	4.91
IT - Software	-	6.01
Personal Products	-	1.04
Construction	-	4.61
Diversified FMCG	-	4.18
Banks	-	16.62
Consumer Durables	-	1.62
Agricultural Food & other Products	-	2.6
Automobiles	-	4.83
Pharmaceuticals & Biotechnology	-	4.18
Telecom - Services	-	5.5
Beverages	-	1.87
Realty	-	0.87
Gas	-	0.77
Industrial Products	-	0.98
Auto Components	-	1.61
Cement & Cement Products	-	3.64
Transport Infrastructure	-	1.76
Fertilizers & Agrochemicals	-	1.95
Insurance	-	0.94
Finance	-	1.25
Power	-	0.95
Retailing	-	1.19