Aditya Birla Sun Life Equity Hybrid 95 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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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	5.96%	5.34%
6 Month	-7.85%	-8.82%
1 Year	7.31%	7.88%
3 Year	11.2%	9.55%
5 Year	19.53%	19.76%

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	-2.47%	-2.87%
1 Year	-3.16%	-4.47%
3 Year	12.16%	11.91%
5 Year	13.44%	12.81%

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%	0.18%
Beta	1.028%	1.09%
Alpha	-0.506%	-1.7%

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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	24.76
Large Cap	48.5	55.81
Small Cap	7.53	9.98
Mid Cap	12.09	9.45

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
Others	30.54	21.36
Energy	5.35	3.68
Technology	7.95	9.08
Consumer Cyclical	12.74	12.16
Healthcare	5.72	5.68
Industrials	6.62	10.92
Basic Materials	3.29	5.14
Financial Services	17.97	21.43
Communication Services	3.47	3.1
Utilities	2.08	1
Consumer Defensive	4.27	5.23
Real Estate	-	1.21