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 Risk	Very High Risk
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	-2.56%	-2.55%
6 Month	-6.97%	-7.1%
1 Year	5.36%	6.49%
3 Year	10.56%	8.48%
5 Year	13.38%	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
6 Month	-	-
1 Year	-4.84%	-4.86%
3 Year	10.79%	10.7%
5 Year	13.13%	12.77%

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%	0.38%
Beta	1.028%	1.02%
Alpha	-0.506%	0.16%

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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
Fund Manage	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	26.44	21.41
Large Cap	49.08	55.4
Small Cap	8.35	14.47
Mid Cap	16.09	8.86

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
Others	26.8	21.41
Petroleum Products	5.72	3.52
IT - Software	5.81	8.15
Auto Components	5.58	2.86
Pharmaceuticals & Biotechnology	5.32	4.86
Construction	1.87	3.64
Banks	13.51	16.22
Cement & Cement Products	1.89	2.1
Leisure Services	2.24	0.29
Healthcare Services	0.57	1.42
Ferrous Metals	0.48	0.29
Automobiles	4.05	4.06
Insurance	1.6	0.86
Gas	0.61	-
Industrial Products	2.66	0.44
Transport Services	0.52	0.5
Finance	2.82	3.68
Diversified FMCG	0.68	1.61
Fertilizers & Agrochemicals	1.06	0.48
Agricultural Food & other Products	1.41	0.85
Beverages	2.68	1.22
Consumer Durables	5.16	3.49
Telecom - Services	3.1	3.04
Food Products	0.46	-
Consumable Fuels	0.21	-
Capital Markets	1	-
Power	1.49	1.07
Retailing	0.66	1.8
Realty	-	1.23
Electrical Equipment	-	2.19
Non - Ferrous Metals	-	0.89
Industrial Manufacturing	-	1.47
Chemicals & Petrochemicals	-	1.7
Personal Products	-	0.88
IT - Services	-	0.74
Transport Infrastructure	-	1.59
Aerospace & Defense	-	1.36
Textiles & Apparels	-	0.23