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Aditya Birla Sun Life Equity Hybrid 95 Fund vs Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) compare
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Chart Comparison
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 |
Trailing Lumpsum Returns
| 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 | 3.26% | 2.87% |
| 6 Month | -0.81% | -1.49% |
| 1 Year | 8.79% | 8.31% |
| 3 Year | 13.15% | 11.04% |
| 5 Year | 18.62% | 18.48% |
SIP Return Analysis
| 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 | 2.26% | 1.48% |
| 1 Year | 1.42% | -0.84% |
| 3 Year | 13.39% | 13.02% |
| 5 Year | 13.86% | 13.11% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| 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% | 0.2% |
| Beta | 1.028% | 1.1% |
| Alpha | -0.506% | -1.23% |
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Fund Managers
| 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 |
Market Cap
| 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 | 25.08 |
| Large Cap | 48.5 | 56.45 |
| Small Cap | 7.53 | 9.32 |
| Mid Cap | 12.09 | 9.12 |
Sector Allocation
| 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 | 21.92 |
| 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 | - | 3.72 |
| Electrical Equipment | - | 1.59 |
| IT - Software | - | 7.91 |
| Retailing | - | 2.43 |
| Construction | - | 2.97 |
| Diversified FMCG | - | 1.48 |
| Non - Ferrous Metals | - | 1.11 |
| Banks | - | 16.91 |
| Pharmaceuticals & Biotechnology | - | 4.46 |
| Industrial Manufacturing | - | 1.13 |
| Healthcare Services | - | 1.09 |
| Auto Components | - | 2.71 |
| Cement & Cement Products | - | 2.11 |
| Realty | - | 1.26 |
| Consumer Durables | - | 2.97 |
| Chemicals & Petrochemicals | - | 1.62 |
| Automobiles | - | 4.3 |
| Personal Products | - | 0.77 |
| Finance | - | 4.42 |
| IT - Services | - | 0.57 |
| Insurance | - | 1.23 |
| Transport Infrastructure | - | 1.59 |
| Agricultural Food & other Products | - | 0.91 |
| Diversified Metals | - | 0.42 |
| Power | - | 1.03 |
| Fertilizers & Agrochemicals | - | 0.44 |
| Aerospace & Defense | - | 1.07 |
| Industrial Products | - | 0.21 |
| Telecom - Services | - | 3.09 |
| Transport Services | - | 0.54 |
| Ferrous Metals | - | 0.24 |
| Leisure Services | - | 0.42 |
| Beverages | - | 1.1 |
| Textiles & Apparels | - | 0.23 |
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