Axis Equity Hybrid 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

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Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

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Overview

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Fund	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	High	Average
Asset Size (Cr)	₹4975 Cr	₹1643 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	01 Jan 2013	08 May 2018
Category	Aggressive	Aggressive
Fund Type	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive Index	CRISIL Hybrid 35+65 Aggressive TRI
Turn Over	62%	0.0%
Expense Ratio	1.85	2.14
Manager	Dwijendra Srivastava	R Sivakumar
ISIN Code	INF173K01CL8	INF846K01E90
Exits Load	For units in excess of 25% of the investment,1% will be charged for redemption within 365 days/365	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Month	-4.06%	-4.25%
6 Month	7.16%	8.66%
1 Year	22.35%	21.16%
3 Year	10.61%	6.62%
5 Year	15.14%	12.05%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	16.71%	19.34%
3 Year	16.96%	14.72%
5 Year	16.94%	14%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year	11.87%	13.5%
3 Year	13.85%	11.65%
5 Year	12.7%	12.05%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	8.82%	10.51%
Sharp	0.89%	0.47%
Beta	0.99%	1.15%
Alpha	1.87%	-2.21%

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Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Name	Dwijendra Srivastava	R Sivakumar
Total AUM	₹14140 Cr	₹9709 Cr
Fund Manage	14	10
	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Others	26.44	26.04
Large Cap	49.08	51.78
Small Cap	8.35	11.11
Mid Cap	16.09	11.07

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Others	26.8	1.05
Petroleum Products	5.72	-
IT - Software	5.81	-
Auto Components	5.58	-
Pharmaceuticals & Biotechnology	5.32	-
Construction	1.87	5.13
Banks	13.51	-
Cement & Cement Products	1.89	-
Leisure Services	2.24	-
Healthcare Services	0.57	-
Ferrous Metals	0.48	-
Automobiles	4.05	-
Insurance	1.6	1.04
Gas	0.61	-
Industrial Products	2.66	-
Transport Services	0.52	-
Finance	2.82	-
Diversified FMCG	0.68	-
Fertilizers & Agrochemicals	1.06	-
Agricultural Food & other Products	1.41	-
Beverages	2.68	-
Consumer Durables	5.16	-
Telecom - Services	3.1	-
Food Products	0.46	-
Consumable Fuels	0.21	-
Capital Markets	1	-
Power	1.49	-
Retailing	0.66	-
Financial	-	28.94
Sovereign	-	9.3
Materials	-	3.06
Energy	-	5.84
Technology	-	6.62
Consumer Staples	-	3.09
Metals & Mining	-	0.4
Capital Goods	-	0.95
Healthcare	-	6.18
Chemicals	-	4.79
Automobile	-	9.95
Communication	-	5.57
Services	-	6.64
Consumer Discretionary	-	1.06
Textiles	-	0.39