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
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
| 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 | Very High |
| Asset Size (Cr) | ₹5358 Cr | ₹1619 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 14 Jan 2000 | 09 Aug 2018 |
| 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% | 0.0% |
| Expense Ratio | 1.83 | 2.12 |
| Manager | Dwijendra Srivastava | R Sivakumar |
| ISIN Code | INF173K01CL8 | INF846K01E90 |
| 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 | Axis Aggressive Hybrid Fund - 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 | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -3.17% | -2.78% |
| 6 Month | -2.29% | -1.38% |
| 1 Year | 11.29% | 12.65% |
| 3 Year | 10.42% | 6.65% |
| 5 Year | 14.27% | 11.22% |
| 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 | 3.78% | 6.11% |
| 3 Year | 13.66% | 11.72% |
| 5 Year | 14.84% | 12.03% |
| 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 | 23.52 |
| Large Cap | 49.08 | 54.27 |
| Small Cap | 8.35 | 13.57 |
| Mid Cap | 16.09 | 8.69 |
| 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 | 23.52 |
| Petroleum Products | 5.72 | 3.48 |
| IT - Software | 5.81 | 7.07 |
| Auto Components | 5.58 | 2.45 |
| Pharmaceuticals & Biotechnology | 5.32 | 6.46 |
| Construction | 1.87 | 3.55 |
| Banks | 13.51 | 14.89 |
| Cement & Cement Products | 1.89 | 0.13 |
| Leisure Services | 2.24 | - |
| Healthcare Services | 0.57 | 1.43 |
| Ferrous Metals | 0.48 | - |
| Automobiles | 4.05 | 3.8 |
| Insurance | 1.6 | 1.7 |
| Gas | 0.61 | - |
| Industrial Products | 2.66 | 0.04 |
| Transport Services | 0.52 | - |
| Finance | 2.82 | 7.17 |
| Diversified FMCG | 0.68 | 0.34 |
| Fertilizers & Agrochemicals | 1.06 | 3.54 |
| Agricultural Food & other Products | 1.41 | - |
| Beverages | 2.68 | 0.19 |
| Consumer Durables | 5.16 | - |
| Telecom - Services | 3.1 | 3.05 |
| Food Products | 0.46 | 0.16 |
| Consumable Fuels | 0.21 | 1.01 |
| Capital Markets | 1 | - |
| Power | 1.49 | 2.16 |
| Retailing | 0.66 | 4.49 |
| Non - Ferrous Metals | - | 0.39 |
| Electrical Equipment | - | 1.79 |
| Realty | - | 2.31 |
| Chemicals & Petrochemicals | - | 1.15 |
| Aerospace & Defense | - | 0.47 |
| Personal Products | - | 0.42 |
| Oil | - | 0.66 |
| Household Products | - | 1.16 |
| Industrial Manufacturing | - | 0.98 |
| Commercial Services & Supplies | - | 0.09 |
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