Axis Equity Hybrid 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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Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

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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	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)	₹5436 Cr	₹1530 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	1.86	2.16
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	5.96%	5.97%
6 Month	-7.85%	-8.12%
1 Year	7.31%	10.32%
3 Year	11.2%	8.61%
5 Year	19.53%	16.29%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month	-2.47%	-1.98%
1 Year	-3.16%	-1.46%
3 Year	12.16%	10.78%
5 Year	13.44%	10.89%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year	12%	13.82%
3 Year	13.77%	11.42%
5 Year	12.8%	12.03%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	9.872%	11.361%
Sharp	0.485%	0.081%
Beta	1.028%	1.138%
Alpha	-0.506%	-3.842%

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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
Funds Managed	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	31.87	26.15
Large Cap	48.5	53.07
Small Cap	7.53	12.25
Mid Cap	12.09	8.54

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Others	30.54	23.83
Energy	5.35	4.83
Technology	7.95	8.94
Consumer Cyclical	12.74	8.5
Healthcare	5.72	8.38
Industrials	6.62	6.59
Basic Materials	3.29	4.63
Financial Services	17.97	24.99
Communication Services	3.47	4.09
Utilities	2.08	1.52
Consumer Defensive	4.27	1.81
Real Estate	-	1.89