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 Risk	Very High Risk
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	-2.56%	-2.39%
6 Month	-6.97%	-6.43%
1 Year	5.36%	8.24%
3 Year	10.56%	7.44%
5 Year	13.38%	10.25%

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	-4.84%	-2.35%
3 Year	10.79%	9.29%
5 Year	13.13%	10.51%

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%	11.01%
Sharp	0.485%	0.161%
Beta	1.028%	1.146%
Alpha	-0.506%	-4.101%

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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