BANDHAN Hybrid Equity 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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BANDHAN Hybrid Equity Fund-Regular Plan Growth

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Overview

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	BANDHAN Hybrid Equity Fund-Regular Plan Growth
Fund	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	BANDHAN Hybrid Equity Fund-Regular Plan Growth
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹5358 Cr	₹787 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	14 Jan 2000	30 Dec 2016
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive Index	CRISIL Hybrid 35+65 Aggressive Index
Turn Over	62%	44%
Expense Ratio	1.83	2.33
Manager	Dwijendra Srivastava	Manish Gunwani
ISIN Code	INF173K01CL8	INF194KA1U15
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	Bandhan Hybrid Equity Fund - Regular Plan - 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	BANDHAN Hybrid Equity Fund-Regular Plan Growth
1 Month	-3.76%	-5.53%
6 Month	-2.57%	-0.4%
1 Year	11.42%	13.16%
3 Year	11.11%	11.76%
5 Year	14.69%	15.17%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	BANDHAN Hybrid Equity Fund-Regular Plan Growth
6 Month	-	-
1 Year	8.38%	15.05%
3 Year	15.87%	18.61%
5 Year	16.16%	18.08%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	BANDHAN Hybrid Equity Fund-Regular Plan Growth
1 Year	11.87%	7.63%
3 Year	13.85%	13.57%
5 Year	12.7%	10.01%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	BANDHAN Hybrid Equity Fund-Regular Plan Growth
Standard Deviation	8.82%	9.81%
Sharp	0.89%	0.76%
Beta	0.99%	1.05%
Alpha	1.87%	0.99%

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Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	BANDHAN Hybrid Equity Fund-Regular Plan Growth
Name	Dwijendra Srivastava	Manish Gunwani
Total AUM	₹14140 Cr	₹8731 Cr
Fund Manage	14	4
	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	BANDHAN Hybrid Equity Fund-Regular Plan Growth

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	BANDHAN Hybrid Equity Fund-Regular Plan Growth
Others	26.44	23.29
Large Cap	49.08	40.78
Small Cap	8.35	20.21
Mid Cap	16.09	15.72

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	BANDHAN Hybrid Equity Fund-Regular Plan Growth
Others	26.8	23.29
Petroleum Products	5.72	2.56
IT - Software	5.81	8.84
Auto Components	5.58	1.51
Pharmaceuticals & Biotechnology	5.32	4.33
Construction	1.87	1.61
Banks	13.51	9.91
Cement & Cement Products	1.89	1.12
Leisure Services	2.24	-
Healthcare Services	0.57	2.97
Ferrous Metals	0.48	1.06
Automobiles	4.05	2.81
Insurance	1.6	0.43
Gas	0.61	-
Industrial Products	2.66	1.31
Transport Services	0.52	2.16
Finance	2.82	6.05
Diversified FMCG	0.68	-
Fertilizers & Agrochemicals	1.06	-
Agricultural Food & other Products	1.41	-
Beverages	2.68	3.43
Consumer Durables	5.16	5.18
Telecom - Services	3.1	2.86
Food Products	0.46	-
Consumable Fuels	0.21	-
Capital Markets	1	0.8
Power	1.49	2
Retailing	0.66	3.9
Electrical Equipment	-	3.22
Textiles & Apparels	-	0.7
Paper, Forest & Jute Products	-	0.77
Industrial Manufacturing	-	1.08
Chemicals & Petrochemicals	-	1.99
Diversified Metals	-	0.73
Aerospace & Defense	-	0.51
Realty	-	0.75
Financial Technology (Fintech)	-	2.12