BANDHAN Hybrid Equity 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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Bandhan Aggressive Hybrid Fund - Growth

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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	Bandhan Aggressive Hybrid Fund - Growth
Fund	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Bandhan Aggressive Hybrid Fund - Growth
Investment Plan	Growth	Growth
Level of Risk	High	Average
Asset Size (Cr)	₹5436 Cr	₹786 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	1.86	2.34
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 Aggressive Hybrid Fund - Growth
1 Month	0.99%	-0.12%
6 Month	-8.59%	-9.38%
1 Year	2.91%	4.99%
3 Year	9.73%	10.15%
5 Year	17.92%	19.3%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Bandhan Aggressive Hybrid Fund - Growth
6 Month	-3.01%	-3.77%
1 Year	-4.73%	-2.84%
3 Year	10.85%	12.22%
5 Year	12.5%	13.59%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Bandhan Aggressive Hybrid Fund - Growth
1 Year	12%	8.25%
3 Year	13.77%	13.52%
5 Year	12.8%	10.47%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Bandhan Aggressive Hybrid Fund - Growth
Standard Deviation	9.872%	11.371%
Sharp	0.485%	0.403%
Beta	1.028%	1.091%
Alpha	-0.506%	0.015%

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Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Bandhan Aggressive Hybrid Fund - Growth
Name	Dwijendra Srivastava	Manish Gunwani
Total AUM	₹14140 Cr	₹8731 Cr
Funds Managed	14	4
	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Bandhan Aggressive Hybrid Fund - Growth

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Bandhan Aggressive Hybrid Fund - Growth
Others	31.87	27.21
Large Cap	48.5	45.25
Small Cap	7.53	15.83
Mid Cap	12.09	11.71

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Bandhan Aggressive Hybrid Fund - Growth
Others	30.54	24.4
Energy	5.35	3.52
Technology	7.95	11.99
Consumer Cyclical	12.74	10.16
Healthcare	5.72	7.67
Industrials	6.62	6.29
Basic Materials	3.29	7.56
Financial Services	17.97	20.15
Communication Services	3.47	2.81
Utilities	2.08	2.44
Consumer Defensive	4.27	2.23
Real Estate	-	0.77