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 Hybrid Equity Fund-Regular Plan 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 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)	₹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 Hybrid Equity Fund-Regular Plan Growth
1 Month	-4.13%	-4.39%
6 Month	-8.3%	-7.02%
1 Year	3%	6.54%
3 Year	12.44%	13.59%
5 Year	14.64%	15.54%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	BANDHAN Hybrid Equity Fund-Regular Plan Growth
6 Month	-7.06%	-7.02%
1 Year	-9.31%	-5.94%
3 Year	9.6%	11.54%
5 Year	12.05%	13.51%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	BANDHAN Hybrid Equity Fund-Regular Plan 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 Hybrid Equity Fund-Regular Plan Growth
Standard Deviation	9.872%	11.148%
Sharp	0.485%	0.459%
Beta	1.028%	1.103%
Alpha	-0.506%	-0.567%

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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	31.87265	27.2128
Large Cap	48.50388	45.24861
Small Cap	7.5337	15.82804
Mid Cap	12.08977	11.71054

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	BANDHAN Hybrid Equity Fund-Regular Plan Growth
Others	30.5397	24.39984
Energy	5.34675	3.52194
Technology	7.94998	11.99103
Consumer Cyclical	12.74421	10.15649
Healthcare	5.71842	7.67169
Industrials	6.61705	6.29319
Basic Materials	3.28638	7.56371
Financial Services	17.97454	20.14964
Communication Services	3.47012	2.81296
Utilities	2.0844	2.44279
Consumer Defensive	4.26845	2.22779
Real Estate	-	0.76892