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)	₹4975 Cr	₹728 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	01 Jan 2013	05 Dec 2016
Category	Aggressive	Aggressive
Fund Type	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive Index	CRISIL Hybrid 35+65 Aggressive Index
Turn Over	62%	44%
Expense Ratio	1.85	2.37
Manager	Dwijendra Srivastava	Manish Gunwani
ISIN Code	INF173K01CL8	INF194KA1U15
Exits Load	For units in excess of 25% of the investment,1% will be charged for redemption within 365 days/365	Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months./365

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	BANDHAN Hybrid Equity Fund-Regular Plan Growth
1 Month	1.69%	3.52%
6 Month	14.99%	16.9%
1 Year	30.17%	30.52%
3 Year	14.44%	14.37%
5 Year	16.95%	17.8%

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	11.55%	9.62%
3 Year	26.08%	24.08%
5 Year	51.21%	50.08%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	BANDHAN Hybrid Equity Fund-Regular Plan Growth
1 Year	11.88%	7.51%
3 Year	13.85%	13.58%
5 Year	12.69%	10.04%

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	23.87
Large Cap	49.08	47.52
Small Cap	8.35	17.15
Mid Cap	16.09	11.73

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	BANDHAN Hybrid Equity Fund-Regular Plan Growth
Others	26.8	21.17
Petroleum Products	5.72	3.87
IT - Software	5.81	6.09
Auto Components	5.58	3.02
Pharmaceuticals & Biotechnology	5.32	4.44
Construction	1.87	1.73
Banks	13.51	9.7
Cement & Cement Products	1.89	1.02
Leisure Services	2.24	0.68
Healthcare Services	0.57	2.05
Ferrous Metals	0.48	1.43
Automobiles	4.05	4.47
Insurance	1.6	-
Gas	0.61	-
Industrial Products	2.66	0.57
Transport Services	0.52	1.56
Finance	2.82	6.74
Diversified FMCG	0.68	-
Fertilizers & Agrochemicals	1.06	0.66
Agricultural Food & other Products	1.41	-
Beverages	2.68	2.11
Consumer Durables	5.16	4.76
Telecom - Services	3.1	4.83
Food Products	0.46	-
Consumable Fuels	0.21	-
Capital Markets	1	1.31
Power	1.49	2.75
Retailing	0.66	3.89
Electrical Equipment	-	3.92
Non - Ferrous Metals	-	0.48
Paper, Forest & Jute Products	-	0.72
Industrial Manufacturing	-	2.25
Entertainment	-	0.4
Oil	-	0.47
Aerospace & Defense	-	1.12
Chemicals & Petrochemicals	-	0.96
Realty	-	1.1