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DSP Equity & Bond 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
DSP Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Fund | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹5436 Cr | ₹10137 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 14 Jan 2000 | 27 May 1999 |
| 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% | 48% |
| Expense Ratio | 1.86 | 1.75 |
| Manager | Dwijendra Srivastava | Kedar Karnik |
| ISIN Code | INF173K01CL8 | INF740K01318 |
| 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 | DSP Aggressive Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.96% | 3.65% |
| 6 Month | -2.86% | 0.88% |
| 1 Year | 10.67% | 18.86% |
| 3 Year | 12.43% | 15.5% |
| 5 Year | 19.31% | 20.39% |
SIP Return Analysis
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.41% | 3.04% |
| 1 Year | 1.21% | 7.95% |
| 3 Year | 13.1% | 18% |
| 5 Year | 13.71% | 16.14% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 12% | 13.42% |
| 3 Year | 13.77% | 14.28% |
| 5 Year | 12.8% | 14.35% |
Risk Management
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 9.872% | 10.24% |
| Sharp | 0.485% | 0.6% |
| Beta | 1.028% | 1.11% |
| Alpha | -0.506% | 3.37% |
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Fund Managers
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Name | Dwijendra Srivastava | Kedar Karnik |
| Total AUM | ₹14140 Cr | ₹32997 Cr |
| Funds Managed | 14 | 11 |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
| Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 31.87 | 31.3 |
| Large Cap | 48.5 | 46.53 |
| Small Cap | 7.53 | 11.1 |
| Mid Cap | 12.09 | 11.08 |
Sector Allocation
| Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 30.54 | 31.21 |
| Energy | 5.35 | 1 |
| Technology | 7.95 | 3.74 |
| Consumer Cyclical | 12.74 | 8.45 |
| Healthcare | 5.72 | 7.7 |
| Industrials | 6.62 | 2.87 |
| Basic Materials | 3.29 | 4.71 |
| Financial Services | 17.97 | 31.37 |
| Communication Services | 3.47 | 1.45 |
| Utilities | 2.08 | 1.35 |
| Consumer Defensive | 4.27 | 6.17 |
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