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 Equity & Bond Fund- Regular Plan - Growth

Overview

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	DSP Equity & Bond Fund- Regular Plan - Growth
Fund	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	DSP Equity & Bond Fund- Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹4975 Cr	₹9698 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	01 Jan 2013	26 May 1999
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive Index	CRISIL Hybrid 35+65 Aggressive TRI
Turn Over	62%	48%
Expense Ratio	1.85	1.77
Manager	Dwijendra Srivastava	Kedar Karnik
ISIN Code	INF173K01CL8	INF740K01318
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 redeemed within 12 months/365

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	DSP Equity & Bond Fund- Regular Plan - Growth
1 Month	1.69%	4.44%
6 Month	14.99%	23.56%
1 Year	30.17%	30.67%
3 Year	14.44%	13.67%
5 Year	16.95%	18.68%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	DSP Equity & Bond Fund- Regular Plan - Growth
6 Month	-	-
1 Year	11.55%	12.47%
3 Year	26.08%	28.55%
5 Year	51.21%	52.52%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	DSP Equity & Bond Fund- Regular Plan - Growth
1 Year	17.11%	17.19%
3 Year	40.96%	40.7%
5 Year	57.17%	58.14%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	DSP Equity & Bond Fund- Regular Plan - Growth
Standard Deviation	8.82%	10.24%
Sharp	0.89%	0.64%
Beta	0.99%	1.12%
Alpha	1.87%	1.57%

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Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	DSP Equity & Bond Fund- Regular Plan - Growth
Name	Dwijendra Srivastava	Kedar Karnik
Total AUM	₹14140 Cr	₹32997 Cr
Fund Manage	14	11
	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	DSP Equity & Bond Fund- Regular Plan - Growth

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	DSP Equity & Bond Fund- Regular Plan - Growth
Others	29.65	28.72
Large Cap	50.24	42.72
Mid Cap	15.61	16.37
Small Cap	4.45	12.19

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	DSP Equity & Bond Fund- Regular Plan - Growth
Others	3.77	2.9
Sovereign	9.22	10.05
Automobile	7.32	8.22
Energy	8.71	-
Technology	4.84	4.82
Materials	2.78	2.58
Healthcare	5.4	5.75
Construction	3.05	0.02
Financial	31.24	41.88
Services	4.9	1.67
Metals & Mining	1.26	2.22
Insurance	1.48	2.46
Consumer Staples	4.65	6.14
Chemicals	1.01	2.65
Consumer Discretionary	2.91	0.29
Capital Goods	2.28	3.04
Communication	2.96	2.64
Unclassified	2.17	-
Diversified	-	1.49
Textiles	-	1.18