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

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DSP Aggressive Hybrid Fund- Regular Plan - Growth

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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)	₹5358 Cr	₹10327 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	1.83	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

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
1 Month	-3.17%	-1.96%
6 Month	-2.29%	0.78%
1 Year	11.29%	15.31%
3 Year	10.42%	11.98%
5 Year	14.27%	14.94%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	-	-
1 Year	3.78%	10.13%
3 Year	13.66%	17.33%
5 Year	14.84%	16.36%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	11.87%	13.19%
3 Year	13.85%	14.37%
5 Year	12.7%	14.27%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	8.82%	10.24%
Sharp	0.89%	0.53%
Beta	0.99%	1.11%
Alpha	1.87%	2.54%

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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
Fund Manage	14	11
	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Others	26.44	31.47
Large Cap	49.08	42.46
Small Cap	8.35	12.14
Mid Cap	16.09	13.93

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Others	26.8	31.47
Petroleum Products	5.72	-
IT - Software	5.81	4.89
Auto Components	5.58	3.29
Pharmaceuticals & Biotechnology	5.32	5.32
Construction	1.87	-
Banks	13.51	17.45
Cement & Cement Products	1.89	0.75
Leisure Services	2.24	-
Healthcare Services	0.57	1.13
Ferrous Metals	0.48	-
Automobiles	4.05	3.73
Insurance	1.6	2.63
Gas	0.61	-
Industrial Products	2.66	2.77
Transport Services	0.52	-
Finance	2.82	9.1
Diversified FMCG	0.68	3.28
Fertilizers & Agrochemicals	1.06	0.81
Agricultural Food & other Products	1.41	-
Beverages	2.68	1.6
Consumer Durables	5.16	1.51
Telecom - Services	3.1	1.33
Food Products	0.46	-
Consumable Fuels	0.21	-
Capital Markets	1	1.21
Power	1.49	-
Retailing	0.66	1.13
Chemicals & Petrochemicals	-	1.64
Diversified	-	0.39
Electrical Equipment	-	1.15
Personal Products	-	1.61
Textiles & Apparels	-	1.81