Kotak Equity Hybrid 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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Kotak Equity Hybrid - Growth

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Overview

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Equity Hybrid - Growth
Fund	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Equity Hybrid - Growth
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹5358 Cr	₹6606 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	14 Jan 2000	03 Nov 2014
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive Index	NIFTY 50 Hybrid Composite Debt 65:35
Turn Over	62%	38.8%
Expense Ratio	1.83	1.77
Manager	Dwijendra Srivastava	Harsha Upadhyaya
ISIN Code	INF173K01CL8	INF174K01E92
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	Kotak Equity Hybrid Fund - 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	Kotak Equity Hybrid - Growth
1 Month	1.34%	2.46%
6 Month	3.87%	5.47%
1 Year	17.16%	22.55%
3 Year	12.22%	15.89%
5 Year	15.23%	18.08%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Equity Hybrid - Growth
6 Month	-	-
1 Year	11.01%	18.57%
3 Year	16.05%	20.2%
5 Year	16.41%	20.17%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Equity Hybrid - Growth
1 Year	11.87%	11.72%
3 Year	13.85%	12.54%
5 Year	12.7%	12.51%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Equity Hybrid - Growth
Standard Deviation	8.82%	8.13%
Sharp	0.89%	1.25%
Beta	0.99%	0.9%
Alpha	1.87%	5.28%

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Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Equity Hybrid - Growth
Name	Dwijendra Srivastava	Harsha Upadhyaya
Total AUM	₹14140 Cr	₹139411 Cr
Fund Manage	14	11
	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Equity Hybrid - Growth

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Equity Hybrid - Growth
Others	26.44	26.15
Large Cap	49.08	39.58
Small Cap	8.35	10.97
Mid Cap	16.09	22.74

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Equity Hybrid - Growth
Others	26.8	26.15
Petroleum Products	5.72	1.96
IT - Software	5.81	13.69
Auto Components	5.58	3.17
Pharmaceuticals & Biotechnology	5.32	4.48
Construction	1.87	3.33
Banks	13.51	6.91
Cement & Cement Products	1.89	2.03
Leisure Services	2.24	-
Healthcare Services	0.57	1.97
Ferrous Metals	0.48	-
Automobiles	4.05	0.91
Insurance	1.6	1.04
Gas	0.61	0.91
Industrial Products	2.66	3.16
Transport Services	0.52	0.78
Finance	2.82	5.7
Diversified FMCG	0.68	0.6
Fertilizers & Agrochemicals	1.06	0.59
Agricultural Food & other Products	1.41	-
Beverages	2.68	1.32
Consumer Durables	5.16	2.57
Telecom - Services	3.1	3.61
Food Products	0.46	-
Consumable Fuels	0.21	-
Capital Markets	1	1.06
Power	1.49	2.57
Retailing	0.66	-
Personal Products	-	1.81
Realty	-	1.58
Electrical Equipment	-	2.09
Aerospace & Defense	-	0.67
Oil	-	0.79
Chemicals & Petrochemicals	-	3.62
Agricultural, Commercial & Construction Vehicles	-	0.37