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)	₹4975 Cr	₹6509 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	01 Jan 2013	25 Nov 1999
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	1.85	1.77
Manager	Dwijendra Srivastava	Harsha Upadhyaya
ISIN Code	INF173K01CL8	INF174K01E92
Exits Load	For units in excess of 25% of the investment,1% will be charged for redemption within 365 days/365	Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days/365

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Equity Hybrid - Growth
1 Month	-4.06%	-3.99%
6 Month	7.16%	8.84%
1 Year	22.35%	26.39%
3 Year	10.61%	13.86%
5 Year	15.14%	17.79%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Equity Hybrid - Growth
6 Month	-	-
1 Year	16.71%	22.94%
3 Year	16.96%	20.62%
5 Year	16.94%	20.36%

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	26.45
Large Cap	49.08	40.68
Small Cap	8.35	10.92
Mid Cap	16.09	21.53

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Equity Hybrid - Growth
Others	26.8	26.45
Petroleum Products	5.72	2.17
IT - Software	5.81	12.64
Auto Components	5.58	4.1
Pharmaceuticals & Biotechnology	5.32	4.51
Construction	1.87	3.36
Banks	13.51	6.76
Cement & Cement Products	1.89	2.12
Leisure Services	2.24	-
Healthcare Services	0.57	1.91
Ferrous Metals	0.48	-
Automobiles	4.05	1.02
Insurance	1.6	1.16
Gas	0.61	1.07
Industrial Products	2.66	3.18
Transport Services	0.52	0.77
Finance	2.82	5.82
Diversified FMCG	0.68	0.69
Fertilizers & Agrochemicals	1.06	0.59
Agricultural Food & other Products	1.41	-
Beverages	2.68	1.43
Consumer Durables	5.16	2.79
Telecom - Services	3.1	3.26
Food Products	0.46	-
Consumable Fuels	0.21	-
Capital Markets	1	0.87
Power	1.49	2.74
Retailing	0.66	-
Personal Products	-	1.98
Realty	-	1.58
Electrical Equipment	-	1.17
Aerospace & Defense	-	0.66
Oil	-	0.96
Chemicals & Petrochemicals	-	3.45
Agricultural, Commercial & Construction Vehicles	-	0.37