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	1.69%	1.28%
6 Month	14.99%	20.55%
1 Year	30.17%	33.82%
3 Year	14.44%	17.91%
5 Year	16.95%	20.58%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Equity Hybrid - Growth
6 Month	-	-
1 Year	11.55%	14.48%
3 Year	26.08%	31.88%
5 Year	51.21%	63.28%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Equity Hybrid - Growth
1 Year	11.88%	11.59%
3 Year	13.85%	12.53%
5 Year	12.69%	12.53%

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	25.22
Large Cap	49.08	42.49
Small Cap	8.35	11.1
Mid Cap	16.09	20.5

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Equity Hybrid - Growth
Others	26.8	25.12
Petroleum Products	5.72	2.44
IT - Software	5.81	8.07
Auto Components	5.58	6.39
Pharmaceuticals & Biotechnology	5.32	4.09
Construction	1.87	3.99
Banks	13.51	8.58
Cement & Cement Products	1.89	1.67
Leisure Services	2.24	-
Healthcare Services	0.57	1.36
Ferrous Metals	0.48	-
Automobiles	4.05	2.53
Insurance	1.6	0.97
Gas	0.61	1.09
Industrial Products	2.66	3.6
Transport Services	0.52	0.83
Finance	2.82	6.56
Diversified FMCG	0.68	1.34
Fertilizers & Agrochemicals	1.06	0.62
Agricultural Food & other Products	1.41	-
Beverages	2.68	1.27
Consumer Durables	5.16	3.31
Telecom - Services	3.1	3.06
Food Products	0.46	-
Consumable Fuels	0.21	-
Capital Markets	1	0.63
Power	1.49	2.47
Retailing	0.66	-
Personal Products	-	1.77
Realty	-	1.8
Electrical Equipment	-	0.88
Aerospace & Defense	-	0.79
Oil	-	1.56
Chemicals & Petrochemicals	-	2.15
Agricultural, Commercial & Construction Vehicles	-	0.37