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

Kotak Equity Hybrid - Growth

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	17.11%	20.19%
3 Year	40.96%	49.37%
5 Year	57.17%	69.91%

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	29.65	25.22
Large Cap	50.24	42.49
Mid Cap	15.61	20.5
Small Cap	4.45	11.1

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Equity Hybrid - Growth
Others	3.77	25.12
Sovereign	9.22	-
Automobile	7.32	-
Energy	8.71	-
Technology	4.84	-
Materials	2.78	-
Healthcare	5.4	-
Construction	3.05	3.99
Financial	31.24	-
Services	4.9	-
Metals & Mining	1.26	-
Insurance	1.48	0.97
Consumer Staples	4.65	-
Chemicals	1.01	-
Consumer Discretionary	2.91	-
Capital Goods	2.28	-
Communication	2.96	-
Unclassified	2.17	-
Petroleum Products	-	2.44
IT - Software	-	8.07
Capital Markets	-	0.63
Personal Products	-	1.77
Finance	-	6.56
Diversified FMCG	-	1.34
Banks	-	8.58
Pharmaceuticals & Biotechnology	-	4.09
Healthcare Services	-	1.36
Cement & Cement Products	-	1.67
Realty	-	1.8
Automobiles	-	2.53
Industrial Products	-	3.6
Gas	-	1.09
Electrical Equipment	-	0.88
Fertilizers & Agrochemicals	-	0.62
Consumer Durables	-	3.31
Transport Services	-	0.83
Aerospace & Defense	-	0.79
Oil	-	1.56
Auto Components	-	6.39
Chemicals & Petrochemicals	-	2.15
Telecom - Services	-	3.06
Power	-	2.47
Agricultural, Commercial & Construction Vehicles	-	0.37
Beverages	-	1.27