SBI Equity Hybrid 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
SBI Equity Hybrid Fund - Regular Plan -Growth
Chart Comparison
Overview
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
Fund | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹5436 Cr | ₹71143 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 14 Jan 2000 | 20 Jan 2005 |
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% | 10% |
Expense Ratio | 1.86 | 1.4 |
Manager | Dwijendra Srivastava | Pradeep Kesavan |
ISIN Code | INF173K01CL8 | INF200K01107 |
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 | SBI Equity Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
1 Month | 5.57% | 5.42% |
6 Month | -3.91% | 1% |
1 Year | 9.35% | 13.4% |
3 Year | 11.75% | 11.57% |
5 Year | 18.63% | 17.77% |
SIP Return Analysis
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
6 Month | 1.41% | 3.98% |
1 Year | 1.21% | 7.98% |
3 Year | 13.1% | 14.76% |
5 Year | 13.71% | 14.2% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
1 Year | 12% | 14% |
3 Year | 13.77% | 12.23% |
5 Year | 12.8% | 13.38% |
Risk Management
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
Standard Deviation | 9.872% | 8.66% |
Sharp | 0.485% | 0.41% |
Beta | 1.028% | 0.99% |
Alpha | -0.506% | 0.97% |
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Fund Managers
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
Name | Dwijendra Srivastava | Pradeep Kesavan |
Total AUM | ₹14140 Cr | ₹434274 Cr |
Funds Managed | 14 | 43 |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | SBI Equity Hybrid Fund - Regular Plan -Growth |
Market Cap
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
Others | 31.87 | 32.96 |
Large Cap | 48.5 | 46.26 |
Small Cap | 7.53 | 2.57 |
Mid Cap | 12.09 | 18.21 |
Sector Allocation
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
SBI Equity Hybrid Fund - Regular Plan -Growth |
---|---|---|
Others | 30.54 | 32.96 |
Energy | 5.35 | 3.1 |
Technology | 7.95 | 5.94 |
Consumer Cyclical | 12.74 | 5.35 |
Healthcare | 5.72 | 4.57 |
Industrials | 6.62 | 8.5 |
Basic Materials | 3.29 | 8.73 |
Financial Services | 17.97 | 21.17 |
Communication Services | 3.47 | 4.7 |
Utilities | 2.08 | 1.27 |
Consumer Defensive | 4.27 | 3.69 |
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