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

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SBI Equity Hybrid Fund - Regular Plan -Growth

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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)	₹5358 Cr	₹71585 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	1.83	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

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
1 Month	1.34%	2.52%
6 Month	3.87%	2.84%
1 Year	17.16%	15.2%
3 Year	12.22%	11.42%
5 Year	15.23%	13.75%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
6 Month	-	-
1 Year	11.01%	10.5%
3 Year	16.05%	14.7%
5 Year	16.41%	15%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
1 Year	11.87%	13.9%
3 Year	13.85%	12.29%
5 Year	12.7%	13.37%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
Standard Deviation	8.82%	8.66%
Sharp	0.89%	0.54%
Beta	0.99%	0.96%
Alpha	1.87%	0.93%

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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
Fund Manage	14	43
	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	SBI Equity Hybrid Fund - Regular Plan -Growth

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
Others	26.44	26.21
Large Cap	49.08	51.15
Small Cap	8.35	3.81
Mid Cap	16.09	18.83

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
Others	26.8	26.21
Petroleum Products	5.72	4.11
IT - Software	5.81	5.51
Auto Components	5.58	3.42
Pharmaceuticals & Biotechnology	5.32	4.11
Construction	1.87	2.53
Banks	13.51	15.55
Cement & Cement Products	1.89	2.77
Leisure Services	2.24	0.82
Healthcare Services	0.57	1.12
Ferrous Metals	0.48	-
Automobiles	4.05	-
Insurance	1.6	1.18
Gas	0.61	-
Industrial Products	2.66	1.53
Transport Services	0.52	4.19
Finance	2.82	5.68
Diversified FMCG	0.68	-
Fertilizers & Agrochemicals	1.06	-
Agricultural Food & other Products	1.41	-
Beverages	2.68	0.8
Consumer Durables	5.16	0.27
Telecom - Services	3.1	6.44
Food Products	0.46	-
Consumable Fuels	0.21	-
Capital Markets	1	-
Power	1.49	-
Retailing	0.66	3.33
Non - Ferrous Metals	-	2.4
Realty	-	0.8
Transport Infrastructure	-	1.74
Personal Products	-	0.97
Chemicals & Petrochemicals	-	3.75
Textiles & Apparels	-	0.77