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)	₹4975 Cr	₹71501 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	01 Jan 2013	01 Dec 1995
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive Index	CRISIL Hybrid 35+65 Aggressive TRI
Turn Over	62%	10%
Expense Ratio	1.85	1.4
Manager	Dwijendra Srivastava	Pradeep Kesavan
ISIN Code	INF173K01CL8	INF200K01107
Exits Load	For units in excess of 25% of the investment,1% will be charged for redemption within 365 days/365	For units in excess of 10% 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	SBI Equity Hybrid Fund - Regular Plan -Growth
1 Month	-4.22%	-4.41%
6 Month	6.97%	4.26%
1 Year	22.14%	18.38%
3 Year	10.53%	9.6%
5 Year	15.08%	13.26%

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	16.71%	12.5%
3 Year	16.96%	14.6%
5 Year	16.94%	14.93%

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%	0.45%
Beta	0.99%	0.96%
Alpha	1.87%	0.79%

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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	27.68
Large Cap	49.08	51.52
Small Cap	8.35	1.96
Mid Cap	16.09	18.84

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
Others	26.8	0.16
Petroleum Products	5.72	6.08
IT - Software	5.81	4.01
Auto Components	5.58	3.31
Pharmaceuticals & Biotechnology	5.32	3.37
Construction	1.87	2.36
Banks	13.51	16.67
Cement & Cement Products	1.89	3
Leisure Services	2.24	0.87
Healthcare Services	0.57	1
Ferrous Metals	0.48	-
Automobiles	4.05	-
Insurance	1.6	1.21
Gas	0.61	-
Industrial Products	2.66	1.83
Transport Services	0.52	4.55
Finance	2.82	5.59
Diversified FMCG	0.68	-
Fertilizers & Agrochemicals	1.06	-
Agricultural Food & other Products	1.41	-
Beverages	2.68	0.82
Consumer Durables	5.16	0.3
Telecom - Services	3.1	5.99
Food Products	0.46	-
Consumable Fuels	0.21	-
Capital Markets	1	0.52
Power	1.49	-
Retailing	0.66	3.02
Non - Ferrous Metals	-	2.29
Realty	-	0.71
Financial	-	1.19
Transport Infrastructure	-	1.63
Communication	-	0.48
Personal Products	-	0.99
Chemicals & Petrochemicals	-	4.07
Energy	-	0.91
Textiles & Apparels	-	0.74