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

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	1.69%	3.91%
6 Month	14.99%	14.93%
1 Year	30.17%	23.97%
3 Year	14.44%	11.93%
5 Year	16.95%	16.48%

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	11.55%	11.94%
3 Year	26.08%	25.31%
5 Year	51.21%	48.06%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
1 Year	17.11%	15.69%
3 Year	40.96%	37.37%
5 Year	57.17%	51.97%

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%	0.65%
Beta	0.99%	0.94%
Alpha	1.87%	1.2%

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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	29.65	27.68
Large Cap	50.24	51.52
Mid Cap	15.61	18.84
Small Cap	4.45	1.96

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	SBI Equity Hybrid Fund - Regular Plan -Growth
Others	3.77	0.16
Sovereign	9.22	-
Automobile	7.32	-
Energy	8.71	0.91
Technology	4.84	-
Materials	2.78	-
Healthcare	5.4	-
Construction	3.05	2.36
Financial	31.24	1.19
Services	4.9	-
Metals & Mining	1.26	-
Insurance	1.48	1.21
Consumer Staples	4.65	-
Chemicals	1.01	-
Consumer Discretionary	2.91	-
Capital Goods	2.28	-
Communication	2.96	0.48
Unclassified	2.17	-
Petroleum Products	-	6.08
IT - Software	-	4.01
Healthcare Services	-	1
Non - Ferrous Metals	-	2.29
Banks	-	16.67
Realty	-	0.71
Cement & Cement Products	-	3
Transport Infrastructure	-	1.63
Telecom - Services	-	5.99
Capital Markets	-	0.52
Consumer Durables	-	0.3
Transport Services	-	4.55
Personal Products	-	0.99
Retailing	-	3.02
Industrial Products	-	1.83
Leisure Services	-	0.87
Finance	-	5.59
Chemicals & Petrochemicals	-	4.07
Pharmaceuticals & Biotechnology	-	3.37
Beverages	-	0.82
Textiles & Apparels	-	0.74
Auto Components	-	3.31