Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs Aditya Birla Sun Life Equity Hybrid 95 Fund compare
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Chart Comparison
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Fund | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹4975 Cr | ₹7844 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 01 Jan 2013 | 10 Feb 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% | 85% |
| Expense Ratio | 1.85 | 1.84 |
| Manager | Dwijendra Srivastava | Dhaval Joshi |
| ISIN Code | INF173K01CL8 | INF209K01BT5 |
| Exits Load | For units in excess of 25% of the investment,1% will be charged for redemption within 365 days/365 | Exit load of 1%, if redeemed within 90 days./365 |
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| 1 Month | -2.69% | -4.87% |
| 6 Month | 10.41% | 8.15% |
| 1 Year | 25.4% | 22.68% |
| 3 Year | 10.71% | 9.37% |
| 5 Year | 15.56% | 13.83% |
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 16.71% | 16.73% |
| 3 Year | 16.96% | 16.84% |
| 5 Year | 16.94% | 16.44% |
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| 1 Year | 11.87% | 16.32% |
| 3 Year | 13.85% | 16.42% |
| 5 Year | 12.7% | 16.49% |
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 8.82% | 9.21% |
| Sharp | 0.89% | 0.45% |
| Beta | 0.99% | 1.02% |
| Alpha | 1.87% | 0.92% |
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| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Name | Dwijendra Srivastava | Dhaval Joshi |
| Total AUM | ₹14140 Cr | ₹361932 Cr |
| Fund Manage | 14 | 55 |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
| Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Others | 26.44 | 19.62 |
| Large Cap | 49.08 | 56.77 |
| Small Cap | 8.35 | 5.52 |
| Mid Cap | 16.09 | 7.73 |
| Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Others | 26.8 | 3.05 |
| Petroleum Products | 5.72 | - |
| IT - Software | 5.81 | - |
| Auto Components | 5.58 | - |
| Pharmaceuticals & Biotechnology | 5.32 | - |
| Construction | 1.87 | 2.91 |
| Banks | 13.51 | - |
| Cement & Cement Products | 1.89 | - |
| Leisure Services | 2.24 | - |
| Healthcare Services | 0.57 | - |
| Ferrous Metals | 0.48 | - |
| Automobiles | 4.05 | - |
| Insurance | 1.6 | - |
| Gas | 0.61 | - |
| Industrial Products | 2.66 | - |
| Transport Services | 0.52 | - |
| Finance | 2.82 | - |
| Diversified FMCG | 0.68 | - |
| Fertilizers & Agrochemicals | 1.06 | - |
| Agricultural Food & other Products | 1.41 | - |
| Beverages | 2.68 | - |
| Consumer Durables | 5.16 | - |
| Telecom - Services | 3.1 | - |
| Food Products | 0.46 | - |
| Consumable Fuels | 0.21 | - |
| Capital Markets | 1 | - |
| Power | 1.49 | - |
| Retailing | 0.66 | - |
| Sovereign | - | 5.79 |
| Energy | - | 5.17 |
| Capital Goods | - | 8.34 |
| Technology | - | 6.52 |
| Financial | - | 29.36 |
| Consumer Staples | - | 5.01 |
| Metals & Mining | - | 1.55 |
| Healthcare | - | 4.6 |
| Materials | - | 2.34 |
| Chemicals | - | 0.48 |
| Automobile | - | 6.33 |
| Services | - | 1.62 |
| Consumer Discretionary | - | 3.16 |
| Communication | - | 2.88 |
| Diversified | - | 0.53 |
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