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) | ₹5358 Cr | ₹7688 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 14 Jan 2000 | 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 | 1.83 | 1.85 |
| Manager | Dwijendra Srivastava | Dhaval Joshi |
| ISIN Code | INF173K01CL8 | INF209K01BT5 |
| 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 | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./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 | -3.17% | -3.16% |
| 6 Month | -2.29% | -3.36% |
| 1 Year | 11.29% | 11.15% |
| 3 Year | 10.42% | 10.17% |
| 5 Year | 14.27% | 13.04% |
| 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 | 3.78% | 3.87% |
| 3 Year | 13.66% | 13.62% |
| 5 Year | 14.84% | 14.47% |
| 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% | 0.43% |
| Beta | 0.99% | 1.01% |
| Alpha | 1.87% | 1.29% |
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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 | 21.41 |
| Large Cap | 49.08 | 55.4 |
| Small Cap | 8.35 | 14.47 |
| Mid Cap | 16.09 | 8.86 |
| 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 | 21.41 |
| Petroleum Products | 5.72 | 3.52 |
| IT - Software | 5.81 | 8.15 |
| Auto Components | 5.58 | 2.86 |
| Pharmaceuticals & Biotechnology | 5.32 | 4.86 |
| Construction | 1.87 | 3.64 |
| Banks | 13.51 | 16.22 |
| Cement & Cement Products | 1.89 | 2.1 |
| Leisure Services | 2.24 | 0.29 |
| Healthcare Services | 0.57 | 1.42 |
| Ferrous Metals | 0.48 | 0.29 |
| Automobiles | 4.05 | 4.06 |
| Insurance | 1.6 | 0.86 |
| Gas | 0.61 | - |
| Industrial Products | 2.66 | 0.44 |
| Transport Services | 0.52 | 0.5 |
| Finance | 2.82 | 3.68 |
| Diversified FMCG | 0.68 | 1.61 |
| Fertilizers & Agrochemicals | 1.06 | 0.48 |
| Agricultural Food & other Products | 1.41 | 0.85 |
| Beverages | 2.68 | 1.22 |
| Consumer Durables | 5.16 | 3.49 |
| Telecom - Services | 3.1 | 3.04 |
| Food Products | 0.46 | - |
| Consumable Fuels | 0.21 | - |
| Capital Markets | 1 | - |
| Power | 1.49 | 1.07 |
| Retailing | 0.66 | 1.8 |
| Realty | - | 1.23 |
| Electrical Equipment | - | 2.19 |
| Non - Ferrous Metals | - | 0.89 |
| Industrial Manufacturing | - | 1.47 |
| Chemicals & Petrochemicals | - | 1.7 |
| Personal Products | - | 0.88 |
| IT - Services | - | 0.74 |
| Transport Infrastructure | - | 1.59 |
| Aerospace & Defense | - | 1.36 |
| Textiles & Apparels | - | 0.23 |
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