Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs Kotak Equity Hybrid compare
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Kotak Equity Hybrid - Growth
Chart Comparison
Overview
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Kotak Equity Hybrid - Growth |
---|---|---|
Fund | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Kotak Equity Hybrid - Growth |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹5436 Cr | ₹6606 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 14 Jan 2000 | 03 Nov 2014 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | NIFTY 50 Hybrid Composite Debt 65:35 |
Turn Over | 62% | 38.8% |
Expense Ratio | 1.86 | 1.77 |
Manager | Dwijendra Srivastava | Harsha Upadhyaya |
ISIN Code | INF173K01CL8 | INF174K01E92 |
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 | Kotak Equity Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Kotak Equity Hybrid - Growth |
---|---|---|
1 Month | 5.96% | 6.2% |
6 Month | -7.85% | -9.79% |
1 Year | 7.31% | 10.01% |
3 Year | 11.2% | 13.3% |
5 Year | 19.53% | 22.99% |
SIP Return Analysis
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Kotak Equity Hybrid - Growth |
---|---|---|
6 Month | -2.47% | -4.98% |
1 Year | -3.16% | -6.46% |
3 Year | 12.16% | 13.04% |
5 Year | 13.44% | 15.24% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Kotak Equity Hybrid - Growth |
---|---|---|
1 Year | 12% | 12.18% |
3 Year | 13.77% | 13.43% |
5 Year | 12.8% | 12.72% |
Risk Management
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Kotak Equity Hybrid - Growth |
---|---|---|
Standard Deviation | 9.872% | 10.787% |
Sharp | 0.485% | 0.49% |
Beta | 1.028% | 1.055% |
Alpha | -0.506% | 0.867% |
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Fund Managers
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Kotak Equity Hybrid - Growth |
---|---|---|
Name | Dwijendra Srivastava | Harsha Upadhyaya |
Total AUM | ₹14140 Cr | ₹139411 Cr |
Funds Managed | 14 | 11 |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Kotak Equity Hybrid - Growth |
Market Cap
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Kotak Equity Hybrid - Growth |
---|---|---|
Others | 31.87 | 30.4 |
Large Cap | 48.5 | 39.15 |
Small Cap | 7.53 | 8.75 |
Mid Cap | 12.09 | 21.7 |
Sector Allocation
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Kotak Equity Hybrid - Growth |
---|---|---|
Others | 30.54 | 29.46 |
Energy | 5.35 | 2.5 |
Technology | 7.95 | 13.72 |
Consumer Cyclical | 12.74 | 3.22 |
Healthcare | 5.72 | 6.91 |
Industrials | 6.62 | 8.26 |
Basic Materials | 3.29 | 9.31 |
Financial Services | 17.97 | 13.22 |
Communication Services | 3.47 | 4.12 |
Utilities | 2.08 | 3.39 |
Consumer Defensive | 4.27 | 4.53 |
Real Estate | - | 1.37 |
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