Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs Kotak Equity Hybrid compare

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Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

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Kotak Equity Hybrid - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Risk	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

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Equity Hybrid - Growth
1 Month	-2.56%	-4.28%
6 Month	-6.97%	-8.28%
1 Year	5.36%	9.19%
3 Year	10.56%	12.5%
5 Year	13.38%	15.47%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Equity Hybrid - Growth
6 Month	-	-
1 Year	-4.17%	-4.28%
3 Year	10.85%	12.61%
5 Year	12.98%	15.41%

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%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Equity Hybrid - Growth
Standard Deviation	9.872%	9.765%
Sharp	0.485%	0.713%
Beta	1.028%	0.998%
Alpha	-0.506%	1.811%

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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
Fund Manage	14	11
	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Equity Hybrid - Growth

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Equity Hybrid - Growth
Others	26.44	26.15
Large Cap	49.08	39.58
Small Cap	8.35	10.97
Mid Cap	16.09	22.74

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Kotak Equity Hybrid - Growth
Others	26.8	26.15
Petroleum Products	5.72	1.96
IT - Software	5.81	13.69
Auto Components	5.58	3.17
Pharmaceuticals & Biotechnology	5.32	4.48
Construction	1.87	3.33
Banks	13.51	6.91
Cement & Cement Products	1.89	2.03
Leisure Services	2.24	-
Healthcare Services	0.57	1.97
Ferrous Metals	0.48	-
Automobiles	4.05	0.91
Insurance	1.6	1.04
Gas	0.61	0.91
Industrial Products	2.66	3.16
Transport Services	0.52	0.78
Finance	2.82	5.7
Diversified FMCG	0.68	0.6
Fertilizers & Agrochemicals	1.06	0.59
Agricultural Food & other Products	1.41	-
Beverages	2.68	1.32
Consumer Durables	5.16	2.57
Telecom - Services	3.1	3.61
Food Products	0.46	-
Consumable Fuels	0.21	-
Capital Markets	1	1.06
Power	1.49	2.57
Retailing	0.66	-
Personal Products	-	1.81
Realty	-	1.58
Electrical Equipment	-	2.09
Aerospace & Defense	-	0.67
Oil	-	0.79
Chemicals & Petrochemicals	-	3.62
Agricultural, Commercial & Construction Vehicles	-	0.37