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

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

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tortoise-icon 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 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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