Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs Tata Hybrid Equity Fund compare
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Tata Hybrid Equity Fund- Regular Plan - Growth Option
Chart Comparison
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹4975 Cr | ₹3917 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 01 Jan 2013 | 08 Oct 1995 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive Index |
| Turn Over | 62% | 4.76% |
| Expense Ratio | 1.85 | 1.93 |
| Manager | Dwijendra Srivastava | Murthy Nagarajan |
| ISIN Code | INF173K01CL8 | INF277K01303 |
| Exits Load | For units in excess of 25% of the investment,1% will be charged for redemption within 365 days/365 | For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.69% | 3.73% |
| 6 Month | 14.99% | 16.33% |
| 1 Year | 30.17% | 26.16% |
| 3 Year | 14.44% | 14.08% |
| 5 Year | 16.95% | 16.67% |
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 11.55% | 11.33% |
| 3 Year | 26.08% | 26.53% |
| 5 Year | 51.21% | 51.49% |
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.11% | 16.58% |
| 3 Year | 40.96% | 41.09% |
| 5 Year | 57.17% | 56.19% |
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 8.82% | 9.21% |
| Sharp | 0.89% | 0.77% |
| Beta | 0.99% | 1.02% |
| Alpha | 1.87% | 2.37% |
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| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Dwijendra Srivastava | Murthy Nagarajan |
| Total AUM | ₹14140 Cr | ₹18015 Cr |
| Fund Manage | 14 | 11 |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
| Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 29.65 | 25.51 |
| Large Cap | 50.24 | 55.94 |
| Mid Cap | 15.61 | 11.26 |
| Small Cap | 4.45 | 7.29 |
| Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 3.77 | 5.93 |
| Sovereign | 9.22 | 6.07 |
| Automobile | 7.32 | 3.13 |
| Energy | 8.71 | 10.78 |
| Technology | 4.84 | 6.06 |
| Materials | 2.78 | 3.08 |
| Healthcare | 5.4 | 2.96 |
| Construction | 3.05 | 7.14 |
| Financial | 31.24 | 29.11 |
| Services | 4.9 | 5.79 |
| Metals & Mining | 1.26 | 0.68 |
| Insurance | 1.48 | 0.13 |
| Consumer Staples | 4.65 | 6.55 |
| Chemicals | 1.01 | 4 |
| Consumer Discretionary | 2.91 | - |
| Capital Goods | 2.28 | 2.65 |
| Communication | 2.96 | 5.94 |
| Unclassified | 2.17 | - |
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