Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs Tata Hybrid Equity Fund 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 Tata Hybrid Equity Fund- Regular Plan - Growth Option

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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 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

Trailing Lumpsum Returns

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% -3.91%
6 Month 14.99% 8.05%
1 Year 30.17% 27.59%
3 Year 14.44% 12.3%
5 Year 16.95% 14.84%

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year 11.88% 11.58%
3 Year 13.85% 13.79%
5 Year 12.69% 13.81%

Risk Management

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% 0.76%
Beta 0.99% 0.16%
Alpha 1.87% 5.4%

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Fund Managers

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

Market Cap

Scheme Name

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

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 26.44 25.51
Large Cap 49.08 55.94
Small Cap 8.35 7.29
Mid Cap 16.09 11.26

Sector Allocation

Scheme Name

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

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 26.8 5.93
Petroleum Products 5.72 -
IT - Software 5.81 -
Auto Components 5.58 -
Pharmaceuticals & Biotechnology 5.32 -
Construction 1.87 7.14
Banks 13.51 -
Cement & Cement Products 1.89 -
Leisure Services 2.24 -
Healthcare Services 0.57 -
Ferrous Metals 0.48 -
Automobiles 4.05 -
Insurance 1.6 0.13
Gas 0.61 -
Industrial Products 2.66 -
Transport Services 0.52 -
Finance 2.82 -
Diversified FMCG 0.68 -
Fertilizers & Agrochemicals 1.06 -
Agricultural Food & other Products 1.41 -
Beverages 2.68 -
Consumer Durables 5.16 -
Telecom - Services 3.1 -
Food Products 0.46 -
Consumable Fuels 0.21 -
Capital Markets 1 -
Power 1.49 -
Retailing 0.66 -
Sovereign - 6.07
Automobile - 3.13
Communication - 5.94
Energy - 10.78
Technology - 6.06
Materials - 3.08
Financial - 29.11
Healthcare - 2.96
Consumer Staples - 6.55
Metals & Mining - 0.68
Capital Goods - 2.65
Chemicals - 4
Services - 5.79

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