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

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

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Tata Hybrid Equity Fund- Regular Plan - Growth Option

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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

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%

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	11.88%	11.58%
3 Year	13.85%	13.79%
5 Year	12.69%	13.81%

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

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