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)	₹5358 Cr	₹4137 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	14 Jan 2000	05 Jan 1996
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	1.83	1.92
Manager	Dwijendra Srivastava	Murthy Nagarajan
ISIN Code	INF173K01CL8	INF277K01303
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	Tata Hybrid Equity Fund - Regular Plan - 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	Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month	3.11%	2.49%
6 Month	5.69%	3.96%
1 Year	19.21%	16.45%
3 Year	12.89%	13.55%
5 Year	15.65%	14.43%

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	17.69%	14.85%
3 Year	18.1%	17%
5 Year	17.46%	16.99%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year	11.87%	11.52%
3 Year	13.85%	13.77%
5 Year	12.7%	13.84%

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%	0.68%
Beta	0.99%	1.01%
Alpha	1.87%	2.33%

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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	26.31
Large Cap	49.08	54.47
Small Cap	8.35	8.91
Mid Cap	16.09	10.31

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	26.31
Petroleum Products	5.72	5.67
IT - Software	5.81	6.28
Auto Components	5.58	1.07
Pharmaceuticals & Biotechnology	5.32	4.41
Construction	1.87	4.55
Banks	13.51	16.8
Cement & Cement Products	1.89	2.77
Leisure Services	2.24	-
Healthcare Services	0.57	1.33
Ferrous Metals	0.48	-
Automobiles	4.05	2.11
Insurance	1.6	0.87
Gas	0.61	0.94
Industrial Products	2.66	1.48
Transport Services	0.52	0.48
Finance	2.82	1.03
Diversified FMCG	0.68	3.42
Fertilizers & Agrochemicals	1.06	2.42
Agricultural Food & other Products	1.41	-
Beverages	2.68	2.45
Consumer Durables	5.16	-
Telecom - Services	3.1	5.72
Food Products	0.46	-
Consumable Fuels	0.21	-
Capital Markets	1	-
Power	1.49	2.9
Retailing	0.66	2.42
Personal Products	-	0.91
Realty	-	1.8
Transport Infrastructure	-	1.86