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

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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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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)	₹5436 Cr	₹3997 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	1.86	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	3.73%	2.94%
6 Month	-1.1%	-2.37%
1 Year	10.37%	7.01%
3 Year	13.02%	12.62%
5 Year	18.92%	18.54%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month	1.41%	0.32%
1 Year	1.21%	-2.37%
3 Year	13.1%	10.98%
5 Year	13.71%	12.85%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year	12%	11.66%
3 Year	13.77%	13.65%
5 Year	12.8%	13.89%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Standard Deviation	9.872%	9.21%
Sharp	0.485%	0.39%
Beta	1.028%	1.08%
Alpha	-0.506%	0.79%

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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
Funds Managed	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	31.87	25.02
Large Cap	48.5	58.6
Small Cap	7.53	7.7
Mid Cap	12.09	8.68

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Others	30.54	25.02
Energy	5.35	5.66
Technology	7.95	6.42
Consumer Cyclical	12.74	7.56
Healthcare	5.72	5.33
Industrials	6.62	7.51
Basic Materials	3.29	4.14
Financial Services	17.97	23.83
Communication Services	3.47	4.96
Utilities	2.08	2.16
Consumer Defensive	4.27	6.08
Real Estate	-	1.34