Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is Σ min(weight) over the stocks both hold, from the latest disclosures.
Side by side
record, cost, returns, drawdown, size
| Measure | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) |
|---|---|
| Category | Aggressive Hybrid |
| Share of three-year stretches it beat its category P4 | 0% of 21 |
| Regular plan costs more than Direct by, a year P5 | 1.23% |
| Portfolio turned over a year P1 | 72% |
| Run by P7 | : Bharath S · ≥ 2.0 yrs |
| 1-year return | −0.9% |
| 3 years p.a. | 9.5% |
| 5 years p.a. | — |
| Deepest fall (max drawdown) | −13.1% |
| Assets (AUM) | ₹9,048 Cr |
| Disclosed history | 4.7 yrs |
| Holdings · top ten weight | 121 · 34% |
Funds in different categories are not comparable on returns — a category error is the first thing the postulates refuse to make. Compare each to its own category on its fund page.