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.
Overlap
share of the portfolio the two funds hold in common
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) | SBI AGGRESSIVE HYBRID | |
|---|---|---|
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) | itself | 19% |
| SBI AGGRESSIVE HYBRID | 19% | itself |
Most alike: Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) and SBI AGGRESSIVE HYBRID FUND share 19% of their portfolios. Two funds this different are doing different things; whether that is what you want is a separate question.
Side by side
record, cost, returns, drawdown, size
| Measure | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) | SBI AGGRESSIVE HYBRID |
|---|---|---|
| Category | Aggressive Hybrid | Aggressive Hybrid |
| Share of three-year stretches it beat its category P4 | 0% of 21 | 60% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.23% | 0.91% |
| Portfolio turned over a year P1 | 72% | 49% |
| Run by P7 | : Bharath S · ≥ 2.0 yrs | R Srinivasan · ≥ 3 mo |
| 1-year return | −0.9% | 2.3% |
| 3 years p.a. | 9.5% | 12.0% |
| 5 years p.a. | — | 9.6% |
| Deepest fall (max drawdown) | −13.1% | −9.9% |
| Assets (AUM) | ₹9,048 Cr | ₹88,060 Cr |
| Disclosed history | 4.7 yrs | 5.8 yrs |
| Holdings · top ten weight | 121 · 34% | 114 · 36% |
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.