Edelweiss Aggressive Hybrid 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
Invest NowEdelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Invest NowChart Comparison
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹4975 Cr | ₹1856 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 01 Jan 2013 | 12 Aug 2009 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive TRI |
Turn Over | 62% | 81% |
Expense Ratio | 1.85 | 1.99 |
Manager | Dwijendra Srivastava | Dhawal Dalal |
ISIN Code | INF173K01CL8 | INF754K01202 |
Exits Load | For units in excess of 25% of the investment,1% will be charged for redemption within 365 days/365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days./365 |
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -4.06% | -4.92% |
6 Month | 7.16% | 6.69% |
1 Year | 22.35% | 24.63% |
3 Year | 10.61% | 15.64% |
5 Year | 15.14% | 17.46% |
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 16.71% | 18.27% |
3 Year | 16.96% | 21.4% |
5 Year | 16.94% | 20.67% |
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 11.87% | 10.06% |
3 Year | 13.85% | 12.09% |
5 Year | 12.7% | 11.74% |
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 8.82% | 8.47% |
Sharp | 0.89% | 1.3% |
Beta | 0.99% | 0.35% |
Alpha | 1.87% | 7.89% |
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Get Free Experts GuidanceScheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dwijendra Srivastava | Dhawal Dalal |
Total AUM | ₹14140 Cr | ₹25974 Cr |
Fund Manage | 14 | 12 |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 26.44 | 28.81 |
Large Cap | 49.08 | 51.83 |
Small Cap | 8.35 | 6.1 |
Mid Cap | 16.09 | 13.26 |
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 26.8 | 6.92 |
Petroleum Products | 5.72 | - |
IT - Software | 5.81 | - |
Auto Components | 5.58 | - |
Pharmaceuticals & Biotechnology | 5.32 | - |
Construction | 1.87 | 2.83 |
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 | - |
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 | - | 7.46 |
Automobile | - | 8.32 |
Energy | - | 9.81 |
Technology | - | 4.88 |
Healthcare | - | 7.78 |
Financial | - | 23.63 |
Materials | - | 0.63 |
Metals & Mining | - | 2.95 |
Services | - | 5.42 |
Capital Goods | - | 4.4 |
Consumer Staples | - | 3.58 |
Consumer Discretionary | - | 1.3 |
Communication | - | 3.94 |
Unclassified | - | 6.15 |
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