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
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Chart 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) | ₹5358 Cr | ₹2195 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 14 Jan 2000 | 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 | 1.83 | 1.97 |
| Manager | Dwijendra Srivastava | Dhawal Dalal |
| ISIN Code | INF173K01CL8 | INF754K01202 |
| 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 | Edelweiss Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./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 | -4.71% | -4.27% |
| 6 Month | -4.97% | -4.08% |
| 1 Year | 9.91% | 12.97% |
| 3 Year | 11.15% | 15.41% |
| 5 Year | 14.09% | 16.59% |
| 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 | 0.23% | 3.49% |
| 3 Year | 12.95% | 17.78% |
| 5 Year | 14.37% | 18.55% |
| 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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| Scheme 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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