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

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tortoise-icon Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

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tortoise-icon HDFC Hybrid Equity Fund - Growth Plan

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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 HDFC Hybrid Equity Fund - Growth Plan
Fund Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth HDFC Hybrid Equity Fund - Growth Plan
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹5436 Cr ₹23354 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 14 Jan 2000 06 Apr 2005
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive Index NIFTY 50 Hybrid Composite Debt 65:35
Turn Over 62% 15.22%
Expense Ratio 1.86 1.68
Manager Dwijendra Srivastava Dhruv Muchhal
ISIN Code INF173K01CL8 INF179K01AS4
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 HDFC Hybrid Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth HDFC Hybrid Equity Fund - Growth Plan
1 Month 5.96% 5.52%
6 Month -7.85% -5.07%
1 Year 7.31% 7.17%
3 Year 11.2% 11.95%
5 Year 19.53% 21.31%

SIP Return Analysis

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth HDFC Hybrid Equity Fund - Growth Plan
6 Month -2.47% -1.44%
1 Year -3.16% -1.89%
3 Year 12.16% 11.39%
5 Year 13.44% 14.01%

Rolling Lumpsum Returns

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth HDFC Hybrid Equity Fund - Growth Plan
1 Year 12% 10.65%
3 Year 13.77% 11.72%
5 Year 12.8% 11.49%

Risk Management

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth HDFC Hybrid Equity Fund - Growth Plan
Standard Deviation 9.872% 9.334%
Sharp 0.485% 0.486%
Beta 1.028% 0.949%
Alpha -0.506% 0.562%

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Fund Managers

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth HDFC Hybrid Equity Fund - Growth Plan
Name Dwijendra Srivastava Dhruv Muchhal
Total AUM ₹14140 Cr ₹520687 Cr
Funds Managed 14 40
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth HDFC Hybrid Equity Fund - Growth Plan

Market Cap

Scheme Name

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

HDFC Hybrid Equity Fund - Growth Plan

Others 31.87 33.28
Large Cap 48.5 48.42
Small Cap 7.53 15.63
Mid Cap 12.09 2.67

Sector Allocation

Scheme Name

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

HDFC Hybrid Equity Fund - Growth Plan

Others 30.54 32.45
Energy 5.35 5.71
Technology 7.95 8.82
Consumer Cyclical 12.74 3.29
Healthcare 5.72 4.18
Industrials 6.62 9.19
Basic Materials 3.29 0.58
Financial Services 17.97 22.61
Communication Services 3.47 4.26
Utilities 2.08 1.29
Consumer Defensive 4.27 6.79
Real Estate - 0.83

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