HDFC Hybrid Equity 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

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HDFC Hybrid Equity Fund - Growth Plan

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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)	₹4975 Cr	₹24098 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	01 Jan 2013	01 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	1.85	1.68
Manager	Dwijendra Srivastava	Dhruv Muchhal
ISIN Code	INF173K01CL8	INF179K01AS4
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 15% of the investment,1% will be charged for redemption within 1 year./365

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HDFC Hybrid Equity Fund - Growth Plan
1 Month	-1.81%	-3.23%
6 Month	6.81%	4.86%
1 Year	23.02%	18.32%
3 Year	11.48%	11.77%
5 Year	15.43%	15.53%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HDFC Hybrid Equity Fund - Growth Plan
6 Month	-	-
1 Year	13.94%	-
3 Year	34.35%	-
5 Year	20.58%	-

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HDFC Hybrid Equity Fund - Growth Plan
1 Year	11.87%	10.55%
3 Year	13.85%	11.64%
5 Year	12.7%	11.39%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HDFC Hybrid Equity Fund - Growth Plan
Standard Deviation	8.82%	8.51%
Sharp	0.89%	0.99%
Beta	0.99%	0.92%
Alpha	1.87%	2.76%

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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
Fund Manage	14	40
	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HDFC Hybrid Equity Fund - Growth Plan

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HDFC Hybrid Equity Fund - Growth Plan
Others	26.44	30.41
Large Cap	49.08	48.6
Small Cap	8.35	16.93
Mid Cap	16.09	4.06

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HDFC Hybrid Equity Fund - Growth Plan
Others	26.8	30.41
Petroleum Products	5.72	6.38
IT - Software	5.81	5.46
Auto Components	5.58	1.23
Pharmaceuticals & Biotechnology	5.32	3
Construction	1.87	8.25
Banks	13.51	22.06
Cement & Cement Products	1.89	-
Leisure Services	2.24	1.12
Healthcare Services	0.57	1.84
Ferrous Metals	0.48	-
Automobiles	4.05	0.26
Insurance	1.6	-
Gas	0.61	-
Industrial Products	2.66	2.07
Transport Services	0.52	0.29
Finance	2.82	0.57
Diversified FMCG	0.68	3.91
Fertilizers & Agrochemicals	1.06	0.37
Agricultural Food & other Products	1.41	-
Beverages	2.68	1.55
Consumer Durables	5.16	0.07
Telecom - Services	3.1	4.14
Food Products	0.46	-
Consumable Fuels	0.21	-
Capital Markets	1	-
Power	1.49	1.63
Retailing	0.66	-
Personal Products	-	1.97
Realty	-	0.75
Media	-	0.09
Industrial Manufacturing	-	0.68
Textiles & Apparels	-	0.69
Commercial Services & Supplies	-	1.21