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

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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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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

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HDFC Hybrid Equity Fund - Growth Plan
1 Month	3.73%	3.73%
6 Month	-1.1%	1.41%
1 Year	10.37%	9.75%
3 Year	13.02%	13.15%
5 Year	18.92%	20.54%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HDFC Hybrid Equity Fund - Growth Plan
6 Month	1.41%	1.87%
1 Year	1.21%	2.09%
3 Year	13.1%	12.2%
5 Year	13.71%	14.21%

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%

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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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

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

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