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 Risk	Very High Risk
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	-2.56%	-1.93%
6 Month	-6.97%	-5.22%
1 Year	5.36%	5.03%
3 Year	10.56%	11.34%
5 Year	13.38%	14.31%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HDFC Hybrid Equity Fund - Growth Plan
6 Month	-	-
1 Year	-4.84%	-3.27%
3 Year	10.79%	10.44%
5 Year	13.13%	14%

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%	8.962%
Sharp	0.485%	0.592%
Beta	1.028%	0.944%
Alpha	-0.506%	0.437%

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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	31.05
Large Cap	49.08	48.51
Small Cap	8.35	16.68
Mid Cap	16.09	3.76

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HDFC Hybrid Equity Fund - Growth Plan
Others	26.8	31.05
Petroleum Products	5.72	5.85
IT - Software	5.81	5.43
Auto Components	5.58	1.14
Pharmaceuticals & Biotechnology	5.32	2.98
Construction	1.87	7.91
Banks	13.51	22.73
Cement & Cement Products	1.89	-
Leisure Services	2.24	1.11
Healthcare Services	0.57	1.85
Ferrous Metals	0.48	-
Automobiles	4.05	0.45
Insurance	1.6	-
Gas	0.61	-
Industrial Products	2.66	2.02
Transport Services	0.52	0.29
Finance	2.82	0.55
Diversified FMCG	0.68	3.8
Fertilizers & Agrochemicals	1.06	0.36
Agricultural Food & other Products	1.41	-
Beverages	2.68	1.45
Consumer Durables	5.16	0.09
Telecom - Services	3.1	4.02
Food Products	0.46	-
Consumable Fuels	0.21	-
Capital Markets	1	-
Power	1.49	1.55
Retailing	0.66	-
Personal Products	-	1.8
Realty	-	0.79
Media	-	0.09
Industrial Manufacturing	-	0.68
Textiles & Apparels	-	0.7
Commercial Services & Supplies	-	1.31