HSBC 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

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HSBC Aggressive Hybrid Fund - Regular Growth

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Overview

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Fund	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹5358 Cr	₹5631 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	14 Jan 2000	07 Feb 2011
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%	75%
Expense Ratio	1.83	1.86
Manager	Dwijendra Srivastava	Gautam Bhupal
ISIN Code	INF173K01CL8	INF917K01LB0
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	HSBC Aggressive Hybrid 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	HSBC Aggressive Hybrid Fund - Regular Growth
1 Month	-3.17%	-7.15%
6 Month	-2.29%	-2.9%
1 Year	11.29%	14.11%
3 Year	10.42%	11.19%
5 Year	14.27%	13.57%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HSBC Aggressive Hybrid Fund - Regular Growth
6 Month	-	-
1 Year	3.78%	6.24%
3 Year	13.66%	16.97%
5 Year	14.84%	16.01%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HSBC Aggressive Hybrid Fund - Regular Growth
1 Year	11.87%	11.74%
3 Year	13.85%	13.3%
5 Year	12.7%	12.19%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Standard Deviation	8.82%	10.22%
Sharp	0.89%	0.89%
Beta	0.99%	1.02%
Alpha	1.87%	2.87%

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Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Name	Dwijendra Srivastava	Gautam Bhupal
Total AUM	₹14140 Cr	₹25949 Cr
Fund Manage	14	13
	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HSBC Aggressive Hybrid Fund - Regular Growth

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Others	26.44	23.58
Large Cap	49.08	33.77
Small Cap	8.35	21.4
Mid Cap	16.09	21.25

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Others	26.8	23.58
Petroleum Products	5.72	0.13
IT - Software	5.81	6.87
Auto Components	5.58	0.21
Pharmaceuticals & Biotechnology	5.32	0.76
Construction	1.87	1.41
Banks	13.51	6.36
Cement & Cement Products	1.89	0.18
Leisure Services	2.24	0.81
Healthcare Services	0.57	0.66
Ferrous Metals	0.48	-
Automobiles	4.05	2.74
Insurance	1.6	-
Gas	0.61	-
Industrial Products	2.66	3.81
Transport Services	0.52	0.04
Finance	2.82	3.26
Diversified FMCG	0.68	-
Fertilizers & Agrochemicals	1.06	-
Agricultural Food & other Products	1.41	-
Beverages	2.68	0.83
Consumer Durables	5.16	2.94
Telecom - Services	3.1	0.91
Food Products	0.46	0.21
Consumable Fuels	0.21	-
Capital Markets	1	5.42
Power	1.49	4.17
Retailing	0.66	8.45
Electrical Equipment	-	17.94
Aerospace & Defense	-	4.37
Realty	-	3.54
Industrial Manufacturing	-	0.4