HSBC Aggressive Hybrid 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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HSBC Aggressive Hybrid Fund - Regular Growth

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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	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 Risk	Very High Risk
Asset Size (Cr)	₹5436 Cr	₹5282 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	1.86	1.85
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	-2.56%	-6.9%
6 Month	-6.97%	-12.39%
1 Year	5.36%	4.88%
3 Year	10.56%	10.08%
5 Year	13.38%	11.8%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HSBC Aggressive Hybrid Fund - Regular Growth
6 Month	-	-
1 Year	-4.84%	-12.23%
3 Year	10.79%	10.15%
5 Year	13.13%	12.04%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HSBC Aggressive Hybrid Fund - Regular Growth
1 Year	12%	12.07%
3 Year	13.77%	13.3%
5 Year	12.8%	12.45%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Standard Deviation	9.872%	11.72%
Sharp	0.485%	0.469%
Beta	1.028%	1.116%
Alpha	-0.506%	-0.258%

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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	23.48
Large Cap	49.08	34.5
Small Cap	8.35	16.85
Mid Cap	16.09	25.17

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Others	26.8	23.48
Petroleum Products	5.72	0.13
IT - Software	5.81	6.2
Auto Components	5.58	0.21
Pharmaceuticals & Biotechnology	5.32	0.9
Construction	1.87	0.76
Banks	13.51	7.34
Cement & Cement Products	1.89	0.18
Leisure Services	2.24	0.89
Healthcare Services	0.57	0.76
Ferrous Metals	0.48	-
Automobiles	4.05	2.68
Insurance	1.6	-
Gas	0.61	-
Industrial Products	2.66	3.87
Transport Services	0.52	0.04
Finance	2.82	1.66
Diversified FMCG	0.68	-
Fertilizers & Agrochemicals	1.06	-
Agricultural Food & other Products	1.41	-
Beverages	2.68	0.86
Consumer Durables	5.16	3.84
Telecom - Services	3.1	0.48
Food Products	0.46	0.2
Consumable Fuels	0.21	-
Capital Markets	1	5.71
Power	1.49	3.74
Retailing	0.66	8.56
Electrical Equipment	-	17.91
Aerospace & Defense	-	4.19
Industrial Manufacturing	-	0.81
Realty	-	4.18
Financial Technology (Fintech)	-	0.42