INVESCO INDIA 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
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Fund | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹5436 Cr | ₹596 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 14 Jan 2000 | 30 Jun 2018 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive Index |
Turn Over | 62% | 146% |
Expense Ratio | 1.86 | 2.37 |
Manager | Dwijendra Srivastava | Krishna Venkat Cheemalapati |
ISIN Code | INF173K01CL8 | INF205K011Q3 |
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 | Invesco India Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
1 Month | 5.88% | 5.68% |
6 Month | -7.95% | -7.93% |
1 Year | 6.31% | 10.85% |
3 Year | 10.93% | 14.09% |
5 Year | 20.14% | 19.59% |
SIP Return Analysis
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
6 Month | -2.47% | -4.62% |
1 Year | -3.16% | -3.49% |
3 Year | 12.16% | 16.27% |
5 Year | 13.44% | 15.17% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
1 Year | 12% | 12.34% |
3 Year | 13.77% | 13.64% |
5 Year | 12.8% | 13.46% |
Risk Management
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Standard Deviation | 9.872% | 11.275% |
Sharp | 0.485% | 0.598% |
Beta | 1.028% | 1.095% |
Alpha | -0.506% | 2.142% |
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Fund Managers
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Name | Dwijendra Srivastava | Krishna Venkat Cheemalapati |
Total AUM | ₹14140 Cr | ₹24743 Cr |
Funds Managed | 14 | 19 |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Market Cap
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 31.87 | 34.01 |
Large Cap | 48.5 | 33.49 |
Small Cap | 7.53 | 11.63 |
Mid Cap | 12.09 | 20.87 |
Sector Allocation
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 30.54 | 32.65 |
Energy | 5.35 | - |
Technology | 7.95 | 9.64 |
Consumer Cyclical | 12.74 | 12.6 |
Healthcare | 5.72 | 3.95 |
Industrials | 6.62 | 11.01 |
Basic Materials | 3.29 | 5.51 |
Financial Services | 17.97 | 14.65 |
Communication Services | 3.47 | 2.05 |
Utilities | 2.08 | 3.2 |
Consumer Defensive | 4.27 | 1.63 |
Real Estate | - | 3.13 |
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