INVESCO INDIA AGGRESSIVE HYBRID FUND vs Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) compare

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tortoise-icon Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

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tortoise-icon INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - 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 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) ₹4975 Cr ₹489 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 01 Jan 2013 15 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 1.85 2.41
Manager Dwijendra Srivastava Krishna Venkat Cheemalapati
ISIN Code INF173K01CL8 INF205K011Q3
Exits Load For units in excess of 25% of the investment,1% will be charged for redemption within 365 days/365 Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./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 -4.06% -3.87%
6 Month 7.16% 10.63%
1 Year 22.35% 31.63%
3 Year 10.61% 14.32%
5 Year 15.14% 14.61%

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 - -
1 Year 16.71% 25.26%
3 Year 16.96% 22.69%
5 Year 16.94% 18.94%

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 11.87% 12%
3 Year 13.85% 13.45%
5 Year 12.7% 12.92%

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 8.82% 9.53%
Sharp 0.89% 0.91%
Beta 0.99% 0.99%
Alpha 1.87% 2.73%

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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
Fund Manage 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 26.44 31.86
Large Cap 49.08 45.37
Small Cap 8.35 9.97
Mid Cap 16.09 12.8

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 26.8 1.5
Petroleum Products 5.72 -
IT - Software 5.81 -
Auto Components 5.58 -
Pharmaceuticals & Biotechnology 5.32 -
Construction 1.87 1.19
Banks 13.51 -
Cement & Cement Products 1.89 -
Leisure Services 2.24 -
Healthcare Services 0.57 -
Ferrous Metals 0.48 -
Automobiles 4.05 -
Insurance 1.6 -
Gas 0.61 -
Industrial Products 2.66 -
Transport Services 0.52 -
Finance 2.82 -
Diversified FMCG 0.68 -
Fertilizers & Agrochemicals 1.06 -
Agricultural Food & other Products 1.41 -
Beverages 2.68 -
Consumer Durables 5.16 -
Telecom - Services 3.1 -
Food Products 0.46 -
Consumable Fuels 0.21 -
Capital Markets 1 -
Power 1.49 -
Retailing 0.66 -
Sovereign - 20.8
Communication - 1.47
Energy - 4.49
Technology - 4.58
Metals & Mining - 1.51
Financial - 25.43
Healthcare - 5.04
Consumer Staples - 2.49
Capital Goods - 8.25
Chemicals - 1.09
Automobile - 8.44
Services - 9.88
Materials - 1.83
Consumer Discretionary - 1.7
Textiles - 0.31

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