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

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INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

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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)	₹5358 Cr	₹549 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	1.83	2.39
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

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
1 Month	1.34%	4.2%
6 Month	3.87%	7.99%
1 Year	17.16%	27.36%
3 Year	12.22%	16.43%
5 Year	15.23%	15.45%

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	11.01%	24.01%
3 Year	16.05%	23.73%
5 Year	16.41%	19.67%

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%

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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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

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	32.88
Large Cap	49.08	35.74
Small Cap	8.35	12.37
Mid Cap	16.09	19.01

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	32.88
Petroleum Products	5.72	-
IT - Software	5.81	5.24
Auto Components	5.58	3.65
Pharmaceuticals & Biotechnology	5.32	2.81
Construction	1.87	-
Banks	13.51	9.36
Cement & Cement Products	1.89	1.92
Leisure Services	2.24	-
Healthcare Services	0.57	0.81
Ferrous Metals	0.48	0.64
Automobiles	4.05	4.21
Insurance	1.6	0.95
Gas	0.61	-
Industrial Products	2.66	1.45
Transport Services	0.52	0.98
Finance	2.82	4.11
Diversified FMCG	0.68	-
Fertilizers & Agrochemicals	1.06	0.95
Agricultural Food & other Products	1.41	-
Beverages	2.68	0.76
Consumer Durables	5.16	2.88
Telecom - Services	3.1	2.25
Food Products	0.46	0.81
Consumable Fuels	0.21	-
Capital Markets	1	1.23
Power	1.49	2.15
Retailing	0.66	7
Realty	-	1.89
Paper, Forest & Jute Products	-	1.51
Aerospace & Defense	-	2.86
Electrical Equipment	-	2.21
Agricultural, Commercial & Construction Vehicles	-	0.83
Financial Technology (Fintech)	-	0.99
Industrial Manufacturing	-	2.67