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
| 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 |
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.69% | 2.69% |
| 6 Month | 14.99% | 18.93% |
| 1 Year | 30.17% | 39.04% |
| 3 Year | 14.44% | 16.51% |
| 5 Year | 16.95% | 16.66% |
| 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 | 11.55% | 16.76% |
| 3 Year | 26.08% | 34.55% |
| 5 Year | 51.21% | 55.37% |
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.11% | 16.39% |
| 3 Year | 40.96% | 41.98% |
| 5 Year | 57.17% | 61.68% |
| 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 | 29.65 | 31.86 |
| Large Cap | 50.24 | 45.37 |
| Mid Cap | 15.61 | 12.8 |
| Small Cap | 4.45 | 9.97 |
| Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Others | 3.77 | 1.5 |
| Sovereign | 9.22 | 20.8 |
| Automobile | 7.32 | 8.44 |
| Energy | 8.71 | 4.49 |
| Technology | 4.84 | 4.58 |
| Materials | 2.78 | 1.83 |
| Healthcare | 5.4 | 5.04 |
| Construction | 3.05 | 1.19 |
| Financial | 31.24 | 25.43 |
| Services | 4.9 | 9.88 |
| Metals & Mining | 1.26 | 1.51 |
| Insurance | 1.48 | - |
| Consumer Staples | 4.65 | 2.49 |
| Chemicals | 1.01 | 1.09 |
| Consumer Discretionary | 2.91 | 1.7 |
| Capital Goods | 2.28 | 8.25 |
| Communication | 2.96 | 1.47 |
| Unclassified | 2.17 | - |
| Textiles | - | 0.31 |
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