LIC MF Equity 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
LIC MF Equity Hybrid Fund-Growth
Chart Comparison
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | LIC MF Equity Hybrid Fund-Growth |
|---|---|---|
| Fund | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | LIC MF Equity Hybrid Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹4975 Cr | ₹544 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 01 Jan 2013 | 31 Mar 1991 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open-ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive TRI |
| Turn Over | 62% | % |
| Expense Ratio | 1.85 | 2.47 |
| Manager | Dwijendra Srivastava | Pratik Harish Shroff |
| ISIN Code | INF173K01CL8 | INF767K01030 |
| 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 12% of the investment,1% will be charged for redemption within 3 months./365 |
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | LIC MF Equity Hybrid Fund-Growth |
|---|---|---|
| 1 Month | 1.69% | 4.76% |
| 6 Month | 14.99% | 14.68% |
| 1 Year | 30.17% | 29.23% |
| 3 Year | 14.44% | 12.46% |
| 5 Year | 16.95% | 14.73% |
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | LIC MF Equity Hybrid Fund-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 11.55% | 13.51% |
| 3 Year | 26.08% | 27.24% |
| 5 Year | 51.21% | 43.87% |
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | LIC MF Equity Hybrid Fund-Growth |
|---|---|---|
| 1 Year | 17.11% | 13.59% |
| 3 Year | 40.96% | 33.69% |
| 5 Year | 57.17% | 48.61% |
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | LIC MF Equity Hybrid Fund-Growth |
|---|---|---|
| Standard Deviation | 8.82% | 8.96% |
| Sharp | 0.89% | 0.75% |
| Beta | 0.99% | 0.95% |
| Alpha | 1.87% | 0.83% |
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| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | LIC MF Equity Hybrid Fund-Growth |
|---|---|---|
| Name | Dwijendra Srivastava | Pratik Harish Shroff |
| Total AUM | ₹14140 Cr | ₹2586 Cr |
| Fund Manage | 14 | 10 |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | LIC MF Equity Hybrid Fund-Growth |
| Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
LIC MF Equity Hybrid Fund-Growth |
|---|---|---|
| Large Cap | 50.24 | 48.98 |
| Others | 29.65 | 25.24 |
| Mid Cap | 15.61 | 10.95 |
| Small Cap | 4.45 | 14.86 |
| Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
LIC MF Equity Hybrid Fund-Growth |
|---|---|---|
| Energy | 8.71 | 5.42 |
| Sovereign | 9.22 | 8.86 |
| Financial | 31.24 | 21.67 |
| Communication | 2.96 | 1.59 |
| Construction | 3.05 | 4.11 |
| Technology | 4.84 | 6.61 |
| Others | 3.77 | 12.51 |
| Unclassified | 2.17 | - |
| Consumer Discretionary | 2.91 | 1.16 |
| Healthcare | 5.4 | 3.74 |
| Consumer Staples | 4.65 | 6.47 |
| Automobile | 7.32 | 9.04 |
| Chemicals | 1.01 | - |
| Capital Goods | 2.28 | 9.19 |
| Services | 4.9 | 6.57 |
| Materials | 2.78 | 0.67 |
| Insurance | 1.48 | - |
| Metals & Mining | 1.26 | 1.47 |
| Diversified | - | 0.95 |
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