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

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LIC MF Equity Hybrid Fund-Growth

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Overview

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	-4.22%	-4.43%
6 Month	6.97%	5.28%
1 Year	22.14%	22.22%
3 Year	10.53%	9.88%
5 Year	15.08%	11.48%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	LIC MF Equity Hybrid Fund-Growth
6 Month	-	-
1 Year	16.71%	17.43%
3 Year	16.96%	17.2%
5 Year	16.94%	14.92%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	LIC MF Equity Hybrid Fund-Growth
1 Year	11.87%	10.94%
3 Year	13.85%	9.39%
5 Year	12.7%	9.56%

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%	0.5%
Beta	0.99%	0.98%
Alpha	1.87%	1.36%

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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
Others	26.44	25.24
Large Cap	49.08	48.98
Small Cap	8.35	14.86
Mid Cap	16.09	10.95

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	LIC MF Equity Hybrid Fund-Growth
Others	26.8	12.51
Petroleum Products	5.72	-
IT - Software	5.81	-
Auto Components	5.58	-
Pharmaceuticals & Biotechnology	5.32	-
Construction	1.87	4.11
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	-	8.86
Energy	-	5.42
Capital Goods	-	9.19
Technology	-	6.61
Consumer Staples	-	6.47
Automobile	-	9.04
Financial	-	21.67
Healthcare	-	3.74
Consumer Discretionary	-	1.16
Services	-	6.57
Communication	-	1.59
Materials	-	0.67
Diversified	-	0.95
Metals & Mining	-	1.47