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)	₹5358 Cr	₹535 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹500
Launch Date	14 Jan 2000	31 Mar 1998
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	1.83	2.46
Manager	Dwijendra Srivastava	Pratik Harish Shroff
ISIN Code	INF173K01CL8	INF767K01030
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	LIC MF Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	LIC MF Equity Hybrid Fund-Growth
1 Month	1.34%	1.89%
6 Month	3.87%	2.71%
1 Year	17.16%	17.57%
3 Year	12.22%	11.76%
5 Year	15.23%	11.67%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	LIC MF Equity Hybrid Fund-Growth
6 Month	-	-
1 Year	11.01%	12.55%
3 Year	16.05%	16.58%
5 Year	16.41%	14.66%

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%	0.57%
Beta	0.99%	0.98%
Alpha	1.87%	1.29%

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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	23.14
Large Cap	49.08	45.9
Small Cap	8.35	22.56
Mid Cap	16.09	8.42

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	LIC MF Equity Hybrid Fund-Growth
Others	26.8	23.14
Petroleum Products	5.72	3.45
IT - Software	5.81	7.81
Auto Components	5.58	5.16
Pharmaceuticals & Biotechnology	5.32	4.16
Construction	1.87	3.25
Banks	13.51	12.71
Cement & Cement Products	1.89	-
Leisure Services	2.24	-
Healthcare Services	0.57	1.04
Ferrous Metals	0.48	-
Automobiles	4.05	3.83
Insurance	1.6	-
Gas	0.61	-
Industrial Products	2.66	3.78
Transport Services	0.52	-
Finance	2.82	3.23
Diversified FMCG	0.68	3.47
Fertilizers & Agrochemicals	1.06	-
Agricultural Food & other Products	1.41	-
Beverages	2.68	1.19
Consumer Durables	5.16	2.29
Telecom - Services	3.1	1.11
Food Products	0.46	1.22
Consumable Fuels	0.21	-
Capital Markets	1	-
Power	1.49	1.39
Retailing	0.66	4.64
Electrical Equipment	-	5.47
Non - Ferrous Metals	-	0.83
Realty	-	1.7
Aerospace & Defense	-	1.32
IT - Services	-	0.47
Chemicals & Petrochemicals	-	1.16
Industrial Manufacturing	-	1.12
Entertainment	-	1.08