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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Get Free Experts GuidanceScheme 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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