Mahindra Manulife Aggressive Hybrid Fund vs Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) compare

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tortoise-icon Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

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tortoise-icon Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Fund Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹5358 Cr ₹1465 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 14 Jan 2000 22 Jul 2019
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% 70%
Expense Ratio 1.83 2.07
Manager Dwijendra Srivastava Rahul Pal
ISIN Code INF173K01CL8 INF174V01754
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 Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
1 Month -3.76% -2.32%
6 Month -2.57% -2.9%
1 Year 11.42% 15.16%
3 Year 11.11% 14.21%
5 Year 14.69% 17.85%

SIP Return Analysis

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
6 Month - -
1 Year 8.38% 8.09%
3 Year 15.87% 18.92%
5 Year 16.16% 19.26%

Rolling Lumpsum Returns

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
1 Year 11.87% 19.63%
3 Year 13.85% 18.44%
5 Year 12.7% 21.04%

Risk Management

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Standard Deviation 8.82% 10.07%
Sharp 0.89% 1.1%
Beta 0.99% 1.11%
Alpha 1.87% 4.69%

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Fund Managers

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Name Dwijendra Srivastava Rahul Pal
Total AUM ₹14140 Cr ₹3032 Cr
Fund Manage 14 7
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

Market Cap

Scheme Name

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

Others 26.44 23.6
Large Cap 49.08 54.95
Small Cap 8.35 10.73
Mid Cap 16.09 10.72

Sector Allocation

Scheme Name

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

Others 26.8 23.6
Petroleum Products 5.72 4.53
IT - Software 5.81 6.85
Auto Components 5.58 1.89
Pharmaceuticals & Biotechnology 5.32 4.27
Construction 1.87 3.77
Banks 13.51 19.46
Cement & Cement Products 1.89 2.46
Leisure Services 2.24 1.16
Healthcare Services 0.57 0.44
Ferrous Metals 0.48 -
Automobiles 4.05 2.93
Insurance 1.6 1.31
Gas 0.61 -
Industrial Products 2.66 0.46
Transport Services 0.52 0.81
Finance 2.82 2.89
Diversified FMCG 0.68 3.05
Fertilizers & Agrochemicals 1.06 -
Agricultural Food & other Products 1.41 0.98
Beverages 2.68 -
Consumer Durables 5.16 3.91
Telecom - Services 3.1 2.5
Food Products 0.46 0.43
Consumable Fuels 0.21 -
Capital Markets 1 0.66
Power 1.49 1.88
Retailing 0.66 2.3
Industrial Manufacturing - 1.61
Electrical Equipment - 1.22
Non - Ferrous Metals - 0.76
Aerospace & Defense - 0.73
Chemicals & Petrochemicals - 1.69
Household Products - 0.65
Personal Products - 0.62
Textiles & Apparels - 0.18

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