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

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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)	₹4975 Cr	₹1274 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	01 Jan 2013	19 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	1.85	2.09
Manager	Dwijendra Srivastava	Rahul Pal
ISIN Code	INF173K01CL8	INF174V01754
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 more than 10% of the investments, an exit load of 1% if redeemed within 3 months./365

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
1 Month	-4.06%	-3.91%
6 Month	7.16%	7.8%
1 Year	22.35%	27.18%
3 Year	10.61%	14.51%
5 Year	15.14%	18.58%

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	16.71%	20.9%
3 Year	16.96%	21.41%
5 Year	16.94%	20.85%

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%

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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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

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	23.13
Large Cap	49.08	51.53
Small Cap	8.35	13.41
Mid Cap	16.09	11.93

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	21.99
Petroleum Products	5.72	4.79
IT - Software	5.81	8.57
Auto Components	5.58	2.61
Pharmaceuticals & Biotechnology	5.32	4.27
Construction	1.87	3.7
Banks	13.51	17.38
Cement & Cement Products	1.89	2.49
Leisure Services	2.24	-
Healthcare Services	0.57	-
Ferrous Metals	0.48	-
Automobiles	4.05	3.43
Insurance	1.6	1.02
Gas	0.61	1.03
Industrial Products	2.66	1.52
Transport Services	0.52	-
Finance	2.82	2.53
Diversified FMCG	0.68	2.78
Fertilizers & Agrochemicals	1.06	-
Agricultural Food & other Products	1.41	0.78
Beverages	2.68	-
Consumer Durables	5.16	2.5
Telecom - Services	3.1	1.76
Food Products	0.46	1.4
Consumable Fuels	0.21	-
Capital Markets	1	-
Power	1.49	1.4
Retailing	0.66	4.52
Industrial Manufacturing	-	2.63
Electrical Equipment	-	1.46
Paper, Forest & Jute Products	-	0.45
Personal Products	-	1.52
Oil	-	0.98
Household Products	-	0.58
Chemicals & Petrochemicals	-	1.08
Textiles & Apparels	-	0.83