Mirae Asset Aggressive Hybrid Fund vs Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

Invest Now

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 Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Fund Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹4975 Cr ₹8963 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 01 Jan 2013 02 Jul 2015
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% 59%
Expense Ratio 1.85 1.71
Manager Dwijendra Srivastava Mahendra Kumar Jajoo
ISIN Code INF173K01CL8 INF769K01DE6
Exits Load For units in excess of 25% of the investment,1% will be charged for redemption within 365 days/365 I. For investors who have opted for SWP under the plan: a) 15% of the units allotted (including Switch-in/STP - in) on or before completion of 365 days from the date of allotment of units: Nil. b) Any redemption in excess of such limits in the first 365 d/365

Trailing Lumpsum Returns

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
1 Month 1.69% 1.65%
6 Month 14.99% 15.47%
1 Year 30.17% 28.47%
3 Year 14.44% 14.18%
5 Year 16.95% 17.04%

SIP Return Analysis

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
6 Month - -
1 Year 11.55% 11.19%
3 Year 26.08% 26.02%
5 Year 51.21% 49.96%

Rolling Lumpsum Returns

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
1 Year 17.11% 16.55%
3 Year 40.96% 39.32%
5 Year 57.17% 54.66%

Risk Management

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Standard Deviation 8.82% 8.94%
Sharp 0.89% 0.83%
Beta 0.99% 1%
Alpha 1.87% 1.4%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Name Dwijendra Srivastava Mahendra Kumar Jajoo
Total AUM ₹14140 Cr ₹8876 Cr
Fund Manage 14 4
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

Market Cap

Scheme Name

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

Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

Large Cap 50.24 54.64
Others 29.65 25.99
Mid Cap 15.61 10.09
Small Cap 4.45 9.27

Sector Allocation

Scheme Name

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

Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

Energy 8.71 8.01
Sovereign 9.22 7.71
Financial 31.24 35.15
Communication 2.96 2.73
Construction 3.05 4.79
Technology 4.84 5.68
Others 3.77 2.72
Unclassified 2.17 -
Consumer Discretionary 2.91 1.62
Healthcare 5.4 4.85
Consumer Staples 4.65 4.09
Automobile 7.32 6.18
Chemicals 1.01 0.83
Capital Goods 2.28 4
Services 4.9 4.35
Materials 2.78 4.01
Insurance 1.48 1.03
Metals & Mining 1.26 1.72
Textiles - 0.52

Top Comparisons

Kotak Focused Equity Fund- Regular plan _ Growth Option Kotak Focused Equity Fund- Regular plan _ Growth Option

3Y Returns17.56%

VS

HSBC Focused Fund - Regular Growth HSBC Focused Fund - Regular Growth

3Y Returns18.37%

Compare Now

Invesco India Midcap Fund - Growth Option Invesco India Midcap Fund - Growth Option

3Y Returns24.99%

VS

HSBC Midcap Fund - Regular Growth HSBC Midcap Fund - Regular Growth

3Y Returns25.49%

Compare Now

Franklin Build India Fund Growth Plan Franklin Build India Fund Growth Plan

3Y Returns35.18%

VS

Aditya Birla Sun Life Infrastructure Fund-Growth Aditya Birla Sun Life Infrastructure Fund-Growth

3Y Returns29.59%

Compare Now

Kotak Liquid Regular Plan Growth Kotak Liquid Regular Plan Growth

3Y Returns5.92%

VS

Kotak Liquid Regular Plan Growth Kotak Liquid Regular Plan Growth

3Y Returns5.92%

Compare Now
Request call back
Add to Cart Successfully