Mirae Asset 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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Mirae Asset 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	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

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
1 Month	-4.22%	-5.38%
6 Month	6.97%	5.97%
1 Year	22.14%	19.51%
3 Year	10.53%	10.17%
5 Year	15.08%	14.13%

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	16.71%	15.69%
3 Year	16.96%	16.61%
5 Year	16.94%	16.38%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
1 Year	11.87%	12.54%
3 Year	13.85%	13.39%
5 Year	12.7%	12.94%

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%

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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

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Others	26.44	25.99
Large Cap	49.08	54.64
Small Cap	8.35	9.27
Mid Cap	16.09	10.09

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Others	26.8	2.72
Petroleum Products	5.72	-
IT - Software	5.81	-
Auto Components	5.58	-
Pharmaceuticals & Biotechnology	5.32	-
Construction	1.87	4.79
Banks	13.51	-
Cement & Cement Products	1.89	-
Leisure Services	2.24	-
Healthcare Services	0.57	-
Ferrous Metals	0.48	-
Automobiles	4.05	-
Insurance	1.6	1.03
Gas	0.61	-
Industrial Products	2.66	-
Transport Services	0.52	-
Finance	2.82	-
Diversified FMCG	0.68	-
Fertilizers & Agrochemicals	1.06	-
Agricultural Food & other Products	1.41	-
Beverages	2.68	-
Consumer Durables	5.16	-
Telecom - Services	3.1	-
Food Products	0.46	-
Consumable Fuels	0.21	-
Capital Markets	1	-
Power	1.49	-
Retailing	0.66	-
Sovereign	-	7.71
Financial	-	35.15
Energy	-	8.01
Technology	-	5.68
Automobile	-	6.18
Materials	-	4.01
Consumer Staples	-	4.09
Services	-	4.35
Metals & Mining	-	1.72
Healthcare	-	4.85
Chemicals	-	0.83
Capital Goods	-	4
Consumer Discretionary	-	1.62
Communication	-	2.73
Textiles	-	0.52