Nippon India 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
Nippon India Equity Hybrid Fund - Growth Plan
Chart Comparison
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Nippon India Equity Hybrid Fund - Growth Plan |
|---|---|---|
| Fund | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Nippon India Equity Hybrid Fund - Growth Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹4975 Cr | ₹3715 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 01 Jan 2013 | 05 Jun 2005 |
| 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% | 40% |
| Expense Ratio | 1.85 | 1.99 |
| Manager | Dwijendra Srivastava | Sushil Budhia |
| ISIN Code | INF173K01CL8 | INF204K01FW1 |
| 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 10% of the investment,1% will be charged for redemption within 12 months./365 |
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Nippon India Equity Hybrid Fund - Growth Plan |
|---|---|---|
| 1 Month | 1.69% | 4.93% |
| 6 Month | 14.99% | 17.6% |
| 1 Year | 30.17% | 29.88% |
| 3 Year | 14.44% | 17.24% |
| 5 Year | 16.95% | 15.51% |
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Nippon India Equity Hybrid Fund - Growth Plan |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 11.55% | 13.02% |
| 3 Year | 26.08% | 33.34% |
| 5 Year | 51.21% | 58.96% |
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Nippon India Equity Hybrid Fund - Growth Plan |
|---|---|---|
| 1 Year | 17.11% | 17.09% |
| 3 Year | 40.96% | 45.52% |
| 5 Year | 57.17% | 63.47% |
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Nippon India Equity Hybrid Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 8.82% | 9.02% |
| Sharp | 0.89% | 1.07% |
| Beta | 0.99% | 1.02% |
| Alpha | 1.87% | 5.06% |
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| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Nippon India Equity Hybrid Fund - Growth Plan |
|---|---|---|
| Name | Dwijendra Srivastava | Sushil Budhia |
| Total AUM | ₹14140 Cr | ₹29447 Cr |
| Fund Manage | 14 | 11 |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Nippon India Equity Hybrid Fund - Growth Plan |
| Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Nippon India Equity Hybrid Fund - Growth Plan |
|---|---|---|
| Others | 29.65 | 28.12 |
| Large Cap | 50.24 | 56.68 |
| Mid Cap | 15.61 | 8.47 |
| Small Cap | 4.45 | 6.73 |
| Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Nippon India Equity Hybrid Fund - Growth Plan |
|---|---|---|
| Others | 3.77 | 3.51 |
| Sovereign | 9.22 | 3.34 |
| Automobile | 7.32 | 5.96 |
| Energy | 8.71 | 9.79 |
| Technology | 4.84 | 5.1 |
| Materials | 2.78 | 1.97 |
| Healthcare | 5.4 | 6.95 |
| Construction | 3.05 | 7.16 |
| Financial | 31.24 | 29.86 |
| Services | 4.9 | 5.2 |
| Metals & Mining | 1.26 | 3.2 |
| Insurance | 1.48 | 2.11 |
| Consumer Staples | 4.65 | 4.25 |
| Chemicals | 1.01 | - |
| Consumer Discretionary | 2.91 | 1.11 |
| Capital Goods | 2.28 | 4.71 |
| Communication | 2.96 | 5.78 |
| Unclassified | 2.17 | - |
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