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

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Nippon India Equity Hybrid Fund - Growth Plan

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Overview

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)	₹5358 Cr	₹3858 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹500
Launch Date	14 Jan 2000	08 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	1.83	1.98
Manager	Dwijendra Srivastava	Sushil Budhia
ISIN Code	INF173K01CL8	INF204K01FW1
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	Nippon India Equity Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Nippon India Equity Hybrid Fund - Growth Plan
1 Month	0.6%	0.62%
6 Month	4.03%	3.62%
1 Year	18.06%	17.89%
3 Year	12.54%	15.95%
5 Year	15.34%	13.25%

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	11.01%	11.2%
3 Year	16.05%	18.62%
5 Year	16.41%	18.69%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Nippon India Equity Hybrid Fund - Growth Plan
1 Year	11.87%	11.65%
3 Year	13.85%	12.21%
5 Year	12.7%	12.91%

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%	0.94%
Beta	0.99%	1.03%
Alpha	1.87%	4.71%

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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	26.44	24.03
Large Cap	49.08	54.73
Small Cap	8.35	11.36
Mid Cap	16.09	9.88

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Nippon India Equity Hybrid Fund - Growth Plan
Others	26.8	24.03
Petroleum Products	5.72	3.02
IT - Software	5.81	6.73
Auto Components	5.58	1.29
Pharmaceuticals & Biotechnology	5.32	3.79
Construction	1.87	3.33
Banks	13.51	15.98
Cement & Cement Products	1.89	0.07
Leisure Services	2.24	1.08
Healthcare Services	0.57	2.01
Ferrous Metals	0.48	2.62
Automobiles	4.05	4.53
Insurance	1.6	1.66
Gas	0.61	-
Industrial Products	2.66	1.22
Transport Services	0.52	1.19
Finance	2.82	2.18
Diversified FMCG	0.68	2.51
Fertilizers & Agrochemicals	1.06	-
Agricultural Food & other Products	1.41	-
Beverages	2.68	1.89
Consumer Durables	5.16	2.13
Telecom - Services	3.1	3.23
Food Products	0.46	-
Consumable Fuels	0.21	0.82
Capital Markets	1	2.74
Power	1.49	4.02
Retailing	0.66	1.48
Aerospace & Defense	-	1.02
Realty	-	2.13
Transport Infrastructure	-	1.87
Financial Technology (Fintech)	-	0.73
Industrial Manufacturing	-	0.59
Commercial Services & Supplies	-	0.11