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)	₹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%	-3.73%
6 Month	14.99%	8.99%
1 Year	30.17%	29.6%
3 Year	14.44%	15.5%
5 Year	16.95%	13.48%

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	11.88%	12.11%
3 Year	13.85%	12.68%
5 Year	12.69%	12.69%

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%	1.06%
Beta	0.99%	0.28%
Alpha	1.87%	6.82%

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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	28.12
Large Cap	49.08	56.68
Small Cap	8.35	6.73
Mid Cap	16.09	8.47

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Nippon India Equity Hybrid Fund - Growth Plan
Others	26.8	3.51
Petroleum Products	5.72	-
IT - Software	5.81	-
Auto Components	5.58	-
Pharmaceuticals & Biotechnology	5.32	-
Construction	1.87	7.16
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	2.11
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	-	3.34
Materials	-	1.97
Automobile	-	5.96
Communication	-	5.78
Energy	-	9.79
Technology	-	5.1
Financial	-	29.86
Services	-	5.2
Consumer Staples	-	4.25
Healthcare	-	6.95
Capital Goods	-	4.71
Metals & Mining	-	3.2
Consumer Discretionary	-	1.11