Nippon India Equity Hybrid Fund vs Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) compare

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

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tortoise-icon Nippon India Equity Hybrid Fund - Growth Plan

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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 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

Trailing Lumpsum Returns

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Nippon India Equity Hybrid Fund - Growth Plan
1 Month -1.81% -1.65%
6 Month 6.81% 5.89%
1 Year 23.02% 23.54%
3 Year 11.48% 14.78%
5 Year 15.43% 13.01%

SIP Return Analysis

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 13.94% 11.64%
3 Year 34.35% 18.7%
5 Year 20.58% 18.63%

Rolling Lumpsum Returns

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%

Risk Management

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% 0.89%
Beta 0.99% 1.02%
Alpha 1.87% 5.03%

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Fund Managers

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

Market Cap

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

Sector Allocation

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

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