PGIM India Hybrid Equity 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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PGIM India Hybrid Equity Fund - Growth Option

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Overview

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	PGIM India Hybrid Equity Fund - Growth Option
Fund	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	PGIM India Hybrid Equity Fund - Growth Option
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹5358 Cr	₹209 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	14 Jan 2000	05 Feb 2004
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%	62%
Expense Ratio	1.83	2.33
Manager	Dwijendra Srivastava	Puneet Pal
ISIN Code	INF173K01CL8	INF663L01HC4
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	PGIM India Hybrid Equity Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	PGIM India Hybrid Equity Fund - Growth Option
1 Month	-3.17%	-2.64%
6 Month	-2.29%	-0.33%
1 Year	11.29%	11.32%
3 Year	10.42%	8.24%
5 Year	14.27%	11.27%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	PGIM India Hybrid Equity Fund - Growth Option
6 Month	-	-
1 Year	3.78%	7.66%
3 Year	13.66%	13.26%
5 Year	14.84%	12.9%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	PGIM India Hybrid Equity Fund - Growth Option
1 Year	11.87%	11.69%
3 Year	13.85%	10.22%
5 Year	12.7%	10.13%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	PGIM India Hybrid Equity Fund - Growth Option
Standard Deviation	8.82%	9.33%
Sharp	0.89%	0.37%
Beta	0.99%	0.96%
Alpha	1.87%	-2.57%

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Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	PGIM India Hybrid Equity Fund - Growth Option
Name	Dwijendra Srivastava	Puneet Pal
Total AUM	₹14140 Cr	₹20950 Cr
Fund Manage	14	19
	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	PGIM India Hybrid Equity Fund - Growth Option

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	PGIM India Hybrid Equity Fund - Growth Option
Others	26.44	33.95
Large Cap	49.08	46.39
Small Cap	8.35	5.65
Mid Cap	16.09	14.01

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	PGIM India Hybrid Equity Fund - Growth Option
Others	26.8	33.95
Petroleum Products	5.72	4.52
IT - Software	5.81	8.13
Auto Components	5.58	1.65
Pharmaceuticals & Biotechnology	5.32	1.65
Construction	1.87	2.61
Banks	13.51	14.09
Cement & Cement Products	1.89	2.65
Leisure Services	2.24	-
Healthcare Services	0.57	2.57
Ferrous Metals	0.48	-
Automobiles	4.05	0.72
Insurance	1.6	2.13
Gas	0.61	-
Industrial Products	2.66	-
Transport Services	0.52	1.35
Finance	2.82	3.4
Diversified FMCG	0.68	-
Fertilizers & Agrochemicals	1.06	-
Agricultural Food & other Products	1.41	-
Beverages	2.68	3.53
Consumer Durables	5.16	4.51
Telecom - Services	3.1	3.33
Food Products	0.46	-
Consumable Fuels	0.21	-
Capital Markets	1	2.06
Power	1.49	-
Retailing	0.66	1.09
Aerospace & Defense	-	1.12
Electrical Equipment	-	0.83
Realty	-	0.73
Chemicals & Petrochemicals	-	2.14
Household Products	-	1.24