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)	₹4975 Cr	₹218 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	01 Jan 2013	29 Jan 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	1.85	2.34
Manager	Dwijendra Srivastava	Puneet Pal
ISIN Code	INF173K01CL8	INF663L01HC4
Exits Load	For units in excess of 25% of the investment,1% will be charged for redemption within 365 days/365	Exit load of 0.5%, if redeemed within 90 days./365

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	PGIM India Hybrid Equity Fund - Growth Option
1 Month	-2.69%	-2.04%
6 Month	10.41%	8.54%
1 Year	25.4%	20.07%
3 Year	10.71%	6.9%
5 Year	15.56%	11.84%

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	16.71%	12.78%
3 Year	16.96%	13.9%
5 Year	16.94%	13.39%

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	31.98
Large Cap	49.08	50.84
Small Cap	8.35	6.29
Mid Cap	16.09	10.89

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	PGIM India Hybrid Equity Fund - Growth Option
Others	26.8	1.7
Petroleum Products	5.72	-
IT - Software	5.81	-
Auto Components	5.58	-
Pharmaceuticals & Biotechnology	5.32	-
Construction	1.87	4.12
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	2.23
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	-
Financial	-	29.49
Sovereign	-	18.18
Energy	-	6.19
Services	-	6.13
Healthcare	-	3.99
Capital Goods	-	5.99
Automobile	-	4.35
Consumer Staples	-	3.84
Consumer Discretionary	-	1.67
Communication	-	3.36
Technology	-	3.86
Materials	-	2.4
Diversified	-	0.9
Metals & Mining	-	0.66
Chemicals	-	0.94