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
PGIM India Hybrid Equity Fund - Growth Option
Chart Comparison
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 | 1.69% | 1.95% |
6 Month | 14.99% | 11.96% |
1 Year | 30.17% | 23.29% |
3 Year | 14.44% | 10.02% |
5 Year | 16.95% | 13.62% |
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 | 11.55% | 9.41% |
3 Year | 26.08% | 20.94% |
5 Year | 51.21% | 39.48% |
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
1 Year | 17.11% | 14.25% |
3 Year | 40.96% | 32.1% |
5 Year | 57.17% | 44.95% |
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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Get Free Experts GuidanceScheme 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 |
---|---|---|
Large Cap | 50.24 | 50.84 |
Others | 29.65 | 31.98 |
Mid Cap | 15.61 | 10.89 |
Small Cap | 4.45 | 6.29 |
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
Energy | 8.71 | 6.19 |
Sovereign | 9.22 | 18.18 |
Financial | 31.24 | 29.49 |
Communication | 2.96 | 3.36 |
Construction | 3.05 | 4.12 |
Technology | 4.84 | 3.86 |
Others | 3.77 | 1.7 |
Unclassified | 2.17 | - |
Consumer Discretionary | 2.91 | 1.67 |
Healthcare | 5.4 | 3.99 |
Consumer Staples | 4.65 | 3.84 |
Automobile | 7.32 | 4.35 |
Chemicals | 1.01 | 0.94 |
Capital Goods | 2.28 | 5.99 |
Services | 4.9 | 6.13 |
Materials | 2.78 | 2.4 |
Insurance | 1.48 | 2.23 |
Metals & Mining | 1.26 | 0.66 |
Diversified | - | 0.9 |
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