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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 |
|---|---|---|
| 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 |
Top Comparisons
ICICI Prudential Technology Fund - Growth
3Y Returns11.74%
Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan
3Y Returns12.73%
HDFC Corporate Bond Fund - Growth Option
3Y Returns5.84%
PGIM India Corporate Bond Fund - Growth
3Y Returns5.17%
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns22.87%
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option
3Y Returns14.86%
SBI Magnum Medium Duration Fund - Regular Plan - Growth
3Y Returns5.76%
Nippon India Strategic Debt Fund - Growth Option
3Y Returns5.14%