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Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs Canara Robeco Equity Hybrid 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 Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

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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 Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
Fund Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹5436 Cr ₹10444 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 14 Jan 2000 20 Mar 1998
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive Index CRISIL Hybrid 35+65 Aggressive Index
Turn Over 62% 23%
Expense Ratio 1.86 1.73
Manager Dwijendra Srivastava Avnish Jain
ISIN Code INF173K01CL8 INF760K01050
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 Canara Robeco Equity Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
1 Month 4.99% 4.61%
6 Month -8.72% -8.72%
1 Year 5.66% 6.25%
3 Year 10.63% 10.69%
5 Year 19.95% 18.85%

SIP Return Analysis

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
6 Month -2.47% -2.73%
1 Year -3.16% -3.49%
3 Year 12.16% 12.32%
5 Year 13.44% 13.06%

Rolling Lumpsum Returns

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
1 Year 12% 12.23%
3 Year 13.77% 14.28%
5 Year 12.8% 14.95%

Risk Management

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 9.872% 9.11%
Sharp 0.485% 0.36%
Beta 1.028% 1.07%
Alpha -0.506% 0.06%

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Fund Managers

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
Name Dwijendra Srivastava Avnish Jain
Total AUM ₹14140 Cr ₹15907 Cr
Funds Managed 14 11
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

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

Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

Others 31.87 31.66
Large Cap 48.5 49.48
Small Cap 7.53 6.7
Mid Cap 12.09 12.15

Sector Allocation

Scheme Name

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

Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

Others 30.54 31.61
Energy 5.35 4.25
Technology 7.95 6.26
Consumer Cyclical 12.74 9.22
Healthcare 5.72 3.69
Industrials 6.62 6.83
Basic Materials 3.29 3.58
Financial Services 17.97 24.25
Communication Services 3.47 2.69
Utilities 2.08 2.25
Consumer Defensive 4.27 4.41
Real Estate - 0.96

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