Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs Canara Robeco Equity Hybrid Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

Invest Now

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) ₹4975 Cr ₹10631 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 01 Jan 2013 01 Feb 1993
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% 23%
Expense Ratio 1.85 1.73
Manager Dwijendra Srivastava Avnish Jain
ISIN Code INF173K01CL8 INF760K01050
Exits Load For units in excess of 25% of the investment,1% will be charged for redemption within 365 days/365 Exit load of 1% will be charged for any redemption more than 10% of units allotted are redeemed within 1 year./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 -4.06% -3.44%
6 Month 7.16% 7.66%
1 Year 22.35% 22.54%
3 Year 10.61% 11.33%
5 Year 15.14% 15.6%

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 - -
1 Year 16.71% 18.37%
3 Year 16.96% 17.88%
5 Year 16.94% 16.98%

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 11.87% 12.15%
3 Year 13.85% 14.34%
5 Year 12.7% 14.93%

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 8.82% 9.11%
Sharp 0.89% 0.61%
Beta 0.99% 1.03%
Alpha 1.87% 2.31%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 26.44 29.1
Large Cap 49.08 47.12
Small Cap 8.35 8.96
Mid Cap 16.09 14.82

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 26.8 29.1
Petroleum Products 5.72 2.84
IT - Software 5.81 7
Auto Components 5.58 3.9
Pharmaceuticals & Biotechnology 5.32 3.13
Construction 1.87 2.67
Banks 13.51 14.11
Cement & Cement Products 1.89 1.34
Leisure Services 2.24 -
Healthcare Services 0.57 1.09
Ferrous Metals 0.48 -
Automobiles 4.05 2.33
Insurance 1.6 2.57
Gas 0.61 -
Industrial Products 2.66 0.87
Transport Services 0.52 0.81
Finance 2.82 5.02
Diversified FMCG 0.68 -
Fertilizers & Agrochemicals 1.06 0.53
Agricultural Food & other Products 1.41 -
Beverages 2.68 0.87
Consumer Durables 5.16 1.68
Telecom - Services 3.1 2.08
Food Products 0.46 -
Consumable Fuels 0.21 1.18
Capital Markets 1 1.78
Power 1.49 2.9
Retailing 0.66 1.84
Non - Ferrous Metals - 0.28
Chemicals & Petrochemicals - 1.77
Electrical Equipment - 2.35
Realty - 1.12
Personal Products - 0.8
Diversified Fmcg - 1.39
Entertainment - 0.72
Aerospace & Defense - 0.68
Oil - 0.39
Household Products - 0.86

Top Comparisons

HDFC Capital Builder Value Fund - Growth Plan HDFC Capital Builder Value Fund - Growth Plan

3Y Returns16.42%

VS

Quant Value Fund Regular - Growth Quant Value Fund Regular - Growth

3Y Returns0%

Compare Now

Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

3Y Returns5.69%

VS

Sundaram Banking and PSU Debt Fund Regular Plan - Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth

3Y Returns5.75%

Compare Now

NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

3Y Returns16.03%

VS

360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth

3Y Returns0%

Compare Now

Mahindra Manulife Large Cap Fund - Regular Plan - Growth Mahindra Manulife Large Cap Fund - Regular Plan - Growth

3Y Returns10.61%

VS

Quant Large Cap Fund Regular - Growth Quant Large Cap Fund Regular - Growth

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully