Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs Edelweiss Aggressive 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 Edelweiss Aggressive 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 Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Fund Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹4975 Cr ₹1856 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 01 Jan 2013 12 Aug 2009
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% 81%
Expense Ratio 1.85 1.99
Manager Dwijendra Srivastava Dhawal Dalal
ISIN Code INF173K01CL8 INF754K01202
Exits Load For units in excess of 25% of the investment,1% will be charged for redemption within 365 days/365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days./365

Trailing Lumpsum Returns

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Month 1.69% -3.46%
6 Month 14.99% 13.03%
1 Year 30.17% 31.67%
3 Year 14.44% 17.24%
5 Year 16.95% 18.9%

SIP Return Analysis

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 11.55% 13.68%
3 Year 26.08% 35.39%
5 Year 51.21% 65.89%

Rolling Lumpsum Returns

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year 11.88% 10.09%
3 Year 13.85% 12.09%
5 Year 12.69% 11.75%

Risk Management

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 8.82% 8.47%
Sharp 0.89% 1.3%
Beta 0.99% 0.35%
Alpha 1.87% 7.89%

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 Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Name Dwijendra Srivastava Dhawal Dalal
Total AUM ₹14140 Cr ₹25974 Cr
Fund Manage 14 12
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

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

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

Others 26.44 28.81
Large Cap 49.08 51.83
Small Cap 8.35 6.1
Mid Cap 16.09 13.26

Sector Allocation

Scheme Name

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

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

Others 26.8 6.92
Petroleum Products 5.72 -
IT - Software 5.81 -
Auto Components 5.58 -
Pharmaceuticals & Biotechnology 5.32 -
Construction 1.87 2.83
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 -
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 -
Sovereign - 7.46
Automobile - 8.32
Energy - 9.81
Technology - 4.88
Healthcare - 7.78
Financial - 23.63
Materials - 0.63
Metals & Mining - 2.95
Services - 5.42
Capital Goods - 4.4
Consumer Staples - 3.58
Consumer Discretionary - 1.3
Communication - 3.94
Unclassified - 6.15

Top Comparisons

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

3Y Returns20.6%

VS

UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

3Y Returns25.29%

Compare Now

Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

VS

AXIS Nifty Bank Index Fund - Regular (G) AXIS Nifty Bank Index Fund - Regular (G)

3Y Returns0%

Compare Now

Nippon India Pharma Fund-Growth Plan-Growth Option Nippon India Pharma Fund-Growth Plan-Growth Option

3Y Returns18.54%

VS

Mirae Asset Healthcare Fund -Regular Growth Mirae Asset Healthcare Fund -Regular Growth

3Y Returns18.14%

Compare Now

ITI Focused Equity Fund Regular - Growth ITI Focused Equity Fund Regular - Growth

3Y Returns0%

VS

HSBC Focused Fund - Regular Growth HSBC Focused Fund - Regular Growth

3Y Returns18.37%

Compare Now
Request call back
Add to Cart Successfully