Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs Edelweiss Aggressive Hybrid Fund compare
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
| 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 |
| 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% | 2.16% |
| 6 Month | 14.99% | 17.26% |
| 1 Year | 30.17% | 36.9% |
| 3 Year | 14.44% | 19.75% |
| 5 Year | 16.95% | 20.14% |
| 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% |
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.11% | 19.57% |
| 3 Year | 40.96% | 51.09% |
| 5 Year | 57.17% | 72.25% |
| 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% | 1.4% |
| Beta | 0.99% | 0.92% |
| Alpha | 1.87% | 6.68% |
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| 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 |
| Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Large Cap | 50.24 | 51.83 |
| Others | 29.65 | 28.81 |
| Mid Cap | 15.61 | 13.26 |
| Small Cap | 4.45 | 6.1 |
| Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Energy | 8.71 | 9.81 |
| Sovereign | 9.22 | 7.46 |
| Financial | 31.24 | 23.63 |
| Communication | 2.96 | 3.94 |
| Construction | 3.05 | 2.83 |
| Technology | 4.84 | 4.88 |
| Others | 3.77 | 6.92 |
| Unclassified | 2.17 | 6.15 |
| Consumer Discretionary | 2.91 | 1.3 |
| Healthcare | 5.4 | 7.78 |
| Consumer Staples | 4.65 | 3.58 |
| Automobile | 7.32 | 8.32 |
| Chemicals | 1.01 | - |
| Capital Goods | 2.28 | 4.4 |
| Services | 4.9 | 5.42 |
| Materials | 2.78 | 0.63 |
| Insurance | 1.48 | - |
| Metals & Mining | 1.26 | 2.95 |
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