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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme 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 |
Top Comparisons
SBI Magnum Gilt Fund - Regular Plan - Growth
3Y Returns6.64%
Nippon India Gilt Securities Fund -Growth Plan - Growth Option
3Y Returns5.52%
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
3Y Returns29%
Invesco India Midcap Fund - Growth Option
3Y Returns25.63%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns10.24%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns10.24%
Kotak Pioneer Fund- Regular Plan- Growth Option
3Y Returns20.55%
Tata Ethical Fund-Regular Plan - Growth Option
3Y Returns16.26%