Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs HDFC Hybrid Equity Fund compare
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Invest NowHDFC Hybrid Equity Fund - Growth Plan
Invest NowChart Comparison
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
Fund | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | HDFC Hybrid Equity Fund - Growth Plan |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹4975 Cr | ₹24098 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 01 Jan 2013 | 01 Apr 2005 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | NIFTY 50 Hybrid Composite Debt 65:35 |
Turn Over | 62% | 15.22% |
Expense Ratio | 1.85 | 1.68 |
Manager | Dwijendra Srivastava | Dhruv Muchhal |
ISIN Code | INF173K01CL8 | INF179K01AS4 |
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 15% of the investment,1% will be charged for redemption within 1 year./365 |
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
1 Month | 1.69% | 0.39% |
6 Month | 14.99% | 12.1% |
1 Year | 30.17% | 23.5% |
3 Year | 14.44% | 15.32% |
5 Year | 16.95% | 17.35% |
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
6 Month | - | - |
1 Year | 11.55% | 10.45% |
3 Year | 26.08% | 27.07% |
5 Year | 51.21% | 55.69% |
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
1 Year | 17.11% | 18.02% |
3 Year | 40.96% | 44.42% |
5 Year | 57.17% | 59.82% |
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
Standard Deviation | 8.82% | 8.51% |
Sharp | 0.89% | 0.99% |
Beta | 0.99% | 0.92% |
Alpha | 1.87% | 2.76% |
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Get Free Experts GuidanceScheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
Name | Dwijendra Srivastava | Dhruv Muchhal |
Total AUM | ₹14140 Cr | ₹520687 Cr |
Fund Manage | 14 | 40 |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | HDFC Hybrid Equity Fund - Growth Plan |
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
Others | 29.65 | 29.92 |
Large Cap | 50.24 | 49.31 |
Mid Cap | 15.61 | 3.66 |
Small Cap | 4.45 | 17.11 |
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
Others | 3.77 | 18.07 |
Sovereign | 9.22 | - |
Automobile | 7.32 | - |
Energy | 8.71 | 0.51 |
Technology | 4.84 | - |
Materials | 2.78 | - |
Healthcare | 5.4 | - |
Construction | 3.05 | 9.44 |
Financial | 31.24 | 7.78 |
Services | 4.9 | - |
Metals & Mining | 1.26 | - |
Insurance | 1.48 | - |
Consumer Staples | 4.65 | - |
Chemicals | 1.01 | - |
Consumer Discretionary | 2.91 | - |
Capital Goods | 2.28 | - |
Communication | 2.96 | - |
Unclassified | 2.17 | 1.44 |
Petroleum Products | - | 6.29 |
IT - Software | - | 5.76 |
Personal Products | - | 1.97 |
Banks | - | 23.78 |
Pharmaceuticals & Biotechnology | - | 2.93 |
Realty | - | 0.71 |
Power | - | 1.65 |
Paper, Forest & Jute Products | - | 0.17 |
Healthcare Services | - | 1.6 |
Finance | - | 0.56 |
Diversified FMCG | - | 3.77 |
Media | - | 0.1 |
Fertilizers & Agrochemicals | - | 0.46 |
Auto Components | - | 1.18 |
Transport Services | - | 0.29 |
Telecom - Services | - | 3.64 |
Industrial Manufacturing | - | 0.69 |
Industrial Products | - | 2.15 |
Textiles & Apparels | - | 0.8 |
Beverages | - | 1.39 |
Commercial Services & Supplies | - | 1.4 |
Leisure Services | - | 1.47 |
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