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 Now

HDFC Hybrid Equity Fund - Growth Plan

Invest Now

Overview

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	11.88%	10.44%
3 Year	13.85%	11.74%
5 Year	12.69%	11.41%

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%

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

Scheme 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	26.44	29.92
Large Cap	49.08	49.31
Small Cap	8.35	17.11
Mid Cap	16.09	3.66

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HDFC Hybrid Equity Fund - Growth Plan
Others	26.8	18.07
Petroleum Products	5.72	6.29
IT - Software	5.81	5.76
Auto Components	5.58	1.18
Pharmaceuticals & Biotechnology	5.32	2.93
Construction	1.87	9.44
Banks	13.51	23.78
Cement & Cement Products	1.89	-
Leisure Services	2.24	1.47
Healthcare Services	0.57	1.6
Ferrous Metals	0.48	-
Automobiles	4.05	-
Insurance	1.6	-
Gas	0.61	-
Industrial Products	2.66	2.15
Transport Services	0.52	0.29
Finance	2.82	0.56
Diversified FMCG	0.68	3.77
Fertilizers & Agrochemicals	1.06	0.46
Agricultural Food & other Products	1.41	-
Beverages	2.68	1.39
Consumer Durables	5.16	-
Telecom - Services	3.1	3.64
Food Products	0.46	-
Consumable Fuels	0.21	-
Capital Markets	1	-
Power	1.49	1.65
Retailing	0.66	-
Financial	-	7.78
Personal Products	-	1.97
Realty	-	0.71
Paper, Forest & Jute Products	-	0.17
Media	-	0.1
Industrial Manufacturing	-	0.69
Energy	-	0.51
Textiles & Apparels	-	0.8
Commercial Services & Supplies	-	1.4
Unclassified	-	1.44