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 | -4.22% | -3.23% |
6 Month | 6.97% | 4.86% |
1 Year | 22.14% | 18.32% |
3 Year | 10.53% | 11.77% |
5 Year | 15.08% | 15.53% |
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
6 Month | - | - |
1 Year | 16.71% | 13.61% |
3 Year | 16.96% | 15.81% |
5 Year | 16.94% | 17.24% |
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
1 Year | 11.87% | 10.55% |
3 Year | 13.85% | 11.64% |
5 Year | 12.7% | 11.39% |
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 | 26.44 | 30.41 |
Large Cap | 49.08 | 48.6 |
Small Cap | 8.35 | 16.93 |
Mid Cap | 16.09 | 4.06 |
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
Others | 26.8 | 30.41 |
Petroleum Products | 5.72 | 6.38 |
IT - Software | 5.81 | 5.46 |
Auto Components | 5.58 | 1.23 |
Pharmaceuticals & Biotechnology | 5.32 | 3 |
Construction | 1.87 | 8.25 |
Banks | 13.51 | 22.06 |
Cement & Cement Products | 1.89 | - |
Leisure Services | 2.24 | 1.12 |
Healthcare Services | 0.57 | 1.84 |
Ferrous Metals | 0.48 | - |
Automobiles | 4.05 | 0.26 |
Insurance | 1.6 | - |
Gas | 0.61 | - |
Industrial Products | 2.66 | 2.07 |
Transport Services | 0.52 | 0.29 |
Finance | 2.82 | 0.57 |
Diversified FMCG | 0.68 | 3.91 |
Fertilizers & Agrochemicals | 1.06 | 0.37 |
Agricultural Food & other Products | 1.41 | - |
Beverages | 2.68 | 1.55 |
Consumer Durables | 5.16 | 0.07 |
Telecom - Services | 3.1 | 4.14 |
Food Products | 0.46 | - |
Consumable Fuels | 0.21 | - |
Capital Markets | 1 | - |
Power | 1.49 | 1.63 |
Retailing | 0.66 | - |
Personal Products | - | 1.97 |
Realty | - | 0.75 |
Media | - | 0.09 |
Industrial Manufacturing | - | 0.68 |
Textiles & Apparels | - | 0.69 |
Commercial Services & Supplies | - | 1.21 |
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