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

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HDFC Hybrid Equity Fund - Growth Plan

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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)	₹5358 Cr	₹24068 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	14 Jan 2000	06 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	1.83	1.68
Manager	Dwijendra Srivastava	Dhruv Muchhal
ISIN Code	INF173K01CL8	INF179K01AS4
Exits Load	Sundaram Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	HDFC Hybrid Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HDFC Hybrid Equity Fund - Growth Plan
1 Month	-3.17%	-2.79%
6 Month	-2.29%	-3.11%
1 Year	11.29%	9.05%
3 Year	10.42%	11.39%
5 Year	14.27%	14.7%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HDFC Hybrid Equity Fund - Growth Plan
6 Month	-	-
1 Year	3.78%	2.65%
3 Year	13.66%	12.61%
5 Year	14.84%	15.25%

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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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	31.05
Large Cap	49.08	48.51
Small Cap	8.35	16.68
Mid Cap	16.09	3.76

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HDFC Hybrid Equity Fund - Growth Plan
Others	26.8	31.05
Petroleum Products	5.72	5.85
IT - Software	5.81	5.43
Auto Components	5.58	1.14
Pharmaceuticals & Biotechnology	5.32	2.98
Construction	1.87	7.91
Banks	13.51	22.73
Cement & Cement Products	1.89	-
Leisure Services	2.24	1.11
Healthcare Services	0.57	1.85
Ferrous Metals	0.48	-
Automobiles	4.05	0.45
Insurance	1.6	-
Gas	0.61	-
Industrial Products	2.66	2.02
Transport Services	0.52	0.29
Finance	2.82	0.55
Diversified FMCG	0.68	3.8
Fertilizers & Agrochemicals	1.06	0.36
Agricultural Food & other Products	1.41	-
Beverages	2.68	1.45
Consumer Durables	5.16	0.09
Telecom - Services	3.1	4.02
Food Products	0.46	-
Consumable Fuels	0.21	-
Capital Markets	1	-
Power	1.49	1.55
Retailing	0.66	-
Personal Products	-	1.8
Realty	-	0.79
Media	-	0.09
Industrial Manufacturing	-	0.68
Textiles & Apparels	-	0.7
Commercial Services & Supplies	-	1.31