Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs HDFC Hybrid Equity Fund compare

Link copied to clipboard!

tortoise-icon Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

Invest Now

tortoise-icon HDFC Hybrid Equity Fund - Growth Plan

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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.

Get Free Experts Guidance
fund-icons

Fund Managers

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

Market Cap

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

Sector Allocation

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

Top Comparisons

Nippon India Quant Fund -Growth Plan - Growth Option Nippon India Quant Fund -Growth Plan - Growth Option

3Y Returns18.42%

VS

QUANT COMMODITIES FUND REGULAR PLAN GROWTH QUANT COMMODITIES FUND REGULAR PLAN GROWTH

3Y Returns0%

Compare Now

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

3Y Returns25.01%

VS

Aditya Birla Sun Life Infrastructure Fund-Growth Aditya Birla Sun Life Infrastructure Fund-Growth

3Y Returns22.27%

Compare Now

BANDHAN Balanced Advantage Fund Regular Plan Growth BANDHAN Balanced Advantage Fund Regular Plan Growth

3Y Returns7.86%

VS

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

3Y Returns10.8%

Compare Now

Nippon India Small Cap Fund - Growth Plan - Growth Option Nippon India Small Cap Fund - Growth Plan - Growth Option

3Y Returns25.61%

VS

Quant Small Cap Fund-Growth Quant Small Cap Fund-Growth

3Y Returns24.04%

Compare Now
Request call back
Add to Cart Successfully