Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs HSBC Aggressive Hybrid Fund compare
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
HSBC Aggressive Hybrid Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Fund | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹5436 Cr | ₹5282 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 14 Jan 2000 | 07 Feb 2011 |
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% | 75% |
Expense Ratio | 1.86 | 1.85 |
Manager | Dwijendra Srivastava | Gautam Bhupal |
ISIN Code | INF173K01CL8 | INF917K01LB0 |
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 | HSBC Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
1 Month | 4.99% | 5.4% |
6 Month | -8.72% | -12.89% |
1 Year | 5.66% | 2.72% |
3 Year | 10.63% | 9.76% |
5 Year | 19.95% | 18.69% |
SIP Return Analysis
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
6 Month | -2.47% | -7.84% |
1 Year | -3.16% | -13.31% |
3 Year | 12.16% | 10.92% |
5 Year | 13.44% | 12.03% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
1 Year | 12% | 12.07% |
3 Year | 13.77% | 13.3% |
5 Year | 12.8% | 12.45% |
Risk Management
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Standard Deviation | 9.872% | 13.076% |
Sharp | 0.485% | 0.243% |
Beta | 1.028% | 1.201% |
Alpha | -0.506% | -1.847% |
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Fund Managers
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Name | Dwijendra Srivastava | Gautam Bhupal |
Total AUM | ₹14140 Cr | ₹25949 Cr |
Funds Managed | 14 | 13 |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
Market Cap
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Others | 31.87 | 24.62 |
Large Cap | 48.5 | 36.45 |
Small Cap | 7.53 | 17.06 |
Mid Cap | 12.09 | 21.87 |
Sector Allocation
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Others | 30.54 | 24.62 |
Energy | 5.35 | 0.14 |
Technology | 7.95 | 12.19 |
Consumer Cyclical | 12.74 | 13.51 |
Healthcare | 5.72 | 1.64 |
Industrials | 6.62 | 23.24 |
Basic Materials | 3.29 | 0.2 |
Financial Services | 17.97 | 15.68 |
Communication Services | 3.47 | 0.53 |
Utilities | 2.08 | 3.48 |
Consumer Defensive | 4.27 | 0.98 |
Real Estate | - | 3.81 |
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