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

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

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tortoise-icon HSBC Aggressive Hybrid Fund - Regular Growth

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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 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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