Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Chart Comparison
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Fund | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹4975 Cr | ₹489 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 01 Jan 2013 | 15 Jun 2018 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive Index |
| Turn Over | 62% | 146% |
| Expense Ratio | 1.85 | 2.41 |
| Manager | Dwijendra Srivastava | Krishna Venkat Cheemalapati |
| ISIN Code | INF173K01CL8 | INF205K011Q3 |
| 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 10% 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 | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.81% | -1.32% |
| 6 Month | 6.81% | 9.85% |
| 1 Year | 23.02% | 32.52% |
| 3 Year | 11.48% | 15.04% |
| 5 Year | 15.43% | 14.94% |
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 13.94% | - |
| 3 Year | 34.35% | - |
| 5 Year | 20.58% | - |
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.87% | 12% |
| 3 Year | 13.85% | 13.45% |
| 5 Year | 12.7% | 12.92% |
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 8.82% | 9.53% |
| Sharp | 0.89% | 0.91% |
| Beta | 0.99% | 0.99% |
| Alpha | 1.87% | 2.73% |
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| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Name | Dwijendra Srivastava | Krishna Venkat Cheemalapati |
| Total AUM | ₹14140 Cr | ₹24743 Cr |
| Fund Manage | 14 | 19 |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
| Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Others | 26.44 | 31.86 |
| Large Cap | 49.08 | 45.37 |
| Small Cap | 8.35 | 9.97 |
| Mid Cap | 16.09 | 12.8 |
| Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Others | 26.8 | 1.5 |
| Petroleum Products | 5.72 | - |
| IT - Software | 5.81 | - |
| Auto Components | 5.58 | - |
| Pharmaceuticals & Biotechnology | 5.32 | - |
| Construction | 1.87 | 1.19 |
| Banks | 13.51 | - |
| Cement & Cement Products | 1.89 | - |
| Leisure Services | 2.24 | - |
| Healthcare Services | 0.57 | - |
| Ferrous Metals | 0.48 | - |
| Automobiles | 4.05 | - |
| Insurance | 1.6 | - |
| Gas | 0.61 | - |
| Industrial Products | 2.66 | - |
| Transport Services | 0.52 | - |
| Finance | 2.82 | - |
| Diversified FMCG | 0.68 | - |
| Fertilizers & Agrochemicals | 1.06 | - |
| Agricultural Food & other Products | 1.41 | - |
| Beverages | 2.68 | - |
| Consumer Durables | 5.16 | - |
| Telecom - Services | 3.1 | - |
| Food Products | 0.46 | - |
| Consumable Fuels | 0.21 | - |
| Capital Markets | 1 | - |
| Power | 1.49 | - |
| Retailing | 0.66 | - |
| Sovereign | - | 20.8 |
| Communication | - | 1.47 |
| Energy | - | 4.49 |
| Technology | - | 4.58 |
| Metals & Mining | - | 1.51 |
| Financial | - | 25.43 |
| Healthcare | - | 5.04 |
| Consumer Staples | - | 2.49 |
| Capital Goods | - | 8.25 |
| Chemicals | - | 1.09 |
| Automobile | - | 8.44 |
| Services | - | 9.88 |
| Materials | - | 1.83 |
| Consumer Discretionary | - | 1.7 |
| Textiles | - | 0.31 |
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