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
Invest NowINVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
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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 |
---|---|---|
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 | 1.69% | 2.69% |
6 Month | 14.99% | 18.93% |
1 Year | 30.17% | 39.04% |
3 Year | 14.44% | 16.51% |
5 Year | 16.95% | 16.66% |
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 | 11.55% | 16.76% |
3 Year | 26.08% | 34.55% |
5 Year | 51.21% | 55.37% |
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
1 Year | 17.11% | 16.39% |
3 Year | 40.96% | 41.98% |
5 Year | 57.17% | 61.68% |
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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Get Free Experts GuidanceScheme 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 | 29.65 | 31.86 |
Large Cap | 50.24 | 45.37 |
Mid Cap | 15.61 | 12.8 |
Small Cap | 4.45 | 9.97 |
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 3.77 | 1.5 |
Sovereign | 9.22 | 20.8 |
Automobile | 7.32 | 8.44 |
Energy | 8.71 | 4.49 |
Technology | 4.84 | 4.58 |
Materials | 2.78 | 1.83 |
Healthcare | 5.4 | 5.04 |
Construction | 3.05 | 1.19 |
Financial | 31.24 | 25.43 |
Services | 4.9 | 9.88 |
Metals & Mining | 1.26 | 1.51 |
Insurance | 1.48 | - |
Consumer Staples | 4.65 | 2.49 |
Chemicals | 1.01 | 1.09 |
Consumer Discretionary | 2.91 | 1.7 |
Capital Goods | 2.28 | 8.25 |
Communication | 2.96 | 1.47 |
Unclassified | 2.17 | - |
Textiles | - | 0.31 |
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