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) | ₹5358 Cr | ₹549 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 14 Jan 2000 | 30 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 | 1.83 | 2.39 |
| Manager | Dwijendra Srivastava | Krishna Venkat Cheemalapati |
| ISIN Code | INF173K01CL8 | INF205K011Q3 |
| 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 | Invesco India Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./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 | -3.76% | -4.7% |
| 6 Month | -2.57% | 1.25% |
| 1 Year | 11.42% | 18.67% |
| 3 Year | 11.11% | 14.51% |
| 5 Year | 14.69% | 14.19% |
| 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 | 8.38% | 16.72% |
| 3 Year | 15.87% | 22.39% |
| 5 Year | 16.16% | 18.94% |
| 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 | 32.88 |
| Large Cap | 49.08 | 35.74 |
| Small Cap | 8.35 | 12.37 |
| Mid Cap | 16.09 | 19.01 |
| 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 | 32.88 |
| Petroleum Products | 5.72 | - |
| IT - Software | 5.81 | 5.24 |
| Auto Components | 5.58 | 3.65 |
| Pharmaceuticals & Biotechnology | 5.32 | 2.81 |
| Construction | 1.87 | - |
| Banks | 13.51 | 9.36 |
| Cement & Cement Products | 1.89 | 1.92 |
| Leisure Services | 2.24 | - |
| Healthcare Services | 0.57 | 0.81 |
| Ferrous Metals | 0.48 | 0.64 |
| Automobiles | 4.05 | 4.21 |
| Insurance | 1.6 | 0.95 |
| Gas | 0.61 | - |
| Industrial Products | 2.66 | 1.45 |
| Transport Services | 0.52 | 0.98 |
| Finance | 2.82 | 4.11 |
| Diversified FMCG | 0.68 | - |
| Fertilizers & Agrochemicals | 1.06 | 0.95 |
| Agricultural Food & other Products | 1.41 | - |
| Beverages | 2.68 | 0.76 |
| Consumer Durables | 5.16 | 2.88 |
| Telecom - Services | 3.1 | 2.25 |
| Food Products | 0.46 | 0.81 |
| Consumable Fuels | 0.21 | - |
| Capital Markets | 1 | 1.23 |
| Power | 1.49 | 2.15 |
| Retailing | 0.66 | 7 |
| Realty | - | 1.89 |
| Paper, Forest & Jute Products | - | 1.51 |
| Aerospace & Defense | - | 2.86 |
| Electrical Equipment | - | 2.21 |
| Agricultural, Commercial & Construction Vehicles | - | 0.83 |
| Financial Technology (Fintech) | - | 0.99 |
| Industrial Manufacturing | - | 2.67 |
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