Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

tortoise-icon Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

Invest Now

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 Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Fund Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk High Risk Very High Risk
Asset Size (Cr) ₹5436 Cr ₹1524 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 14 Jan 2000 22 Jul 2019
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% 70%
Expense Ratio 1.86 2.07
Manager Dwijendra Srivastava Rahul Pal
ISIN Code INF173K01CL8 INF174V01754
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 Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
1 Month -2.56% -2.2%
6 Month -6.97% -7.48%
1 Year 5.36% 9.83%
3 Year 10.56% 13.98%
5 Year 13.38% 16.67%

SIP Return Analysis

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
6 Month - -
1 Year -4.17% -2.06%
3 Year 10.85% 14.79%
5 Year 12.98% 16.64%

Rolling Lumpsum Returns

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
1 Year 12% 19.87%
3 Year 13.77% 18.18%
5 Year 12.8% 19.63%

Risk Management

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Standard Deviation 9.872% 11.111%
Sharp 0.485% 0.69%
Beta 1.028% 1.159%
Alpha -0.506% 1.676%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Name Dwijendra Srivastava Rahul Pal
Total AUM ₹14140 Cr ₹3032 Cr
Fund Manage 14 7
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

Market Cap

Scheme Name

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

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

Others 26.44 23.6
Large Cap 49.08 54.95
Small Cap 8.35 10.73
Mid Cap 16.09 10.72

Sector Allocation

Scheme Name

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

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

Others 26.8 23.6
Petroleum Products 5.72 4.53
IT - Software 5.81 6.85
Auto Components 5.58 1.89
Pharmaceuticals & Biotechnology 5.32 4.27
Construction 1.87 3.77
Banks 13.51 19.46
Cement & Cement Products 1.89 2.46
Leisure Services 2.24 1.16
Healthcare Services 0.57 0.44
Ferrous Metals 0.48 -
Automobiles 4.05 2.93
Insurance 1.6 1.31
Gas 0.61 -
Industrial Products 2.66 0.46
Transport Services 0.52 0.81
Finance 2.82 2.89
Diversified FMCG 0.68 3.05
Fertilizers & Agrochemicals 1.06 -
Agricultural Food & other Products 1.41 0.98
Beverages 2.68 -
Consumer Durables 5.16 3.91
Telecom - Services 3.1 2.5
Food Products 0.46 0.43
Consumable Fuels 0.21 -
Capital Markets 1 0.66
Power 1.49 1.88
Retailing 0.66 2.3
Industrial Manufacturing - 1.61
Electrical Equipment - 1.22
Non - Ferrous Metals - 0.76
Aerospace & Defense - 0.73
Chemicals & Petrochemicals - 1.69
Household Products - 0.65
Personal Products - 0.62
Textiles & Apparels - 0.18

Top Comparisons

AXIS INNOVATION FUND - Regular Plan - Growth Option AXIS INNOVATION FUND - Regular Plan - Growth Option

3Y Returns10.94%

VS

Sundaram Services Fund Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth

3Y Returns15.22%

Compare Now

NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT

3Y Returns6.71%

VS

NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT

3Y Returns6.71%

Compare Now

ICICI Prudential Savings Fund - Growth ICICI Prudential Savings Fund - Growth

3Y Returns6.95%

VS

HSBC Low Duration Fund - Regular Growth HSBC Low Duration Fund - Regular Growth

3Y Returns6.31%

Compare Now

ITI Dynamic Bond Fund Regular - Growth ITI Dynamic Bond Fund Regular - Growth

3Y Returns6.26%

VS

HDFC Dynamic Debt Fund - Growth Option HDFC Dynamic Debt Fund - Growth Option

3Y Returns5.95%

Compare Now
Add to Cart Successfully