Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs Mahindra Manulife Aggressive Hybrid Fund compare
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Chart Comparison
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% |
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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 |
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