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

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

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

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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 Very High
Asset Size (Cr) ₹4975 Cr ₹1274 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 01 Jan 2013 19 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 1.85 2.09
Manager Dwijendra Srivastava Rahul Pal
ISIN Code INF173K01CL8 INF174V01754
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 more than 10% of the investments, an exit load of 1% if redeemed within 3 months./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 1.69% 1.84%
6 Month 14.99% 19.88%
1 Year 30.17% 37.18%
3 Year 14.44% 18.34%
5 Year 16.95% 21.57%

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 11.55% 15.01%
3 Year 26.08% 34.62%
5 Year 51.21% 67.25%

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 17.11% 20.96%
3 Year 40.96% 51.66%
5 Year 57.17% 73.16%

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 8.82% 10.07%
Sharp 0.89% 1.1%
Beta 0.99% 1.11%
Alpha 1.87% 4.69%

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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

Large Cap 50.24 51.53
Others 29.65 23.13
Mid Cap 15.61 11.93
Small Cap 4.45 13.41

Sector Allocation

Scheme Name

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

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

Energy 8.71 -
Sovereign 9.22 -
Financial 31.24 -
Communication 2.96 -
Construction 3.05 3.7
Technology 4.84 -
Others 3.77 21.99
Unclassified 2.17 -
Consumer Discretionary 2.91 -
Healthcare 5.4 -
Consumer Staples 4.65 -
Automobile 7.32 -
Chemicals 1.01 -
Capital Goods 2.28 -
Services 4.9 -
Materials 2.78 -
Insurance 1.48 1.02
Metals & Mining 1.26 -
Banks - 17.38
Petroleum Products - 4.79
IT - Software - 8.57
Diversified FMCG - 2.78
Cement & Cement Products - 2.49
Retailing - 4.52
Pharmaceuticals & Biotechnology - 4.27
Consumer Durables - 2.5
Food Products - 1.4
Power - 1.4
Finance - 2.53
Automobiles - 3.43
Auto Components - 2.61
Industrial Manufacturing - 2.63
Gas - 1.03
Oil - 0.98
Chemicals & Petrochemicals - 1.08
Telecom - Services - 1.76
Textiles & Apparels - 0.83
Personal Products - 1.52
Agricultural Food & other Products - 0.78
Industrial Products - 1.52
Electrical Equipment - 1.46
Household Products - 0.58
Paper, Forest & Jute Products - 0.45

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