Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs Nippon India Equity Hybrid Fund compare

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

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Nippon India Equity Hybrid Fund - Growth Plan

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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	Nippon India Equity Hybrid Fund - Growth Plan
Fund	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Nippon India Equity Hybrid Fund - Growth Plan
Investment Plan	Growth	Growth
Level of Risk	High Risk	Very High Risk
Asset Size (Cr)	₹5436 Cr	₹3712 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹500
Launch Date	14 Jan 2000	08 Jun 2005
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive Index	CRISIL Hybrid 35+65 Aggressive TRI
Turn Over	62%	40%
Expense Ratio	1.86	1.97
Manager	Dwijendra Srivastava	Sushil Budhia
ISIN Code	INF173K01CL8	INF204K01FW1
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	Nippon India Equity 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	Nippon India Equity Hybrid Fund - Growth Plan
1 Month	-2.56%	-2.13%
6 Month	-6.97%	-6.71%
1 Year	5.36%	5.88%
3 Year	10.56%	13.21%
5 Year	13.38%	12.13%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Nippon India Equity Hybrid Fund - Growth Plan
6 Month	-	-
1 Year	-4.84%	-4.39%
3 Year	10.79%	13.07%
5 Year	13.13%	15.65%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Nippon India Equity Hybrid Fund - Growth Plan
1 Year	12%	11.83%
3 Year	13.77%	12.47%
5 Year	12.8%	12.93%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Nippon India Equity Hybrid Fund - Growth Plan
Standard Deviation	9.872%	9.02%
Sharp	0.485%	0.67%
Beta	1.028%	1.05%
Alpha	-0.506%	2.96%

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Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Nippon India Equity Hybrid Fund - Growth Plan
Name	Dwijendra Srivastava	Sushil Budhia
Total AUM	₹14140 Cr	₹29447 Cr
Fund Manage	14	11
	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Nippon India Equity Hybrid Fund - Growth Plan

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Nippon India Equity Hybrid Fund - Growth Plan
Others	26.44	24.03
Large Cap	49.08	54.73
Small Cap	8.35	11.36
Mid Cap	16.09	9.88

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Nippon India Equity Hybrid Fund - Growth Plan
Others	26.8	24.03
Petroleum Products	5.72	3.02
IT - Software	5.81	6.73
Auto Components	5.58	1.29
Pharmaceuticals & Biotechnology	5.32	3.79
Construction	1.87	3.33
Banks	13.51	15.98
Cement & Cement Products	1.89	0.07
Leisure Services	2.24	1.08
Healthcare Services	0.57	2.01
Ferrous Metals	0.48	2.62
Automobiles	4.05	4.53
Insurance	1.6	1.66
Gas	0.61	-
Industrial Products	2.66	1.22
Transport Services	0.52	1.19
Finance	2.82	2.18
Diversified FMCG	0.68	2.51
Fertilizers & Agrochemicals	1.06	-
Agricultural Food & other Products	1.41	-
Beverages	2.68	1.89
Consumer Durables	5.16	2.13
Telecom - Services	3.1	3.23
Food Products	0.46	-
Consumable Fuels	0.21	0.82
Capital Markets	1	2.74
Power	1.49	4.02
Retailing	0.66	1.48
Aerospace & Defense	-	1.02
Realty	-	2.13
Transport Infrastructure	-	1.87
Financial Technology (Fintech)	-	0.73
Industrial Manufacturing	-	0.59
Commercial Services & Supplies	-	0.11