Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs Nippon India Equity 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 Nippon India Equity Hybrid Fund - Growth Plan

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 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 Very High
Asset Size (Cr) ₹4975 Cr ₹3715 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 01 Jan 2013 05 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 1.85 1.99
Manager Dwijendra Srivastava Sushil Budhia
ISIN Code INF173K01CL8 INF204K01FW1
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 in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Nippon India Equity Hybrid Fund - Growth Plan
1 Month -4.06% -4.22%
6 Month 7.16% 6.13%
1 Year 22.35% 22.67%
3 Year 10.61% 14.29%
5 Year 15.14% 12.75%

SIP Return Analysis

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 16.71% 17.45%
3 Year 16.96% 19.96%
5 Year 16.94% 19.15%

Rolling Lumpsum Returns

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Nippon India Equity Hybrid Fund - Growth Plan
1 Year 11.87% 11.65%
3 Year 13.85% 12.21%
5 Year 12.7% 12.91%

Risk Management

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Nippon India Equity Hybrid Fund - Growth Plan
Standard Deviation 8.82% 9.02%
Sharp 0.89% 0.89%
Beta 0.99% 1.02%
Alpha 1.87% 5.03%

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 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

Market Cap

Scheme Name

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

Nippon India Equity Hybrid Fund - Growth Plan

Others 26.44 28.12
Large Cap 49.08 56.68
Small Cap 8.35 6.73
Mid Cap 16.09 8.47

Sector Allocation

Scheme Name

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

Nippon India Equity Hybrid Fund - Growth Plan

Others 26.8 3.51
Petroleum Products 5.72 -
IT - Software 5.81 -
Auto Components 5.58 -
Pharmaceuticals & Biotechnology 5.32 -
Construction 1.87 7.16
Banks 13.51 -
Cement & Cement Products 1.89 -
Leisure Services 2.24 -
Healthcare Services 0.57 -
Ferrous Metals 0.48 -
Automobiles 4.05 -
Insurance 1.6 2.11
Gas 0.61 -
Industrial Products 2.66 -
Transport Services 0.52 -
Finance 2.82 -
Diversified FMCG 0.68 -
Fertilizers & Agrochemicals 1.06 -
Agricultural Food & other Products 1.41 -
Beverages 2.68 -
Consumer Durables 5.16 -
Telecom - Services 3.1 -
Food Products 0.46 -
Consumable Fuels 0.21 -
Capital Markets 1 -
Power 1.49 -
Retailing 0.66 -
Sovereign - 3.34
Materials - 1.97
Automobile - 5.96
Communication - 5.78
Energy - 9.79
Technology - 5.1
Financial - 29.86
Services - 5.2
Consumer Staples - 4.25
Healthcare - 6.95
Capital Goods - 4.71
Metals & Mining - 3.2
Consumer Discretionary - 1.11

Top Comparisons

IDBI Nifty Next 50 Index Fund Growth IDBI Nifty Next 50 Index Fund Growth

3Y Returns15.63%

VS

LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

3Y Returns15.63%

Compare Now

Kotak Bluechip Fund - Growth Kotak Bluechip Fund - Growth

3Y Returns11.91%

VS

HDFC Top 100 Fund - Growth Option - Regular Plan HDFC Top 100 Fund - Growth Option - Regular Plan

3Y Returns15.89%

Compare Now

ICICI Prudential Money Market Fund Option - Growth ICICI Prudential Money Market Fund Option - Growth

3Y Returns6.46%

VS

Edelweiss Money Market Fund - Regular Plan - Growth Option Edelweiss Money Market Fund - Regular Plan - Growth Option

3Y Returns5.47%

Compare Now

Franklin India Equity Hybrid Fund - Growth Plan Franklin India Equity Hybrid Fund - Growth Plan

3Y Returns13.06%

VS

UTI Aggressive Hybrid Fund- Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth

3Y Returns14.92%

Compare Now
Request call back
Add to Cart Successfully