Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs Nippon India Equity Hybrid Fund compare
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Invest NowNippon India Equity Hybrid Fund - Growth Plan
Invest NowChart Comparison
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 |
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
1 Month | 1.69% | 4.2% |
6 Month | 14.99% | 17.85% |
1 Year | 30.17% | 29.34% |
3 Year | 14.44% | 17.06% |
5 Year | 16.95% | 16.1% |
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 | 11.55% | 13.02% |
3 Year | 26.08% | 33.34% |
5 Year | 51.21% | 58.96% |
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
1 Year | 17.11% | 17.09% |
3 Year | 40.96% | 45.52% |
5 Year | 57.17% | 63.47% |
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% | 1.07% |
Beta | 0.99% | 1.02% |
Alpha | 1.87% | 5.06% |
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Get Free Experts GuidanceScheme 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 | 29.65 | 28.12 |
Large Cap | 50.24 | 56.68 |
Mid Cap | 15.61 | 8.47 |
Small Cap | 4.45 | 6.73 |
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
Others | 3.77 | 3.51 |
Sovereign | 9.22 | 3.34 |
Automobile | 7.32 | 5.96 |
Energy | 8.71 | 9.79 |
Technology | 4.84 | 5.1 |
Materials | 2.78 | 1.97 |
Healthcare | 5.4 | 6.95 |
Construction | 3.05 | 7.16 |
Financial | 31.24 | 29.86 |
Services | 4.9 | 5.2 |
Metals & Mining | 1.26 | 3.2 |
Insurance | 1.48 | 2.11 |
Consumer Staples | 4.65 | 4.25 |
Chemicals | 1.01 | - |
Consumer Discretionary | 2.91 | 1.11 |
Capital Goods | 2.28 | 4.71 |
Communication | 2.96 | 5.78 |
Unclassified | 2.17 | - |
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