Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs Quant Absolute 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 Quant Absolute Fund-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 Quant Absolute Fund-Growth
Fund Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Quant Absolute Fund-Growth
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹4975 Cr ₹2208 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 01 Jan 2013 21 Mar 2001
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% %
Expense Ratio 1.85 2.01
Manager Dwijendra Srivastava Sanjeev Sharma
ISIN Code INF173K01CL8 INF966L01267
Exits Load For units in excess of 25% of the investment,1% will be charged for redemption within 365 days/365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Quant Absolute Fund-Growth
1 Month -4.22% -8.04%
6 Month 6.97% -4.27%
1 Year 22.14% 20.4%
3 Year 10.53% 12.28%
5 Year 15.08% 22.4%

SIP Return Analysis

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Quant Absolute Fund-Growth
6 Month - -
1 Year 16.71% 7.44%
3 Year 16.96% 16.82%
5 Year 16.94% 22.45%

Rolling Lumpsum Returns

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Quant Absolute Fund-Growth
1 Year 11.87% 14.72%
3 Year 13.85% 17.92%
5 Year 12.7% 15.64%

Risk Management

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Quant Absolute Fund-Growth
Standard Deviation 8.82% 12%
Sharp 0.89% 1.02%
Beta 0.99% 0.96%
Alpha 1.87% 5.91%

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Fund Managers

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Quant Absolute Fund-Growth
Name Dwijendra Srivastava Sanjeev Sharma
Total AUM ₹14140 Cr ₹39731 Cr
Fund Manage 14 22
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Quant Absolute Fund-Growth

Market Cap

Scheme Name

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

Quant Absolute Fund-Growth

Others 26.44 28.97
Large Cap 49.08 71.04
Small Cap 8.35 -
Mid Cap 16.09 -

Sector Allocation

Scheme Name

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

Quant Absolute Fund-Growth

Others 26.8 28.97
Petroleum Products 5.72 9.36
IT - Software 5.81 -
Auto Components 5.58 -
Pharmaceuticals & Biotechnology 5.32 -
Construction 1.87 4.78
Banks 13.51 -
Cement & Cement Products 1.89 3.2
Leisure Services 2.24 -
Healthcare Services 0.57 -
Ferrous Metals 0.48 -
Automobiles 4.05 -
Insurance 1.6 11.09
Gas 0.61 -
Industrial Products 2.66 -
Transport Services 0.52 -
Finance 2.82 9.44
Diversified FMCG 0.68 13.82
Fertilizers & Agrochemicals 1.06 -
Agricultural Food & other Products 1.41 -
Beverages 2.68 -
Consumer Durables 5.16 1.95
Telecom - Services 3.1 -
Food Products 0.46 5.95
Consumable Fuels 0.21 -
Capital Markets 1 -
Power 1.49 11.45
Retailing 0.66 -

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