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 1.69% -1.62%
6 Month 14.99% 11.56%
1 Year 30.17% 37.37%
3 Year 14.44% 19.46%
5 Year 16.95% 26.92%

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 11.55% 18.46%
3 Year 26.08% 38.92%
5 Year 51.21% 94.48%

Rolling Lumpsum Returns

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Quant Absolute Fund-Growth
1 Year 17.11% 28.7%
3 Year 40.96% 69.22%
5 Year 57.17% 97.55%

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 29.65 24.39
Large Cap 50.24 72.28
Mid Cap 15.61 1.39
Small Cap 4.45 1.94

Sector Allocation

Scheme Name

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

Quant Absolute Fund-Growth

Others 3.77 3.86
Sovereign 9.22 4.97
Automobile 7.32 -
Energy 8.71 22.55
Technology 4.84 4.72
Materials 2.78 2.79
Healthcare 5.4 3.34
Construction 3.05 -
Financial 31.24 31.41
Services 4.9 1.39
Metals & Mining 1.26 5.64
Insurance 1.48 5.74
Consumer Staples 4.65 13.33
Chemicals 1.01 -
Consumer Discretionary 2.91 -
Capital Goods 2.28 -
Communication 2.96 -
Unclassified 2.17 0.26

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