Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs Tata Hybrid Equity Fund compare
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Invest NowTata Hybrid Equity Fund- Regular Plan - Growth Option
Invest NowChart Comparison
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
Fund | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹4975 Cr | ₹3917 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 01 Jan 2013 | 08 Oct 1995 |
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% | 4.76% |
Expense Ratio | 1.85 | 1.93 |
Manager | Dwijendra Srivastava | Murthy Nagarajan |
ISIN Code | INF173K01CL8 | INF277K01303 |
Exits Load | For units in excess of 25% of the investment,1% will be charged for redemption within 365 days/365 | For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 |
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | 1.69% | -3.91% |
6 Month | 14.99% | 8.05% |
1 Year | 30.17% | 27.59% |
3 Year | 14.44% | 12.3% |
5 Year | 16.95% | 14.84% |
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 11.55% | 11.33% |
3 Year | 26.08% | 26.53% |
5 Year | 51.21% | 51.49% |
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 11.88% | 11.58% |
3 Year | 13.85% | 13.79% |
5 Year | 12.69% | 13.81% |
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 8.82% | 9.21% |
Sharp | 0.89% | 0.76% |
Beta | 0.99% | 0.16% |
Alpha | 1.87% | 5.4% |
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Get Free Experts GuidanceScheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
Name | Dwijendra Srivastava | Murthy Nagarajan |
Total AUM | ₹14140 Cr | ₹18015 Cr |
Fund Manage | 14 | 11 |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
Others | 26.44 | 25.51 |
Large Cap | 49.08 | 55.94 |
Small Cap | 8.35 | 7.29 |
Mid Cap | 16.09 | 11.26 |
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
Others | 26.8 | 5.93 |
Petroleum Products | 5.72 | - |
IT - Software | 5.81 | - |
Auto Components | 5.58 | - |
Pharmaceuticals & Biotechnology | 5.32 | - |
Construction | 1.87 | 7.14 |
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 | 0.13 |
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 | - | 6.07 |
Automobile | - | 3.13 |
Communication | - | 5.94 |
Energy | - | 10.78 |
Technology | - | 6.06 |
Materials | - | 3.08 |
Financial | - | 29.11 |
Healthcare | - | 2.96 |
Consumer Staples | - | 6.55 |
Metals & Mining | - | 0.68 |
Capital Goods | - | 2.65 |
Chemicals | - | 4 |
Services | - | 5.79 |
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