Tata Hybrid Equity Fund vs Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) compare
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Tata Hybrid Equity Fund- Regular Plan - Growth Option
Chart Comparison
Overview
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) | ₹5436 Cr | ₹3997 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 14 Jan 2000 | 05 Jan 1996 |
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 | 1.86 | 1.92 |
Manager | Dwijendra Srivastava | Murthy Nagarajan |
ISIN Code | INF173K01CL8 | INF277K01303 |
Exits Load | Sundaram Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Hybrid Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | 4.99% | 4.98% |
6 Month | -8.72% | -9.36% |
1 Year | 5.66% | 3.8% |
3 Year | 10.63% | 10.71% |
5 Year | 19.95% | 19.57% |
SIP Return Analysis
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | -2.47% | -3.03% |
1 Year | -3.16% | -5.57% |
3 Year | 12.16% | 10.45% |
5 Year | 13.44% | 12.77% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 12% | 11.66% |
3 Year | 13.77% | 13.65% |
5 Year | 12.8% | 13.89% |
Risk Management
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 9.872% | 9.21% |
Sharp | 0.485% | 0.38% |
Beta | 1.028% | 1.06% |
Alpha | -0.506% | 0.36% |
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Fund Managers
Scheme 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 |
Funds Managed | 14 | 11 |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
Market Cap
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
Others | 31.87 | 25.33 |
Large Cap | 48.5 | 58.37 |
Small Cap | 7.53 | 7.22 |
Mid Cap | 12.09 | 9.08 |
Sector Allocation
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
Others | 30.54 | 25.27 |
Energy | 5.35 | 5.57 |
Technology | 7.95 | 6.85 |
Consumer Cyclical | 12.74 | 8.02 |
Healthcare | 5.72 | 5.59 |
Industrials | 6.62 | 7.91 |
Basic Materials | 3.29 | 3.85 |
Financial Services | 17.97 | 21.5 |
Communication Services | 3.47 | 4.89 |
Utilities | 2.08 | 2.44 |
Consumer Defensive | 4.27 | 6.55 |
Real Estate | - | 1.58 |
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