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
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% | -0.14% |
6 Month | 14.99% | 12.29% |
1 Year | 30.17% | 27.56% |
3 Year | 14.44% | 13.69% |
5 Year | 16.95% | 16.21% |
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 | 17.11% | 16.58% |
3 Year | 40.96% | 41.09% |
5 Year | 57.17% | 56.19% |
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% | 0.77% |
Beta | 0.99% | 1.02% |
Alpha | 1.87% | 2.37% |
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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 | 29.65 | 25.51 |
Large Cap | 50.24 | 55.94 |
Mid Cap | 15.61 | 11.26 |
Small Cap | 4.45 | 7.29 |
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
Others | 3.77 | 5.93 |
Sovereign | 9.22 | 6.07 |
Automobile | 7.32 | 3.13 |
Energy | 8.71 | 10.78 |
Technology | 4.84 | 6.06 |
Materials | 2.78 | 3.08 |
Healthcare | 5.4 | 2.96 |
Construction | 3.05 | 7.14 |
Financial | 31.24 | 29.11 |
Services | 4.9 | 5.79 |
Metals & Mining | 1.26 | 0.68 |
Insurance | 1.48 | 0.13 |
Consumer Staples | 4.65 | 6.55 |
Chemicals | 1.01 | 4 |
Consumer Discretionary | 2.91 | - |
Capital Goods | 2.28 | 2.65 |
Communication | 2.96 | 5.94 |
Unclassified | 2.17 | - |
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