Canara Robeco Equity Hybrid 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
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹7846 Cr | ₹11393 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 14 Jan 2000 | 20 Mar 1998 |
| 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% | 23% |
| Expense Ratio | 1.86 | 1.72 |
| Manager | Dwijendra Srivastava | Avnish Jain |
| ISIN Code | INF173K01CL8 | INF760K01050 |
| 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 | Canara Robeco Equity Hybrid 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 | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.55% | -1.54% |
| 6 Month | 0.29% | 0.36% |
| 1 Year | 7.48% | 8.33% |
| 3 Year | 13.03% | 13.91% |
| 5 Year | 12.86% | 12.74% |
SIP Return Analysis
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.26% | 1.2% |
| 1 Year | 8.31% | 9.05% |
| 3 Year | 10.31% | 10.95% |
| 5 Year | 11.09% | 11.55% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.05% | 12.67% |
| 3 Year | 13.71% | 14.91% |
| 5 Year | 13.3% | 15.49% |
Risk Management
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.53% | 9.21% |
| Sharp | 0.62% | 0.75% |
| Beta | 1.10% | 1.07% |
| Alpha | -1.01% | 0.16% |
Fund Managers
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dwijendra Srivastava | Avnish Jain |
| Total AUM | ₹14140 Cr | ₹15907 Cr |
| Funds Managed | 14 | 11 |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.94 | 28.51 |
| Large Cap | 52.53 | 51.57 |
| Mid Cap | 8.99 | 12.54 |
| Small Cap | 3.54 | 7.39 |
Sector Allocation
| Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 29.29 | 26.19 |
| Energy | 5.19 | 4.81 |
| Financial Services | 26.47 | 25.09 |
| Technology | 3.96 | 6.04 |
| Industrials | 8.09 | 8.19 |
| Consumer Defensive | 3.8 | 4.31 |
| Real Estate | 3.19 | 1.04 |
| Healthcare | 1.98 | 3.88 |
| Basic Materials | 3.96 | 3.59 |
| Consumer Cyclical | 8.98 | 11.46 |
| Utilities | 1.27 | 1.7 |
| Communication Services | 3.82 | 3.71 |
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