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) | ₹6944 Cr | ₹11073 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 | 1.01% | 0.66% |
6 Month | 6.29% | 7.76% |
1 Year | 2.14% | 3.51% |
3 Year | 13.5% | 14.55% |
5 Year | 16.14% | 15.6% |
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 | 1.4% | 1.81% |
1 Year | 8.71% | 10.73% |
3 Year | 11.98% | 13% |
5 Year | 12.11% | 12.62% |
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 | 11.38% | 11.81% |
3 Year | 13.76% | 14.23% |
5 Year | 13.08% | 15.05% |
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 | 9.65% | 9.11% |
Sharp | 0.60% | 0.82% |
Beta | 1.08% | 0.15% |
Alpha | -0.86% | 6.83% |
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 | 29.06 | 31.44 |
Large Cap | 57.36 | 48.94 |
Mid Cap | 9.57 | 12.52 |
Small Cap | 4.01 | 7.09 |
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 | 23.68 | 29.02 |
Energy | 5.68 | 4.44 |
Financial Services | 30.26 | 25.21 |
Technology | 3.46 | 5.14 |
Healthcare | 4.05 | 3.46 |
Industrials | 7.99 | 7.7 |
Basic Materials | 4.49 | 3.23 |
Consumer Defensive | 4.3 | 4.67 |
Real Estate | 2.61 | 0.91 |
Consumer Cyclical | 8.09 | 10.54 |
Utilities | 1.18 | 2.23 |
Communication Services | 4.19 | 3.46 |
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