Edelweiss Aggressive Hybrid Fund vs Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) compare

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Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

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Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Fund	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹6429 Cr	₹2749 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	14 Jan 2000	12 Aug 2009
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive Index	CRISIL Hybrid 35+65 Aggressive TRI
Turn Over	62%	81%
Expense Ratio	1.86	1.95
Manager	Dwijendra Srivastava	Dhawal Dalal
ISIN Code	INF173K01CL8	INF754K01202
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	Edelweiss Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Month	0.34%	0.47%
6 Month	4.46%	5.68%
1 Year	4.52%	5.69%
3 Year	15.37%	20.09%
5 Year	17.27%	20.82%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month	5.62%	6.37%
1 Year	7.72%	10.29%
3 Year	13.69%	17.61%
5 Year	13.55%	17.55%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year	11.73%	10.25%
3 Year	13.75%	12.61%
5 Year	12.95%	11.94%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	10.12%	9.99%
Sharp	0.92%	1.36%
Beta	1.05%	1.04%
Alpha	-0.53%	3.91%

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Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Name	Dwijendra Srivastava	Dhawal Dalal
Total AUM	₹14140 Cr	₹25974 Cr
Funds Managed	14	12
	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Others	29.25	26.46
Large Cap	56.46	49.27
Small Cap	5.13	6.9
Mid Cap	9.16	17.37

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Others	27.82	25.18
Energy	6.85	2.76
Technology	6.61	7.83
Financial Services	25.09	23.36
Consumer Cyclical	9.65	7.79
Healthcare	4.62	8.38
Consumer Defensive	5.88	4.08
Industrials	4.8	9.06
Basic Materials	3.42	5.01
Communication Services	3.74	3.05
Utilities	1.51	3.16
Real Estate	-	0.34