HDFC 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
HDFC Hybrid Equity Fund - Growth Plan
Chart Comparison
Overview
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
Fund | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | HDFC Hybrid Equity Fund - Growth Plan |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹6429 Cr | ₹24854 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 14 Jan 2000 | 06 Apr 2005 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | NIFTY 50 Hybrid Composite Debt 65:35 |
Turn Over | 62% | 15.22% |
Expense Ratio | 1.86 | 1.68 |
Manager | Dwijendra Srivastava | Dhruv Muchhal |
ISIN Code | INF173K01CL8 | INF179K01AS4 |
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 | HDFC Hybrid Equity Fund - 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 | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
1 Month | 1.44% | 1.26% |
6 Month | 5.99% | 7.61% |
1 Year | 3.39% | 3.78% |
3 Year | 15.12% | 15.81% |
5 Year | 17.08% | 18.67% |
SIP Return Analysis
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
6 Month | 4.8% | 5.48% |
1 Year | 7.25% | 10.42% |
3 Year | 13.57% | 13.18% |
5 Year | 13.6% | 14.28% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
1 Year | 11.73% | 10.36% |
3 Year | 13.75% | 11.75% |
5 Year | 12.95% | 11.6% |
Risk Management
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
Standard Deviation | 10.12% | 9.13% |
Sharp | 0.92% | 1.08% |
Beta | 1.05% | 0.96% |
Alpha | -0.53% | 0.90% |
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Fund Managers
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
Name | Dwijendra Srivastava | Dhruv Muchhal |
Total AUM | ₹14140 Cr | ₹520687 Cr |
Funds Managed | 14 | 40 |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | HDFC Hybrid Equity Fund - Growth Plan |
Market Cap
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
Others | 32.03 | 32.94 |
Large Cap | 53.85 | 48.81 |
Small Cap | 5.05 | 16.3 |
Mid Cap | 9.07 | 1.95 |
Sector Allocation
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
Others | 29.04 | 31.9 |
Energy | 6.42 | 6.39 |
Technology | 5.97 | 8.64 |
Financial Services | 25.53 | 24.45 |
Healthcare | 3.66 | 3.58 |
Consumer Defensive | 4.97 | 6.13 |
Industrials | 5.42 | 9.14 |
Basic Materials | 3.6 | 0.52 |
Consumer Cyclical | 9.84 | 3.3 |
Communication Services | 3.88 | 4.92 |
Utilities | 1.26 | 0.22 |
Real Estate | 0.41 | 0.83 |
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