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

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)	₹4975 Cr	₹24098 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	01 Jan 2013	01 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	1.85	1.68
Manager	Dwijendra Srivastava	Dhruv Muchhal
ISIN Code	INF173K01CL8	INF179K01AS4
Exits Load	For units in excess of 25% of the investment,1% will be charged for redemption within 365 days/365	Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year./365

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HDFC Hybrid Equity Fund - Growth Plan
1 Month	1.69%	0.39%
6 Month	14.99%	12.1%
1 Year	30.17%	23.5%
3 Year	14.44%	15.32%
5 Year	16.95%	17.35%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HDFC Hybrid Equity Fund - Growth Plan
6 Month	-	-
1 Year	11.55%	10.45%
3 Year	26.08%	27.07%
5 Year	51.21%	55.69%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HDFC Hybrid Equity Fund - Growth Plan
1 Year	17.11%	18.02%
3 Year	40.96%	44.42%
5 Year	57.17%	59.82%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HDFC Hybrid Equity Fund - Growth Plan
Standard Deviation	8.82%	8.51%
Sharp	0.89%	0.99%
Beta	0.99%	0.92%
Alpha	1.87%	2.76%

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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
Fund Manage	14	40
	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HDFC Hybrid Equity Fund - Growth Plan

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HDFC Hybrid Equity Fund - Growth Plan
Large Cap	50.24	49.31
Others	29.65	29.92
Mid Cap	15.61	3.66
Small Cap	4.45	17.11

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HDFC Hybrid Equity Fund - Growth Plan
Energy	8.71	0.51
Sovereign	9.22	-
Financial	31.24	7.78
Communication	2.96	-
Construction	3.05	9.44
Technology	4.84	-
Others	3.77	18.07
Unclassified	2.17	1.44
Consumer Discretionary	2.91	-
Healthcare	5.4	-
Consumer Staples	4.65	-
Automobile	7.32	-
Chemicals	1.01	-
Capital Goods	2.28	-
Services	4.9	-
Materials	2.78	-
Insurance	1.48	-
Metals & Mining	1.26	-
Banks	-	23.78
Petroleum Products	-	6.29
IT - Software	-	5.76
Diversified FMCG	-	3.77
Telecom - Services	-	3.64
Industrial Products	-	2.15
Leisure Services	-	1.47
Power	-	1.65
Pharmaceuticals & Biotechnology	-	2.93
Commercial Services & Supplies	-	1.4
Beverages	-	1.39
Personal Products	-	1.97
Textiles & Apparels	-	0.8
Healthcare Services	-	1.6
Realty	-	0.71
Industrial Manufacturing	-	0.69
Auto Components	-	1.18
Finance	-	0.56
Fertilizers & Agrochemicals	-	0.46
Transport Services	-	0.29
Paper, Forest & Jute Products	-	0.17
Media	-	0.1