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) | ₹6146 Cr | ₹24461 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 | 1.96% | 1.87% |
6 Month | 3.11% | 5.73% |
1 Year | 5.85% | 6.89% |
3 Year | 16.47% | 17.21% |
5 Year | 18.2% | 19.78% |
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 | 7.27% | 7.64% |
1 Year | 9.35% | 12.39% |
3 Year | 14.91% | 14.46% |
5 Year | 14.38% | 15.02% |
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 | 10.41% | 9.46% |
Sharp | 0.74% | 0.88% |
Beta | 1.05% | 0.96% |
Alpha | -0.31% | 0.93% |
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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 | 31.87 | 33.28 |
Large Cap | 48.5 | 48.42 |
Small Cap | 7.53 | 15.63 |
Mid Cap | 12.09 | 2.67 |
Sector Allocation
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
Others | 30.54 | 32.45 |
Energy | 5.35 | 5.71 |
Technology | 7.95 | 8.82 |
Consumer Cyclical | 12.74 | 3.29 |
Healthcare | 5.72 | 4.18 |
Industrials | 6.62 | 9.19 |
Basic Materials | 3.29 | 0.58 |
Financial Services | 17.97 | 22.61 |
Communication Services | 3.47 | 4.26 |
Utilities | 2.08 | 1.29 |
Consumer Defensive | 4.27 | 6.79 |
Real Estate | - | 0.83 |
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