HSBC 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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HSBC Aggressive Hybrid Fund - Regular Growth

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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	HSBC Aggressive Hybrid Fund - Regular Growth
Fund	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹7333 Cr	₹5663 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	14 Jan 2000	07 Feb 2011
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%	75%
Expense Ratio	1.86	1.85
Manager	Dwijendra Srivastava	Gautam Bhupal
ISIN Code	INF173K01CL8	INF917K01LB0
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	HSBC Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HSBC Aggressive Hybrid Fund - Regular Growth
1 Month	1.09%	-0.93%
6 Month	4.06%	3.78%
1 Year	3.67%	-0.08%
3 Year	12%	14.84%
5 Year	14.13%	13.67%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HSBC Aggressive Hybrid Fund - Regular Growth
6 Month	2.91%	1.04%
1 Year	12.04%	13.62%
3 Year	12.17%	13.26%
5 Year	12.09%	12.86%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HSBC Aggressive Hybrid Fund - Regular Growth
1 Year	12.16%	10.96%
3 Year	13.73%	13.56%
5 Year	13.31%	12.97%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Standard Deviation	9.67%	12.18%
Sharp	0.61%	0.73%
Beta	1.08%	1.20%
Alpha	-0.82%	1.38%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Name	Dwijendra Srivastava	Gautam Bhupal
Total AUM	₹14140 Cr	₹25949 Cr
Funds Managed	14	13
	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HSBC Aggressive Hybrid Fund - Regular Growth

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Others	34.9	28.86
Large Cap	52.48	40.97
Mid Cap	9.23	15.12
Small Cap	3.4	15.05

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Others	30.98	26.22
Energy	5.01	0.59
Financial Services	25.83	18.41
Technology	2.91	6.12
Healthcare	3	5.48
Industrials	8.4	19.71
Basic Materials	4.69	0
Consumer Defensive	4.17	3.86
Real Estate	2.59	0
Consumer Cyclical	7.56	17.49
Utilities	1.09	0.98
Communication Services	3.76	1.13