HSBC Aggressive Hybrid 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
HSBC Aggressive Hybrid Fund - Regular Growth
Chart Comparison
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) | ₹6146 Cr | ₹5396 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 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
1 Month | 2.09% | 3.36% |
6 Month | 1.74% | -0.9% |
1 Year | 5.03% | 2.51% |
3 Year | 16.35% | 19.14% |
5 Year | 17.71% | 17.38% |
SIP Return Analysis
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
6 Month | 7.27% | 11.33% |
1 Year | 9.35% | 11.13% |
3 Year | 14.91% | 16.79% |
5 Year | 14.38% | 14.97% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
1 Year | 11.73% | 11.62% |
3 Year | 13.75% | 13.19% |
5 Year | 12.95% | 12.55% |
Risk Management
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Standard Deviation | 10.41% | 13.32% |
Sharp | 0.74% | 0.69% |
Beta | 1.05% | 1.21% |
Alpha | -0.31% | -0.13% |
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Fund Managers
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 |
Market Cap
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Others | 29.25 | 24.62 |
Large Cap | 56.46 | 36.45 |
Small Cap | 5.13 | 17.06 |
Mid Cap | 9.16 | 21.87 |
Sector Allocation
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Others | 27.82 | 24.62 |
Energy | 6.85 | 0.14 |
Technology | 6.61 | 12.19 |
Financial Services | 25.09 | 15.68 |
Consumer Cyclical | 9.65 | 13.51 |
Healthcare | 4.62 | 1.64 |
Consumer Defensive | 5.88 | 0.98 |
Industrials | 4.8 | 23.24 |
Basic Materials | 3.42 | 0.2 |
Communication Services | 3.74 | 0.53 |
Utilities | 1.51 | 3.48 |
Real Estate | - | 3.81 |
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