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HSBC Aggressive Hybrid Fund vs Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) compare

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tortoise-icon Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

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tortoise-icon 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) ₹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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