INVESCO INDIA 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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INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - 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	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Fund	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹7655 Cr	₹832 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	14 Jan 2000	30 Jun 2018
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive Index	CRISIL Hybrid 35+65 Aggressive Index
Turn Over	62%	146%
Expense Ratio	1.86	2.37
Manager	Dwijendra Srivastava	Krishna Venkat Cheemalapati
ISIN Code	INF173K01CL8	INF205K011Q3
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	Invesco India 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	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
1 Month	-0.98%	-0.68%
6 Month	2.82%	-0.1%
1 Year	3.14%	-2.55%
3 Year	11.99%	15.44%
5 Year	13.24%	13.4%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
6 Month	2.18%	-0.14%
1 Year	11.36%	5.82%
3 Year	11.84%	12.83%
5 Year	11.83%	13.06%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
1 Year	12.09%	11.32%
3 Year	13.73%	14.23%
5 Year	13.33%	14.77%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Standard Deviation	9.64%	10.48%
Sharp	0.57%	0.81%
Beta	1.09%	1.13%
Alpha	-0.64%	2.06%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Name	Dwijendra Srivastava	Krishna Venkat Cheemalapati
Total AUM	₹14140 Cr	₹24743 Cr
Funds Managed	14	19
	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Others	36.09	37.58
Large Cap	51.83	43.73
Mid Cap	9.4	11.39
Small Cap	2.68	7.3

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Others	31.34	31.42
Energy	5.17	-
Financial Services	25.64	21.83
Technology	3.68	10.31
Industrials	8.35	5.44
Consumer Defensive	3.84	5.75
Real Estate	2.45	3.04
Healthcare	2.51	3.12
Basic Materials	4.57	2.67
Consumer Cyclical	7.63	11.99
Utilities	1	1.97
Communication Services	3.83	2.46