INVESCO INDIA 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
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Chart Comparison
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) | ₹6429 Cr | ₹742 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 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
1 Month | -1.47% | -1.9% |
6 Month | 6.83% | 5.32% |
1 Year | 1.52% | 3.95% |
3 Year | 13.62% | 17.26% |
5 Year | 16.58% | 16.69% |
SIP Return Analysis
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
6 Month | 3.57% | 4.59% |
1 Year | 5.32% | 6.2% |
3 Year | 13.09% | 17.4% |
5 Year | 13.28% | 15.68% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
1 Year | 11.73% | 12.22% |
3 Year | 13.75% | 13.76% |
5 Year | 12.95% | 13.68% |
Risk Management
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Standard Deviation | 10.12% | 10.87% |
Sharp | 0.92% | 1.20% |
Beta | 1.05% | 1.09% |
Alpha | -0.53% | 2.82% |
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Fund Managers
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 |
Market Cap
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 32.03 | 39.08 |
Large Cap | 53.85 | 38.07 |
Small Cap | 5.05 | 8.81 |
Mid Cap | 9.07 | 14.04 |
Sector Allocation
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 29.04 | 34.65 |
Energy | 6.42 | - |
Technology | 5.97 | 8.3 |
Financial Services | 25.53 | 18.52 |
Healthcare | 3.66 | 3.54 |
Consumer Defensive | 4.97 | 1.75 |
Industrials | 5.42 | 9.67 |
Basic Materials | 3.6 | 3.8 |
Consumer Cyclical | 9.84 | 12.05 |
Communication Services | 3.88 | 2.83 |
Utilities | 1.26 | 2.57 |
Real Estate | 0.41 | 2.32 |
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