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LIC MF Equity 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 LIC MF Equity Hybrid Fund-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 LIC MF Equity Hybrid Fund-Growth
Fund Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth LIC MF Equity Hybrid Fund-Growth
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹6429 Cr ₹545 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹500
Launch Date 14 Jan 2000 31 Mar 1998
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive Index CRISIL Hybrid 35+65 Aggressive TRI
Turn Over 62% %
Expense Ratio 1.86 2.49
Manager Dwijendra Srivastava Pratik Harish Shroff
ISIN Code INF173K01CL8 INF767K01030
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 LIC MF Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth LIC MF Equity Hybrid Fund-Growth
1 Month -1.27% -1.98%
6 Month 5.84% 6.89%
1 Year 1.13% 1.65%
3 Year 13.55% 13.57%
5 Year 16.59% 14.08%

SIP Return Analysis

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth LIC MF Equity Hybrid Fund-Growth
6 Month 3.57% 5.07%
1 Year 5.32% 7.4%
3 Year 13.09% 13.85%
5 Year 13.28% 12.53%

Rolling Lumpsum Returns

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth LIC MF Equity Hybrid Fund-Growth
1 Year 11.51% 10.77%
3 Year 13.78% 9.6%
5 Year 13.02% 9.67%

Risk Management

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth LIC MF Equity Hybrid Fund-Growth
Standard Deviation 10.12% 8.96%
Sharp 0.92% 1.02%
Beta 1.05% 1.08%
Alpha -0.53% 0.69%

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Fund Managers

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth LIC MF Equity Hybrid Fund-Growth
Name Dwijendra Srivastava Pratik Harish Shroff
Total AUM ₹14140 Cr ₹2586 Cr
Funds Managed 14 10
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth LIC MF Equity Hybrid Fund-Growth

Market Cap

Scheme Name

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

LIC MF Equity Hybrid Fund-Growth

Others 32.03 23.29
Large Cap 53.85 40.75
Small Cap 5.05 19.73
Mid Cap 9.07 16.23

Sector Allocation

Scheme Name

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

LIC MF Equity Hybrid Fund-Growth

Others 29.04 23.29
Energy 6.42 2.57
Technology 5.97 8.29
Financial Services 25.53 21.38
Healthcare 3.66 5.37
Consumer Defensive 4.97 6.91
Industrials 5.42 14.02
Basic Materials 3.6 5.43
Consumer Cyclical 9.84 9.01
Communication Services 3.88 2.06
Utilities 1.26 0.98
Real Estate 0.41 0.7

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