LIC MF Equity 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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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)	₹5436 Cr	₹508 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	2.48
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

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	LIC MF Equity Hybrid Fund-Growth
1 Month	0.5%	3.01%
6 Month	-1.2%	-0.36%
1 Year	6.28%	6.57%
3 Year	15.82%	16.17%
5 Year	18.36%	15.43%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	LIC MF Equity Hybrid Fund-Growth
6 Month	4.97%	8.24%
1 Year	4.9%	9.14%
3 Year	13.27%	14.8%
5 Year	13.39%	13.01%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	LIC MF Equity Hybrid Fund-Growth
1 Year	11.73%	10.88%
3 Year	13.75%	9.52%
5 Year	12.95%	9.64%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	LIC MF Equity Hybrid Fund-Growth
Standard Deviation	9.872%	8.96%
Sharp	0.485%	0.76%
Beta	1.028%	1.09%
Alpha	-0.506%	0.34%

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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

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	LIC MF Equity Hybrid Fund-Growth
Others	31.87	25.63
Large Cap	48.5	38.66
Small Cap	7.53	22.19
Mid Cap	12.09	13.58

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	LIC MF Equity Hybrid Fund-Growth
Others	30.54	25.63
Energy	5.35	-
Technology	7.95	-
Consumer Cyclical	12.74	-
Healthcare	5.72	-
Industrials	6.62	-
Basic Materials	3.29	-
Financial Services	17.97	-
Communication Services	3.47	-
Utilities	2.08	-
Consumer Defensive	4.27	-
Petroleum Products	-	2.85
IT - Software	-	7.07
Auto Components	-	3.66
Food Products	-	3.33
Pharmaceuticals & Biotechnology	-	4.36
Construction	-	2.38
Finance	-	3.75
Banks	-	14.31
Electrical Equipment	-	4.4
Diversified FMCG	-	0.58
Cement & Cement Products	-	1.79
Consumer Durables	-	1.03
Automobiles	-	2.6
Beverages	-	0.87
Power	-	1
Cigarettes & Tobacco Products	-	1.44
Aerospace & Defense	-	1.69
Capital Markets	-	0.99
Industrial Products	-	4.86
Telecom - Services	-	1.2
Chemicals & Petrochemicals	-	2.6
Healthcare Services	-	2.16
Realty	-	0.62
Industrial Manufacturing	-	1.27
Retailing	-	2.56
Entertainment	-	1.06