LIC MF Equity 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
LIC MF Equity Hybrid Fund-Growth
Chart Comparison
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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