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) | ₹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 |
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 | 3.2% | 2.15% |
6 Month | -0.56% | -2.83% |
1 Year | 8.78% | 6.01% |
3 Year | 13.11% | 12% |
5 Year | 18.28% | 14.06% |
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 | 2.26% | 1.05% |
1 Year | 1.42% | -2.23% |
3 Year | 13.39% | 12.3% |
5 Year | 13.86% | 11.68% |
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 | 12% | 11.04% |
3 Year | 13.77% | 9.45% |
5 Year | 12.8% | 9.61% |
Risk Management
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% | 0.31% |
Beta | 1.028% | 1.08% |
Alpha | -0.506% | 0.06% |
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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 | 31.87 | 30.63 |
Large Cap | 48.5 | 38.6 |
Small Cap | 7.53 | 19.73 |
Mid Cap | 12.09 | 11.04 |
Sector Allocation
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
LIC MF Equity Hybrid Fund-Growth |
---|---|---|
Others | 30.54 | 28.04 |
Energy | 5.35 | 3.55 |
Technology | 7.95 | 8.27 |
Consumer Cyclical | 12.74 | 12.53 |
Healthcare | 5.72 | 5.08 |
Industrials | 6.62 | 13.81 |
Basic Materials | 3.29 | 4.15 |
Financial Services | 17.97 | 15.08 |
Communication Services | 3.47 | 2.15 |
Utilities | 2.08 | 0.99 |
Consumer Defensive | 4.27 | 5.77 |
Real Estate | - | 0.57 |
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