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	5.12%	6.77%
6 Month	4.01%	3.36%
1 Year	12.1%	11.04%
3 Year	16.03%	15.79%
5 Year	19.84%	16.29%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	LIC MF Equity Hybrid Fund-Growth
6 Month	1.87%	1%
1 Year	1.04%	-2.71%
3 Year	12.51%	11.45%
5 Year	13.09%	11.05%

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%

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%	0.55%
Beta	1.028%	1.07%
Alpha	-0.506%	-0.39%

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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	24.97
Large Cap	48.5	38.17
Small Cap	7.53	23.16
Mid Cap	12.09	13.7

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	LIC MF Equity Hybrid Fund-Growth
Others	30.54	24.97
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	-	3.06
IT - Software	-	8.07
Auto Components	-	4.4
Food Products	-	3.47
Pharmaceuticals & Biotechnology	-	3.46
Construction	-	2.05
Finance	-	3.55
Banks	-	12.53
Electrical Equipment	-	4.59
Diversified FMCG	-	0.6
Cement & Cement Products	-	1.13
Chemicals & Petrochemicals	-	2.9
Consumer Durables	-	1.67
Automobiles	-	2.62
Beverages	-	0.96
Power	-	1.03
Cigarettes & Tobacco Products	-	1.51
Aerospace & Defense	-	1.72
Capital Markets	-	0.95
Industrial Products	-	5.16
Telecom - Services	-	1.18
Healthcare Services	-	2.43
Realty	-	0.57
Industrial Manufacturing	-	1.45
Retailing	-	2.87
Entertainment	-	1.1