Mahindra Manulife Aggressive 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
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
---|---|---|
Fund | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹6429 Cr | ₹1798 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 14 Jan 2000 | 22 Jul 2019 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive Index |
Turn Over | 62% | 70% |
Expense Ratio | 1.86 | 2.07 |
Manager | Dwijendra Srivastava | Rahul Pal |
ISIN Code | INF173K01CL8 | INF174V01754 |
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 | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - 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 | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
---|---|---|
1 Month | -1.27% | -1.58% |
6 Month | 5.84% | 7.35% |
1 Year | 1.13% | 2.36% |
3 Year | 13.55% | 17.41% |
5 Year | 16.59% | 20.43% |
SIP Return Analysis
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.57% | 4.26% |
1 Year | 5.32% | 7.93% |
3 Year | 13.09% | 17.15% |
5 Year | 13.28% | 16.99% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
---|---|---|
1 Year | 11.51% | 17.37% |
3 Year | 13.78% | 18.13% |
5 Year | 13.02% | 20.88% |
Risk Management
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 10.12% | 10.81% |
Sharp | 0.92% | 1.24% |
Beta | 1.05% | 1.13% |
Alpha | -0.53% | 2.85% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
---|---|---|
Name | Dwijendra Srivastava | Rahul Pal |
Total AUM | ₹14140 Cr | ₹3032 Cr |
Funds Managed | 14 | 7 |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
---|---|---|
Others | 32.03 | 25.94 |
Large Cap | 53.85 | 58.41 |
Small Cap | 5.05 | 6.82 |
Mid Cap | 9.07 | 8.83 |
Sector Allocation
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
---|---|---|
Others | 29.04 | 22.41 |
Energy | 6.42 | 4.75 |
Technology | 5.97 | 7.75 |
Financial Services | 25.53 | 26.77 |
Healthcare | 3.66 | 4.32 |
Consumer Defensive | 4.97 | 5.65 |
Industrials | 5.42 | 8.06 |
Basic Materials | 3.6 | 4.49 |
Consumer Cyclical | 9.84 | 9.66 |
Communication Services | 3.88 | 3.52 |
Utilities | 1.26 | 1.42 |
Real Estate | 0.41 | 1.19 |
Top Comparisons
Nippon India Value Fund- Growth Plan
3Y Returns22.92%
Tata Value Fund - Regular Plan - Growth Option
3Y Returns20.86%
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
3Y Returns12.29%
Tata Silver Exchange Traded Fund
3Y Returns0%
HDFC Hybrid Debt Fund - Growth Plan
3Y Returns10.92%
SBI Conservative Hybrid Fund - Regular Plan - Growth
3Y Returns10.54%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
3Y Returns13.55%
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
3Y Returns17.24%