Mirae Asset 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
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
Fund | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹6429 Cr | ₹9313 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 14 Jan 2000 | 29 Jul 2015 |
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% | 59% |
Expense Ratio | 1.86 | 1.73 |
Manager | Dwijendra Srivastava | Mahendra Kumar Jajoo |
ISIN Code | INF173K01CL8 | INF769K01DE6 |
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 | Mirae Asset Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
1 Month | -1.27% | -1.15% |
6 Month | 5.84% | 7.56% |
1 Year | 1.13% | 2.31% |
3 Year | 13.55% | 13.92% |
5 Year | 16.59% | 16.42% |
SIP Return Analysis
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
6 Month | 3.57% | 4.96% |
1 Year | 5.32% | 8.92% |
3 Year | 13.09% | 14.07% |
5 Year | 13.28% | 13.63% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
1 Year | 11.51% | 12.12% |
3 Year | 13.78% | 13.24% |
5 Year | 13.02% | 13.58% |
Risk Management
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
Standard Deviation | 10.12% | 10.22% |
Sharp | 0.92% | 0.96% |
Beta | 1.05% | 1.08% |
Alpha | -0.53% | -0.25% |
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Fund Managers
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
Name | Dwijendra Srivastava | Mahendra Kumar Jajoo |
Total AUM | ₹14140 Cr | ₹8876 Cr |
Funds Managed | 14 | 4 |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
Market Cap
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
Others | 32.03 | 26.96 |
Large Cap | 53.85 | 54.79 |
Small Cap | 5.05 | 10.15 |
Mid Cap | 9.07 | 8.1 |
Sector Allocation
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
Others | 29.04 | 24.02 |
Energy | 6.42 | 4.97 |
Technology | 5.97 | 6.36 |
Financial Services | 25.53 | 25.16 |
Healthcare | 3.66 | 5.59 |
Consumer Defensive | 4.97 | 3.71 |
Industrials | 5.42 | 8.05 |
Basic Materials | 3.6 | 6.3 |
Consumer Cyclical | 9.84 | 7.7 |
Communication Services | 3.88 | 3.26 |
Utilities | 1.26 | 4.09 |
Real Estate | 0.41 | 0.77 |
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