Mirae Asset Aggressive 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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Mirae Asset Aggressive Hybrid Fund -Regular Plan-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	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)	₹7333 Cr	₹9425 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹99
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

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
1 Month	0.96%	1.34%
6 Month	3.54%	5.17%
1 Year	7.71%	10.36%
3 Year	12.6%	13.65%
5 Year	14.71%	14.56%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
6 Month	2.31%	2.76%
1 Year	10.77%	14.03%
3 Year	12.19%	13.19%
5 Year	12.12%	12.66%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
1 Year	12.26%	11.87%
3 Year	13.75%	13.3%
5 Year	13.27%	13.73%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Standard Deviation	9.67%	9.70%
Sharp	0.61%	0.72%
Beta	1.08%	1.11%
Alpha	-0.82%	0.10%

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

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Others	34.9	27.97
Large Cap	52.48	55.88
Mid Cap	9.23	6.5
Small Cap	3.4	9.65

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Others	30.98	24.03
Energy	5.01	4.84
Financial Services	25.83	24.84
Technology	2.91	6.57
Healthcare	3	6.04
Industrials	8.4	7.1
Basic Materials	4.69	6.45
Consumer Defensive	4.17	3.81
Real Estate	2.59	0.71
Consumer Cyclical	7.56	8.26
Utilities	1.09	4.24
Communication Services	3.76	3.11