Nippon India 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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Nippon India Equity Hybrid Fund - Growth Plan

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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	Nippon India Equity Hybrid Fund - Growth Plan
Fund	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Nippon India Equity Hybrid Fund - Growth Plan
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹5436 Cr	₹3712 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹500
Launch Date	14 Jan 2000	08 Jun 2005
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%	40%
Expense Ratio	1.86	1.97
Manager	Dwijendra Srivastava	Sushil Budhia
ISIN Code	INF173K01CL8	INF204K01FW1
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	Nippon India Equity 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	Nippon India Equity Hybrid Fund - Growth Plan
1 Month	2.19%	2.59%
6 Month	3.29%	3.63%
1 Year	10.48%	9.35%
3 Year	15.28%	17.7%
5 Year	19.8%	22.78%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Nippon India Equity Hybrid Fund - Growth Plan
6 Month	5.44%	5.58%
1 Year	7.36%	7.4%
3 Year	14.75%	16.44%
5 Year	14.36%	16.63%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Nippon India Equity Hybrid Fund - Growth Plan
1 Year	12%	11.83%
3 Year	13.77%	12.47%
5 Year	12.8%	12.93%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Nippon India Equity Hybrid Fund - Growth Plan
Standard Deviation	9.872%	9.02%
Sharp	0.485%	0.83%
Beta	1.028%	1.06%
Alpha	-0.506%	2.39%

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Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Nippon India Equity Hybrid Fund - Growth Plan
Name	Dwijendra Srivastava	Sushil Budhia
Total AUM	₹14140 Cr	₹29447 Cr
Funds Managed	14	11
	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Nippon India Equity Hybrid Fund - Growth Plan

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Nippon India Equity Hybrid Fund - Growth Plan
Others	31.87	27.29
Large Cap	48.5	53.88
Small Cap	7.53	8.54
Mid Cap	12.09	10.59

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Nippon India Equity Hybrid Fund - Growth Plan
Others	30.54	23.08
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	-
Telecom - Services	-	3.64
Petroleum Products	-	3.02
Electrical Equipment	-	1.03
IT - Software	-	6.07
Construction	-	3.36
Finance	-	2.99
Consumer Durables	-	2.01
Retailing	-	1.49
Diversified FMCG	-	2.02
Banks	-	17.18
Pharmaceuticals & Biotechnology	-	3.6
Cement & Cement Products	-	0.1
Healthcare Services	-	1.95
Aerospace & Defense	-	1.05
Ferrous Metals	-	2.77
Capital Markets	-	1.91
Realty	-	2.31
Transport Infrastructure	-	2.65
Automobiles	-	4.17
Insurance	-	1.67
Industrial Products	-	1.13
Transport Services	-	1.4
Beverages	-	1.88
Power	-	3.83
Leisure Services	-	1.01
Financial Technology (Fintech)	-	0.71
Auto Components	-	1.01
Consumable Fuels	-	0.76
Industrial Manufacturing	-	0.45
Commercial Services & Supplies	-	0.05