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	3.2%	3.06%
6 Month	-0.56%	-1.12%
1 Year	8.78%	7.67%
3 Year	13.11%	15.11%
5 Year	18.28%	20.91%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Nippon India Equity Hybrid Fund - Growth Plan
6 Month	2.26%	1.88%
1 Year	1.42%	0.52%
3 Year	13.39%	14.85%
5 Year	13.86%	16.02%

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%	0.6%
Beta	1.028%	1.06%
Alpha	-0.506%	2.93%

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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	28.85
Large Cap	48.5	51.29
Small Cap	7.53	8.96
Mid Cap	12.09	10.9

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Nippon India Equity Hybrid Fund - Growth Plan
Others	30.54	27.87
Energy	5.35	3.67
Technology	7.95	7.87
Consumer Cyclical	12.74	8.17
Healthcare	5.72	5.77
Industrials	6.62	7.56
Basic Materials	3.29	2.75
Financial Services	17.97	24.19
Communication Services	3.47	3.41
Utilities	2.08	3.51
Consumer Defensive	4.27	3.96
Real Estate	-	1.27