Nippon India Equity 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
Nippon India Equity Hybrid Fund - Growth Plan
Chart Comparison
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 |
Trailing Lumpsum Returns
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% |
SIP Return Analysis
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% |
Rolling Lumpsum Returns
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% |
Risk Management
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% |
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 | 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 |
Market Cap
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 |
Sector Allocation
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 |
Top Comparisons
Mahindra Manulife Liquid Fund - Regular Plan - Growth
3Y Returns6.9%
LIC MF Liquid Fund-Growth
3Y Returns6.84%
Franklin India Floating Rate Fund - Growth Plan
3Y Returns7.85%
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
3Y Returns7.6%
SBI Conservative Hybrid Fund - Regular Plan - Growth
3Y Returns10.97%
Nippon India Hybrid Bond Fund-Growth Plan
3Y Returns9.08%
HDFC Large Cap Fund - Growth Option - Regular Plan
3Y Returns19.48%
LIC MF Large Cap Fund-Growth
3Y Returns14.69%