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 Aggressive Hybrid Fund - Regular - 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	Nippon India Aggressive Hybrid Fund - Regular - Growth
Fund	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Nippon India Aggressive Hybrid Fund - Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	High	Average
Asset Size (Cr)	₹7655 Cr	₹4134 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 Aggressive Hybrid Fund - Regular - Growth
1 Month	0.36%	-
6 Month	3.62%	3.9%
1 Year	3.17%	3.51%
3 Year	12.11%	14.62%
5 Year	13.79%	16.26%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Nippon India Aggressive Hybrid Fund - Regular - Growth
6 Month	2.18%	1.96%
1 Year	11.36%	12.67%
3 Year	11.84%	13.01%
5 Year	11.83%	13.81%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Nippon India Aggressive Hybrid Fund - Regular - Growth
1 Year	12.16%	11%
3 Year	13.73%	13.49%
5 Year	13.31%	13.04%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Nippon India Aggressive Hybrid Fund - Regular - Growth
Standard Deviation	9.64%	8.98%
Sharp	0.57%	0.85%
Beta	1.09%	1.02%
Alpha	-0.64%	1.80%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Nippon India Aggressive Hybrid Fund - Regular - Growth
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 Aggressive Hybrid Fund - Regular - Growth

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Nippon India Aggressive Hybrid Fund - Regular - Growth
Others	34.9	32.62
Large Cap	52.48	48.56
Mid Cap	9.23	10.72
Small Cap	3.4	8.09

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Nippon India Aggressive Hybrid Fund - Regular - Growth
Others	30.98	23.84
Energy	5.01	3.79
Financial Services	25.83	23.41
Technology	2.91	7.06
Healthcare	3	4.72
Industrials	8.4	9.23
Basic Materials	4.69	3.25
Consumer Defensive	4.17	3.87
Real Estate	2.59	3.46
Consumer Cyclical	7.56	9.08
Utilities	1.09	4.08
Communication Services	3.76	4.2