PGIM India Hybrid Equity 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
PGIM India Hybrid Equity Fund - Growth Option
Chart Comparison
Overview
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
Fund | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | PGIM India Hybrid Equity Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹5436 Cr | ₹209 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 14 Jan 2000 | 05 Feb 2004 |
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% | 62% |
Expense Ratio | 1.86 | 2.33 |
Manager | Dwijendra Srivastava | Puneet Pal |
ISIN Code | INF173K01CL8 | INF663L01HC4 |
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 | PGIM India Hybrid Equity Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
1 Month | 5.01% | 5.4% |
6 Month | -1.3% | 1.24% |
1 Year | 9.65% | 10.45% |
3 Year | 14.05% | 13.46% |
5 Year | 18.92% | 16.25% |
SIP Return Analysis
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
6 Month | 1.87% | 1.6% |
1 Year | 1.04% | 2.93% |
3 Year | 12.51% | 11.71% |
5 Year | 13.09% | 11.09% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
1 Year | 12% | 11.92% |
3 Year | 13.77% | 10.08% |
5 Year | 12.8% | 10.2% |
Risk Management
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
Standard Deviation | 9.872% | 9.745% |
Sharp | 0.485% | 0.358% |
Beta | 1.028% | 0.94% |
Alpha | -0.506% | -0.447% |
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Fund Managers
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
Name | Dwijendra Srivastava | Puneet Pal |
Total AUM | ₹14140 Cr | ₹20950 Cr |
Funds Managed | 14 | 19 |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | PGIM India Hybrid Equity Fund - Growth Option |
Market Cap
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
Others | 31.87 | 32.95 |
Large Cap | 48.5 | 47.3 |
Small Cap | 7.53 | 8.48 |
Mid Cap | 12.09 | 11.27 |
Sector Allocation
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
Others | 30.54 | 32.95 |
Energy | 5.35 | 4.82 |
Technology | 7.95 | 11.68 |
Consumer Cyclical | 12.74 | 4.28 |
Healthcare | 5.72 | 5.97 |
Industrials | 6.62 | 8.46 |
Basic Materials | 3.29 | 4.46 |
Financial Services | 17.97 | 20.2 |
Communication Services | 3.47 | 3.88 |
Utilities | 2.08 | - |
Consumer Defensive | 4.27 | 3.29 |
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