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PGIM India Hybrid Equity Fund vs Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) compare

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tortoise-icon Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

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tortoise-icon PGIM India Aggressive Hybrid Equity Fund - Growth Option

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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 PGIM India Aggressive Hybrid Equity Fund - Growth Option
Fund Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth PGIM India Aggressive Hybrid Equity Fund - Growth Option
Investment Plan Growth Growth
Level of Risk High Average
Asset Size (Cr) ₹6429 Cr ₹220 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 Aggressive Hybrid Equity Fund - Growth Option
1 Month -1.51% -0.55%
6 Month 8% 6.8%
1 Year 2.7% 6.44%
3 Year 12.26% 12.38%
5 Year 16.19% 14.15%

SIP Return Analysis

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth PGIM India Aggressive Hybrid Equity Fund - Growth Option
6 Month 2.63% 4.53%
1 Year 2.8% 7.86%
3 Year 11.41% 12.05%
5 Year 12.08% 11.11%

Rolling Lumpsum Returns

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth PGIM India Aggressive Hybrid Equity Fund - Growth Option
1 Year 11.51% 11.43%
3 Year 13.78% 10.24%
5 Year 13.02% 10.31%

Risk Management

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth PGIM India Aggressive Hybrid Equity Fund - Growth Option
Standard Deviation 9.76% 8.76%
Sharp 0.69% 0.77%
Beta 1.06% 0.90%
Alpha -0.23% 0.88%

Fund Managers

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

Market Cap

Scheme Name

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

PGIM India Aggressive Hybrid Equity Fund - Growth Option

Others 29.14 32.67
Large Cap 56.47 48.22
Small Cap 4.63 8.06
Mid Cap 9.76 11.05

Sector Allocation

Scheme Name

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

PGIM India Aggressive Hybrid Equity Fund - Growth Option

Others 24.37 30.73
Energy 5.97 5.06
Technology 4.25 8.08
Financial Services 29.4 21.9
Healthcare 4.15 5.67
Consumer Defensive 5.21 4.67
Industrials 5.77 7.86
Basic Materials 4.41 2.93
Real Estate 2.21 0.71
Consumer Cyclical 9.3 8.03
Utilities 1.4 -
Communication Services 3.56 4.37

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