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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 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 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 3.2% 3.76%
6 Month -0.56% 2.39%
1 Year 8.78% 9.53%
3 Year 13.11% 12.04%
5 Year 18.28% 15.8%

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 2.26% 2.84%
1 Year 1.42% 5.11%
3 Year 13.39% 13.11%
5 Year 13.86% 12.1%

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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