PGIM India Hybrid Equity 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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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)	₹7655 Cr	₹219 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

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	PGIM India Aggressive Hybrid Equity Fund - Growth Option
1 Month	-0.38%	-0.66%
6 Month	1.82%	0.11%
1 Year	5.01%	4.15%
3 Year	13.09%	12.04%
5 Year	12.73%	10.15%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	PGIM India Aggressive Hybrid Equity Fund - Growth Option
6 Month	2.49%	0.47%
1 Year	11.12%	6.84%
3 Year	11.5%	9.78%
5 Year	11.67%	9.77%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	PGIM India Aggressive Hybrid Equity Fund - Growth Option
1 Year	12.06%	11.01%
3 Year	13.71%	10.43%
5 Year	13.33%	10.45%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	PGIM India Aggressive Hybrid Equity Fund - Growth Option
Standard Deviation	8.82%	9.33%
Sharp	0.67%	0.7%
Beta	1.13%	0.94%
Alpha	0.01%	0.57%

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

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	PGIM India Aggressive Hybrid Equity Fund - Growth Option
Others	31.51	35.67
Large Cap	54.29	46.17
Mid Cap	10.77	10.44
Small Cap	2.88	7.72

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	PGIM India Aggressive Hybrid Equity Fund - Growth Option
Others	31.51	32.72
Petroleum Products	5.17	-
Finance	5.84	-
IT - Software	3.68	-
Capital Markets	2.38	-
Construction	3.11	-
Diversified FMCG	1.57	-
Banks	16.88	-
Pharmaceuticals & Biotechnology	1.68	-
Cement & Cement Products	2.37	-
Leisure Services	1.53	-
Healthcare Services	0.83	-
Automobiles	5.36	-
Insurance	0.43	-
Gas	0.25	-
Fertilizers & Agrochemicals	1.61	-
Agricultural Food & other Products	1.1	-
Beverages	1.17	-
Power	0.75	-
Aerospace & Defense	1.35	-
Industrial Products	1.65	-
Chemicals & Petrochemicals	0.6	-
Consumer Durables	0.21	-
Telecom - Services	3.83	-
Auto Components	1.67	-
Financial Technology (Fintech)	1.07	-
Transport Services	1.29	-
Realty	0.56	-
Energy	-	5.48
Technology	-	8.08
Industrials	-	7.31
Consumer Cyclical	-	8.51
Healthcare	-	5.14
Financial Services	-	21.29
Basic Materials	-	2.56
Consumer Defensive	-	3.6
Communication Services	-	4.61
Real Estate	-	0.7