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 Aggressive Hybrid Equity Fund - Growth Option
Chart Comparison
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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