Quant Absolute 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
Quant Aggressive Hybrid Fund-Growth
Chart Comparison
Overview
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Quant Aggressive Hybrid Fund-Growth |
|---|---|---|
| Fund | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Quant Aggressive Hybrid Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Average |
| Asset Size (Cr) | ₹7655 Cr | ₹2056 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 14 Jan 2000 | 11 Apr 2001 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive Index |
| Turn Over | 62% | % |
| Expense Ratio | 1.86 | 2.04 |
| Manager | Dwijendra Srivastava | Sanjeev Sharma |
| ISIN Code | INF173K01CL8 | INF966L01267 |
| 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 | Quant Absolute Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Quant Aggressive Hybrid Fund-Growth |
|---|---|---|
| 1 Month | -0.38% | 1.09% |
| 6 Month | 1.82% | 2.45% |
| 1 Year | 5.01% | 10.66% |
| 3 Year | 13.09% | 12.5% |
| 5 Year | 12.73% | 17.69% |
SIP Return Analysis
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Quant Aggressive Hybrid Fund-Growth |
|---|---|---|
| 6 Month | 2.49% | 3.25% |
| 1 Year | 11.12% | 15.07% |
| 3 Year | 11.5% | 11.21% |
| 5 Year | 11.67% | 12.92% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Quant Aggressive Hybrid Fund-Growth |
|---|---|---|
| 1 Year | 12.06% | 13.96% |
| 3 Year | 13.71% | 16.35% |
| 5 Year | 13.33% | 15.95% |
Risk Management
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Quant Aggressive Hybrid Fund-Growth |
|---|---|---|
| Standard Deviation | 8.82% | 12% |
| Sharp | 0.67% | 0.46% |
| Beta | 1.13% | 1.37% |
| Alpha | 0.01% | -1.95% |
Fund Managers
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Quant Aggressive Hybrid Fund-Growth |
|---|---|---|
| Name | Dwijendra Srivastava | Sanjeev Sharma |
| Total AUM | ₹14140 Cr | ₹39731 Cr |
| Funds Managed | 14 | 22 |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Quant Aggressive Hybrid Fund-Growth |
Market Cap
| Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Quant Aggressive Hybrid Fund-Growth |
|---|---|---|
| Others | 31.51 | 31.04 |
| Large Cap | 54.29 | 65.75 |
| Mid Cap | 10.77 | 3.2 |
| Small Cap | 2.88 | - |
Sector Allocation
| Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Quant Aggressive Hybrid Fund-Growth |
|---|---|---|
| Others | 31.51 | 29.21 |
| Petroleum Products | 5.17 | 8.44 |
| Finance | 5.84 | 7.6 |
| IT - Software | 3.68 | - |
| Capital Markets | 2.38 | - |
| Construction | 3.11 | 9.48 |
| Diversified FMCG | 1.57 | - |
| Banks | 16.88 | 5.28 |
| Pharmaceuticals & Biotechnology | 1.68 | 3.2 |
| Cement & Cement Products | 2.37 | - |
| Leisure Services | 1.53 | - |
| Healthcare Services | 0.83 | - |
| Automobiles | 5.36 | 5.18 |
| Insurance | 0.43 | 5.6 |
| Gas | 0.25 | - |
| Fertilizers & Agrochemicals | 1.61 | - |
| Agricultural Food & other Products | 1.1 | - |
| Beverages | 1.17 | - |
| Power | 0.75 | 16.35 |
| 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 | - |
| Food Products | - | 6.12 |
| Metals & Minerals Trading | - | 3.53 |
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