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) | ₹6944 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 | 0.86% | 0.82% |
| 6 Month | 4.07% | 8.22% |
| 1 Year | 3.64% | 3.23% |
| 3 Year | 12.11% | 11.27% |
| 5 Year | 15.25% | 21.16% |
SIP Return Analysis
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Quant Aggressive Hybrid Fund-Growth |
|---|---|---|
| 6 Month | 2.94% | 3.65% |
| 1 Year | 10.88% | 15.58% |
| 3 Year | 12.36% | 11.89% |
| 5 Year | 12.28% | 13.93% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Quant Aggressive Hybrid Fund-Growth |
|---|---|---|
| 1 Year | 11.38% | 14.09% |
| 3 Year | 13.76% | 17.04% |
| 5 Year | 13.08% | 15.94% |
Risk Management
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Quant Aggressive Hybrid Fund-Growth |
|---|---|---|
| Standard Deviation | 9.67% | 12.985% |
| Sharp | 0.61% | 0.504% |
| Beta | 1.08% | 1.245% |
| Alpha | -0.82% | 0.169% |
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 | 29.06 | 33.23 |
| Large Cap | 57.36 | 63.82 |
| Mid Cap | 9.57 | 2.95 |
| Small Cap | 4.01 | - |
Sector Allocation
| Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Quant Aggressive Hybrid Fund-Growth |
|---|---|---|
| Others | 23.68 | 23.62 |
| Energy | 5.68 | 11.65 |
| Financial Services | 30.26 | 25.94 |
| Technology | 3.46 | - |
| Healthcare | 4.05 | 2.95 |
| Industrials | 7.99 | 7.51 |
| Basic Materials | 4.49 | - |
| Consumer Defensive | 4.3 | 6.05 |
| Real Estate | 2.61 | - |
| Consumer Cyclical | 8.09 | 5.03 |
| Utilities | 1.18 | 17.24 |
| Communication Services | 4.19 | - |
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