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Quant Absolute 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 Quant Aggressive Hybrid Fund-Growth

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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 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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