Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs Canara Robeco Equity Hybrid Fund compare
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹6944 Cr | ₹11073 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 14 Jan 2000 | 20 Mar 1998 |
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% | 23% |
Expense Ratio | 1.86 | 1.72 |
Manager | Dwijendra Srivastava | Avnish Jain |
ISIN Code | INF173K01CL8 | INF760K01050 |
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 | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.58% | 0.43% |
6 Month | 8.22% | 9.97% |
1 Year | -0.18% | 1.27% |
3 Year | 13.19% | 14.31% |
5 Year | 15.54% | 15.12% |
SIP Return Analysis
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.4% | 1.81% |
1 Year | 8.71% | 10.73% |
3 Year | 11.98% | 13% |
5 Year | 12.11% | 12.62% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 11.38% | 11.81% |
3 Year | 13.76% | 14.23% |
5 Year | 13.08% | 15.05% |
Risk Management
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 9.65% | 9.11% |
Sharp | 0.60% | 0.82% |
Beta | 1.08% | 0.15% |
Alpha | -0.86% | 6.83% |
Fund Managers
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dwijendra Srivastava | Avnish Jain |
Total AUM | ₹14140 Cr | ₹15907 Cr |
Funds Managed | 14 | 11 |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 29.35 | 31.15 |
Large Cap | 57.77 | 48.37 |
Mid Cap | 9.28 | 13.44 |
Small Cap | 3.61 | 7.04 |
Sector Allocation
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 24.27 | 28.96 |
Energy | 5.71 | 4.37 |
Financial Services | 29.72 | 24.89 |
Technology | 3.88 | 5.17 |
Healthcare | 4.14 | 3.58 |
Industrials | 7.33 | 7.58 |
Basic Materials | 4.48 | 3.53 |
Consumer Defensive | 5.04 | 4.72 |
Real Estate | 2.56 | 0.94 |
Consumer Cyclical | 7.77 | 10.77 |
Utilities | 1.13 | 2.17 |
Communication Services | 3.98 | 3.33 |
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