Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs Canara Robeco Equity Hybrid Fund compare

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Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

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Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

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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	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)	₹7333 Cr	₹11403 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

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	1.09%	0.21%
6 Month	4.06%	3.18%
1 Year	3.67%	3.14%
3 Year	12%	12.9%
5 Year	14.13%	13.69%

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	2.91%	2.18%
1 Year	12.04%	11.96%
3 Year	12.17%	12.44%
5 Year	12.09%	12.28%

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	12.16%	12.75%
3 Year	13.73%	14.94%
5 Year	13.31%	15.5%

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	9.67%	9.11%
Sharp	0.61%	0.77%
Beta	1.08%	1.11%
Alpha	-0.82%	0.89%

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

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
Others	34.9	27.01
Large Cap	52.48	53.54
Mid Cap	9.23	12.45
Small Cap	3.4	6.41

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
Others	30.98	27.02
Energy	5.01	-
Financial Services	25.83	-
Technology	2.91	-
Healthcare	3	-
Industrials	8.4	-
Basic Materials	4.69	-
Consumer Defensive	4.17	-
Real Estate	2.59	-
Consumer Cyclical	7.56	-
Utilities	1.09	-
Communication Services	3.76	-
Petroleum Products	-	3.48
IT - Software	-	4.91
Capital Markets	-	1.54
Construction	-	2.55
Healthcare Services	-	0.88
Banks	-	15.72
Pharmaceuticals & Biotechnology	-	3.1
Chemicals & Petrochemicals	-	1.41
Aerospace & Defense	-	1.59
Electrical Equipment	-	2.11
Ferrous Metals	-	0.6
Realty	-	0.99
Auto Components	-	3.11
Personal Products	-	0.67
Insurance	-	2.33
Finance	-	5.69
Diversified FMCG	-	1.36
Entertainment	-	0.53
Retailing	-	3.25
Beverages	-	1.59
Consumer Durables	-	1.69
Power	-	2.18
Telecom - Services	-	2.52
Automobiles	-	2.8
Consumable Fuels	-	1.08
Fertilizers & Agrochemicals	-	0.52
Transport Services	-	1.07
Household Products	-	0.52
Cement & Cement Products	-	1.27
Industrial Products	-	1.01
Financial Technology (Fintech)	-	0.32