Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs Canara Robeco Equity Hybrid 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 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) ₹4975 Cr ₹10631 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 01 Jan 2013 01 Feb 1993
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive Index CRISIL Hybrid 35+65 Aggressive TRI
Turn Over 62% 23%
Expense Ratio 1.85 1.73
Manager Dwijendra Srivastava Avnish Jain
ISIN Code INF173K01CL8 INF760K01050
Exits Load For units in excess of 25% of the investment,1% will be charged for redemption within 365 days/365 Exit load of 1% will be charged for any redemption more than 10% of units allotted are redeemed within 1 year./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 1.69% 4.83%
6 Month 14.99% 18.37%
1 Year 30.17% 28.85%
3 Year 14.44% 13.28%
5 Year 16.95% 18.28%

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 Year 11.55% 12.09%
3 Year 26.08% 27.05%
5 Year 51.21% 51.29%

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 17.11% 16.81%
3 Year 40.96% 39.69%
5 Year 57.17% 55.5%

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 8.82% 9.11%
Sharp 0.89% 0.72%
Beta 0.99% 1.03%
Alpha 1.87% 1.78%

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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
Fund Manage 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 29.65 28.28
Large Cap 50.24 51.13
Mid Cap 15.61 14.3
Small Cap 4.45 6.29

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 3.77 6.37
Sovereign 9.22 9.85
Automobile 7.32 7.06
Energy 8.71 7.52
Technology 4.84 6.77
Materials 2.78 2.38
Healthcare 5.4 2.86
Construction 3.05 4.55
Financial 31.24 30.36
Services 4.9 3.69
Metals & Mining 1.26 0.71
Insurance 1.48 1.59
Consumer Staples 4.65 4.36
Chemicals 1.01 2.02
Consumer Discretionary 2.91 1.86
Capital Goods 2.28 6.16
Communication 2.96 1.89
Unclassified 2.17 -

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