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Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs Edelweiss Aggressive Hybrid Fund compare
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹5436 Cr | ₹2371 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 14 Jan 2000 | 12 Aug 2009 |
| 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% | 81% |
| Expense Ratio | 1.86 | 1.95 |
| Manager | Dwijendra Srivastava | Dhawal Dalal |
| ISIN Code | INF173K01CL8 | INF754K01202 |
| 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 | Edelweiss Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.5% | 1.59% |
| 6 Month | -1.2% | 0.58% |
| 1 Year | 6.28% | 8.61% |
| 3 Year | 15.82% | 20.24% |
| 5 Year | 18.36% | 21.51% |
SIP Return Analysis
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.97% | 5.8% |
| 1 Year | 4.9% | 7.41% |
| 3 Year | 13.27% | 17.38% |
| 5 Year | 13.39% | 17.48% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.73% | 10.25% |
| 3 Year | 13.75% | 12.61% |
| 5 Year | 12.95% | 11.94% |
Risk Management
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.872% | 9.903% |
| Sharp | 0.485% | 0.882% |
| Beta | 1.028% | 1.029% |
| Alpha | -0.506% | 3.399% |
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Fund Managers
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dwijendra Srivastava | Dhawal Dalal |
| Total AUM | ₹14140 Cr | ₹25974 Cr |
| Funds Managed | 14 | 12 |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 31.87 | 28.42 |
| Large Cap | 48.5 | 50.97 |
| Small Cap | 7.53 | 5.21 |
| Mid Cap | 12.09 | 15.41 |
Sector Allocation
| Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 30.54 | 28.01 |
| Energy | 5.35 | 4.7 |
| Technology | 7.95 | 7.17 |
| Consumer Cyclical | 12.74 | 8.63 |
| Healthcare | 5.72 | 11.34 |
| Industrials | 6.62 | 5.43 |
| Basic Materials | 3.29 | 2.49 |
| Financial Services | 17.97 | 21.01 |
| Communication Services | 3.47 | 2.7 |
| Utilities | 2.08 | 3.93 |
| Consumer Defensive | 4.27 | 3.77 |
| Real Estate | - | 0.82 |
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