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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) | ₹7333 Cr | ₹3317 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 | 1.09% | -0.15% |
| 6 Month | 4.06% | 2.83% |
| 1 Year | 3.67% | 4.38% |
| 3 Year | 12% | 15.8% |
| 5 Year | 14.13% | 17.16% |
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 | 2.91% | 1.51% |
| 1 Year | 12.04% | 10.19% |
| 3 Year | 12.17% | 13.9% |
| 5 Year | 12.09% | 14.99% |
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 | 12.16% | 9.88% |
| 3 Year | 13.73% | 13.33% |
| 5 Year | 13.31% | 12.08% |
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 | 9.67% | 9.66% |
| Sharp | 0.61% | 1.01% |
| Beta | 1.08% | 1.08% |
| Alpha | -0.82% | 3.02% |
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 | 34.9 | 30.2 |
| Large Cap | 52.48 | 47.44 |
| Mid Cap | 9.23 | 13.91 |
| Small Cap | 3.4 | 8.45 |
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 | 30.98 | 24.14 |
| Energy | 5.01 | 2.87 |
| Financial Services | 25.83 | 22.99 |
| Technology | 2.91 | 8.47 |
| Healthcare | 3 | 9.37 |
| Industrials | 8.4 | 6.38 |
| Basic Materials | 4.69 | 5.65 |
| Consumer Defensive | 4.17 | 4.12 |
| Real Estate | 2.59 | 0.96 |
| Consumer Cyclical | 7.56 | 8.29 |
| Utilities | 1.09 | 2.65 |
| Communication Services | 3.76 | 4.12 |
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