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 | 3.2% | 2.13% |
6 Month | -0.56% | 0.08% |
1 Year | 8.78% | 9.94% |
3 Year | 13.11% | 16.77% |
5 Year | 18.28% | 21.03% |
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 | 2.26% | 2.04% |
1 Year | 1.42% | 1.85% |
3 Year | 13.39% | 17.09% |
5 Year | 13.86% | 17.58% |
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% | 10.27% |
3 Year | 13.77% | 12.41% |
5 Year | 12.8% | 11.84% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
ICICI Prudential Manufacturing Fund - Growth Option
3Y Returns21.98%
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
3Y Returns11.73%
Canara Robeco Overnight Fund - Regular Plan - Growth Option
3Y Returns6.27%
LIC MF Overnight Fund Regular - Growth
3Y Returns6.23%
Kotak Banking and PSU Debt - Growth
3Y Returns7.16%
Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option
3Y Returns6.52%
LIC MF Small Cap Fund Regular - Growth
3Y Returns16.37%
Axis Small Cap Fund Regular Growth
3Y Returns16.91%