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

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

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Edelweiss Aggressive 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	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)	₹6944 Cr	₹3161 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

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Month	1.53%	0.84%
6 Month	6.68%	8.32%
1 Year	2.3%	4.14%
3 Year	13.37%	17.8%
5 Year	16.04%	19.89%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month	2.12%	2.41%
1 Year	10.27%	12.15%
3 Year	12.53%	15.77%
5 Year	12.48%	16.23%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year	11.38%	10.04%
3 Year	13.76%	13.02%
5 Year	13.08%	12.03%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	9.65%	9.73%
Sharp	0.60%	1.03%
Beta	1.08%	1.09%
Alpha	-0.86%	3.37%

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

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Others	29.06	30.22
Large Cap	57.36	48.14
Mid Cap	9.57	14.11
Small Cap	4.01	7.54

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Others	23.68	25.1
Energy	5.68	2.59
Financial Services	30.26	23.33
Technology	3.46	7.77
Healthcare	4.05	9
Industrials	7.99	6.48
Basic Materials	4.49	5.79
Consumer Defensive	4.3	4.27
Real Estate	2.61	0.32
Consumer Cyclical	8.09	8.63
Utilities	1.18	2.79
Communication Services	4.19	3.93