Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs HSBC Aggressive Hybrid Fund compare
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
HSBC Aggressive Hybrid Fund - Regular Growth
Chart Comparison
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Fund | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹4975 Cr | ₹5719 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 01 Jan 2013 | 30 Jan 2013 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index | NIFTY 50 Hybrid Composite Debt 65:35 |
| Turn Over | 62% | 75% |
| Expense Ratio | 1.85 | 1.87 |
| Manager | Dwijendra Srivastava | Gautam Bhupal |
| ISIN Code | INF173K01CL8 | INF917K01LB0 |
| 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% if units in excess of 10% are redeemed or switched-out within 1 year/365 |
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Month | 1.69% | 1.26% |
| 6 Month | 14.99% | 19.81% |
| 1 Year | 30.17% | 35.19% |
| 3 Year | 14.44% | 15.62% |
| 5 Year | 16.95% | 16.95% |
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 11.55% | 15.3% |
| 3 Year | 26.08% | 32.33% |
| 5 Year | 51.21% | 54.56% |
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Year | 17.11% | 17.18% |
| 3 Year | 40.96% | 42.22% |
| 5 Year | 57.17% | 61.96% |
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 8.82% | 10.22% |
| Sharp | 0.89% | 0.89% |
| Beta | 0.99% | 1.02% |
| Alpha | 1.87% | 2.87% |
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| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Name | Dwijendra Srivastava | Gautam Bhupal |
| Total AUM | ₹14140 Cr | ₹25949 Cr |
| Fund Manage | 14 | 13 |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
| Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Large Cap | 50.24 | 32.69 |
| Others | 29.65 | 26.52 |
| Mid Cap | 15.61 | 21.04 |
| Small Cap | 4.45 | 19.75 |
| Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Energy | 8.71 | 5.03 |
| Sovereign | 9.22 | 11.08 |
| Financial | 31.24 | 27.74 |
| Communication | 2.96 | 1.12 |
| Construction | 3.05 | 8.56 |
| Technology | 4.84 | 6.45 |
| Others | 3.77 | 1.06 |
| Unclassified | 2.17 | - |
| Consumer Discretionary | 2.91 | 1.29 |
| Healthcare | 5.4 | 2.54 |
| Consumer Staples | 4.65 | 1.72 |
| Automobile | 7.32 | 4.23 |
| Chemicals | 1.01 | - |
| Capital Goods | 2.28 | 23.98 |
| Services | 4.9 | 4.48 |
| Materials | 2.78 | 0.16 |
| Insurance | 1.48 | - |
| Metals & Mining | 1.26 | 0.56 |
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