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

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

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HSBC Aggressive Hybrid Fund - Regular Growth

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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	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)	₹7655 Cr	₹5650 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	14 Jan 2000	07 Feb 2011
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	1.86	1.85
Manager	Dwijendra Srivastava	Gautam Bhupal
ISIN Code	INF173K01CL8	INF917K01LB0
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	HSBC Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HSBC Aggressive Hybrid Fund - Regular Growth
1 Month	-0.19%	0.09%
6 Month	2.04%	2.2%
1 Year	4.08%	0.96%
3 Year	12.97%	16.03%
5 Year	12.99%	12.67%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HSBC Aggressive Hybrid Fund - Regular Growth
6 Month	2.49%	0.49%
1 Year	11.12%	12.75%
3 Year	11.5%	12.37%
5 Year	11.67%	12.47%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HSBC Aggressive Hybrid Fund - Regular Growth
1 Year	12.07%	10.83%
3 Year	13.72%	13.62%
5 Year	13.33%	12.99%

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	0.67%	0.77%
Beta	1.13%	1.43%
Alpha	0.01%	2.33%

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
Funds Managed	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
Others	31.51	25.85
Large Cap	54.29	40.41
Mid Cap	10.77	21.49
Small Cap	2.88	12.25

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Others	31.51	25.85
Petroleum Products	5.17	0.62
Finance	5.84	3.18
IT - Software	3.68	4.61
Capital Markets	2.38	5.56
Construction	3.11	0.6
Diversified FMCG	1.57	-
Banks	16.88	11.21
Pharmaceuticals & Biotechnology	1.68	4.3
Cement & Cement Products	2.37	-
Leisure Services	1.53	0.77
Healthcare Services	0.83	1.58
Automobiles	5.36	8.32
Insurance	0.43	-
Gas	0.25	-
Fertilizers & Agrochemicals	1.61	-
Agricultural Food & other Products	1.1	0.29
Beverages	1.17	2.12
Power	0.75	0.93
Aerospace & Defense	1.35	3.51
Industrial Products	1.65	3.09
Chemicals & Petrochemicals	0.6	-
Consumer Durables	0.21	4.07
Telecom - Services	3.83	1.16
Auto Components	1.67	0.43
Financial Technology (Fintech)	1.07	0.37
Transport Services	1.29	1.04
Realty	0.56	-
Electrical Equipment	-	6.73
Food Products	-	0.33
Retailing	-	7.78
Cigarettes & Tobacco Products	-	1.13
Industrial Manufacturing	-	0.42