Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Fund | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹5436 Cr | ₹596 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 14 Jan 2000 | 30 Jun 2018 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive Index |
Turn Over | 62% | 146% |
Expense Ratio | 1.86 | 2.37 |
Manager | Dwijendra Srivastava | Krishna Venkat Cheemalapati |
ISIN Code | INF173K01CL8 | INF205K011Q3 |
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 | Invesco India Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
1 Month | 3.2% | 2.37% |
6 Month | -0.56% | -2.49% |
1 Year | 8.78% | 10.72% |
3 Year | 13.11% | 15.8% |
5 Year | 18.28% | 17.57% |
SIP Return Analysis
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
6 Month | 2.26% | 0.51% |
1 Year | 1.42% | 0.03% |
3 Year | 13.39% | 17.21% |
5 Year | 13.86% | 15.53% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
1 Year | 12% | 12.34% |
3 Year | 13.77% | 13.64% |
5 Year | 12.8% | 13.46% |
Risk Management
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Standard Deviation | 9.872% | 11.275% |
Sharp | 0.485% | 0.598% |
Beta | 1.028% | 1.095% |
Alpha | -0.506% | 2.142% |
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 | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Name | Dwijendra Srivastava | Krishna Venkat Cheemalapati |
Total AUM | ₹14140 Cr | ₹24743 Cr |
Funds Managed | 14 | 19 |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Market Cap
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 31.87 | 34.01 |
Large Cap | 48.5 | 33.49 |
Small Cap | 7.53 | 11.63 |
Mid Cap | 12.09 | 20.87 |
Sector Allocation
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 30.54 | 32.65 |
Energy | 5.35 | - |
Technology | 7.95 | 9.64 |
Consumer Cyclical | 12.74 | 12.6 |
Healthcare | 5.72 | 3.95 |
Industrials | 6.62 | 11.01 |
Basic Materials | 3.29 | 5.51 |
Financial Services | 17.97 | 14.65 |
Communication Services | 3.47 | 2.05 |
Utilities | 2.08 | 3.2 |
Consumer Defensive | 4.27 | 1.63 |
Real Estate | - | 3.13 |
Top Comparisons
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns14.7%
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
3Y Returns14.08%
Nippon India Small Cap Fund Regular Growth
3Y Returns21.21%
HSBC Small Cap Fund Regular Growth
3Y Returns17.64%
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns26.71%
Sundaram Mid Cap Fund Regular Plan - Growth
3Y Returns22.14%
Aditya Birla Sun Life MidCap Fund-Growth
3Y Returns16.34%
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
3Y Returns23.2%