Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare

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

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INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

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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	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)	₹6944 Cr	₹787 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

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
1 Month	1.11%	0.17%
6 Month	7.29%	7.14%
1 Year	0.88%	-0.68%
3 Year	13.61%	17.12%
5 Year	16.1%	15.81%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
6 Month	1.4%	0.86%
1 Year	8.71%	6.66%
3 Year	11.98%	14.92%
5 Year	12.11%	14.18%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
1 Year	11.38%	11.87%
3 Year	13.76%	13.99%
5 Year	13.08%	14.54%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Standard Deviation	9.65%	10.50%
Sharp	0.60%	0.86%
Beta	1.08%	1.13%
Alpha	-0.86%	2.13%

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

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Others	29.35	38.7
Large Cap	57.77	39.33
Mid Cap	9.28	14
Small Cap	3.61	7.97

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Others	24.27	34.74
Energy	5.71	-
Financial Services	29.72	19.54
Technology	3.88	8.63
Healthcare	4.14	3.42
Industrials	7.33	9.8
Basic Materials	4.48	3.63
Consumer Defensive	5.04	1.76
Real Estate	2.56	2.4
Consumer Cyclical	7.77	11.34
Utilities	1.13	2.21
Communication Services	3.98	2.53