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)	₹7333 Cr	₹818 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	1.28%	0.3%
6 Month	4.5%	1.64%
1 Year	5.5%	1.42%
3 Year	12.08%	15.13%
5 Year	14.4%	14.39%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
6 Month	3.33%	1.23%
1 Year	12.78%	7.76%
3 Year	12.62%	14.11%
5 Year	12.47%	13.87%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
1 Year	12.22%	11.42%
3 Year	13.74%	14.17%
5 Year	13.3%	14.91%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Standard Deviation	9.67%	10.47%
Sharp	0.61%	0.84%
Beta	1.08%	1.12%
Alpha	-0.82%	1.89%

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	34.9	39.22
Large Cap	52.48	38.6
Mid Cap	9.23	14.36
Small Cap	3.4	7.83

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Others	30.98	34.82
Energy	5.01	-
Financial Services	25.83	19.35
Technology	2.91	8.87
Healthcare	3	3.3
Industrials	8.4	10.1
Basic Materials	4.69	3.29
Consumer Defensive	4.17	1.6
Real Estate	2.59	2.62
Consumer Cyclical	7.56	11.39
Utilities	1.09	2.12
Communication Services	3.76	2.54