Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs Mahindra Manulife Aggressive Hybrid Fund compare
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
---|---|---|
Fund | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹6146 Cr | ₹1705 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 14 Jan 2000 | 22 Jul 2019 |
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% | 70% |
Expense Ratio | 1.86 | 2.07 |
Manager | Dwijendra Srivastava | Rahul Pal |
ISIN Code | INF173K01CL8 | INF174V01754 |
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 | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
---|---|---|
1 Month | 2.19% | 3.11% |
6 Month | 2% | 5.49% |
1 Year | 5.15% | 7.24% |
3 Year | 16.27% | 20.64% |
5 Year | 17.76% | 21.48% |
SIP Return Analysis
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
---|---|---|
6 Month | 6.72% | 8.42% |
1 Year | 9.24% | 13.39% |
3 Year | 14.21% | 18.74% |
5 Year | 13.94% | 17.93% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
---|---|---|
1 Year | 11.73% | 18.36% |
3 Year | 13.75% | 17.99% |
5 Year | 12.95% | 20.4% |
Risk Management
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 10.12% | 10.81% |
Sharp | 0.92% | 1.24% |
Beta | 1.05% | 1.13% |
Alpha | -0.53% | 2.85% |
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Fund Managers
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
---|---|---|
Name | Dwijendra Srivastava | Rahul Pal |
Total AUM | ₹14140 Cr | ₹3032 Cr |
Funds Managed | 14 | 7 |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
---|---|---|
Others | 29.25 | 27.1 |
Large Cap | 56.46 | 57.18 |
Small Cap | 5.13 | 7.07 |
Mid Cap | 9.16 | 8.65 |
Sector Allocation
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth |
---|---|---|
Others | 27.82 | 23.72 |
Energy | 6.85 | 4.74 |
Technology | 6.61 | 7.04 |
Financial Services | 25.09 | 27.14 |
Consumer Cyclical | 9.65 | 9.05 |
Healthcare | 4.62 | 4.29 |
Consumer Defensive | 5.88 | 5.3 |
Industrials | 4.8 | 8.39 |
Basic Materials | 3.42 | 4.32 |
Communication Services | 3.74 | 3.33 |
Utilities | 1.51 | 1.45 |
Real Estate | - | 1.22 |
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