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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) | ₹7655 Cr | ₹2047 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 | -0.77% | 0.21% |
| 6 Month | 1.74% | 1.59% |
| 1 Year | 4.3% | 7.81% |
| 3 Year | 12.67% | 16.9% |
| 5 Year | 13.03% | 16.71% |
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 | 1.86% | 1.91% |
| 1 Year | 9.46% | 10.65% |
| 3 Year | 11.23% | 14.27% |
| 5 Year | 11.68% | 14.86% |
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 | 12.09% | 15.71% |
| 3 Year | 13.73% | 17.78% |
| 5 Year | 13.33% | 19.97% |
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 | 8.82% | 10.07% |
| Sharp | 0.67% | 0.98% |
| Beta | 1.13% | 1.16% |
| Alpha | 0.01% | 3.18% |
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 | 36.09 | 28.96 |
| Large Cap | 51.83 | 58.29 |
| Mid Cap | 9.4 | 9.24 |
| Small Cap | 2.68 | 3.5 |
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 | 31.34 | 23.23 |
| Energy | 5.17 | 4.73 |
| Financial Services | 25.64 | 27.24 |
| Technology | 3.68 | 9.2 |
| Industrials | 8.35 | 7.3 |
| Consumer Defensive | 3.84 | 3.74 |
| Real Estate | 2.45 | 1.53 |
| Healthcare | 2.51 | 4.18 |
| Basic Materials | 4.57 | 3.6 |
| Consumer Cyclical | 7.63 | 10.64 |
| Utilities | 1 | 0.94 |
| Communication Services | 3.83 | 3.68 |
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