Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs Mirae Asset Aggressive Hybrid Fund compare

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

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Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

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Chart Comparison

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	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Fund	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹7655 Cr	₹9494 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹99
Min Addl Investment	₹100	₹1000
Launch Date	14 Jan 2000	29 Jul 2015
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive Index	CRISIL Hybrid 35+65 Aggressive TRI
Turn Over	62%	59%
Expense Ratio	1.86	1.73
Manager	Dwijendra Srivastava	Mahendra Kumar Jajoo
ISIN Code	INF173K01CL8	INF769K01DE6
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	Mirae Asset 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	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
1 Month	-0.38%	1.14%
6 Month	1.82%	3.68%
1 Year	5.01%	10.35%
3 Year	13.09%	14.44%
5 Year	12.73%	13.22%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
6 Month	2.49%	3.96%
1 Year	11.12%	16.07%
3 Year	11.5%	13.24%
5 Year	11.67%	12.7%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
1 Year	12.07%	11.66%
3 Year	13.72%	13.32%
5 Year	13.33%	13.74%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Standard Deviation	8.82%	8.94%
Sharp	0.67%	0.75%
Beta	1.13%	1.16%
Alpha	0.01%	0.64%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Name	Dwijendra Srivastava	Mahendra Kumar Jajoo
Total AUM	₹14140 Cr	₹8876 Cr
Funds Managed	14	4
	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Others	31.51	27.79
Large Cap	54.29	56.39
Mid Cap	10.77	6.35
Small Cap	2.88	9.47

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Others	31.51	23.98
Petroleum Products	5.17	-
Finance	5.84	-
IT - Software	3.68	-
Capital Markets	2.38	-
Construction	3.11	-
Diversified FMCG	1.57	-
Banks	16.88	-
Pharmaceuticals & Biotechnology	1.68	-
Cement & Cement Products	2.37	-
Leisure Services	1.53	-
Healthcare Services	0.83	-
Automobiles	5.36	-
Insurance	0.43	-
Gas	0.25	-
Fertilizers & Agrochemicals	1.61	-
Agricultural Food & other Products	1.1	-
Beverages	1.17	-
Power	0.75	-
Aerospace & Defense	1.35	-
Industrial Products	1.65	-
Chemicals & Petrochemicals	0.6	-
Consumer Durables	0.21	-
Telecom - Services	3.83	-
Auto Components	1.67	-
Financial Technology (Fintech)	1.07	-
Transport Services	1.29	-
Realty	0.56	-
Energy	-	4.93
Technology	-	6.74
Consumer Cyclical	-	8.27
Healthcare	-	5.9
Industrials	-	6.96
Consumer Defensive	-	3.93
Basic Materials	-	6.3
Financial Services	-	25.14
Utilities	-	4.02
Communication Services	-	3.21
Real Estate	-	0.61