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

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

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tortoise-icon 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) ₹5436 Cr ₹8685 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
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

Trailing Lumpsum Returns

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
1 Month 0.5% 1.79%
6 Month -1.2% 0.35%
1 Year 6.28% 7.25%
3 Year 15.82% 16.3%
5 Year 18.36% 17.88%

SIP Return Analysis

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
6 Month 4.97% 6.68%
1 Year 4.9% 7.75%
3 Year 13.27% 13.96%
5 Year 13.39% 13.56%

Rolling Lumpsum Returns

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
1 Year 11.73% 12.32%
3 Year 13.75% 13.15%
5 Year 12.95% 13.46%

Risk Management

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Standard Deviation 9.872% 10.282%
Sharp 0.485% 0.363%
Beta 1.028% 1.053%
Alpha -0.506% -0.676%

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Fund Managers

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

Market Cap

Scheme Name

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

Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

Others 31.87 25.74
Large Cap 48.5 55.6
Small Cap 7.53 9.54
Mid Cap 12.09 9.12

Sector Allocation

Scheme Name

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

Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

Others 30.54 23.63
Energy 5.35 4.78
Technology 7.95 8.35
Consumer Cyclical 12.74 7.3
Healthcare 5.72 6.01
Industrials 6.62 8.55
Basic Materials 3.29 5.37
Financial Services 17.97 24.22
Communication Services 3.47 3.14
Utilities 2.08 3.57
Consumer Defensive 4.27 3.93
Real Estate - 1.16

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