Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs Mirae Asset Aggressive Hybrid Fund compare
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Chart Comparison
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 | 3.2% | 2.4% |
6 Month | -0.56% | -0.6% |
1 Year | 8.78% | 8.82% |
3 Year | 13.11% | 12.68% |
5 Year | 18.28% | 17.52% |
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 | 2.26% | 2.61% |
1 Year | 1.42% | 1.55% |
3 Year | 13.39% | 13.19% |
5 Year | 13.86% | 13.46% |
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 | 12% | 12.64% |
3 Year | 13.77% | 13.22% |
5 Year | 12.8% | 13.28% |
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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