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) | ₹6146 Cr | ₹9058 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 | 2.19% | 2.89% |
6 Month | 2% | 5.32% |
1 Year | 5.15% | 6.53% |
3 Year | 16.27% | 16.83% |
5 Year | 17.76% | 17.4% |
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 | 6.72% | 8.26% |
1 Year | 9.24% | 12.58% |
3 Year | 14.21% | 15.08% |
5 Year | 13.94% | 14.22% |
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 | 10.12% | 10.22% |
Sharp | 0.92% | 0.96% |
Beta | 1.05% | 1.08% |
Alpha | -0.53% | -0.25% |
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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 | 29.25 | 25.48 |
Large Cap | 56.46 | 55.64 |
Small Cap | 5.13 | 10.51 |
Mid Cap | 9.16 | 8.36 |
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 | 27.82 | 23.61 |
Energy | 6.85 | 4.93 |
Technology | 6.61 | 6.49 |
Financial Services | 25.09 | 25.88 |
Consumer Cyclical | 9.65 | 7.01 |
Healthcare | 4.62 | 5.58 |
Consumer Defensive | 5.88 | 3.65 |
Industrials | 4.8 | 8.3 |
Basic Materials | 3.42 | 6.16 |
Communication Services | 3.74 | 3.09 |
Utilities | 1.51 | 4.26 |
Real Estate | - | 1.04 |
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