Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs Nippon India Equity Hybrid Fund compare
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Nippon India Equity Hybrid Fund - Growth Plan
Chart Comparison
Overview
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
Fund | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Nippon India Equity Hybrid Fund - Growth Plan |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹5436 Cr | ₹3712 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 14 Jan 2000 | 08 Jun 2005 |
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% | 40% |
Expense Ratio | 1.86 | 1.97 |
Manager | Dwijendra Srivastava | Sushil Budhia |
ISIN Code | INF173K01CL8 | INF204K01FW1 |
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 | Nippon India Equity 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 | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
1 Month | 1.37% | 1.76% |
6 Month | 2.1% | 2.41% |
1 Year | 9.06% | 8.44% |
3 Year | 15.29% | 17.88% |
5 Year | 19.86% | 22.92% |
SIP Return Analysis
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
6 Month | 4.43% | 4.8% |
1 Year | 5.1% | 5.82% |
3 Year | 14.31% | 16.19% |
5 Year | 14.21% | 16.59% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
1 Year | 12% | 11.83% |
3 Year | 13.77% | 12.47% |
5 Year | 12.8% | 12.93% |
Risk Management
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
Standard Deviation | 9.872% | 9.02% |
Sharp | 0.485% | 0.83% |
Beta | 1.028% | 1.06% |
Alpha | -0.506% | 2.39% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
Name | Dwijendra Srivastava | Sushil Budhia |
Total AUM | ₹14140 Cr | ₹29447 Cr |
Funds Managed | 14 | 11 |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Nippon India Equity Hybrid Fund - Growth Plan |
Market Cap
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
Others | 31.87 | 27.29 |
Large Cap | 48.5 | 53.88 |
Small Cap | 7.53 | 8.54 |
Mid Cap | 12.09 | 10.59 |
Sector Allocation
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Nippon India Equity Hybrid Fund - Growth Plan |
---|---|---|
Others | 30.54 | 23.08 |
Energy | 5.35 | - |
Technology | 7.95 | - |
Consumer Cyclical | 12.74 | - |
Healthcare | 5.72 | - |
Industrials | 6.62 | - |
Basic Materials | 3.29 | - |
Financial Services | 17.97 | - |
Communication Services | 3.47 | - |
Utilities | 2.08 | - |
Consumer Defensive | 4.27 | - |
Telecom - Services | - | 3.64 |
Petroleum Products | - | 3.02 |
Electrical Equipment | - | 1.03 |
IT - Software | - | 6.07 |
Construction | - | 3.36 |
Finance | - | 2.99 |
Consumer Durables | - | 2.01 |
Retailing | - | 1.49 |
Diversified FMCG | - | 2.02 |
Banks | - | 17.18 |
Pharmaceuticals & Biotechnology | - | 3.6 |
Cement & Cement Products | - | 0.1 |
Healthcare Services | - | 1.95 |
Aerospace & Defense | - | 1.05 |
Ferrous Metals | - | 2.77 |
Capital Markets | - | 1.91 |
Realty | - | 2.31 |
Transport Infrastructure | - | 2.65 |
Automobiles | - | 4.17 |
Insurance | - | 1.67 |
Industrial Products | - | 1.13 |
Transport Services | - | 1.4 |
Beverages | - | 1.88 |
Power | - | 3.83 |
Leisure Services | - | 1.01 |
Financial Technology (Fintech) | - | 0.71 |
Auto Components | - | 1.01 |
Consumable Fuels | - | 0.76 |
Industrial Manufacturing | - | 0.45 |
Commercial Services & Supplies | - | 0.05 |
Top Comparisons
Nippon India Innovation Fund - Regular (G)
3Y Returns0%
HSBC Business Cycles Fund - Regular Growth
3Y Returns26.2%
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns13.48%
Axis Balanced Advantage Fund - Regular Plan - Growth
3Y Returns15.52%
Bajaj Finserv Flexi Cap Fund Regular - Growth
3Y Returns0%
BANDHAN Flexi Cap Fund - Regular Plan - Growth
3Y Returns18.99%
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
3Y Returns23.36%
IDBI Nifty Next 50 Index Fund Growth
3Y Returns20.2%