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Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs Nippon India Equity 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 Nippon India Equity Hybrid Fund - Growth Plan

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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 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%

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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

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