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 | 3.2% | 3.06% |
6 Month | -0.56% | -1.12% |
1 Year | 8.78% | 7.67% |
3 Year | 13.11% | 15.11% |
5 Year | 18.28% | 20.91% |
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 | 2.26% | 1.88% |
1 Year | 1.42% | 0.52% |
3 Year | 13.39% | 14.85% |
5 Year | 13.86% | 16.02% |
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% | 0.6% |
Beta | 1.028% | 1.06% |
Alpha | -0.506% | 2.93% |
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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 | 28.85 |
Large Cap | 48.5 | 51.29 |
Small Cap | 7.53 | 8.96 |
Mid Cap | 12.09 | 10.9 |
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 | 27.87 |
Energy | 5.35 | 3.67 |
Technology | 7.95 | 7.87 |
Consumer Cyclical | 12.74 | 8.17 |
Healthcare | 5.72 | 5.77 |
Industrials | 6.62 | 7.56 |
Basic Materials | 3.29 | 2.75 |
Financial Services | 17.97 | 24.19 |
Communication Services | 3.47 | 3.41 |
Utilities | 2.08 | 3.51 |
Consumer Defensive | 4.27 | 3.96 |
Real Estate | - | 1.27 |
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