Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs Quant Absolute Fund compare

Link copied to clipboard!

tortoise-icon Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

Invest Now

tortoise-icon Quant Absolute Fund-Growth

Invest Now

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 Quant Absolute Fund-Growth
Fund Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Quant Absolute Fund-Growth
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹5436 Cr ₹2056 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 14 Jan 2000 11 Apr 2001
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive Index CRISIL Hybrid 35+65 Aggressive Index
Turn Over 62% %
Expense Ratio 1.86 2.04
Manager Dwijendra Srivastava Sanjeev Sharma
ISIN Code INF173K01CL8 INF966L01267
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 Quant Absolute Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Quant Absolute Fund-Growth
1 Month 0.5% 2.64%
6 Month -1.2% 1.46%
1 Year 6.28% -2.23%
3 Year 15.82% 16.51%
5 Year 18.36% 26.63%

SIP Return Analysis

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Quant Absolute Fund-Growth
6 Month 4.97% 8.05%
1 Year 4.9% 5.31%
3 Year 13.27% 12.42%
5 Year 13.39% 16.15%

Rolling Lumpsum Returns

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Quant Absolute Fund-Growth
1 Year 11.73% 14.43%
3 Year 13.75% 17.41%
5 Year 12.95% 15.83%

Risk Management

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Quant Absolute Fund-Growth
Standard Deviation 9.872% 12.985%
Sharp 0.485% 0.504%
Beta 1.028% 1.245%
Alpha -0.506% 0.169%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Quant Absolute Fund-Growth
Name Dwijendra Srivastava Sanjeev Sharma
Total AUM ₹14140 Cr ₹39731 Cr
Funds Managed 14 22
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Quant Absolute Fund-Growth

Market Cap

Scheme Name

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

Quant Absolute Fund-Growth

Others 31.87 33.91
Large Cap 48.5 64.69
Small Cap 7.53 -
Mid Cap 12.09 1.4

Sector Allocation

Scheme Name

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

Quant Absolute Fund-Growth

Others 30.54 31.19
Energy 5.35 13.61
Technology 7.95 -
Consumer Cyclical 12.74 0.17
Healthcare 5.72 1.4
Industrials 6.62 6.63
Basic Materials 3.29 3.28
Financial Services 17.97 19.26
Communication Services 3.47 -
Utilities 2.08 10.19
Consumer Defensive 4.27 14.27

Top Comparisons

ITI Banking and PSU Fund Regular - Growth ITI Banking and PSU Fund Regular - Growth

3Y Returns7.05%

VS

DSP Banking & PSU Debt Fund - Regular Plan - Growth DSP Banking & PSU Debt Fund - Regular Plan - Growth

3Y Returns7.58%

Compare Now

HDFC Income Fund - Growth Option HDFC Income Fund - Growth Option

3Y Returns7.79%

VS

Aditya Birla Sun Life Income Fund - Growth - Regular Plan Aditya Birla Sun Life Income Fund - Growth - Regular Plan

3Y Returns7.63%

Compare Now

Bandhan Value Fund - Regular Plan - Growth Bandhan Value Fund - Regular Plan - Growth

3Y Returns22.28%

VS

Aditya Birla Sun Life Pure Value Fund - Growth Option Aditya Birla Sun Life Pure Value Fund - Growth Option

3Y Returns25.36%

Compare Now

ICICI Prudential Balanced Advantage Fund - Growth ICICI Prudential Balanced Advantage Fund - Growth

3Y Returns14.55%

VS

Axis Balanced Advantage Fund - Regular Plan - Growth Axis Balanced Advantage Fund - Regular Plan - Growth

3Y Returns15.87%

Compare Now
Add to Cart Successfully