Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs Quant Absolute Fund compare
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Quant Aggressive Hybrid Fund-Growth
Chart Comparison
Overview
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Quant Aggressive Hybrid Fund-Growth |
---|---|---|
Fund | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Quant Aggressive Hybrid Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | High | Average |
Asset Size (Cr) | ₹6429 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 Aggressive Hybrid Fund-Growth |
---|---|---|
1 Month | -1.27% | -2.81% |
6 Month | 5.84% | 7.15% |
1 Year | 1.13% | -5.69% |
3 Year | 13.55% | 13.95% |
5 Year | 16.59% | 22.96% |
SIP Return Analysis
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Quant Aggressive Hybrid Fund-Growth |
---|---|---|
6 Month | 3.57% | 4.24% |
1 Year | 5.32% | 4.49% |
3 Year | 13.09% | 11.26% |
5 Year | 13.28% | 14.93% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Quant Aggressive Hybrid Fund-Growth |
---|---|---|
1 Year | 11.51% | 14.21% |
3 Year | 13.78% | 17.2% |
5 Year | 13.02% | 15.89% |
Risk Management
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Quant Aggressive Hybrid Fund-Growth |
---|---|---|
Standard Deviation | 10.12% | 12.985% |
Sharp | 0.92% | 0.504% |
Beta | 1.05% | 1.245% |
Alpha | -0.53% | 0.169% |
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Fund Managers
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Quant Aggressive Hybrid 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 Aggressive Hybrid Fund-Growth |
Market Cap
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Quant Aggressive Hybrid Fund-Growth |
---|---|---|
Others | 32.03 | 28.99 |
Large Cap | 53.85 | 69.15 |
Small Cap | 5.05 | - |
Mid Cap | 9.07 | 1.86 |
Sector Allocation
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Quant Aggressive Hybrid Fund-Growth |
---|---|---|
Others | 29.04 | 27.17 |
Energy | 6.42 | 13.6 |
Technology | 5.97 | - |
Financial Services | 25.53 | 22.17 |
Healthcare | 3.66 | 1.86 |
Consumer Defensive | 4.97 | 7.56 |
Industrials | 5.42 | 6.71 |
Basic Materials | 3.6 | 3.53 |
Consumer Cyclical | 9.84 | 4.65 |
Communication Services | 3.88 | - |
Utilities | 1.26 | 10.75 |
Real Estate | 0.41 | 1.99 |
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