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) | ₹6680 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 | 1.19% | 1.97% |
6 Month | 10.64% | 13.52% |
1 Year | -0.78% | -4.15% |
3 Year | 11.72% | 10.11% |
5 Year | 15.92% | 21.65% |
SIP Return Analysis
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Quant Aggressive Hybrid Fund-Growth |
---|---|---|
6 Month | 1.95% | 2.99% |
1 Year | 7.04% | 10.32% |
3 Year | 12.09% | 11.24% |
5 Year | 12.25% | 14.12% |
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 | 9.75% | 12.985% |
Sharp | 0.51% | 0.504% |
Beta | 1.06% | 1.245% |
Alpha | -0.30% | 0.169% |
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 | 29.14 | 31.56 |
Large Cap | 56.47 | 66.38 |
Small Cap | 4.63 | 0.13 |
Mid Cap | 9.76 | 1.93 |
Sector Allocation
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Quant Aggressive Hybrid Fund-Growth |
---|---|---|
Others | 24.37 | 29.61 |
Energy | 5.97 | 11.21 |
Technology | 4.25 | - |
Financial Services | 29.4 | 26.49 |
Healthcare | 4.15 | 1.93 |
Consumer Defensive | 5.21 | 6.06 |
Industrials | 5.77 | 6.87 |
Basic Materials | 4.41 | 0 |
Real Estate | 2.21 | 1.93 |
Consumer Cyclical | 9.3 | 4.59 |
Utilities | 1.4 | 11.3 |
Communication Services | 3.56 | - |
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