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

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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 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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