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) | ₹6146 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 | 2.19% | 2.98% |
6 Month | 2% | 6.2% |
1 Year | 5.15% | -1.17% |
3 Year | 16.27% | 17.11% |
5 Year | 17.76% | 26.01% |
SIP Return Analysis
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Quant Aggressive Hybrid Fund-Growth |
---|---|---|
6 Month | 6.72% | 9.66% |
1 Year | 9.24% | 10.56% |
3 Year | 14.21% | 13.38% |
5 Year | 13.94% | 16.45% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Quant Aggressive Hybrid Fund-Growth |
---|---|---|
1 Year | 11.73% | 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 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 | 29.25 | 29.23 |
Large Cap | 56.46 | 67.88 |
Small Cap | 5.13 | - |
Mid Cap | 9.16 | 2.89 |
Sector Allocation
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Quant Aggressive Hybrid Fund-Growth |
---|---|---|
Others | 27.82 | 27.03 |
Energy | 6.85 | 13.36 |
Technology | 6.61 | - |
Financial Services | 25.09 | 21.82 |
Consumer Cyclical | 9.65 | 4.93 |
Healthcare | 4.62 | 1.94 |
Consumer Defensive | 5.88 | 8.25 |
Industrials | 4.8 | 6.93 |
Basic Materials | 3.42 | 3.26 |
Communication Services | 3.74 | - |
Utilities | 1.51 | 10.52 |
Real Estate | - | 1.96 |
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