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 Absolute Fund-Growth
Chart Comparison
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% |
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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 |
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