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) | ₹7655 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 | -1.32% | -1.4% |
| 6 Month | 0.89% | 0.24% |
| 1 Year | 4.24% | 8.63% |
| 3 Year | 12.36% | 11.55% |
| 5 Year | 13.04% | 17.83% |
SIP Return Analysis
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Quant Aggressive Hybrid Fund-Growth |
|---|---|---|
| 6 Month | 1.86% | 1.91% |
| 1 Year | 9.46% | 11.71% |
| 3 Year | 11.23% | 10.65% |
| 5 Year | 11.68% | 12.74% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Quant Aggressive Hybrid Fund-Growth |
|---|---|---|
| 1 Year | 12.09% | 13.99% |
| 3 Year | 13.73% | 16.45% |
| 5 Year | 13.33% | 15.93% |
Risk Management
| Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Quant Aggressive Hybrid Fund-Growth |
|---|---|---|
| Standard Deviation | 9.64% | 12.985% |
| Sharp | 0.57% | 0.504% |
| Beta | 1.09% | 1.245% |
| Alpha | -0.64% | 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 | 36.09 | 38.48 |
| Large Cap | 51.83 | 58.32 |
| Mid Cap | 9.4 | 3.2 |
| Small Cap | 2.68 | - |
Sector Allocation
| Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Quant Aggressive Hybrid Fund-Growth |
|---|---|---|
| Others | 31.34 | 29.3 |
| Energy | 5.17 | 11.89 |
| Financial Services | 25.64 | 18.48 |
| Technology | 3.68 | - |
| Industrials | 8.35 | 9.48 |
| Consumer Defensive | 3.84 | 6.12 |
| Real Estate | 2.45 | - |
| Healthcare | 2.51 | 3.2 |
| Basic Materials | 4.57 | - |
| Consumer Cyclical | 7.63 | 5.18 |
| Utilities | 1 | 16.35 |
| Communication Services | 3.83 | - |
Top Comparisons
Sundaram Services Fund Regular Plan - Growth
3Y Returns18.18%
QUANT COMMODITIES FUND REGULAR PLAN GROWTH
3Y Returns0%
Franklin India Opportunities Fund - Growth
3Y Returns29.28%
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
3Y Returns13.09%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns%
ICICI Prudential Focused Equity Fund - Growth
3Y Returns22.83%
Canara Robeco Focused Fund - Regular Plan - Growth Option
3Y Returns17.01%