Canara Robeco Equity Hybrid Fund vs Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) compare
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹6146 Cr | ₹10949 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 14 Jan 2000 | 20 Mar 1998 |
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% | 23% |
Expense Ratio | 1.86 | 1.72 |
Manager | Dwijendra Srivastava | Avnish Jain |
ISIN Code | INF173K01CL8 | INF760K01050 |
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 | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.63% | 1.63% |
6 Month | 2.13% | 3.85% |
1 Year | 6.24% | 7.73% |
3 Year | 16.17% | 17.24% |
5 Year | 18.01% | 17.5% |
SIP Return Analysis
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.67% | 6.01% |
1 Year | 5.46% | 8.39% |
3 Year | 13.74% | 15.03% |
5 Year | 13.75% | 14.17% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 11.73% | 12.05% |
3 Year | 13.75% | 14.21% |
5 Year | 12.95% | 14.98% |
Risk Management
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 10.41% | 9.11% |
Sharp | 0.74% | 0.86% |
Beta | 1.05% | 1.09% |
Alpha | -0.31% | 0.94% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dwijendra Srivastava | Avnish Jain |
Total AUM | ₹14140 Cr | ₹15907 Cr |
Funds Managed | 14 | 11 |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 31.87 | 27.9 |
Large Cap | 48.5 | 51.9 |
Small Cap | 7.53 | 7.21 |
Mid Cap | 12.09 | 12.58 |
Sector Allocation
Scheme Name |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 30.54 | 27.9 |
Energy | 5.35 | - |
Technology | 7.95 | - |
Consumer Cyclical | 12.74 | - |
Healthcare | 5.72 | - |
Industrials | 6.62 | - |
Basic Materials | 3.29 | - |
Financial Services | 17.97 | - |
Communication Services | 3.47 | - |
Utilities | 2.08 | - |
Consumer Defensive | 4.27 | - |
Petroleum Products | - | 3.46 |
IT - Software | - | 5 |
Capital Markets | - | 1.61 |
Construction | - | 2.28 |
Healthcare Services | - | 1 |
Banks | - | 15.32 |
Pharmaceuticals & Biotechnology | - | 3.7 |
Chemicals & Petrochemicals | - | 1.79 |
Electrical Equipment | - | 2.14 |
Auto Components | - | 3.15 |
Realty | - | 0.98 |
Personal Products | - | 0.8 |
Insurance | - | 2.57 |
Finance | - | 6.28 |
Diversified FMCG | - | 1.24 |
Entertainment | - | 0.44 |
Retailing | - | 2.48 |
Beverages | - | 1.69 |
Consumer Durables | - | 1.66 |
Power | - | 2.37 |
Aerospace & Defense | - | 0.77 |
Oil | - | 0.35 |
Leisure Services | - | 0.06 |
Telecom - Services | - | 2.45 |
Automobiles | - | 2.56 |
Consumable Fuels | - | 1.15 |
Fertilizers & Agrochemicals | - | 0.44 |
Transport Services | - | 1.06 |
Household Products | - | 0.66 |
Cement & Cement Products | - | 1.4 |
Industrial Products | - | 0.83 |
Top Comparisons
ICICI Prudential Infrastructure Fund - Growth
3Y Returns35.38%
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
3Y Returns27.98%
Kotak Multicap Fund-Regular Plan-Growth
3Y Returns28.62%
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns25.99%
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns17.83%
DSP Income Plus Arbitrage Fund of Fund - Reg - Growth
3Y Returns11.09%
PGIM India Midcap Fund - Regular Plan - Growth Option
3Y Returns19.17%
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
3Y Returns31.37%