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

Fund House: Sundaram Mutual Fund
Category: Hybrid: Aggressive
Launch Date: 01-01-2013
Asset Class:
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
TER: 1.84% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 5,614.06 Cr As on 31-03-2025(Source:AMFI)
Turn over: 70% | Exit Load: For units in excess of 25% of the investment,1% will be charged for redemption within 365 days

156.3532

10.79%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
AK Hybrid Aggressive TRI
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Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
-7 Years -3 Months
-2 Years -3 Months
1 Years 6 Months
8 Years 5 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities.

Current Asset Allocation (%)

Indicators

Standard Deviation 10.68
Sharpe Ratio 0.38
Alpha 0.69
Beta 1.07
Yield to Maturity 7.21
Average Maturity 7.17

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 01-01-2013 10.61 18.4 12.44 18.9 11.18
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 18.75 23.21 15.51 20.4 12.54
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 14.26 19.45 12.01 18.5 11.69
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 13.91 23.3 15.54 22.69 -
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 13.82 19.98 13.14 20.79 -
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 13.73 23.31 15.26 18.93 -
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 13.03 22.09 16.45 23.54 11.95
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 12.64 22.29 16.18 22.22 12.24
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 12.64 22.34 16.29 22.28 12.29
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 05-08-2018 12.3 16.41 9.26 16.62 -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

6.61%

Others

27.48%

Large Cap

55.44%

Mid Cap

10.08%

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