Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal
Fund House: Sundaram Mutual Fund| Category: Hybrid: Aggressive |
| Launch Date: 02-01-2013 |
| Asset Class: |
| Benchmark: CRISIL Hybrid 35+65 Aggressive Index |
| TER: 1.85% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100 |
| Minimum Topup: 100 |
| Total Assets: 5,236.37 Cr As on 28-02-2025(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 |
27.2956
-0 (-0.0011%)
10.65%
Benchmark: 12.22%
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:
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
-5 Years -3 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 | 8.82 |
| Sharpe Ratio | 0.88 |
| Alpha | 1.89 |
| Beta | 0.75 |
| 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)- Monthly Income Distribution CUM Capital Withdrawal | 02-01-2013 | 7.23 | 17.16 | 11.1 | 19.42 | 11.31 |
| DSP Aggressive Hybrid Fund- Regular Plan - Growth | 26-05-1999 | 16.96 | 23.81 | 14.94 | 20.48 | 12.47 |
| Invesco India Aggressive Hybrid Fund - Regular Plan - Growth | 15-06-2018 | 11.87 | 23.6 | 14.89 | 19.01 | - |
| Bandhan Aggressive Hybrid Fund-Regular Plan Growth | 05-12-2016 | 11.64 | 20.63 | 12.97 | 21.77 | - |
| Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | 19-07-2019 | 11.61 | 23.14 | 14.78 | 22.79 | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
6.79%
Others
29.93%
Large Cap
51.79%
Mid Cap
10.57%
