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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: 1.84% As on (30-11-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 5,465.27 Cr As on 29-11-2024(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
NAV as on 20-12-2024

28.8025

-0.36 (-1.2537%)

CAGR Since Inception

10.89%

Benchmark: 12.55%

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

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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
There is no value for 4x
There is no value for 5x
There is no value for 10x
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 18.24 15.47 12.95 14.98 11.87
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 30.01 29.21 23.6 23.81 12.85
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 29.63 29.29 19.71 27.08 -
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 29.08 24.31 17.24 15.38 -
HSBC Aggressive Hybrid Fund - Regular Growth 30-01-2013 26.13 23.25 15.51 15.52 12.15
Kotak Equity Hybrid - Growth 25-11-1999 24.0 20.32 16.72 17.99 13.12
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 23.38 21.04 16.98 18.86 -
BANDHAN Hybrid Equity Fund-Regular Plan Growth 05-12-2016 22.7 19.49 14.68 16.29 -
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 22.59 21.85 17.83 18.63 12.34
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 21.95 21.73 18.17 17.78 12.68

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

8.14%

Others

28.04%

Large Cap

48.0%

Mid Cap

15.47%

Scheme Documents

November 2024

Monthly Portfolio Disclosure Equity & Fund of Funds - November - 2024

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