• Home
  • Mutual Funds Research
  • Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal

Submit

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 (31-05-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 4,643.67 Cr As on (31-05-2024)
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 28-06-2024

29.778

0.08 (0.2734%)

CAGR Since Inception

11.04%

Benchmark: 12.65%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Submit
Submit
Submit

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 7.27
Average Maturity 5.65

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 28.59 21.96 14.85 14.67 12.62
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 56.53 39.5 24.63 23.67 13.61
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 52.43 36.65 22.62 25.87 -
Quant Absolute Fund - Growth Option - Regular Plan 21-03-2001 38.78 27.48 20.29 25.2 17.55
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 38.7 29.33 24.11 21.22 16.63
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 37.87 27.55 16.37 15.1 -
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 36.09 27.64 18.35 - -
HSBC Aggressive Hybrid Fund - Regular Growth 30-01-2013 34.72 27.39 15.97 15.07 13.17
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 34.26 27.25 18.73 17.61 12.96
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 34.15 28.03 19.16 18.07 13.73

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

4.45%

Others

29.65%

Large Cap

50.24%

Mid Cap

15.61%

Scheme Documents

May 2024

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

Feedback
Notification