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: 1.83% As on (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 5,358.42 Cr As on 31-10-2024(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 |
28.7838
0.15 (0.5194%)
10.89%
Benchmark: 12.55%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
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
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 Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
8.35%
Others
26.44%
Large Cap
49.08%
Mid Cap
16.09%
