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

Fund House: Sundaram Mutual Fund
Category: Hybrid: Aggressive
Launch Date: 02-01-2013
Asset Class:
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
TER: 0.7% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 5,924.35 Cr As on 30-04-2025(Source:AMFI)
Turn over: 70% | Exit Load: Nil - If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or transfer by way of STP or withdrawal by way of SWP after 365 days from the date of allotment - nil. Further, exit load will be waived on Intra-scheme and Inter-scheme Switch-outs

182.8494

12.91%

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
0 Years 0 Months
0 Years 0 Months
1 Years 5 Months
8 Years 0 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 10.62
Sharpe Ratio 0.77
Alpha 1.77
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)- Direct Plan - Growth Option 02-01-2013 10.35 18.66 16.36 20.55 12.69
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 15.71 21.33 18.93 20.53 12.84
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 13.0 18.43 16.46 21.18 -
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 12.72 18.62 15.24 19.2 12.05
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 11.6 21.72 19.21 22.9 -
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 11.46 21.1 19.03 23.58 12.29
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 11.27 22.26 18.9 19.36 -
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 05-08-2018 10.86 15.1 12.46 16.59 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 10.61 23.81 20.92 27.23 15.49
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 10.6 21.34 19.36 22.74 12.38

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

5.94%

Others

28.77%

Large Cap

55.31%

Mid Cap

9.67%

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