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: 0.69% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 6,583.34 Cr As on 31-07-2025(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Turn over: 70% | Exit Load: Nil - If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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

181.468

12.57%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
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

To provide long-term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities

Current Asset Allocation (%)

Indicators

Standard Deviation 9.79
Sharpe Ratio 0.91
Alpha 7.41
Beta 0.16
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 -0.39 14.46 13.56 16.56 12.83
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 4.62 15.35 12.7 15.83 12.05
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 3.35 19.63 19.35 23.72 15.73
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 2.76 15.87 14.21 17.74 -
PGIM India Aggressive Hybrid Equity Fund - Growth Option 29-01-2004 2.42 12.23 12.61 13.43 8.63
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 1.71 15.11 15.41 16.05 12.39
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 0.58 17.96 16.06 15.55 -
Union Aggressive Hybrid Fund - Regular Plan - Growth Option 18-12-2020 0.45 13.16 12.75 - -
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 0.4 17.22 16.55 19.03 -
HDFC Hybrid Equity Fund - Growth Plan 01-04-2005 0.34 11.28 12.56 16.45 11.98

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

3.64%

Others

24.41%

Others

1.44%

Large Cap

59.33%

Mid Cap

10.82%

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