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: 0.71% As on (30-04-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 4,579.47 Cr As on (30-04-2024) |
| Turn over: 69% | Exit Load: For units in excess of 25% of the investment,1% will be charged for redemption within 365 days |
161.4333
0.49 (0.3037%)
12.92%
Benchmark: 12.43%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
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
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 | 9.1 |
| Sharpe Ratio | 1.16 |
| Alpha | 3.43 |
| Beta | 0.76 |
| Yield to Maturity | 7.39 |
| Average Maturity | 5.59 |
PEER COMPARISON
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
4.45%
Others
29.4%
Large Cap
50.96%
Mid Cap
15.23%
