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: 0.68% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 6,428.51 Cr As on 30-06-2025(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Turn over: 70% | Exit Load: Nil - If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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

182.9795

12.72%

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

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 10.16
Sharpe Ratio 1.13
Alpha 1.47
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 1.76 14.85 14.32 17.66 12.42
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 6.64 15.66 13.65 16.49 11.8
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 6.2 16.13 15.01 18.69 -
PGIM India Aggressive Hybrid Equity Fund - Growth Option 29-01-2004 5.22 12.28 13.67 14.53 8.15
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 4.85 16.75 15.84 17.6 12.08
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 3.44 18.6 16.7 16.59 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 2.85 18.77 19.3 25.07 15.12
HDFC Hybrid Equity Fund - Growth Plan 01-04-2005 2.41 11.67 13.66 18.23 11.89
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 1.89 17.13 17.69 20.09 12.02
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 1.88 17.08 17.6 20.02 11.97

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

5.03%

Others

26.8%

Others

1.96%

Large Cap

56.54%

Mid Cap

9.41%

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