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: 1.79% As on (30-06-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100 |
| Minimum Topup: 100 |
| 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| Turn over: 70% | Exit Load: Nil - If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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 |
27.6213
-0.09 (-0.3287%)
10.7%
Benchmark: 12.22%
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:
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
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 | 8.82 |
| Sharpe Ratio | 0.88 |
| Alpha | 1.89 |
| Beta | 0.75 |
| 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)- Monthly Income Distribution CUM Capital Withdrawal | 02-01-2013 | 3.75 | 13.86 | 12.83 | 16.1 | 11.34 |
| SBI Equity Hybrid Fund - Regular Plan -Growth | 01-12-1995 | 10.21 | 16.04 | 13.6 | 16.44 | 11.71 |
| Bandhan Aggressive Hybrid Fund-Regular Plan Growth | 05-12-2016 | 9.38 | 16.43 | 14.91 | 18.22 | - |
| PGIM India Aggressive Hybrid Equity Fund - Growth Option | 29-01-2004 | 7.96 | 12.34 | 13.15 | 14.27 | 8.0 |
| DSP Aggressive Hybrid Fund- Regular Plan - Growth | 26-05-1999 | 7.44 | 16.95 | 15.7 | 17.32 | 11.91 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
5.03%
Others
26.8%
Others
1.96%
Large Cap
56.54%
Mid Cap
9.41%
