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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: 1.9% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 4,436.03 Cr As on (31-03-2024)
Turn over: 69% | Exit Load: For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
NAV as on 25-04-2024

28.3233

0.16 (0.5674%)

CAGR Since Inception

10.82%

Benchmark: 12.48%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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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
There is no value for 4x
There is no value for 5x
There is no value for 10x
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
Sharpe Ratio
Alpha
Beta
Yield to Maturity 7.39
Average Maturity 5.59

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 28.04 15.13 15.54 12.8 13.3
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 55.84 30.42 25.05 19.18 14.26
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 49.83 22.09 25.21 21.86 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 41.91 23.36 26.96 20.73 17.76
Quant Absolute Fund - Growth Option - Regular Plan 21-03-2001 40.33 20.61 23.28 24.69 18.88
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 35.45 18.12 16.11 13.36 -
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 35.34 18.85 19.08 - -
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 35.13 20.57 20.62 16.92 14.47
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 35.03 20.43 20.5 16.86 14.42
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAT PLAN -GROWTH OPTION 05-04-2017 34.37 18.48 - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

4.87%

Others

28.61%

Large Cap

51.44%

Mid Cap

15.09%

Scheme Documents

March 2023

Monthly Portfolio Disclosure Equity & Fund of Funds - March - 2024

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