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: 1.8% 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Turn over: 70% | Exit Load: Nil - If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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

27.3531

10.67%

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
-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

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 -0.38 13.85 12.12 15.51 12.23
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 6.64 16.23 13.43 15.77 12.34
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 4.89 16.88 15.0 17.56 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 4.53 20.29 19.25 24.09 16.1
PGIM India Aggressive Hybrid Equity Fund - Growth Option 29-01-2004 3.91 13.15 12.59 13.72 9.04
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 3.15 15.87 15.41 16.34 12.65
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 2.09 19.0 16.19 15.81 -
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 1.69 18.03 16.49 19.42 -
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 1.53 17.83 17.19 19.13 12.87
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 1.53 17.88 17.27 19.19 12.92

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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