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

Status: Open Ended Schemes

Launch Date: 02-01-2013

Minimum Investment: 100.0

Asset Class:

Minimum Topup: 100.0

Benchmark: CRISIL Hybrid 35+65 Aggressive Index

Total Assets: 5614.06 As on (31-03-2025)

Expense Ratio: 1.84% As on (31-03-2025)

Turn over: 81.00% | Exit Load: For units in excess of 25% of the investment,1% will be charged for redemption within 365 days

NAV as on 25-04-2025

27.6487

-0.2317

CAGR Since Inception

10.71%

CRISIL Hybrid 35+65 Aggressive Index 12.22%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal 8.25 12.78 18.84 11.72 10.71
Benchmark - - - - -
Hybrid: Aggressive 7.48 13.81 20.27 11.36 12.95

Funds Manager

Ravi Gopalakrishnan, Dwijendra Srivastava, Bharath S., Sandeep Agarwal

RETURNS CALCULATORS for Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

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PORTFOLIO ANALYSIS of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Sundaram Aggressive Hybrid Fund Monthly IDCW 02-01-2013 8.25 17.74 12.78 18.84 11.72
DSP Aggressive Hybrid Fund Reg Gr 26-05-1999 16.96 22.9 16.07 20.28 12.72
SBI Equity Hybrid Reg Gr 01-12-1995 11.74 18.96 12.59 18.43 11.78
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 19-07-2019 11.11 22.63 16.21 22.36 0.0
Bandhan Aggr Hyb Fund Reg Gr 05-12-2016 11.11 19.27 13.58 20.39 0.0
Invesco India Aggressive Hybrid Reg Gr 15-06-2018 10.74 22.47 15.61 18.56 0.0
UTI Aggressive Hybrid Fund Reg Gr 20-03-1995 10.48 21.35 16.94 23.31 12.02
Axis Aggressive Hybrid Reg Gr 05-08-2018 10.18 15.8 9.68 16.28 0.0
PGIM India Hybrid Equity Gr 29-01-2004 10.09 15.46 11.5 16.83 8.39
Kotak Equity Hybrid Gr 25-11-1999 9.87 18.3 13.96 22.04 12.17

Asset Allocation (%)

Key Performance and Risk Statistics of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal 8.82 0.88 1.89 0.75 7.21 7.17
Hybrid: Aggressive - - - - - -