Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

Category: Hybrid: Aggressive
Launch Date: 01-01-2013
Asset Class:
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio: 1.85% As on (31-05-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 4,975.27 Cr As on (30-06-2024)
Turn over: 70
NAV as on 22-07-2024

155.3047

0.33 (0.2143%)

CAGR Since Inception

11.11%

CRISIL Hybrid 35+65 Aggressive Index 12.69%

PERFORMANCE of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

Scheme Performance (%) Data as on - 22-07-2024

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)-Growth 26.17 14.64 15.84 11.99 11.11
Benchmark - - - - -
Hybrid: Aggressive 29.66 16.05 17.39 12.98 13.99

Yearly Performance (%)

Nav Movement

Fund Managers

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

Investment Objective

The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities.

RETURNS CALCULATOR for Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 8.82 0.84 2.75 0.98 7.27 5.65
Hybrid: Aggressive - - - - - -

PEER COMPARISION of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

Period
Data as on - 22-07-2024
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 01-01-2013 26.17 20.09 14.64 15.84 11.99
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 53.09 37.03 24.8 25.47 13.5
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 48.46 33.15 20.25 27.69 0.0
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 37.03 28.55 24.66 22.35 16.63
Quant Absolute Fund - Growth Option - Regular Plan 21-03-2001 35.8 24.52 19.06 25.82 16.99
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 34.8 24.32 15.48 15.94 0.0
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 33.26 24.98 18.34 0.0 0.0
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 32.43 25.46 18.86 18.74 13.08
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 32.4 26.55 19.48 19.21 13.64
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 32.29 26.41 19.37 19.15 13.59

PORTFOLIO ANALYSIS of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

Asset Allocation (%)