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

Category: Hybrid: Aggressive
Launch Date: 02-01-2013
Asset Class:
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio: 1.9% As on (31-01-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 4,191.21 Cr As on (31-01-2024)
Turn over: 63
NAV as on 20-02-2024

140.327

0.14 (0.0976%)

CAGR Since Inception

10.85%

CRISIL Hybrid 35+65 Aggressive Index 12.53%

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

Scheme Performance (%) Data as on - 20-02-2024

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 24.5 14.03 14.25 13.19 10.85
Benchmark - - - - -
Hybrid: Aggressive 27.48 15.45 15.64 14.49 13.5

Yearly Performance (%)

Nav Movement

Fund Managers

Ravi Gopalakrishnan, Dwijendra Srivastava, S Bharath, 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 9.53 1.09 1.93 0.77 7.38 5.18
Hybrid: Aggressive - - - - - -

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

Period
Data as on - 20-02-2024
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 02-01-2013 24.5 13.16 14.03 14.25 13.19
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 45.64 26.03 21.95 18.48 14.9
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 42.89 20.73 25.98 22.67 0.0
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 36.76 21.69 24.75 21.81 18.33
Quant Absolute Fund - Growth Option - Regular Plan 21-03-2001 32.8 19.73 25.15 25.44 19.95
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 31.61 18.63 18.49 17.35 15.09
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 31.47 18.46 18.39 17.29 15.04
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 30.25 14.73 13.46 13.66 0.0
Franklin India Equity Hybrid Fund - Growth Plan 10-12-1999 30.13 16.38 14.96 15.79 15.02
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 29.96 16.06 17.31 0.0 0.0

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

Asset Allocation (%)