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

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Category: Hybrid: Aggressive
Launch Date: 02-01-2013
Asset Class:
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio: 2.01% As on (28-02-2023)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 2,981.43 Cr As on (28-02-2023)
Turn over: 60
NAV as on 24-03-2023

109.0588

-0.45 (-0.4148%)

CAGR Since Inception

10.09%

CRISIL Hybrid 35+65 Aggressive Index 12.08%

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

Scheme Performance (%) Data as on - 24-03-2023

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 -0.18 23.08 9.09 11.18 10.09
Benchmark - - - - -
Hybrid: Aggressive 0.73 24.07 9.55 12.71 10.94

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 16.41 0.58 -0.84 0.87 7.46 2.64
Hybrid: Aggressive - - - - - -

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

Compare SIP Compare Lumpsum
Period
Data as on - 24-03-2023
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 -0.18 8.5 23.08 9.09 11.18
HDFC Hybrid Equity Fund - Growth Plan 01-04-2005 6.01 12.0 28.18 10.71 14.8
JM Equity Hybrid Fund (Regular) -Growth Option 01-04-1995 5.78 10.26 31.51 9.94 11.88
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 4.89 18.42 33.3 13.7 15.86
Tata Hybrid Equity Fund- Regular Plan - Growth Option 08-10-1995 4.61 9.73 24.66 9.31 12.77
Franklin India Equity Hybrid Fund - Growth Plan 10-12-1999 3.87 8.1 24.52 9.79 12.91
UTI - Hybrid Equity Fund - Regular Plan - Growth 20-03-1995 3.72 11.61 28.5 9.18 11.72
Motilal Oswal Equity Hybrid Fund (MOFEH) - Regular Plan Growth Option 05-09-2018 3.57 4.76 18.97 0.0 0.0
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 3.52 11.81 25.61 11.36 12.73
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 3.32 11.72 25.54 11.31 12.69

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

Asset Allocation (%)