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

Category: Hybrid: Aggressive
Launch Date: 02-01-2013
Asset Class:
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio: 1.86% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 4,579.47 Cr As on (30-04-2024)
Turn over: 69
NAV (₹): 28.0361 ₹ -0.03 ( -0.1038%)
as on 13-05-2024
CAGR Since Inception - 10.75%
CRISIL Hybrid 35+65 Aggressive Index - 12.43%

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.

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

Scheme Performance (%) Data as on - 13-05-2024

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)- Monthly Income Distribution CUM Capital Withdrawal 23.7 14.27 13.42 12.78 10.75
Benchmark - - - - -
Hybrid: Aggressive 27.2 15.6 15.44 13.35 13.4

RETURNS CALCULATOR 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)

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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.

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 7.39 5.59
Hybrid: Aggressive - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Aggressive Hybrid Fund Monthly IDCW 02-01-2013 23.7 17.62 14.27 13.42 12.78
JM Aggressive Hybrid Gr 01-04-1995 53.29 34.26 23.09 19.91 13.83
BOI Mid & Small Cap Equity & Debt Reg Gr 05-07-2016 45.23 27.62 22.77 22.82 0.0
ICICI Pru Equity & Debt Gr 05-11-1999 36.64 26.05 23.54 21.24 17.16
Quant Absolute Fund Gr 21-03-2001 34.51 23.67 19.06 25.08 18.32
Edelweiss Aggr Hybrid Plan B Gr 16-06-2009 30.43 23.43 18.96 17.38 13.95
Edelweiss Aggr Hybrid Reg Gr 12-08-2009 30.35 23.28 18.85 17.32 13.91
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 19-07-2019 30.3 22.29 17.73 0.0 0.0
Invesco India Aggressive Hybrid Reg Gr 15-06-2018 30.1 22.01 15.17 13.96 0.0
Baroda BNP Paribas Aggressive Hybrid Fund Reg Gr 05-04-2017 29.44 21.44 0.0 0.0 0.0

Asset Allocation (%)

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

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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