Category: Hybrid: Aggressive |
Launch Date: 02-01-2013 |
Asset Class: |
Benchmark: CRISIL Hybrid 35+65 Aggressive Index |
Expense Ratio: 1.8% As on (31-07-2025) |
Status: Open Ended Schemes |
Minimum Investment: 100.0 |
Minimum Topup: 100.0 |
Total Assets: 658.33 Cr As on (31-07-2025) |
Turn over: 70 |
FM1 - Mr. Bharath S; FM2 - Mr. Clyton Richard Fernandes; FM3 - Mr. Dwijendra Srivastava; FM4 - Mr. Sandeep Agarwal;
To provide long-term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities
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 | -1.02 | 11.87 | 15.88 | 12.3 | 10.66 |
Benchmark | - | - | - | - | - |
Hybrid: Aggressive | -0.37 | 14.07 | 17.32 | 12.13 | 12.96 |
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 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 | - | - | - | - | - | - |
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 | -1.02 | 12.83 | 11.87 | 15.88 | 12.3 |
SBI Equity Hybrid Reg Gr | 01-12-1995 | 5.72 | 15.35 | 13.24 | 16.04 | 12.4 |
ICICI Pru Equity & Debt Gr | 05-11-1999 | 4.15 | 19.21 | 19.2 | 24.67 | 16.17 |
Bandhan Aggr Hyb Fund Reg Gr | 05-12-2016 | 4.12 | 16.01 | 14.79 | 17.87 | 0.0 |
PGIM India Aggr Hybrid Equity Fund Gr | 29-01-2004 | 3.33 | 12.57 | 12.81 | 14.07 | 9.2 |
DSP Aggressive Hybrid Fund Reg Gr | 26-05-1999 | 1.27 | 14.93 | 15.03 | 16.82 | 12.86 |
Edelweiss Aggr Hybrid Plan B Gr | 16-06-2009 | 0.99 | 16.82 | 16.9 | 19.61 | 12.93 |
Edelweiss Aggr Hybrid Reg Gr | 12-08-2009 | 0.98 | 16.8 | 16.82 | 19.54 | 12.89 |
Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 19-07-2019 | 0.92 | 16.96 | 16.46 | 19.78 | 0.0 |
Union Aggressive Hybrid Reg Gr | 18-12-2020 | 0.9 | 13.01 | 12.48 | 0.0 | 0.0 |
Portfolio as on