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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: 1.81% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 5,924.35 Cr As on (30-04-2025)
Turn over: 70%
NAV as on 06-06-2025

161.0283

1.1 (0.6823%)

CAGR Since Inception

10.87%

CRISIL Hybrid 35+65 Aggressive Index 12.22%

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

Scheme Performance (%)

Data as on - 06-06-2025

Yearly Performance (%)

Fund Managers

FM1 - Mr. Bharath S; FM2 - Mr. Clyton Richard Fernandes; FM3 - Mr. Dwijendra Srivastava; FM4 - Mr. Sandeep Agarwal;

Investment Objective

To provide long-term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities

MONTHLY LUMPSUM RETURNS ( Invested amount 1,00,000)

Show All Monthly Lumpsum Returns
NAV Date NAV Units Market
Value		 Returns
(%)

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.

Market Cap Distribution

Small Cap

5.94%

Others

28.77%

Large Cap

55.31%

Mid Cap

9.67%

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 0.65 0.58 1.07 7.21 7.17
Hybrid: Aggressive - - - - - -

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

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Period
Data as on - 06-06-2025
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 10.16 17.22 15.05 17.93 11.79
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 17.15 19.02 16.85 20.34 0.0
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 16.02 20.99 18.9 19.15 13.04
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 14.6 18.81 15.6 18.08 12.44
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 13.0 21.27 19.45 21.38 12.79
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 12.97 21.32 19.54 21.44 12.83
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 12.74 22.31 19.07 18.12 0.0
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 12.43 21.48 19.06 21.78 0.0
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 12.28 23.89 20.72 25.82 15.78
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 05-08-2018 11.76 15.07 12.53 15.47 0.0

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

Asset Allocation (%)

Allocation Percentage (%)