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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: 1.79% As on ( 30-06-2025)
Status: Open Ended Schemes
Minimum Topup: 100.0
Total Assets: 6,428.51 Cr As on ( 30-06-2025)
Turn over: 70
NAV as on 08-08-2025
27.4013
-0.24 ( -0.8927% )
CAGR Since Inception
10.66%
CRISIL Hybrid 35+65 Aggressive Index 12.22%
Performance of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal
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

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)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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 8.82 0.88 1.89 0.75 7.21 7.17
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 2.07 13.23 12.36 15.89 11.28
SBI Equity Hybrid Reg Gr 01-12-1995 8.6 15.26 13.06 16.11 11.64
Bandhan Aggr Hyb Fund Reg Gr 05-12-2016 7.25 15.9 14.49 18.06 0.0
PGIM India Aggr Hybrid Equity Fund Gr 29-01-2004 6.05 11.62 12.6 13.8 7.91
DSP Aggressive Hybrid Fund Reg Gr 26-05-1999 5.44 16.17 15.32 17.04 11.8
ICICI Pru Equity & Debt Gr 05-11-1999 4.69 18.96 18.89 24.64 14.97
Invesco India Aggressive Hybrid Reg Gr 15-06-2018 4.62 18.46 15.97 16.11 0.0
Edelweiss Aggr Hybrid Reg Gr 12-08-2009 3.63 16.92 16.94 19.52 11.71
Edelweiss Aggr Hybrid Plan B Gr 16-06-2009 3.62 16.96 17.02 19.57 11.76
Nippon India Aggressive Hybrid Fund Gr Plan 05-06-2005 3.55 14.48 15.31 18.87 9.45

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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