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

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Aggressive NAV 118.4587 0 01 December, 2022
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth was previously known as

Fund Details

Category Aggressive
Fund Type Open Ended
Investment Plan Growth
Launch Date 02 January, 2013
Benchmark CRISIL Hybrid 35+65 Aggressive Index
Asset Size(Cr) 3131.90 (As on 31-10-2022)
Turn over 73%
Min Investment ₹ 100
Min SIP Investment ₹ 250
Min Addl Investment ₹ 100
Exit Load For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 2% (As on 31-10-2022)
Fund Manager Ravi Gopalakrishnan, Dwijendra Srivastava, S Bharath, Sandeep Agarwal

Investment Returns (As on 01 Dec, 2022)

Duration Returns Benchmark Category
1 W 0.8% 0.76% 1.02%
1 M 2.53% 4.37% 2.52%
3 M 3.69% 5.14% 3.87%
6 M 13.18% 15.73% 12.82%
1 Y 3.39% 7.56% 3.35%
2 Y 18.6% 20.48% 17.72%
3 Y 14.16% 17.15% 14.11%
5 Y 10.06% 13.63% 9.87%

Risk Mesasures (As on 01 Dec, 2022)

Std Dev Sharpe Beta Alpha
Fund 0.68 0.94 0.85
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 31 Aug, 2022)

Assets Allocation

Sector Holdings
Others 2.07%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 3.39% 14.16% 10.06%
ICICI Prudential Equity & Debt Fund - Growth 9.37% 20.88% 13.55%
SBI Equity Hybrid Fund - Regular Plan -Growth 1.58% 13.1% 10.65%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth -2.9% 11.7% 7.05%
Nippon India Equity Hybrid Fund - Growth Plan 5.92% 9.36% 5.3%

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