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Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
- Hybrid
- Aggressive
- High
-
₹156.45
(-0.59%)
Current NAV 08-05-2025
-
9.08%
Returns
-
Min. SIP ₹100
Min. Investment ₹100
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Returns (NAV as on 08-May-2025)
Track investment returns to meet financial goals.
| This Fund | Category Avg. | Benchmark | |
|---|---|---|---|
| 1W | -0.49% | 0.21% | 0.52% |
| 1M | 5.28% | 7.23% | -1.36% |
| 3M | 2.37% | 1.69% | -4.72% |
| 6M | -0.62% | -0.96% | -6.02% |
| 1Y | 9.08% | 9.27% | 4.43% |
| 2Y | 16.95% | 18.23% | 13.09% |
| 3Y | 14.1% | 15.23% | 10.35% |
| 5Y | 19.09% | 20.25% | 15.01% |
| ALL | 11.47% | 11.83% | 12.22% |
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Risk Analysis
| Standard Dev | Sharpe | Beta | Alpha | |
|---|---|---|---|---|
| Fund | 9.87% | 0.49% | 1.03% | -0.51% |
| Category | 10.42% | 0.62% | 0.62% | 0.62% |
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Comparison Of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Compare your fund with the top category schemes.
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
3Y Returns14.1% (p.a.)
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
3Y Returns17.52% (p.a.)
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
3Y Returns14.1% (p.a.)
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
3Y Returns13.65% (p.a.)
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
3Y Returns14.1% (p.a.)
ICICI Prudential Equity & Debt Fund - Growth
3Y Returns19.34% (p.a.)
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
3Y Returns14.1% (p.a.)
3Y Returns14.54% (p.a.)
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Start SIPPortfolio Summary (as on 31-Jan-2025)
An insight into your portfolio composition.
Equity69.46% Debt22.94% Others7.60%
Equity Market Cap
Top 5 Sectors of Equity
Financial Services 18%
Consumer Cyclical 13%
Technology 8%
Industrials 7%
Healthcare 6%
Top 5 Companies of Equity
HDFC Bank Ltd 4%
ICICI Bank Ltd 4%
Reliance Industries Ltd 4%
Infosys Ltd 3%
Bharti Airtel Ltd 3%
Debt Market Cap
Top 5 Sectors of Debt
23%
Top 5 Companies of Debt
7.1% Govt Stock 2034 6%
7.23% Govt Stock 2039 2%
National Bank For Agriculture And Rural Development 1%
National Bank For Agriculture And Rural Development 1%
7.18% Govt Stock 2037 1%
Others Market Cap
Top 5 Sectors of Others
8%
Top 5 Companies of Others
Treps 4%
Sundaram Money Market Dir Gr 2%
Bank Of Baroda 0%
HDFC Bank Limited 0%
Cash And Other Net Current Assets^ 0%
Check out the favourite sectors and companies of this fund
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Chat with usFrequently Asked Questions
What is the current NAV of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth?
Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth as of 08-05-2025 is 156.4490.
What is the benchmark of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth?
Sundaram performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.
Is Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth a safe fund to invest?
Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.
What are the top 5 holdings of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth?
The fund's top 5 sectors holdings are Financial Services, Consumer Cyclical, Technology, Industrials, Healthcare, ,
How can I redeem my investments in Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth?
Redeeming your investments in Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.
Who manages this fund, and what is their expertise?
Ravi Gopalakrishnan, Dwijendra Srivastava, Bharath S., Sandeep Agarwal, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.
What is the expense ratio of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth?
The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.
What is the AUM or size of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth?
AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth is Rs 5435.68 Crs. Crs.
Should I invest in Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth?
This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.
How to start online SIP in Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growths?
MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.
Is there any brokerage/advisory fees on Mutual Fund SIP transactions?
At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.
