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

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth is a scheme launched by Sundaram Mutual Fund on January 14, 2000, and falls under the Aggressive fund category. It currently manages an AUM of Rs 6,679.69 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 1.86% for managing the portfolio.

• Investing Strategy:

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

• Performance:

  Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth trailing returns over different times are -0.52% (1 year), 11.7% (3 year) and 16.13% (5 year). The average annual return of this fund stands at 1.69%.