Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal
Fund House: Sundaram Mutual Fund
Category: Hybrid: Aggressive
Status: Open Ended Schemes
Launch Date: 02-01-2013
Minimum Investment: 100.0
Asset Class:
Minimum Topup: 100.0
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Total Assets: 6583.34 As on (31-07-2025)
Expense Ratio: 1.8% As on (31-07-2025)
Turn over: 81.00% | Exit Load: Nil - If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or transfer by way of STP or withdrawal by way of SWP after 365 days from the date of allotment - nil. Further, exit load will be waived on Intra-scheme and Inter-scheme Switch-outs
NAV as on 14-08-2025
27.5979
0.031
CAGR Since Inception
10.69%
CRISIL Hybrid 35+65 Aggressive Index 12.22%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal | 2.61 | 12.14 | 16.07 | 11.5 | 10.69 |
| Benchmark | - | - | - | - | - |
| Hybrid: Aggressive | 2.94 | 14.15 | 17.55 | 11.3 | 12.97 |
Funds Manager
FM1 - Mr. Bharath S; FM2 - Mr. Clyton Richard Fernandes; FM3 - Mr. Dwijendra Srivastava; FM4 - Mr. Sandeep Agarwal;
RETURNS CALCULATORS 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)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Sundaram Aggressive Hybrid Fund Monthly IDCW | 02-01-2013 | 2.61 | 13.81 | 12.14 | 16.07 | 11.5 |
| SBI Equity Hybrid Reg Gr | 01-12-1995 | 9.8 | 16.24 | 13.35 | 16.21 | 11.82 |
| Bandhan Aggr Hyb Fund Reg Gr | 05-12-2016 | 7.84 | 16.74 | 14.64 | 18.16 | 0.0 |
| PGIM India Aggr Hybrid Equity Fund Gr | 29-01-2004 | 6.44 | 12.59 | 12.38 | 14.15 | 8.07 |
| DSP Aggressive Hybrid Fund Reg Gr | 26-05-1999 | 6.25 | 17.02 | 15.29 | 17.28 | 11.95 |
| ICICI Pru Equity & Debt Gr | 05-11-1999 | 5.91 | 19.83 | 18.97 | 24.64 | 15.18 |
| Invesco India Aggressive Hybrid Reg Gr | 15-06-2018 | 4.82 | 19.05 | 15.98 | 16.31 | 0.0 |
| Edelweiss Aggr Hybrid Plan B Gr | 16-06-2009 | 4.43 | 17.95 | 16.97 | 19.75 | 12.06 |
| Edelweiss Aggr Hybrid Reg Gr | 12-08-2009 | 4.43 | 17.91 | 16.88 | 19.69 | 12.01 |
| Kotak Aggressive Hybrid Fund Reg Gr | 25-11-1999 | 4.14 | 16.9 | 15.08 | 19.72 | 12.63 |
Asset Allocation (%)
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 | - | - | - | - | - | - |