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: 6944.38 As on (30-09-2025)
Expense Ratio: 1.79% As on (29-09-2025)
Turn over: 81.00% | Exit Load: W.E.F Dec 31, 2021-Nil - If up to 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment. Any redemption or withdrawals by way of SWP in excess of the above mentioned limit would be subject to exit load of 1% of the applicable NAV will be charged, if the units are redeemed within 365 days from the date of allotment. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil. Generally, the exit load will be calculated on First in First out (FIFO) basis.
NAV as on 28-10-2025
27.8436
-0.0508
CAGR Since Inception
10.75%
CRISIL Hybrid 35+65 Aggressive Index 12.4%
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 | 4.63 | 13.06 | 16.13 | 12.02 | 10.75 |
| Benchmark | - | - | - | - | - |
| Hybrid: Aggressive | 5.88 | 15.07 | 17.56 | 11.97 | 13.06 |
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 | 4.63 | 15.86 | 13.06 | 16.13 | 12.02 |
| SBI Equity Hybrid Reg Gr | 01-12-1995 | 13.13 | 18.53 | 14.65 | 16.94 | 12.38 |
| Bandhan Aggr Hyb Fund Reg Gr | 05-12-2016 | 10.65 | 19.8 | 16.15 | 18.09 | 0.0 |
| ICICI Pru Equity & Debt Gr | 05-11-1999 | 9.99 | 21.3 | 19.55 | 26.49 | 15.99 |
| PGIM India Aggr Hybrid Equity Fund Gr | 29-01-2004 | 8.4 | 15.7 | 12.99 | 13.55 | 8.81 |
| HSBC Aggressive Hybrid Fund Reg Gr | 01-01-2013 | 7.97 | 18.58 | 16.25 | 15.99 | 11.28 |
| Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 19-07-2019 | 7.1 | 19.59 | 17.15 | 19.85 | 0.0 |
| Mirae Asset Aggressive Hybrid Reg Gr | 02-07-2015 | 7.0 | 16.39 | 14.15 | 16.12 | 12.73 |
| Edelweiss Aggr Hybrid Plan B Gr | 16-06-2009 | 6.9 | 19.11 | 17.54 | 19.97 | 12.76 |
| Edelweiss Aggr Hybrid Reg Gr | 12-08-2009 | 6.89 | 19.11 | 17.48 | 19.91 | 12.72 |
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 | - | - | - | - | - | - |