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

Category: Hybrid: Aggressive
Launch Date: 01-01-2013
Asset Class:
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio: 1.81% As on ( 31-05-2025)

Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 6,140.48 Cr As on ( 30-05-2025)
Turn over: 70

NAV as on 13-06-2025

159.1817

-0.73 ( -0.4617% )

CAGR Since Inception

10.81%

CRISIL Hybrid 35+65 Aggressive Index 12.22%

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

Scheme Performance (%) Data as on - 13-06-2025

	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)-Growth	6.28	15.82	17.96	11.82	10.81
Benchmark	-	-	-	-	-
Hybrid: Aggressive	6.11	17.79	19.75	12.02	13.14

Yearly Performance (%)

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Fund Managers

FM1 - Mr. Bharath S; FM2 - Mr. Clyton Richard Fernandes; FM3 - Mr. Dwijendra Srivastava; FM4 - Mr. Sandeep Agarwal;

Investment Objective

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

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

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	8.82	0.8	0.45	1.07	7.21	7.17
Hybrid: Aggressive	-	-	-	-	-	-

Market Cap Distribution

Small Cap

5.14%

Others

25.49%

Others

2.01%

Large Cap

57.91%

Mid Cap

9.17%

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

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Period

Data as on - 13-06-2025

Scheme Name	Launch Date	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	01-01-2013	6.28	15.82	17.96	11.82
Bandhan Aggressive Hybrid Fund-Regular Plan Growth	05-12-2016	12.67	17.96	20.41	0.0
DSP Aggressive Hybrid Fund- Regular Plan - Growth	26-05-1999	12.2	20.03	19.12	13.1
SBI Equity Hybrid Fund - Regular Plan -Growth	01-12-1995	11.39	16.74	18.11	12.49
ICICI Prudential Equity & Debt Fund - Growth	05-11-1999	9.02	21.53	26.1	15.86
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option	12-08-2009	8.61	20.24	21.51	12.98
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option	16-06-2009	8.59	20.34	21.58	13.03
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth	19-07-2019	8.47	20.15	21.85	0.0
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth	15-06-2018	8.3	19.98	18.18	0.0
UTI Aggressive Hybrid Fund - Regular Plan - Growth	20-03-1995	7.92	19.85	22.21	12.57