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

Hybrid: Aggressive Open Ended Scheme
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NAV
₹ 159.6775 ₹ 0.62 (0.39 %)
as on 23-05-2025
Asset Size (AUM)
5,924.35 Cr
Launch Date
Jan 01, 2013
Invest in this scheme
Investment Objective
The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities.
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in Jan 01, 2013
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10.85

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.65 %
Expense Ratio
1.81%
Volatility
8.82 %
Fund House
Sundaram Mutual Fund
Fund Manager
FM1 - Mr. Bharath S; FM2 - Mr. Clyton Richard Fernandes; FM3 - Mr. Dwijendra Srivastava; FM4 - Mr. Sandeep Agarwal;
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)
Entry Load
Not applicable
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Nil - If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Other Schemes of the Same Category
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
DSP Aggressive Hybrid Fund- Regular Plan - Growth
Bandhan Aggressive Hybrid Fund-Regular Plan Growth
SBI Equity Hybrid Fund - Regular Plan -Growth
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
UTI Aggressive Hybrid Fund - Regular Plan - Growth
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
ICICI Prudential Equity & Debt Fund - Growth
PGIM India Hybrid Equity Fund - Growth Option
Performance

Scheme Performance (%)

Data as on - 23-05-2025

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
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.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 01-01-2013 9.06 17.85 15.29 19.36 11.39
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 16.3 21.67 19.17 20.78 12.79
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 12.48 18.76 16.51 21.45 0.0
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 12.46 19.06 15.53 19.47 11.9
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 11.58 22.3 19.36 23.24 0.0
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 11.24 21.43 19.23 23.97 12.21
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 11.09 22.33 18.88 19.49 0.0
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 05-08-2018 10.67 15.47 12.78 16.81 0.0
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 10.61 24.33 21.02 27.62 15.4
PGIM India Hybrid Equity Fund - Growth Option 29-01-2004 10.57 14.2 14.42 17.11 8.2
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings