• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Aggressive Hybrid Fund (Growth)

Formerly Principal Hybrid Equity Gr

Sundaram Mutual Fund

Sundaram Aggressive Hybrid Fund (Growth)

HybridAggressive Hybrid

118.2289

NAV (Dec 02)

9.7%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in aggressive hybrid mutual funds.

Aggressive hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.

Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.

This makes their performance difficult to assess.

With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

118.2289

NAV (Dec 2)

Fund Returns

Last 1Y

5.5%

Last 3Y

15.4%

Last 5Y

9.7%

Last 10Y

13.4%

Since Inception

11.4%

6 Month CAGR

11.2%

Scheme Information

Investment Objective

The Investment objective of the Scheme is to provide long-term appreciation and current income by investing in a portfolio of equity,equity related securities and fixed income securities.

Expense Ratio

2

Launched (22y ago)

Jan 14, 2000

AUM in Crores

3131.899

ISIN

INF173K01CL8

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

SIP Minimum

0

Lumpsum Min.

5000

Standard Deviation (3yr)

15.7

Standard Deviation (5yr)

13.7

Beta (3yr)

1.06

Beta (5yr)

1.06

Sharpe Ratio (3yr)

0.721

Sharpe Ratio (5yr)

0.366

YTM

7.12558

Fund Managers

Ravi Gopalakrishnan

Fund Manager

Rohit Seksaria

Fund Manager

S. Bharath

Fund Manager

Sandeep Agarwal

Fund Manager

Dwijendra Srivastava

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-12-02

Top Stock Holdings

icici bank ltd

6.5%
6.5%

infosys ltd

5.2%
5.2%

hdfc bank ltd

5.2%
5.2%

reliance industries ltd

5.2%
5.2%

bharti airtel ltd

3.6%
3.6%
See all holdings

Allocation by Sector

financial services

29.6%
29.6%

consumer cyclical

7.6%
7.6%

consumer defensive

7.6%
7.6%

technology

6.7%
6.7%

industrials

6.4%
6.4%
See all sectors

Compare Sundaram Aggressive Hybrid Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 21,109 cr

₹ 761 cr

₹ 428 cr

₹ 2,759 cr

₹ 406 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 57,917 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,235 debt and 49 hybrid funds.

amc-img

  • 044-28583362
  • customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    12.7%

    8.4%

    13.8%

    11.7%

    12.3%

    14.1%

    12.2%

    7.4%

    11.9%

    13.7%

    Sundaram Aggressive Hybrid Fund (G) Review

    Sundaram Aggressive Hybrid Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 11.4% over a period of 22 years. The fund was previously known as Principal Hybrid Equity Gr. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Ravi Gopalakrishnan, Rohit Seksaria, Sandeep Agarwal, S. Bharath.

    Nav of Sundaram Aggressive Hybrid Fund (G) as of 12/2/2022 is ₹118.23 with the total AUM as of 12/4/2022 is ₹3131.899. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Aggressive Hybrid Fund (G) was launched on Jan 14, 2000. The category risk of the fund is High Risk.

    The minimum SIP amount for Sundaram Aggressive Hybrid Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

    What is Sundaram Aggressive Hybrid Fund (G)?

    Sundaram Aggressive Hybrid Fund (G) is a Aggressive Hybrid Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    How to invest in Sundaram Aggressive Hybrid Fund (G)?

    You can invest in Sundaram Aggressive Hybrid Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Sundaram Aggressive Hybrid Fund (G)?

    The minimum sip amount for Sundaram Aggressive Hybrid Fund (G) is ₹0. You can invest in multiples of ₹5000.

    Is Sundaram Aggressive Hybrid Fund (G) good to invest in?

    As per Scripbox experts, Sundaram Aggressive Hybrid Fund (G) is a Neutral fund. You can investSundaram Aggressive Hybrid Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Sundaram Aggressive Hybrid Fund (G)?

    The expense ratio of the Sundaram Aggressive Hybrid Fund (G) is 2% for regular plan.