- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Aggressive Hybrid Fund (Growth)
Formerly Principal Hybrid Equity Gr
Sundaram Aggressive Hybrid Fund (Growth)
₹ 131.3305
NAV (Dec 06)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 131.3305
NAV (Dec 6)
Fund Returns
Last 1Y | 10.8% |
Last 3Y | 15.2% |
Last 5Y | 12% |
Last 10Y | 13.9% |
Since Inception | 11.4% |
6 Month CAGR | 12% |
Scheme Information
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 | 1.91 |
Launched (23y ago) | Jan 14, 2000 |
AUM in Crores | 3641.701 |
ISIN | INF173K01CL8 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 9.8 |
Standard Deviation (5yr) | 13.4 |
Beta (3yr) | 1.03 |
Beta (5yr) | 1.06 |
Sharpe Ratio (3yr) | 0.983 |
Sharpe Ratio (5yr) | 0.505 |
YTM | 7.42122 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Aggressive Hybrid Fund (Growth) | 9,84,571 | 2,51,959 | 12% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
hdfc bank ltd
5.3%treps
4.6%icici bank ltd
4.5%reliance industries ltd
4.1%infosys ltd
3.1%Allocation by Sector
financial services
21.5%consumer cyclical
9%industrials
8.3%consumer defensive
7.7%technology
6%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 9,338 cr | ||
₹ 26,182 cr | ||
₹ 7,605 cr | ||
₹ 2,920 cr | ||
₹ 656 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
12.6% | 8.6% | ||
25.6% | 21% | ||
24% | 13% | ||
22.2% | 14.9% | ||
12.5% | 7.6% |
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 23 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 12/6/2023 is ₹131.33 with the total AUM as of 12/7/2023 is ₹3641.701. 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 ₹1000 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)?
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 ₹1000. 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 Not Recommended 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 1.91% for regular plan.