Formerly Principal Hybrid Equity Gr
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.
The performance of the fund on a Fund Size metric has been Satisfactory
The performance of the fund on a Outperformance Consistency metric has been Poor
NAV (Dec 6)
6 Month CAGR
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.
Launched (23y ago)
Jan 14, 2000
AUM in Crores
CRISIL Hybrid 35+65 - Agg TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Sundaram Aggressive Hybrid Fund (Growth)||9,84,571||2,51,959||12%|
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.
hdfc bank ltd5.3%
icici bank ltd4.5%
reliance industries ltd4.1%
|Fund Name||Fund Size||Rolling Returns|
₹ 9,338 cr
₹ 26,182 cr
₹ 7,605 cr
₹ 2,920 cr
₹ 656 cr
Sundaram Asset Management Company Ltd
|Fund Name||Scripbox Opinion||Till Date CAGR|
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.
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.