• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Aggressive Hybrid Fund IDCW P (PIDCW-M)

Formerly Principal Hybrid Equity Mn IDCW-P

Sundaram Mutual Fund

Sundaram Aggressive Hybrid Fund IDCW P (PIDCW-M)

HybridAggressive Hybrid

29.1413

NAV (Jun 12)

13.7%
5 Year CAGR
Scripbox Opinion
Not Recommended
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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

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

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

29.1413

NAV (Jun 12)

Fund Returns

Last 1Y
27.3%
Last 3Y
13.9%
Last 5Y
14.2%
Last 10Y
11.7%
Since Inception
11%
6 Month CAGR
13.5%

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
1.86
Launched (24y ago)
Jan 14, 2000
AUM in Crores
4643.672
ISIN
INF173K01CI4
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
8.9
Standard Deviation (5yr)
13.3
Beta (3yr)
0.99
Beta (5yr)
1.06
Sharpe Ratio (3yr)
0.776
Sharpe Ratio (5yr)
0.567
YTM
7.35
Fund Managers

Ravi Gopalakrishnan

Fund Manager

Rohit Seksaria

Fund Manager

S. Bharath

Fund Manager

Sandeep Agarwal

Fund Manager

Dwijendra Srivastava

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Aggressive Hybrid Fund IDCW P (PIDCW-M)70%10,28,881 2,96,26913.7%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-06-12

Top Stock Holdings

reliance industries ltd

5.1%
5.1%

7.18% govt stock 2033

4.4%
4.4%

hdfc bank ltd

4.3%
4.3%

icici bank ltd

4.1%
4.1%

bharti airtel ltd

3%
3%
See all holdings

Allocation by Sector

financial services

20.3%
20.3%

consumer cyclical

11%
11%

industrials

8.5%
8.5%

energy

6%
6%

technology

5.8%
5.8%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Edelweiss Balanced Advantage Fund (G)
Edelweiss Balanced Advantage Fund (G)

₹ 11,135 cr

₹ 35,122 cr

₹ 9,275 cr

₹ 3,337 cr

₹ 3,146 cr

amc-img

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 76,374 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,239 debt and 45 hybrid funds.amc-img
phone-img044-28583362
Fund NameScripbox Opinion
Till Date CAGR

12.1%

8.8%

18.6%

20.9%

5.3%

4.9%

20.7%

13.3%

18.7%

%

Sundaram Aggressive Hybrid Fund IDCW P (PIDCW-M) Review

Sundaram Aggressive Hybrid Fund IDCW P (PIDCW-M) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 11.5% over a period of 24 years. The fund was previously known as Principal Hybrid Equity Mn IDCW-P. 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 IDCW P (PIDCW-M) as of 6/12/2024 is ₹29.14 with the total AUM as of 6/13/2024 is ₹4643.672. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Aggressive Hybrid Fund IDCW P (PIDCW-M) was launched on Jan 14, 2000. The category risk of the fund is High Risk.

The minimum SIP amount for Sundaram Aggressive Hybrid Fund IDCW P (PIDCW-M) 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 IDCW P (PIDCW-M)?

Sundaram Aggressive Hybrid Fund IDCW P (PIDCW-M) is a Aggressive Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Sundaram Aggressive Hybrid Fund IDCW P (PIDCW-M)?

You can invest in Sundaram Aggressive Hybrid Fund IDCW P (PIDCW-M) 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 IDCW P (PIDCW-M)?

The minimum sip amount for Sundaram Aggressive Hybrid Fund IDCW P (PIDCW-M) is ₹1000. You can invest in multiples of ₹5000.

Is Sundaram Aggressive Hybrid Fund IDCW P (PIDCW-M) good to invest in?

As per Scripbox experts, Sundaram Aggressive Hybrid Fund IDCW P (PIDCW-M) is a Not Recommended fund. You can investSundaram Aggressive Hybrid Fund IDCW P (PIDCW-M) 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 IDCW P (PIDCW-M)?

The expense ratio of the Sundaram Aggressive Hybrid Fund IDCW P (PIDCW-M) is 1.86% for regular plan.