• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Aggressive Hybrid Fund IDCW R (RIDCW-M)

Formerly Principal Hybrid Equity Mn IDCW-R

Sundaram Mutual Fund

Sundaram Aggressive Hybrid Fund IDCW R (RIDCW-M)

HybridAggressive Hybrid

28.5547

NAV (Jan 21)

13.5%
5 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in aggressive hybrid mutual funds.

However, Scripbox does not recommend investing in aggressive hybrid mutual funds.

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 ->

Track Record

22 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

3,075 Cr. Medium within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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  • graph-icon-gray
    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Historical NAV

28.5547

NAV (Jan 21)

Fund Returns

Last 1Y

20.7%

Last 3Y

13.7%

Last 5Y

13.5%

Last 10Y

14.9%

Since Inception

11.5%

6 Month CAGR

10%

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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

2.24

Launched (22y ago)

Jan 14, 2000

AUM in Crores

3074.435

ISIN

INF173K01CJ2

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Ashish Aggarwal

Fund Manager

user-avatar

Bekxy Kuriakose

Fund Manager

user-avatar

Ravi Gopalakrishnan

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,042 cr

5

₹ 18,456 cr

5

₹ 3,412 cr

5

₹ 2,702 cr

5

₹ 1,396 cr

5

amc-icon

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 57,416 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,228 debt and 52 hybrid funds.

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  • tel-amc-about
    044-28583362
  • mail-amc-about
    customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5%

    7.5%

    4.5%

    5.4%

    4.5%

    5.4%

    5.3%

    6.9%

    21.6%

    16%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    Sundaram Aggressive Hybrid Fund IDCW R (RIDCW-M) Review

    Sundaram Aggressive Hybrid Fund IDCW R (RIDCW-M) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 11.5% over a period of 22 years. The fund was previously known as Principal Hybrid Equity Mn IDCW-R. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Ashish Aggarwal, Bekxy Kuriakose, Ravi Gopalakrishnan.

    Nav of Sundaram Aggressive Hybrid Fund IDCW R (RIDCW-M) as of 21/01/2022 is ₹28.55 with the total AUM as of 22/01/2022 is ₹3074.435. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Aggressive Hybrid Fund IDCW R (RIDCW-M) was launched on Jan 14, 2000. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Sundaram Aggressive Hybrid Fund IDCW R (RIDCW-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 R (RIDCW-M)?

    How to invest in Sundaram Aggressive Hybrid Fund IDCW R (RIDCW-M)?

    What is the minimum sip amount of Sundaram Aggressive Hybrid Fund IDCW R (RIDCW-M)?

    Is Sundaram Aggressive Hybrid Fund IDCW R (RIDCW-M) good to invest in?

    What is the expense ratio of the Sundaram Aggressive Hybrid Fund IDCW R (RIDCW-M)?