• 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

27.3478

NAV (Aug 17)

9.9%
5 Year CAGR
Scripbox Opinion
Not Recommended
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 ->

Fund Size

₹ 3,026 Cr

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

View all 7 analysis

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Invest in this fund

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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

27.3478

NAV (Aug 17)

Fund Returns

Last 1Y

6.4%

Last 3Y

15.3%

Last 5Y

9.9%

Last 10Y

13.8%

Since Inception

11.2%

6 Month CAGR

2.5%

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

2.01

Launched (22y ago)

Jan 14, 2000

AUM in Crores

3026.363

ISIN

INF173K01CJ2

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

SIP Minimum

0

Lumpsum Min.

5000

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 2022-08-17

Top Stock Holdings

icici bank ltd

6.1%
6.1%

infosys ltd

5.5%
5.5%

reliance industries ltd

5.3%
5.3%

hdfc bank ltd

5.1%
5.1%

sun pharmaceuticals industries ltd

3.6%
3.6%
See all holdings

Allocation by Sector

financial services

26.8%
26.8%

technology

7.2%
7.2%

consumer cyclical

7.1%
7.1%

consumer defensive

6.7%
6.7%

industrials

6.5%
6.5%
See all sectors

Comparison with Hybrid Funds

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

₹ 19,613 cr

₹ 3,267 cr

₹ 2,688 cr

₹ 385 cr

₹ 499 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 54,771 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

    12.9%

    8.4%

    16%

    11.3%

    14.6%

    13.8%

    12.4%

    7.3%

    14.2%

    13.4%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    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 11.2% 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 Dwijendra Srivastava, Ravi Gopalakrishnan, Rohit Seksaria, Sandeep Agarwal, S. Bharath.

    Nav of Sundaram Aggressive Hybrid Fund IDCW R (RIDCW-M) as of 8/17/2022 is ₹27.35 with the total AUM as of 8/18/2022 is ₹3026.363. 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 High Risk.

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

    Sundaram Aggressive Hybrid Fund IDCW R (RIDCW-M) 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 IDCW R (RIDCW-M)?

    You can invest in Sundaram Aggressive Hybrid Fund IDCW R (RIDCW-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 R (RIDCW-M)?

    The minimum sip amount for Sundaram Aggressive Hybrid Fund IDCW R (RIDCW-M) is ₹0. You can invest in multiples of ₹5000.

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

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

    The expense ratio of the Sundaram Aggressive Hybrid Fund IDCW R (RIDCW-M) is 2.01% for regular plan.