Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
| Category: Hybrid: Aggressive |
| Launch Date: 01-01-2013 |
| Asset Class: |
| Benchmark: CRISIL Hybrid 35+65 Aggressive Index |
| Expense Ratio: 1.84% As on (30-11-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 5,465.27 Cr As on (29-11-2024) |
| Turn over: 70% |
NAV as on 20-12-2024
156.3783
-1.96 (-1.2536%)
CAGR Since Inception
10.95%
CRISIL Hybrid 35+65 Aggressive Index 12.55%
PERFORMANCE of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Scheme Performance (%)
Data as on - 20-12-2024Yearly Performance (%)
Fund Managers
Ravi Gopalakrishnan, Dwijendra Srivastava, Bharath S., Sandeep Agarwal
Investment Objective
The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities.
NAV & Lumpsum details( Invested amount 1,00,000)
Show All Monthly Lumpsum Returns
| NAV Date | NAV | Units | Market Value |
Returns (%) |
|---|---|---|---|---|
| 14-01-2000 | 11.7084 | 8540.8766 | 100000 | 0.0 % |
| 14-02-2000 | 13.6051 | - | 116199 | 16.2 % |
| 14-03-2000 | 13.1368 | - | 112200 | 12.2 % |
| 14-04-2000 | 11.966 | - | 102200 | 2.2 % |
| 14-05-2000 | 9.6243 | - | 82200 | -17.8 % |
| 14-06-2000 | 10.3268 | - | 88200 | -11.8 % |
| 14-07-2000 | 10.539 | - | 90012 | -9.99 % |
| 14-08-2000 | 9.519 | - | 81301 | -18.7 % |
| 14-09-2000 | 10.3695 | - | 88565 | -11.43 % |
| 14-10-2000 | 8.7556 | - | 74780 | -25.22 % |
| 14-11-2000 | 9.2225 | - | 78768 | -21.23 % |
| 14-12-2000 | 9.7915 | - | 83628 | -16.37 % |
| 14-01-2001 | 9.1328 | - | 78002 | -22.0 % |
| 14-02-2001 | 9.6909 | - | 82769 | -17.23 % |
| 14-03-2001 | 8.1649 | - | 69735 | -30.26 % |
| 14-04-2001 | 7.2828 | - | 62201 | -37.8 % |
| 14-05-2001 | 7.8768 | - | 67275 | -32.73 % |
| 14-06-2001 | 7.9399 | - | 67814 | -32.19 % |
| 14-07-2001 | 7.7881 | - | 66517 | -33.48 % |
| 14-08-2001 | 7.6465 | - | 65308 | -34.69 % |
| 14-09-2001 | 6.9926 | - | 59723 | -40.28 % |
| 14-10-2001 | 7.009 | - | 59863 | -40.14 % |
| 14-11-2001 | 7.4642 | - | 63751 | -36.25 % |
| 14-12-2001 | 8.1093 | - | 69261 | -30.74 % |
| 14-01-2002 | 8.146 | - | 69574 | -30.43 % |
| 14-02-2002 | 8.5798 | - | 73279 | -26.72 % |
| 14-03-2002 | 8.55 | - | 73024 | -26.98 % |
| 14-04-2002 | 8.6825 | - | 74156 | -25.84 % |
| 14-05-2002 | 8.7681 | - | 74887 | -25.11 % |
| 14-06-2002 | 8.5852 | - | 73325 | -26.67 % |
| 14-07-2002 | 8.6151 | - | 73581 | -26.42 % |
| 14-08-2002 | 8.1011 | - | 69190 | -30.81 % |
| 14-09-2002 | 8.1888 | - | 69940 | -30.06 % |
| 14-10-2002 | 8.067 | - | 68899 | -31.1 % |
| 14-11-2002 | 8.034 | - | 68617 | -31.38 % |
| 14-12-2002 | 8.6933 | - | 74248 | -25.75 % |
| 14-01-2003 | 8.712 | - | 74408 | -25.59 % |
| 14-02-2003 | 8.3843 | - | 71609 | -28.39 % |
| 14-03-2003 | 8.2308 | - | 70298 | -29.7 % |
| 14-04-2003 | 8.1617 | - | 69708 | -30.29 % |
| 14-05-2003 | 8.2957 | - | 70853 | -29.15 % |
| 14-06-2003 | 8.9129 | - | 76124 | -23.88 % |
| 14-07-2003 | 9.8563 | - | 84181 | -15.82 % |
| 14-08-2003 | 10.4567 | - | 89309 | -10.69 % |
| 14-09-2003 | 11.2706 | - | 96261 | -3.74 % |
| 14-10-2003 | 12.2228 | - | 104393 | 4.39 % |
| 14-11-2003 | 12.7042 | - | 108505 | 8.51 % |
| 14-12-2003 | 13.4932 | - | 115244 | 15.24 % |
| 14-01-2004 | 15.1515 | - | 129407 | 29.41 % |
| 14-02-2004 | 14.7401 | - | 125893 | 25.89 % |
| 14-03-2004 | 14.2342 | - | 121573 | 21.57 % |
| 14-04-2004 | 14.685 | - | 125423 | 25.42 % |
| 14-05-2004 | 13.486 | - | 115182 | 15.18 % |
| 14-06-2004 | 12.9387 | - | 110508 | 10.51 % |
| 14-07-2004 | 13.1537 | - | 112344 | 12.34 % |
| 14-08-2004 | 13.8302 | - | 118122 | 18.12 % |
| 14-09-2004 | 14.5827 | - | 124549 | 24.55 % |
| 14-10-2004 | 15.1859 | - | 129701 | 29.7 % |
| 14-11-2004 | 15.7007 | - | 134098 | 34.1 % |
| 14-12-2004 | 16.5007 | - | 140930 | 40.93 % |
| 14-01-2005 | 16.224 | - | 138567 | 38.57 % |
| 14-02-2005 | 17.0955 | - | 146011 | 46.01 % |
| 14-03-2005 | 17.2914 | - | 147684 | 47.68 % |
| 14-04-2005 | 17.1224 | - | 146240 | 46.24 % |
| 14-05-2005 | 17.1563 | - | 146530 | 46.53 % |
| 14-06-2005 | 17.6412 | - | 150671 | 50.67 % |
| 14-07-2005 | 17.943 | - | 153249 | 53.25 % |
| 14-08-2005 | 18.8583 | - | 161066 | 61.07 % |
| 14-09-2005 | 19.7532 | - | 168710 | 68.71 % |
| 14-10-2005 | 19.3949 | - | 165649 | 65.65 % |
| 14-11-2005 | 19.6503 | - | 167831 | 67.83 % |
| 14-12-2005 | 20.9588 | - | 179007 | 79.01 % |
| 14-01-2006 | 21.9763 | - | 187697 | 87.7 % |
| 14-02-2006 | 23.2975 | - | 198981 | 98.98 % |
| 14-03-2006 | 24.1675 | - | 206412 | 106.41 % |
| 14-04-2006 | 24.9729 | - | 213290 | 113.29 % |
| 14-05-2006 | 26.4786 | - | 226150 | 126.15 % |
| 14-06-2006 | 20.0384 | - | 171146 | 71.15 % |
| 14-07-2006 | 22.0779 | - | 188565 | 88.56 % |
| 14-08-2006 | 23.2212 | - | 198329 | 98.33 % |
| 14-09-2006 | 23.9312 | - | 204393 | 104.39 % |
| 14-10-2006 | 25.1137 | - | 214493 | 114.49 % |
| 14-11-2006 | 25.8582 | - | 220852 | 120.85 % |
| 14-12-2006 | 25.7367 | - | 219814 | 119.81 % |
| 14-01-2007 | 26.7181 | - | 228196 | 128.2 % |
| 14-02-2007 | 26.3246 | - | 224835 | 124.84 % |
| 14-03-2007 | 24.41 | - | 208483 | 108.48 % |
| 14-04-2007 | 25.7913 | - | 220280 | 120.28 % |
| 14-05-2007 | 26.9315 | - | 230019 | 130.02 % |
| 14-06-2007 | 27.455 | - | 234490 | 134.49 % |
| 14-07-2007 | 29.4166 | - | 251244 | 151.24 % |
| 14-08-2007 | 28.972 | - | 247446 | 147.45 % |
| 14-09-2007 | 30.14 | - | 257422 | 157.42 % |
| 14-10-2007 | 33.4626 | - | 285800 | 185.8 % |
| 14-11-2007 | 36.5311 | - | 312008 | 212.01 % |
| 14-12-2007 | 38.3684 | - | 327700 | 227.7 % |
| 14-01-2008 | 38.3296 | - | 327368 | 227.37 % |
| 14-02-2008 | 33.3196 | - | 284579 | 184.58 % |
| 14-03-2008 | 30.5826 | - | 261202 | 161.2 % |
| 14-04-2008 | 30.3355 | - | 259092 | 159.09 % |
| 14-05-2008 | 31.5536 | - | 269495 | 169.5 % |
| 14-06-2008 | 29.3055 | - | 250295 | 150.29 % |
| 14-07-2008 | 26.7433 | - | 228411 | 128.41 % |
| 14-08-2008 | 28.8424 | - | 246339 | 146.34 % |
| 14-09-2008 | 27.9044 | - | 238328 | 138.33 % |
| 14-10-2008 | 23.7686 | - | 203005 | 103.0 % |
| 14-11-2008 | 21.0701 | - | 179957 | 79.96 % |
| 14-12-2008 | 21.0889 | - | 180118 | 80.12 % |
| 14-01-2009 | 21.0878 | - | 180108 | 80.11 % |
| 14-02-2009 | 21.057 | - | 179845 | 79.84 % |
| 14-03-2009 | 19.4158 | - | 165828 | 65.83 % |
| 14-04-2009 | 23.0962 | - | 197262 | 97.26 % |
| 14-05-2009 | 24.5043 | - | 209288 | 109.29 % |
| 14-06-2009 | 30.104 | - | 257115 | 157.12 % |
| 14-07-2009 | 28.3489 | - | 242124 | 142.12 % |
| 14-08-2009 | 31.2806 | - | 267164 | 167.16 % |
| 14-09-2009 | 32.5721 | - | 278194 | 178.19 % |
| 14-10-2009 | 34.5981 | - | 295498 | 195.5 % |
| 14-11-2009 | 34.2306 | - | 292359 | 192.36 % |
| 14-12-2009 | 35.2964 | - | 301462 | 201.46 % |
| 14-01-2010 | 36.6402 | - | 312939 | 212.94 % |
| 14-02-2010 | 34.4224 | - | 293997 | 194.0 % |
| 14-03-2010 | 35.0337 | - | 299219 | 199.22 % |
| 14-04-2010 | 35.5952 | - | 304014 | 204.01 % |
| 14-05-2010 | 35.0061 | - | 298983 | 198.98 % |
| 14-06-2010 | 35.5188 | - | 303362 | 203.36 % |
| 14-07-2010 | 36.7233 | - | 313649 | 213.65 % |
| 14-08-2010 | 37.7441 | - | 322368 | 222.37 % |
| 14-09-2010 | 39.0816 | - | 333791 | 233.79 % |
| 14-10-2010 | 40.7894 | - | 348377 | 248.38 % |
| 14-11-2010 | 40.9029 | - | 349347 | 249.35 % |
| 14-12-2010 | 39.5409 | - | 337714 | 237.71 % |
| 14-01-2011 | 37.906 | - | 323750 | 223.75 % |
| 14-02-2011 | 37.2877 | - | 318470 | 218.47 % |
| 14-03-2011 | 37.0551 | - | 316483 | 216.48 % |
| 14-04-2011 | 39.0607 | - | 333613 | 233.61 % |
| 14-05-2011 | 37.3172 | - | 318722 | 218.72 % |
| 14-06-2011 | 37.2166 | - | 317862 | 217.86 % |
| 14-07-2011 | 37.5366 | - | 320595 | 220.59 % |
| 14-08-2011 | 34.9027 | - | 298100 | 198.1 % |
| 14-09-2011 | 34.4551 | - | 294277 | 194.28 % |
| 14-10-2011 | 35.1298 | - | 300039 | 200.04 % |
| 14-11-2011 | 34.9012 | - | 298087 | 198.09 % |
| 14-12-2011 | 32.7989 | - | 280131 | 180.13 % |
| 14-01-2012 | 32.84 | - | 280482 | 180.48 % |
| 14-02-2012 | 36.1973 | - | 309157 | 209.16 % |
| 14-03-2012 | 36.6498 | - | 313021 | 213.02 % |
| 14-04-2012 | 35.5242 | - | 303408 | 203.41 % |
| 14-05-2012 | 33.9482 | - | 289947 | 189.95 % |
| 14-06-2012 | 34.8128 | - | 297332 | 197.33 % |
| 14-07-2012 | 36.2312 | - | 309446 | 209.45 % |
| 14-08-2012 | 36.6479 | - | 313005 | 213.01 % |
| 14-09-2012 | 37.5015 | - | 320296 | 220.3 % |
| 14-10-2012 | 38.3062 | - | 327169 | 227.17 % |
| 14-11-2012 | 38.4125 | - | 328076 | 228.08 % |
| 14-12-2012 | 39.4066 | - | 336567 | 236.57 % |
| 14-01-2013 | 40.8244 | - | 348676 | 248.68 % |
| 14-02-2013 | 39.3812 | - | 336350 | 236.35 % |
| 14-03-2013 | 39.3256 | - | 335875 | 235.88 % |
| 14-04-2013 | 37.7083 | - | 322062 | 222.06 % |
| 14-05-2013 | 39.7143 | - | 339195 | 239.19 % |
| 14-06-2013 | 38.7584 | - | 331031 | 231.03 % |
| 14-07-2013 | 39.079 | - | 333769 | 233.77 % |
| 14-08-2013 | 37.925 | - | 323913 | 223.91 % |
| 14-09-2013 | 38.549 | - | 329242 | 229.24 % |
| 14-10-2013 | 40.0651 | - | 342191 | 242.19 % |
| 14-11-2013 | 40.2338 | - | 343632 | 243.63 % |
| 14-12-2013 | 40.9911 | - | 350100 | 250.1 % |
| 14-01-2014 | 41.6072 | - | 355362 | 255.36 % |
| 14-02-2014 | 40.5037 | - | 345937 | 245.94 % |
| 14-03-2014 | 42.344 | - | 361655 | 261.66 % |
| 14-04-2014 | 44.1236 | - | 376854 | 276.85 % |
| 14-05-2014 | 45.9688 | - | 392614 | 292.61 % |
| 14-06-2014 | 48.7275 | - | 416176 | 316.18 % |
| 14-07-2014 | 48.5774 | - | 414894 | 314.89 % |
| 14-08-2014 | 49.694 | - | 424430 | 324.43 % |
| 14-09-2014 | 51.6497 | - | 441134 | 341.13 % |
| 14-10-2014 | 50.2633 | - | 429293 | 329.29 % |
| 14-11-2014 | 53.4068 | - | 456141 | 356.14 % |
| 14-12-2014 | 52.9513 | - | 452251 | 352.25 % |
| 14-01-2015 | 53.5856 | - | 457668 | 357.67 % |
| 14-02-2015 | 55.6391 | - | 475207 | 375.21 % |
| 14-03-2015 | 54.907 | - | 468954 | 368.95 % |
| 14-04-2015 | 55.9344 | - | 477729 | 377.73 % |
| 14-05-2015 | 53.2995 | - | 455224 | 355.22 % |
| 14-06-2015 | 52.0454 | - | 444513 | 344.51 % |
| 14-07-2015 | 54.3789 | - | 464443 | 364.44 % |
| 14-08-2015 | 55.0397 | - | 470087 | 370.09 % |
| 14-09-2015 | 52.24 | - | 446175 | 346.18 % |
| 14-10-2015 | 53.4618 | - | 456611 | 356.61 % |
| 14-11-2015 | 52.5032 | - | 448423 | 348.42 % |
| 14-12-2015 | 51.8606 | - | 442935 | 342.94 % |
| 14-01-2016 | 50.8791 | - | 434552 | 334.55 % |
| 14-02-2016 | 48.1532 | - | 411271 | 311.27 % |
| 14-03-2016 | 50.3933 | - | 430403 | 330.4 % |
| 14-04-2016 | 52.3779 | - | 447353 | 347.35 % |
| 14-05-2016 | 53.5263 | - | 457162 | 357.16 % |
| 14-06-2016 | 55.242 | - | 471815 | 371.81 % |
| 14-07-2016 | 57.9078 | - | 494583 | 394.58 % |
| 14-08-2016 | 59.1999 | - | 505619 | 405.62 % |
| 14-09-2016 | 60.5419 | - | 517081 | 417.08 % |
| 14-10-2016 | 61.2219 | - | 522889 | 422.89 % |
| 14-11-2016 | 59.3822 | - | 507176 | 407.18 % |
| 14-12-2016 | 58.7073 | - | 501412 | 401.41 % |
| 14-01-2017 | 59.9973 | - | 512430 | 412.43 % |
| 14-02-2017 | 61.3945 | - | 524363 | 424.36 % |
| 14-03-2017 | 62.2165 | - | 531383 | 431.38 % |
| 14-04-2017 | 64.5427 | - | 551251 | 451.25 % |
| 14-05-2017 | 66.2022 | - | 565425 | 465.43 % |
| 14-06-2017 | 66.7855 | - | 570407 | 470.41 % |
| 14-07-2017 | 68.3864 | - | 584080 | 484.08 % |
| 14-08-2017 | 67.6319 | - | 577636 | 477.64 % |
| 14-09-2017 | 69.7764 | - | 595952 | 495.95 % |
| 14-10-2017 | 70.2831 | - | 600279 | 500.28 % |
| 14-11-2017 | 71.605 | - | 611569 | 511.57 % |
| 14-12-2017 | 71.8078 | - | 613302 | 513.3 % |
| 14-01-2018 | 75.0299 | - | 640821 | 540.82 % |
| 14-02-2018 | 72.7955 | - | 621737 | 521.74 % |
| 14-03-2018 | 72.212 | - | 616754 | 516.75 % |
| 14-04-2018 | 73.4867 | - | 627641 | 527.64 % |
| 14-05-2018 | 74.0158 | - | 632160 | 532.16 % |
| 14-06-2018 | 74.0838 | - | 632741 | 532.74 % |
| 14-07-2018 | 73.8118 | - | 630417 | 530.42 % |
| 14-08-2018 | 76.3136 | - | 651785 | 551.78 % |
| 14-09-2018 | 76.6799 | - | 654914 | 554.91 % |
| 14-10-2018 | 71.4988 | - | 610662 | 510.66 % |
| 14-11-2018 | 72.4093 | - | 618439 | 518.44 % |
| 14-12-2018 | 73.583 | - | 628463 | 528.46 % |
| 14-01-2019 | 73.6355 | - | 628912 | 528.91 % |
| 14-02-2019 | 72.1787 | - | 616469 | 516.47 % |
| 14-03-2019 | 75.4753 | - | 644625 | 544.62 % |
| 14-04-2019 | 76.5439 | - | 653752 | 553.75 % |
| 14-05-2019 | 74.0754 | - | 632669 | 532.67 % |
| 14-06-2019 | 76.1788 | - | 650634 | 550.63 % |
| 14-07-2019 | 75.7558 | - | 647021 | 547.02 % |
| 14-08-2019 | 73.3765 | - | 626700 | 526.7 % |
| 14-09-2019 | 73.5498 | - | 628180 | 528.18 % |
| 14-10-2019 | 74.8366 | - | 639170 | 539.17 % |
| 14-11-2019 | 77.6594 | - | 663279 | 563.28 % |
| 14-12-2019 | 78.3541 | - | 669213 | 569.21 % |
| 14-01-2020 | 79.8619 | - | 682091 | 582.09 % |
| 14-02-2020 | 81.0123 | - | 691916 | 591.92 % |
| 14-03-2020 | 70.5662 | - | 602697 | 502.7 % |
| 14-04-2020 | 65.2785 | - | 557536 | 457.54 % |
| 14-05-2020 | 66.2332 | - | 565690 | 465.69 % |
| 14-06-2020 | 69.6734 | - | 595072 | 495.07 % |
| 14-07-2020 | 73.0734 | - | 624111 | 524.11 % |
| 14-08-2020 | 76.0282 | - | 649347 | 549.35 % |
| 14-09-2020 | 77.1547 | - | 658969 | 558.97 % |
| 14-10-2020 | 78.4964 | - | 670428 | 570.43 % |
| 14-11-2020 | 82.4075 | - | 703832 | 603.83 % |
| 14-12-2020 | 86.7669 | - | 741065 | 641.07 % |
| 14-01-2021 | 92.2952 | - | 788282 | 688.28 % |
| 14-02-2021 | 95.1773 | - | 812898 | 712.9 % |
| 14-03-2021 | 95.3735 | - | 814573 | 714.57 % |
| 14-04-2021 | 92.3825 | - | 789028 | 689.03 % |
| 14-05-2021 | 94.3663 | - | 805971 | 705.97 % |
| 14-06-2021 | 100.7941 | - | 860870 | 760.87 % |
| 14-07-2021 | 103.0374 | - | 880030 | 780.03 % |
| 14-08-2021 | 106.2613 | - | 907565 | 807.56 % |
| 14-09-2021 | 110.9283 | - | 947425 | 847.42 % |
| 14-10-2021 | 115.4694 | - | 986210 | 886.21 % |
| 14-11-2021 | 115.5592 | - | 986977 | 886.98 % |
| 14-12-2021 | 112.52 | - | 961019 | 861.02 % |
| 14-01-2022 | 115.8827 | - | 989740 | 889.74 % |
| 14-02-2022 | 108.2665 | - | 924691 | 824.69 % |
| 14-03-2022 | 108.1669 | - | 923840 | 823.84 % |
| 18-04-2022 | 109.4966 | - | 935197 | 835.2 % |
| 16-05-2022 | 103.0116 | - | 879809 | 779.81 % |
| 14-06-2022 | 102.3379 | - | 874055 | 774.05 % |
| 14-07-2022 | 104.3994 | - | 891662 | 791.66 % |
| 16-08-2022 | 113.3834 | - | 968394 | 868.39 % |
| 14-09-2022 | 116.0051 | - | 990785 | 890.78 % |
| 14-10-2022 | 111.8855 | - | 955600 | 855.6 % |
| 14-11-2022 | 116.0206 | - | 990918 | 890.92 % |
| 14-12-2022 | 118.4905 | - | 1012013 | 912.01 % |
| 16-01-2023 | 114.0773 | - | 974320 | 874.32 % |
| 14-02-2023 | 113.0445 | - | 965499 | 865.5 % |
| 14-03-2023 | 109.2466 | - | 933062 | 833.06 % |
| 17-04-2023 | 112.0367 | - | 956892 | 856.89 % |
| 15-05-2023 | 115.1577 | - | 983548 | 883.55 % |
| 14-06-2023 | 117.9046 | - | 1007009 | 907.01 % |
| 14-07-2023 | 121.9101 | - | 1041219 | 941.22 % |
| 14-08-2023 | 122.9319 | - | 1049946 | 949.95 % |
| 14-09-2023 | 127.1379 | - | 1085869 | 985.87 % |
| 16-10-2023 | 125.7886 | - | 1074345 | 974.34 % |
| 15-11-2023 | 126.6081 | - | 1081344 | 981.34 % |
| 14-12-2023 | 132.755 | - | 1133844 | 1033.84 % |
| 15-01-2024 | 137.6446 | - | 1175606 | 1075.61 % |
| 14-02-2024 | 138.281 | - | 1181041 | 1081.04 % |
| 14-03-2024 | 139.5898 | - | 1192219 | 1092.22 % |
| 15-04-2024 | 142.0048 | - | 1212845 | 1112.85 % |
| 14-05-2024 | 142.7051 | - | 1218827 | 1118.83 % |
| 14-06-2024 | 150.5515 | - | 1285842 | 1185.84 % |
| 15-07-2024 | 156.1992 | - | 1334078 | 1234.08 % |
| 14-08-2024 | 155.4372 | - | 1327570 | 1227.57 % |
| 16-09-2024 | 162.8738 | - | 1391085 | 1291.09 % |
| 14-10-2024 | 162.6094 | - | 1388827 | 1288.83 % |
| 14-11-2024 | 154.3167 | - | 1318000 | 1218.0 % |
| 16-12-2024 | 161.054 | - | 1375542 | 1275.54 % |
| 20-12-2024 | 156.3783 | - | 1335608 | 1235.61 % |
RETURNS CALCULATOR for Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount :
Period :
Start :
End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount :
Start :
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | 8.82 | 0.63 | 1.75 | 1.03 | 7.21 | 7.17 |
| Hybrid: Aggressive | - | - | - | - | - | - |
PEER COMPARISION of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Amount :
Start :
End :
Period
Data as on - 20-12-2024
PORTFOLIO ANALYSIS of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Asset Allocation (%)
| Allocation | Percentage (%) |
|---|
Market Cap Distribution
Small Cap
8.14%
Others
28.04%
Large Cap
48.0%
Mid Cap
15.47%
Total
100%
