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: 1.83% As on (31-10-2024) |
Status: Open Ended Schemes |
Minimum Investment: 100.0 |
Minimum Topup: 100.0 |
Total Assets: 5,358.42 Cr As on (31-10-2024) |
Turn over: 70% |
154.9546
0.8 (0.5192%)
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 - 19-11-2024Yearly 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)
NAV Date | NAV | Units | Market Value |
Returns (%) |
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RETURNS CALCULATOR for Sundaram-Aggressive-Hybrid-Fund-Formerly-Known-as-Principal-Hybrid-Equity-Fund-Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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 | 0.55 | 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
PORTFOLIO ANALYSIS of Sundaram-Aggressive-Hybrid-Fund-Formerly-Known-as-Principal-Hybrid-Equity-Fund-Growth
Asset Allocation (%)
Allocation | Percentage (%) |
---|
Market Cap Distribution
Small Cap
8.35%
Others
26.44%
Large Cap
49.08%
Mid Cap
16.09%
Total
100%