Sundaram Aggressive Hybrid Fund Overview
Category Aggressive Hybrid Fund
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Gro. Opt. As On: 21-10-2024
NAV ₹160.96(R) -0.34% ₹183.0(D) -0.33%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 30.37% -% -% -% -%
LumpSum (D) 31.86% -% -% -% -%
SIP (R) 6.44% -% -% -% -%
SIP (D) 7.66% -% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
Top Aggressive Hybrid Fund
Fund Name Rank Rating
Icici Prudential Equity & Debt Fund 1
JM Aggressive Hybrid Fund 2
Edelweiss Aggressive Hybrid Fund 3
Kotak Equity Hybrid Fund 4
UTI Aggressive Hybrid Fund 5
Invesco India Aggressive Hybrid Fund 6

NAV Date: 21-10-2024

Scheme Name NAV Rupee Change Percent Change
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal 30.16
-0.1000
-0.3400%
Sundaram Aggressive Hybrid Fund(Formerly Known as Principal Hybrid Equity Fund)-Direct Plan - Monthly Income Distribution CUM Capital Withdrawal Option 45.72
-0.1500
-0.3300%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 160.96
-0.5500
-0.3400%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth Option 183.0
-0.6100
-0.3300%

Review Date: 21-10-2024

A review of the different performance parameters of the fund is as follows:
  1. Returns: It reflects the surge in the investment's value throughout the investment period, communicated as a percentage or a specific monetary sum. Our analysis encompassed four return parameters of this fund. We have organized the return parameters into three performance groups for evaluation: the top 25%, parameters that rank below the top 25% but above average, and parameters that are below average. Below, you'll find a breakdown of how each parameter has performed.
    1. Top 25%: One return parameter of the Sundaram Aggressive Hybrid Fund is in the top 25% in the category, as shown below:
      • 3M Return %
    2. Above Average Below the Top 25%: The Sundaram Aggressive Hybrid Fund has one return parameter in the category, which is above average but below the top 25%, as shown below:
      • 6M Return %
    3. Below Average: Sundaram Aggressive Hybrid Fund has two return parameters that are below average in the category, which are listed below:
      • 1Y Return %
      • 1M Return %
  2. Risk: It refers to the chance of suffering a financial loss or not reaching the expected profits due to a variety of circumstances. Zero risk parameters of the fund are divided into three groups the lowest 25%, below average but above the lowest 25%, and above average, which are described below.
    1. Lowest 25%: Sundaram Aggressive Hybrid Fund does not have any risk parameters in the lowest 25% of the category. It means high risk compared to other funds in the category.
    2. Below Average but Above the Lowest 25%: Sundaram Aggressive Hybrid Fund does not have any risk parameters in the below average but above the lowest 25% of the category.
    3. Above Average: Sundaram Aggressive Hybrid Fund does not have any risk parameters above average; which is a good sign.
  3. Risk Adjusted Performance Parameters: In mutual funds, risk-adjusted performance parameters are evaluation tools that gauge the returns of an investment against the risk taken. They assist investors in comparing various investments, factoring in both risk and returns. We have evaluated zero risk-adjusted performance parameters of the fund.
    1. Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the top 25% of the category.
    2. Above Average Below Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.
    3. Below Average Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -3.03
-3.02
-4.62 | -2.18 15 | 28 Average
3M Return % 3.64
2.59
-2.28 | 6.52 6 | 28 Very Good
6M Return % 13.07
12.74
4.50 | 17.63 13 | 28 Good
1Y Return % 30.37
32.14
23.57 | 46.63 18 | 28 Average
1Y SIP Return % 6.44
6.32
0.19 | 14.81 14 | 28 Good
Return data last Updated On : Oct. 21, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -2.94 -2.93 -4.52 | -2.08 14 | 28
3M Return % 3.94 2.90 -1.96 | 6.87 6 | 28
6M Return % 13.72 13.42 5.17 | 18.60 13 | 28
1Y Return % 31.86 33.75 24.37 | 49.21 18 | 28
1Y SIP Return % 7.66 7.63 0.92 | 16.72 13 | 28
Return data last Updated On : Oct. 21, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -0.34 ₹ 9,966.00 -0.33 ₹ 9,967.00
1W -1.01 ₹ 9,899.00 -0.99 ₹ 9,901.00
1M -3.03 ₹ 9,697.00 -2.94 ₹ 9,706.00
3M 3.64 ₹ 10,364.00 3.94 ₹ 10,394.00
6M 13.07 ₹ 11,307.00 13.72 ₹ 11,372.00
1Y 30.37 ₹ 13,037.00 31.86 ₹ 13,186.00
3Y ₹ ₹
5Y ₹ ₹
7Y ₹ ₹
10Y ₹ ₹
15Y ₹ ₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 6.44 ₹ 12,414.18 7.66 ₹ 12,491.89
3Y ₹ 36000 ₹ ₹
5Y ₹ 60000 ₹ ₹
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date Sundaram Aggressive Hybrid Fund NAV Regular Growth Sundaram Aggressive Hybrid Fund NAV Direct Growth
21-10-2024 160.9608 183.0003
18-10-2024 161.5092 183.6065
17-10-2024 161.1798 183.2264
16-10-2024 162.8076 185.071
15-10-2024 162.7136 184.9583
14-10-2024 162.6094 184.8341
11-10-2024 161.6014 183.6711
10-10-2024 161.5657 183.6249
09-10-2024 161.8767 183.9727
08-10-2024 161.2603 183.2665
07-10-2024 159.7748 181.5726
04-10-2024 161.3376 183.3316
03-10-2024 162.6248 184.7885
01-10-2024 165.3257 187.8458
30-09-2024 165.0152 187.4871
27-09-2024 165.9959 188.5837

Fund Launch Date: 14/Jun/2000
Fund Category: Aggressive Hybrid Fund
Investment Objective: The Investment objective of the Scheme is to provide longterm appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities
Fund Description: An open-ended hybrid scheme investing predominantly in equity and equity-related instruments.
Fund Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.