Sundaram Aggressive Hybrid Fund Overview
Category Aggressive Hybrid Fund
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Gro. Opt. As On: 20-12-2024
NAV ₹156.38(R) -1.24% ₹178.12(D) -1.23%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 18.36% -% -% -% -%
LumpSum (D) 19.72% -% -% -% -%
SIP (R) -36.3% -% -% -% -%
SIP (D) -35.49% -% -% -% -%
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
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UTI Aggressive Hybrid Fund 3
Icici Prudential Equity & Debt Fund 4
Invesco India Aggressive Hybrid Fund 5
Edelweiss Aggressive Hybrid Fund 6

NAV Date: 20-12-2024

Scheme Name NAV Rupee Change Percent Change
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal 28.8
-0.3600
-1.2400%
Sundaram Aggressive Hybrid Fund(Formerly Known as Principal Hybrid Equity Fund)-Direct Plan - Monthly Income Distribution CUM Capital Withdrawal Option 43.81
-0.5500
-1.2400%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 156.38
-1.9600
-1.2400%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth Option 178.12
-2.2300
-1.2300%

Review Date: 20-12-2024

A review of the different performance parameters of the fund is as follows:
  1. Returns: It indicates the appreciation in the investment's value within the investment period, represented as a percentage or a specific amount of money. We conducted an analysis of the four return parameters of this fund to assess their performance. To assess performance, we have segmented the return parameters into three groups: the top 25%, parameters below the top 25% but still above average, and parameters below average. The results are provided below.
    1. Top 25%: The fund does not have any return parameter in the top 25% in the category.
    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 three return parameters that are below average in the category, which are listed below:
      • 1Y Return %
      • 1M Return %
      • 3M Return %
  2. Risk: It signifies the potential for financial loss or the failure to achieve anticipated returns due to diverse elements. We have analyzed zero risk parameters of Sundaram Aggressive Hybrid Fund, and divided it into three groups the lowest 25%, below average but above the lowest 25%, and above average. More details are provided 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: Risk-adjusted performance parameters in mutual funds are parameters that assess the return on investments based on the risks involved. These parameters provide a platform for investors to compare various investments, by considering both profits and the risks involved. For Sundaram Aggressive Hybrid Fund, we have evaluated zero risk-adjusted performance parameters.
    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 % 1.09
2.09
0.42 | 5.63 25 | 28 Poor
3M Return % -4.90
-4.51
-10.95 | 0.18 19 | 28 Average
6M Return % 3.51
2.94
-7.92 | 9.50 11 | 27 Good
1Y Return % 18.36
19.65
14.60 | 30.01 15 | 28 Average
1Y SIP Return % -36.30
-35.01
-39.59 | -28.09 16 | 25 Average
Return data last Updated On : Dec. 20, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 1.18 2.19 0.52 | 5.76 25 | 28
3M Return % -4.63 -4.23 -10.66 | 0.50 18 | 28
6M Return % 4.11 3.56 -7.32 | 10.22 12 | 27
1Y Return % 19.72 21.13 15.64 | 32.35 14 | 28
1Y SIP Return % -35.49 -34.34 -39.33 | -26.79 16 | 26
Return data last Updated On : Dec. 20, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -1.24 ₹ 9,876.00 -1.23 ₹ 9,877.00
1W -2.94 ₹ 9,706.00 -2.92 ₹ 9,708.00
1M 1.09 ₹ 10,109.00 1.18 ₹ 10,118.00
3M -4.90 ₹ 9,510.00 -4.63 ₹ 9,537.00
6M 3.51 ₹ 10,351.00 4.11 ₹ 10,411.00
1Y 18.36 ₹ 11,836.00 19.72 ₹ 11,972.00
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 -36.30 ₹ 9,479.92 -35.49 ₹ 9,540.91
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
20-12-2024 156.3783 178.1211
19-12-2024 158.3386 180.3484
18-12-2024 159.1138 181.2256
17-12-2024 159.5788 181.7497
16-12-2024 161.054 183.4242
13-12-2024 161.1094 183.4702
12-12-2024 160.6128 182.899
11-12-2024 161.1135 183.4635
10-12-2024 160.9631 183.2866
09-12-2024 161.0918 183.4275
06-12-2024 160.5988 182.8491
05-12-2024 160.543 182.78
04-12-2024 159.9007 182.043
03-12-2024 159.6357 181.7358
02-12-2024 158.8498 180.8356
29-11-2024 158.1163 179.9838
28-11-2024 157.0047 178.713
27-11-2024 157.8872 179.7119
26-11-2024 157.6748 179.4646
25-11-2024 157.7479 179.5422
22-11-2024 156.3918 177.9822
21-11-2024 154.6924 176.0428

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.