Sundaram Aggressive Hybrid Fund Overview
Category Aggressive Hybrid Fund
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Gro. Opt. As On: 31-01-2025
NAV ₹151.77(R) +0.91% ₹173.1(D) +0.92%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 10.6% 11.04% -% -% -%
LumpSum (D) 11.86% 12.36% -% -% -%
SIP (R) 0.47% 12.89% -% -% -%
SIP (D) 1.65% 14.23% -% -% -%
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
JM Aggressive Hybrid Fund 1
Edelweiss Aggressive Hybrid Fund 2
UTI Aggressive Hybrid Fund 3
Kotak Equity Hybrid Fund 4
Invesco India Aggressive Hybrid Fund 5
Bank of India Mid & Small Cap Equity & Debt Fund 6

NAV Date: 31-01-2025

Scheme Name NAV Rupee Change Percent Change
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal 27.71
0.2500
0.9100%
Sundaram Aggressive Hybrid Fund(Formerly Known as Principal Hybrid Equity Fund)-Direct Plan - Monthly Income Distribution CUM Capital Withdrawal Option 42.22
0.3800
0.9200%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 151.77
1.3700
0.9100%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth Option 173.1
1.5700
0.9200%

Review Date: 31-01-2025

A review of the different performance parameters of the fund is as follows:
  1. Returns: It denotes the rise in the investment's worth during the investment period, expressed as a percentage or a monetary value. As part of our analysis, we evaluated five return parameters of this fund. We have classified the return parameters into three performance groups: the top 25%, parameters that fall below the top 25% but remain above average, and parameters that are below average. The performance of each parameter is outlined 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: Four return parameters of the fund are below average in the category, which are listed below:
      • 3Y Return %
      • 1Y Return %
      • 3M Return %
      • 1M Return %
  2. Risk: The threat of not realizing projected profits or even facing financial loss due to different issues is known as risk. For Sundaram Aggressive Hybrid Fund, we have analyzed zero risk parameters and divided them 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: 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 % -4.04
-3.25
-8.62 | -0.37 22 | 28 Poor
3M Return % -3.70
-3.52
-7.08 | 0.64 19 | 28 Average
6M Return % -4.45
-4.54
-11.99 | -0.36 16 | 28 Average
1Y Return % 10.60
11.27
2.50 | 18.76 18 | 28 Average
3Y Return % 11.04
12.32
7.67 | 19.50 17 | 27 Average
1Y SIP Return % 0.47
1.10
-10.61 | 7.61 19 | 28 Average
3Y SIP Return % 12.89
14.58
9.79 | 21.63 17 | 27 Average
Return data last Updated On : Jan. 31, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -3.94 -3.15 -8.51 | -0.33 22 | 28
3M Return % -3.43 -3.23 -6.77 | 1.04 18 | 28
6M Return % -3.90 -3.96 -11.40 | 0.42 17 | 28
1Y Return % 11.86 12.63 3.82 | 20.71 19 | 28
3Y Return % 12.36 13.68 8.98 | 21.12 16 | 27
1Y SIP Return % 1.65 2.37 -9.41 | 9.20 19 | 28
3Y SIP Return % 14.23 15.98 11.63 | 23.53 17 | 27
Return data last Updated On : Jan. 31, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.91 ₹ 10,091.00 0.92 ₹ 10,092.00
1W 0.65 ₹ 10,065.00 0.68 ₹ 10,068.00
1M -4.04 ₹ 9,596.00 -3.94 ₹ 9,606.00
3M -3.70 ₹ 9,630.00 -3.43 ₹ 9,657.00
6M -4.45 ₹ 9,555.00 -3.90 ₹ 9,610.00
1Y 10.60 ₹ 11,060.00 11.86 ₹ 11,186.00
3Y 11.04 ₹ 13,691.00 12.36 ₹ 14,186.00
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 0.47 ₹ 12,030.78 1.65 ₹ 12,107.45
3Y ₹ 36000 12.89 ₹ 43,661.95 14.23 ₹ 44,515.91
5Y ₹ 60000 ₹ ₹
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date Sundaram Aggressive Hybrid Fund NAV Regular Growth Sundaram Aggressive Hybrid Fund NAV Direct Growth
31-01-2025 151.774 173.1011
30-01-2025 150.3991 171.5281
29-01-2025 150.5558 171.7015
28-01-2025 149.0192 169.9438
27-01-2025 148.8204 169.7118
24-01-2025 150.7886 171.9404
23-01-2025 151.9052 173.2082
22-01-2025 151.1762 172.3716
21-01-2025 151.4192 172.6434
20-01-2025 153.3476 174.8367
17-01-2025 152.7524 174.1418
16-01-2025 153.3505 174.8183
15-01-2025 152.7411 174.1182
14-01-2025 152.6818 174.0452
13-01-2025 152.0271 173.2935
10-01-2025 154.9612 176.6217
09-01-2025 156.1467 177.9673
08-01-2025 157.101 179.0495
07-01-2025 157.8813 179.9332
06-01-2025 157.5642 179.5663
03-01-2025 159.5921 181.8605
02-01-2025 160.3015 182.6632
01-01-2025 158.7041 180.8374
31-12-2024 158.156 180.2072

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.