| Sundaram Aggressive Hybrid Fund Overview | ||||||
|---|---|---|---|---|---|---|
| Category | Aggressive Hybrid Fund | |||||
| BMSMONEY | Rank | 17 | ||||
| Rating | ||||||
| Growth Option 13-03-2025 | ||||||
| NAV | ₹146.0(R) | -0.09% | ₹166.71(D) | -0.09% | ||
| Returns | 1Y | 3Y | 5Y | 7Y | 10Y | |
| Lumpsum | Regular | 5.28% | 10.51% | -% | -% | -% |
| Direct | 6.47% | 11.82% | -% | -% | -% | |
| Benchmark | ||||||
| SIP (XIRR) | Regular | -7.02% | 9.64% | -% | -% | -% |
| Direct | -5.94% | 10.95% | -% | -% | -% | |
| Ratio | Sharpe Ratio | Sortino Ratio | Sterling Ratio | Jensen's Alpha | Treynor Ratio | |
| 0.33 | 0.16 | 0.46 | 0.12% | 0.03 | ||
| Risk | STD. Dev | VaR 1Y95% | Max DD | Beta | Semi Devi. | |
| 10.37% | -14.37% | -12.9% | 1.09 | 7.5% | ||
NAV Date: 13-03-2025
| Scheme Name | NAV | Rupee Change | Percent Change |
|---|---|---|---|
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal | 26.4 |
-0.0200
|
-0.0900%
|
| Sundaram Aggressive Hybrid Fund(Formerly Known as Principal Hybrid Equity Fund)-Direct Plan - Monthly Income Distribution CUM Capital Withdrawal Option | 40.32 |
-0.0400
|
-0.0900%
|
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | 146.0 |
-0.1400
|
-0.0900%
|
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth Option | 166.71 |
-0.1500
|
-0.0900%
|
Review Date: 13-03-2025
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.
| Date | Sundaram Aggressive Hybrid Fund NAV Regular Growth | Sundaram Aggressive Hybrid Fund NAV Direct Growth |
|---|---|---|
| 13-03-2025 | 145.9951 | 166.7053 |
| 12-03-2025 | 146.1331 | 166.8582 |
| 11-03-2025 | 146.2945 | 167.0377 |
| 10-03-2025 | 145.7949 | 166.4624 |
| 07-03-2025 | 146.5171 | 167.2728 |
| 06-03-2025 | 146.5774 | 167.3369 |
| 05-03-2025 | 145.6556 | 166.2798 |
| 04-03-2025 | 143.9391 | 164.3156 |
| 03-03-2025 | 143.7669 | 164.1143 |
| 28-02-2025 | 143.7361 | 164.0651 |
| 27-02-2025 | 145.7094 | 166.3127 |
| 25-02-2025 | 146.3264 | 167.0074 |
| 24-02-2025 | 146.5482 | 167.2557 |
| 21-02-2025 | 147.537 | 168.3698 |
| 20-02-2025 | 148.3394 | 169.2807 |
| 19-02-2025 | 147.8684 | 168.7384 |
| 18-02-2025 | 147.6449 | 168.4785 |
| 17-02-2025 | 147.976 | 168.8515 |
| 14-02-2025 | 147.8043 | 168.6411 |
| 13-02-2025 | 149.3189 | 170.3644 |
| 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 |
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.