Sundaram Aggressive Hybrid Fund Overview
Category Aggressive Hybrid Fund
BMSMONEY Rank -
Rating
Growth Option 21-02-2025
NAV ₹147.54(R) -0.54% ₹168.37(D) -0.54%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 5.36% 10.57% -% -% -%
Direct 6.55% 11.89% -% -% -%
Benchmark
SIP (XIRR) Regular -4.62% 10.81% -% -% -%
Direct -3.51% 12.13% -% -% -%
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
Invesco India Aggressive Hybrid Fund 1
UTI Aggressive Hybrid Fund 2
Icici Prudential Equity & Debt Fund 3
Edelweiss Aggressive Hybrid Fund 4
Dsp Equity & Bond Fund 5
JM Aggressive Hybrid Fund 6

NAV Date: 21-02-2025

Scheme Name NAV Rupee Change Percent Change
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal 26.68
-0.1500
-0.5400%
Sundaram Aggressive Hybrid Fund(Formerly Known as Principal Hybrid Equity Fund)-Direct Plan - Monthly Income Distribution CUM Capital Withdrawal Option 40.72
-0.2200
-0.5400%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 147.54
-0.8000
-0.5400%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth Option 168.37
-0.9100
-0.5400%

Review Date: 21-02-2025

A review of the different performance parameters of the fund is as follows:
  1. Returns: It signifies the growth in the investment's value over a specific period, presented either as a percentage or a monetary figure. Our analysis focused on five return parameters of this fund. The return parameters have been categorized into three performance groups: the top 25%, those below the top 25% but above average, and those below average. Now, let's take a look at how each parameter has performed.
    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%: Two return parameters of the Sundaram Aggressive Hybrid Fund are above average but below the top 25% in the category, as listed below:
      • 1M Return %
      • 6M Return %
    3. Below Average: Sundaram Aggressive Hybrid Fund has three return parameters that are below average in the category, which are listed below:
      • 3Y Return %
      • 1Y Return %
      • 3M Return %
  2. Risk: It is defined as the prospect of not attaining expected yields or enduring financial setbacks due to numerous causes. 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 % -2.56
-2.74
-7.78 | -0.02 15 | 28 Average
3M Return % -4.63
-4.03
-9.27 | 0.43 20 | 28 Average
6M Return % -6.97
-7.41
-15.24 | -1.99 14 | 28 Good
1Y Return % 5.36
6.31
-3.70 | 13.64 20 | 28 Average
3Y Return % 10.57
11.88
7.45 | 18.91 16 | 27 Average
1Y SIP Return % -4.62
-4.52
-16.40 | 3.80 19 | 28 Average
3Y SIP Return % 10.81
12.28
7.85 | 18.88 16 | 27 Average
Return data last Updated On : Feb. 21, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Jan. 31, 2025
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -2.48 -2.64 -7.66 | 0.04 15 | 28
3M Return % -4.36 -3.74 -8.95 | 0.60 20 | 28
6M Return % -6.44 -6.85 -14.67 | -1.66 15 | 28
1Y Return % 6.55 7.61 -2.45 | 14.83 20 | 28
3Y Return % 11.89 13.23 8.73 | 20.54 16 | 27
1Y SIP Return % -3.51 -3.32 -15.26 | 4.92 19 | 28
3Y SIP Return % 12.13 13.66 9.66 | 20.77 17 | 27
Return data last Updated On : Feb. 21, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Jan. 31, 2025
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -0.54 ₹ 9,946.00 -0.54 ₹ 9,946.00
1W -0.18 ₹ 9,982.00 -0.16 ₹ 9,984.00
1M -2.56 ₹ 9,744.00 -2.48 ₹ 9,752.00
3M -4.63 ₹ 9,537.00 -4.36 ₹ 9,564.00
6M -6.97 ₹ 9,303.00 -6.44 ₹ 9,356.00
1Y 5.36 ₹ 10,536.00 6.55 ₹ 10,655.00
3Y 10.57 ₹ 13,518.00 11.89 ₹ 14,006.00
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 -4.62 ₹ 11,696.36 -3.51 ₹ 11,769.77
3Y ₹ 36000 10.81 ₹ 42,359.22 12.13 ₹ 43,184.63
5Y ₹ 60000 ₹ ₹
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date Sundaram Aggressive Hybrid Fund NAV Regular Growth Sundaram Aggressive Hybrid Fund NAV Direct Growth
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
12-02-2025 149.3035 170.3418
11-02-2025 149.6024 170.6781
10-02-2025 151.7502 173.1234
07-02-2025 152.8206 174.3297
06-02-2025 153.2188 174.7789
05-02-2025 153.7226 175.3486
04-02-2025 153.591 175.1935
03-02-2025 151.2258 172.4906
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

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.