Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Grow

hybrid

RETURNS (5 YEARS) 10.29%
RETURNS (5 YEARS) 10.29%
NAV ₹113.31
Sub-Type aggressive hybrid
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
-1.22%
3M
-5.94%
6M
-6.58%
1Y
2.94%
3Y
11.98%
5Y
10.29%

Fund Essentials

  • 01 Jan 2013

    Fund Started

  • ₹2937.29 Cr

    AUM Fund Size

  • 0.81%

    Expense Ratio

  • ₹1000

    Min SIP Amount

  • Moderately High

    Fund Risk

  • 1.0% if redeemed within 0-1 years

    0% if redeemed after 1 years

    Exit Load

Top 10 Holdings

  • 5.69%
  • 5.46%
  • 5.08%
  • 4.71%
  • 3.74%
  • 3.32%
  • 3.24%
  • 2.59%
  • 2.52%
  • 2.31%
  • Dwijendra Srivastava

    Manager

  • S. Bharath

    Manager

  • Sandeep Agarwal

    Manager

  • Ravi Gopalakrishnan

    Manager

  • SIP (monthly)
  • One-Time
Minimum amount to be invested is ₹1000
Risk-o-meter
Moderately High