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MF_149601

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

Hybrid Scheme - Aggressive Hybrid Fund

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End Amount
₹14,234.83
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
7.59%
MF_149601 Return
Benchmark CAGR
6.99%
Nifty 50
Inflation Adj. CAGR
3.07%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.78
Volatility vs Benchmark
Sharpe Ratio
0.26
Risk-Adjusted Return
Sortino Ratio
0.37
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 54% 10% 19%
60 days 54% 7% 10%
90 days 52% 6% 6%
180 days 53% 4% 3%
1Yr 60% 2% 2%
3Yr 78% 1% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth Option Nifty 50
30 days -8.8% | -50.8% | 12.3% | 104.5% 26.6% | -59.7% | 8.7% | 163.5%
60 days -31.6% | -36.3% | 11.1% | 73.9% -23.0% | -41.6% | 7.8% | 94.7%
90 days -20.6% | -28.2% | 12.0% | 52.8% -25.0% | -32.5% | 11.5% | 61.5%
1 Year -6.7% | -3.6% | 9.9% | 30.8% -10.0% | -6.9% | 9.8% | 31.0%
3 Years 8.7% | 8.1% | 13.2% | 17.6% 7.7% | 6.2% | 12.7% | 18.2%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 4 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 17, 2022 Sept. 9, 2022 235 days 13% Nifty 50: 16% 10246 8913 10252
Dec. 14, 2022 June 7, 2023 175 days 8% Nifty 50: 9% 10573 9741 10573
Sept. 26, 2024 Oct. 17, 2025 386 days 13% Nifty 50: 15% 15149 13161 15178
Nov. 28, 2025 Oct. 30, 2026 336 days 12% Nifty 50: 15% 15406 13628 14235