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Sundaram Aggressive Hybrid Fund

Sundaram Aggressive Hybrid Fund

Formerly known as Principal Hybrid Equity Fund

An open-ended hybrid scheme investing predominantly in equity and equity related instruments.

(Sundaram Equity Hybrid Fund has merged into Principal Hybrid Equity Fund and the surviving scheme has been renamed)

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About This Fund

A mix of investments in equities (65% - 80%) and fixed income securities (35% - 20%)
High risk/return characteristics of equity and lower risk/return characteristics of debt combines to provide a self-balancing asset allocated portfolio
Steady accrual income offsets uncertain equity returns during down markets while in up-markets accrual income combines with equity appreciation to provide higher returns

NAV as on

Returns since inception as on

Date of Inception

Total AUM as on

₹ Crores

Risk Metric

Performance

of ₹

for

Calculate

Total Investment of ₹ would have become ₹

Product Features

A mix of investments in equities (65% - 80%) and fixed income securities (35% - 20%)
High risk/return characteristics of equity and lower risk/return characteristics of debt combines to provide a self-balancing asset allocated portfolio
Steady accrual income offsets uncertain equity returns during down markets while in up-markets accrual income combines with equity appreciation to provide higher returns

Ideal For

Portfolio designed for a conservative investor keeping in mind that investors in Equity Hybrid funds are seeking lower volatility than a 100% equity fund
Long term capital growth and income
A mix of investments predominantly in equity and equity related instruments and fixed income securities

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Investment objective

To provide long-term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities

Benchmark Index

Tier I:

Month End AuM

₹ Cr

Total Expense Ratio

Regular: , Direct:

Repayment Options

Growth

Monthly Income Distribution Cum Capital Withdrawal (IDCW): Payout, Reinvestment, Transfer

Special Facitilities

SWP/SIP/STP

Minimum Investment Amount

₹ 100

Entry Load

Not Applicable

Portfolio YTM

Average Maturity

Macaulay Duration

Exit Load

If units purchased/ switched in from any of our other schemes of the Fund are redeemed or switched out within 1 year from the date of allotment:
- If up to 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment. - No Exit Load
- If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.
- For redemption or transfer by way of STP or withdrawal by way of SWP after 365 days from the date of allotment - Nil.

	Performance			₹ invested
Period	Fund (%)	TIER I (%)	Additional Benchmark (%)	Fund (₹)	TIER I (₹)	Additional Benchmark (₹)

Past performance may or may not be sustained in future. Returns/investment value are as of . Returns are on a compounded annual basis for period more than one year and absolute for one-year period and computed using NAV of Regular Plan-Growth Option.
Value of invested at inception is as on .

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Market Capitalization

Current Asset Allocation

Portfolio data as on

Portfolio

Fact-Sheet

One-Sheeter

Scheme Information Document

Statement of Additional Information