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OmniAsset › Mutual funds › Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)

Aggressive Hybrid fund benchmarked to CRISIL Hybrid 35% +65% Aggressive Index. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 2026161.3811
CategoryAggressive Hybrid
PlanRegular · Growth
Launched9 Dec 1999
Risk labelthe scheme's own riskometerHigh Risk
Legal benchmarkSEBI Tier-1CRISIL Hybrid 35% +65% Aggressive Index
Expense ratiodirect plan, a year2.14%
AUM₹1,909 Cr
Growth of ₹10,000₹14,2353 Jan 2022 to 2 Sep 2026
₹14,714₹13,255₹11,796₹10,337₹8,878Jan 2022Mar 2023May 2024Jul 2025Sep 2026
₹14,235 (+7.9% a year) Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)

Performance (trailing, annualised)

1Y annualised1.53%
3Y annualised9.05%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,21,0861.68%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,84,7634.37%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202316.80%
Calendar 202417.11%
Calendar 20254.46%

Rolling returns

Rolling 1Y · average190 windows since 4 Jan 202310.99%
Rolling 1Y · median8.79%
Rolling 1Y · worst window-5.32%
Rolling 1Y · best window32.30%
Rolling 1Y · windows positive88%
Rolling 3Y · average86 windows since 6 Jan 202512.03%
Rolling 3Y · median11.94%
Rolling 3Y · worst window8.71%
Rolling 3Y · best window16.70%
Rolling 3Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)10.03%
Downside deviation (3Y)7.17%
Maximum drawdown-13.54%

Management

Fund managerMr. Bharath S, Mr. Clyton Richard Fernandes, Mr. Kumaresh Ramakrishnan (FI Portion), Mr. Shalav Saket(Overseas Securities)
Managing since3 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 3 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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