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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 202624.7659
CategoryAggressive Hybrid
PlanRegular · Idcw
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₹6,202 Cr
Growth of ₹10,000₹8,5243 Jan 2022 to 2 Sep 2026
₹10,793₹10,127₹9,461₹8,795₹8,130Jan 2022Mar 2023May 2024Jul 2025Sep 2026
₹8,524 (-3.4% a year) Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)

Performance (trailing, annualised)

1Y annualised-9.06%
3Y annualised-2.08%

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 ₹1,14,218-8.78%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,25,118-6.50%

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

Calendar years

Calendar 20234.03%
Calendar 20245.60%
Calendar 2025-6.28%

Rolling returns

Rolling 1Y · average190 windows since 4 Jan 2023-0.54%
Rolling 1Y · median-2.86%
Rolling 1Y · worst window-15.28%
Rolling 1Y · best window19.00%
Rolling 1Y · windows positive35%
Rolling 3Y · average86 windows since 6 Jan 20250.43%
Rolling 3Y · median0.30%
Rolling 3Y · worst window-2.43%
Rolling 3Y · best window4.55%
Rolling 3Y · windows positive58%

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

Risk

Volatility (3Y)10.45%
Downside deviation (3Y)7.84%
Maximum drawdown-24.79%

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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