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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 2026187.1875
CategoryAggressive Hybrid
PlanDirect · Growth
Launched9 Dec 1999
Risk labelthe scheme's own riskometerHigh Risk
Legal benchmarkSEBI Tier-1CRISIL Hybrid 35% +65% Aggressive Index
Expense ratiodirect plan, a year1.15%
AUM₹230 Cr
Growth of ₹10,000₹15,0153 Jan 2022 to 2 Sep 2026
₹15,401₹13,782₹12,164₹10,546₹8,928Jan 2022Mar 2023May 2024Jul 2025Sep 2026
₹15,015 (+9.1% a year) Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)

Performance (trailing, annualised)

1Y annualised2.61%
3Y annualised10.26%

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 ₹1,21,7612.72%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,91,4655.51%

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

Calendar years

Calendar 202318.21%
Calendar 202418.46%
Calendar 20255.61%

Rolling returns

Rolling 1Y · average190 windows since 4 Jan 202312.28%
Rolling 1Y · median10.12%
Rolling 1Y · worst window-4.29%
Rolling 1Y · best window33.82%
Rolling 1Y · windows positive93%
Rolling 3Y · average86 windows since 6 Jan 202513.33%
Rolling 3Y · median13.26%
Rolling 3Y · worst window9.92%
Rolling 3Y · best window18.07%
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)7.13%
Maximum drawdown-13.13%

Management

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

What it holds

SecurityWeight
ICICI Bank Ltd5.1%
HDFC Bank Ltd4.6%
Bharti Airtel Ltd3.4%
Larsen & Toubro Ltd3.4%
Reliance Industries Ltd3.2%
GOVERNMENT OF INDIA 36574 GOI 06OT35 6.48 FV RS 1003.1%
Mahindra & Mahindra Ltd2.7%
Zomato Ltd2.4%
Kotak Mahindra Bank Ltd2.2%
Coforge Ltd1.8%
SectorWeight
Financial35.2%
Industrials12.9%
Technology11.2%
Consumer Discretionary8.2%
Materials6.0%

Portfolio disclosed: 94.0% by weight.

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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