Mutual Funds › MFIC › Aggressive Hybrid › Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)
Sundaram Mutual Fund · Aggressive Hybrid · Regular plan, growth option
NAV (₹), 1 Oct 2026
152.8464
1-day change
-0.77%
1Y return
-5.0%
3Y CAGR
6.9%
5Y CAGR
n/a
Max drawdown, 5Y
n/a
NAV history month-end NAV, ₹ · 3 Jan 2022 to 1 Oct 2026
Returns vs Aggressive Hybrid median (31 schemes)
| Period | Scheme | Category median |
|---|---|---|
| 1 month | -5.6% | -4.5% |
| 3 months | -3.5% | -3.3% |
| 6 months | 2.6% | 4.3% |
| Year to date | -7.5% | -4.8% |
| 1 year | -5.0% | -2.3% |
| 3 years (CAGR) | 6.9% | 8.7% |
| 5 years (CAGR) | n/a | 7.9% |
| 7 years (CAGR) | n/a | 11.7% |
| 10 years (CAGR) | n/a | 10.8% |
| Since first NAV (CAGR) | 6.5% | – |
Rolling returns every business-day start date
| Measure | Scheme | Category median |
|---|---|---|
| 1Y rolling median | 8.8% | 9.5% |
| 3Y rolling median | 12.0% | 12.7% |
| 3Y rolling worst | 6.9% | -4.1% |
| 3Y periods positive | 100% | 98% |
| 3Y periods ahead of benchmark | n/a | n/a |
| 5Y rolling median | n/a | 12.5% |
| 5Y rolling worst | n/a | 1.4% |
| 5Y periods ahead of benchmark | n/a | n/a |
Benchmark: none available in MFIC's free data for this category.
Risk 36 months, monthly returns, Rf 6.5%
| Measure | Scheme | Category median |
|---|---|---|
| Standard deviation (ann.) | 11.8% | 11.7% |
| Sharpe ratio | 0.09 | 0.25 |
| Sortino ratio | 0.12 | 0.35 |
| Beta | n/a | n/a |
| Alpha (ann.) | n/a | n/a |
| Upside capture | n/a | n/a |
| Downside capture | n/a | n/a |
Drawdowns peak-to-trough falls in NAV
| Measure | Scheme | Category median |
|---|---|---|
| Maximum drawdown, full history | −13.5% | −31.6% |
| Maximum drawdown, last 10Y | n/a | −29.1% |
| Maximum drawdown, last 5Y | n/a | −15.1% |
| Current drawdown | −8.4% | −6.4% |
| Recovery time of worst fall | 265 days | – |
Longer histories include more crises, so compare the 5Y and 10Y figures across schemes of different ages.
Direct or Regular for this scheme?
The Regular plan's expense ratio is 2.15% a year and the Direct plan's 1.16%, a gap of 0.99%; over the last 3 years the Direct plan returned 1.18 percentage points a year more. On a ₹25,000 monthly SIP for 20 years (illustration at 12% a year before costs) the gap adds up to about ₹22,22,659.
With the Regular plan, that cost pays a distributor to help you plan, choose and review funds, and stay invested when markets fall. Whether it is worth it depends on how much of that you will do yourself.
TER: AMFI TER disclosure. Returns: AMFI NAVs. Illustration, not a guaranteed saving or return.
Recent disclosure changes last 120 days, as disclosed via AMFI
- 30 Sep 2026: TER reduced from 2.16% to 2.15% (AMFI TER disclosure)
- 28 Sep 2026: TER increased from 2.15% to 2.16% (AMFI TER disclosure)
- 7 Sep 2026: TER increased from 2.14% to 2.15% (AMFI TER disclosure)
- 4 Sep 2026: TER reduced from 2.15% to 2.14% (AMFI TER disclosure)
Fund managers and scheme facts Scheme Summary Document via AMFI
| Fund manager | Role | Managing since |
|---|---|---|
| Bharath S | 31 Dec 2021 | |
| Clyton Richard Fernandes | 31 Dec 2021 | |
| Kumaresh Ramakrishnan | 31 Dec 2021 | |
| Shalav Saket | 31 Dec 2021 |
Objective: To provide long-term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities
Stated asset allocation: Equity and equity-related instruments: 65%-80%; Debt Instruments: 20%-35%; Units issued by InvITs: 0%-10%
Benchmark (tier 1): CRISIL Hybrid 35% +65% Aggressive Index
Exit load: W.E.F Dec 31, 2021-Nil - 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. Any redemption or withdrawals by way of SWP in excess of the above mentioned limit would be subject to exit load of 1% of the applicable NAV will be charged, if the units are redeemed within 365 days from the date of allotment. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil. Generally, the exit load will be calculated on First in First out (FIFO) basis.
Minimum application: New Investor/Existing – Rs.100/- for both Monthly IDCW and Growth Option and any amount thereafter under each Plan/ option.
Allotment date: 1 Jan 2000
Documents: Scheme Information Document · Scheme Summary Document. Read the scheme documents before investing.
Cost, size and riskometer as disclosed to AMFI
| Measure | Scheme | Category median |
|---|---|---|
| Expense ratio (TER), Regular plan | 2.15% | 2.19% |
| AUM, whole scheme (₹ crore) | 8,793 | 2,798 |
| Riskometer | High | – |
TER: AMFI, TER of MF Schemes. AUM and riskometer: AMFI, Fund Performance, 30 Sep 2026.
Official benchmark and category consistency
| Measure | Scheme | Benchmark / category |
|---|---|---|
| Return, 1 year (AMFI) | -3.7% | -0.9% TRI |
| Return, 3 years (AMFI) | 7.1% | 8.1% TRI |
| Return, 5 years (AMFI) | 6.6% | 7.6% TRI |
| Month-ends above category median (3Y CAGR) | 0% | 52% median |
| Month-ends in category top quartile (3Y) | 0% | 16% median |
Official benchmark: CRISIL Hybrid 35+65 - Aggressive Index (total return index, as published by AMFI). Category consistency: last 10 years of month-ends, Aggressive Hybrid Regular plans; how it is calculated.
Calendar-year returns NAV change from 31 Dec to 31 Dec
| Year | Scheme | Benchmark | Difference |
|---|---|---|---|
| 2026 YTD | -7.5% | n/a | – |
| 2025 | 4.5% | n/a | – |
| 2024 | 17.1% | n/a | – |
| 2023 | 16.8% | n/a | – |
No free benchmark proxy for this category. The first year starts from the first 31 December in the scheme's history.
Monthly SIP of ₹10,000 first business day of each month, ending 1 Oct 2026
| Period | Invested | Value | XIRR |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,14,628 | -8.2% |
| 3 years | ₹3,60,000 | ₹3,62,029 | 0.4% |
Uses this plan's NAVs; ignores stamp duty, exit loads and taxes. One historical path only — the interactive SIP analyzer shows outcomes across every start date.
Scheme facts
AMC: Sundaram Mutual Fund
Category: Aggressive Hybrid
Plan / option: Regular · Growth
AMFI scheme code: 149599
ISIN: INF173K01CL8
First NAV in MFIC data: 3 Jan 2022
History: 4.7 years
Portfolio holdings: see the scheme's monthly portfolio disclosure on the fund house website
Schemes that behaved similarly correlation of monthly returns, last 5 years
| Scheme | Category | Correlation | 3Y CAGR |
|---|---|---|---|
| Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) | Balanced Advantage | 0.99 | 5.9% |
| WhiteOak Capital Balanced Hybrid Fund | Balanced Hybrid | 0.99 | n/a |
| Union Aggressive Hybrid Fund | Aggressive Hybrid | 0.98 | 8.4% |
| Canara Robeco Balanced Advantage Fund | Balanced Advantage | 0.98 | n/a |
| Nippon India Aggressive Hybrid Fund (Existing Number of Segregated Portfolios - 2) | Aggressive Hybrid | 0.98 | 8.5% |
| WhiteOak Capital Balanced Advantage Fund | Balanced Advantage | 0.98 | 9.3% |
Questions about Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)
- What is the latest NAV of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)?
- The NAV of the Regular plan (growth option) was ₹152.8464 on 1 Oct 2026, as published by AMFI.
- Which category is Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) in?
- It is classified as Aggressive Hybrid in AMFI's daily NAV file; a Aggressive Hybrid scheme holds 65% to 80% in equities and the rest mainly in debt. MFIC compares it with 31 Aggressive Hybrid schemes (Regular plans).
- What returns has Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) delivered?
- Over one year the NAV changed by -5.0%. The 3-year CAGR is 6.9% (category median 8.7%). Returns are after expenses and before tax. Past performance may or may not be sustained in future.
- How consistent have its 3-year returns been?
- Measuring a 3-year CAGR from every business day in its history, the median was 12.0%, the lowest was 6.9%, and 100% of 3-year periods ended with a gain.
- What was the largest fall in Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)'s NAV?
- The largest peak-to-trough fall in its available history was 13.5%.
- How volatile is Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)?
- Its annualised standard deviation of monthly returns over the last 36 months is 11.8%, which is above the Aggressive Hybrid category median of 11.7%.
- What would a monthly SIP in Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) have grown to?
- A SIP of ₹10,000 on the first business day of each month for the last 3 years (36 instalments, ₹3,60,000 invested) would have been worth about ₹3,62,029 on 1 Oct 2026, an annualised return (XIRR) of 0.4%. This uses the Regular plan's NAVs, ignores taxes and exit loads, and past performance may or may not be sustained in future.
- What is the expense ratio (TER) of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)?
- The total expense ratio of the Regular plan is 2.15% a year, as disclosed to AMFI (median of Aggressive Hybrid Regular plans: 2.19%). It is already deducted from the NAV, so every return shown is after expenses.
- How large is Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)?
- Assets under management of the whole scheme were ₹8,793 crore on 30 Sep 2026, as published by AMFI.
- What is the riskometer level of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)?
- AMFI lists the scheme's riskometer as “High”, and its benchmark's as “High”. The riskometer is a label of potential risk set under SEBI rules, not a forecast.
- What is the benchmark of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) and how has it compared?
- Its official benchmark is the CRISIL Hybrid 35+65 - Aggressive Index. Over 3 years AMFI reports a return of 7.1% for this plan against 8.1% for the benchmark total return index; over 5 years 6.6% against 7.6%. Past performance does not indicate future results.
- How often has Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) beaten its category?
- At 0% of the 21 month-ends compared over the last 10 years, its 3-year return was above the median of Aggressive Hybrid schemes (Regular plans); it was in the top quarter at 0% of them. A typical scheme would show about 50%.
- Who manages Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)?
- According to its Scheme Summary Document, Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) is managed by Bharath S (since 31 Dec 2021), Clyton Richard Fernandes (since 31 Dec 2021), Kumaresh Ramakrishnan (since 31 Dec 2021), Shalav Saket (since 31 Dec 2021).
- What is the exit load of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)?
- As stated in its scheme documents: W.E.F Dec 31, 2021-Nil - 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. Any redemption or withdrawals by way of SWP in excess of the above mentioned limit would be subject to exit load of 1% of the applicable NAV will be charged, if the units are redeemed within 365 days from the date of allotment. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil. Generally, the exit load will be calculated on First in First out (FIFO) basis. Check the latest Scheme Information Document before investing, as loads can change.
- What is the minimum investment in Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)?
- The minimum application amount is New Investor/Existing – Rs.100/- for both Monthly IDCW and Growth Option and any amount thereafter under each Plan/ option.. SIP details: SIP: Daily, Monthly: Rs.100, Quarterly: Rs.750, Weekly: Rs.1000; STP: Daily, Weekly: Rs.1000, Monthly: Rs. 100, Quarterly: Rs.750; SWP: Monthly and Quarterly: Rs.100.
- What is the difference between the Direct and Regular plans?
- Both plans hold the same portfolio; the Regular plan includes distribution costs in its expense ratio. Over one year the Direct plan's NAV changed by -4.0% and the Regular plan's by -5.0%. The Regular plan includes the services of a distributor.
Reviewing your own mutual fund portfolio?
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Data & disclosure. Source: AMFI daily NAV file and historical NAVs via mfapi.in; calculations by MFIC, as of 1 Oct 2026. Category medians use Regular plans in the same AMFI category. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance may or may not be sustained in future. This page is for research and education only and is not investment advice or a recommendation to buy, sell or hold any scheme. Integrato Financial Services Pvt. Ltd. is an AMFI-registered Mutual Fund Distributor (ARN-173155). Methodology.