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

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Category: Hybrid: Aggressive
Launch Date: 01-01-2013
Asset Class:
Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
Expense Ratio: 1.99% As on (30-04-2026)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 7,653 Cr As on (31-03-2026)
Turn over: 87.3
NAV as on 11-05-2026

157.4748

-1.62 (-1.0313%)

CAGR Since Inception

10.37%

CRISIL Hybrid 35+65 - Aggressive Index 11.92%

PERFORMANCE of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

Scheme Performance (%) Data as on - 11-05-2026

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1.35 11.14 10.53 11.41 10.37
Benchmark - - - - -
Hybrid: Aggressive 4.87 12.86 11.66 11.76 12.28

Yearly Performance (%)

Nav Movement

Fund Managers

Bharath S, Clyton Richard Fernandes, Dwijendra Srivastava, Sandeep Agarwal, Shalav Saket

Investment Objective

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

RETURNS CALCULATOR for Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 8.82 0.54 5.11 0.35 7.21 7.17
Hybrid: Aggressive - - - - - -

PEER COMPARISION of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

Compare SIP Compare Lumpsum
Period
Data as on - 11-05-2026
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 01-01-2013 1.35 5.14 11.14 10.53 11.41
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 16.93 9.75 20.25 17.15 0.0
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 21-03-2001 13.81 5.76 14.51 13.46 15.75
HSBC Aggressive Hybrid Fund - Regular Growth 01-01-2013 11.81 7.69 14.26 11.27 11.19
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 11.3 11.26 14.81 12.84 0.0
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 25-11-1999 9.59 9.11 14.25 12.95 13.01
Navi Aggressive Hybrid Fund - Regular Plan - Growth 23-04-2018 9.17 7.83 11.97 11.03 0.0
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 7.21 8.14 12.41 11.14 12.55
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 6.45 8.3 16.95 17.05 15.89
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 6.42 9.44 13.62 11.63 12.28

PORTFOLIO ANALYSIS of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

Asset Allocation (%)