HybridAggressive Hybrid FundDirect · Growth
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth Option
Sundaram · Scheme 149601
₹187.40▼ 0.24%NAV · 2026-08-05
Decent FundScore
AUM
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Expense ratio
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3Y CAGR
10.8%
Risk level
Moderately High
Min SIP
—
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +1.64% |
| 3 Months | +2.83% |
| 6 Months | -0.45% |
| 1 Year | +1.85% |
| 3 Years (CAGR) | +10.81% |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +9.30% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns24
Consistency66
Risk-adjusted28
Downside protection97
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 1.7%
- ✓ Volatility: 10% annualised
- ✓ Max drawdown: -13%
- ✓ Direct plan: no distributor commission
What to watch
- • 3Y CAGR vs category: -1.8% vs category avg
- • 1Y return: +1.9%
- • Beat category: beat category in 39% of windows
- • Sharpe ratio: 0.31
Risk metrics
Sharpe ratio
0.31
Sortino ratio
0.40
Volatility
10.18%
Max drawdown
-13.13%
Downside capture
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SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.