HybridAggressive Hybrid FundDirect · Growth
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth Option
Sundaram · Scheme 149601
₹188.50▼ 0.28%NAV · 2026-09-18
Average FundScore
AUM
₹9,147 cr
Expense ratio
1.17%
3Y CAGR
11.0%
Risk level
Moderately High
Min SIP
₹100
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
Fund manager: P V K Mohan, Bekxy KuriakoseExit load: For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
Average · 55/100
Middle-of-the-pack — compare it against better-scored peers.
🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.
📈 Why it could do well
- ✓Protects capital well — worst-ever fall was only 13%.
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓Return stability: rolling-return std 1.8%
- ✓Volatility: 10% annualised
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.31) — took on risk without enough payoff.
- •3Y CAGR vs category: -1.6% vs category avg
- •1Y return: +2.1%
FundScore breakdown
55/100 · Average
Returns
Weak
Consistency
Decent
Risk-adjusted
Weak
Downside protection
Excellent
Cost efficiency
Decent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.