HybridAggressive Hybrid FundDirect · Growth
Sundaram Aggressive Hybrid Fund(Formerly Known as Principal Hybrid Equity Fund)-Direct Plan - Monthly Income Distribution CUM Capital Withdrawal Option
Sundaram · Scheme 149602
₹39.20▼ 1.11%NAV · 2026-09-18
Weak FundScore
AUM
—
Expense ratio
—
3Y CAGR
0.5%
Risk level
Moderately High
Min SIP
—
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
Below average · 43/100
Lags peers on our factors — weigh the risks carefully.
🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.
📈 Why it could do well
- ✓Positive 3Y windows: 93% of rolling 3Y windows positive
- ✓Return stability: rolling-return std 1.5%
- ✓Volatility: 11% annualised
📉 What could drag it down
- •Down 7.8% over the last year — currently out of favour.
- •Weak risk-adjusted returns (Sharpe -0.70) — took on risk without enough payoff.
- •3Y CAGR: +0.5%
- •3Y CAGR vs category: -12.1% vs category avg
FundScore breakdown
43/100 · Weak
Returns
Weak
Consistency
Decent
Risk-adjusted
Weak
Downside protection
Strong
Cost efficiency
Excellent
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.