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
₹39.30▼ 0.24%NAV · 2026-08-05
Weak FundScore
AUM
—
Expense ratio
—
3Y CAGR
0.3%
Risk level
Moderately High
Min SIP
—
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +0.78% |
| 3 Months | +0.19% |
| 6 Months | -5.51% |
| 1 Year | -7.99% |
| 3 Years (CAGR) | +0.27% |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | -1.44% |
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 →
Returns0
Consistency59
Risk-adjusted22
Downside protection76
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ Positive 3Y windows: 93% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 1.5%
- ✓ Volatility: 11% annualised
- ✓ Max drawdown: -22%
- ✓ Direct plan: no distributor commission
What to watch
- • 3Y CAGR: +0.3%
- • 3Y CAGR vs category: -12.3% vs category avg
- • Beat category: beat category in 0% of windows
- • Sharpe ratio: -0.70
Risk metrics
Sharpe ratio
0.70
Sortino ratio
0.92
Volatility
10.64%
Max drawdown
-22.42%
Downside capture
—
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.