← Sundaram Mutual Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Open Ended Schemes(Hybrid Scheme - Aggressive Hybrid Fund)High Risk★★★★★ISIN INF173K01CL8
NAV · 06-Jul-2026
₹159.9775
1M
+3.56%
6M
-4.36%
1Y (CAGR)
-1.93%
3Y (CAGR)
+9.70%
5Y (CAGR)
—
Since inception (CAGR)
+7.85%
NAV history
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Risk & SIP analytics
Q3 · 3Y in categoryVolatility (3y)
9.93%
Downside dev (3y)
7.72%
Max drawdown (3y)
-13.5%
Sharpe (3y)
0.32
SIP XIRR (3y)
+4.18%
Calendar-year returns
2023 +16.8%2024 +17.1%2025 +4.5%
Fund facts
Fund managerKumaresh Ramakrishnan · S. Bharath · Clyton Fernandes · Shalav Saket
AUM₹86,293 Cr
TER · AMFI officialDirect 1.05% · Regular 2.08% (2026-06-30)
Launch date09-Dec-1999
Plan typeOpen Ended · Hybrid
Min lumpsumRs.100/- and any amount thereafter under each Plan
Lock-inNone
Volatility12.06
AMCSundaram Asset Management Company Ltd
Objective · The Investment objective of the Scheme is to provide long-term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities.
scheme documents ↗