Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal

Open Ended Schemes(Hybrid Scheme - Aggressive Hybrid Fund)High Risk★★★★★ISIN INF173K01CI4

NAV · 06-Jul-2026

₹24.9677

+2.68%

-9.66%

1Y (CAGR)

-12.27%

3Y (CAGR)

-1.59%

5Y (CAGR)

—

Since inception (CAGR)

-3.42%

NAV history

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Risk & SIP analytics

Q4 · 3Y in category

Volatility (3y)

10.37%

Downside dev (3y)

7.93%

Max drawdown (3y)

-24.8%

Sharpe (3y)

-0.78

SIP XIRR (3y)

-6.89%

Calendar-year returns

2023 +4.0%2024 +5.6%2025 -6.3%

Fund facts

Fund managerKumaresh Ramakrishnan · S. Bharath · Clyton Fernandes · Shalav Saket

AUM₹86,293 Cr

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 ↗