Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth Option

Open Ended Schemes(Hybrid Scheme - Aggressive Hybrid Fund)High Risk★★★★★ISIN INF173K01FE6

NAV · 06-Jul-2026

₹185.2636

+3.64%

-3.86%

1Y (CAGR)

-0.88%

3Y (CAGR)

+10.92%

5Y (CAGR)

—

Since inception (CAGR)

+9.10%

NAV history

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Risk & SIP analytics

Q3 · 3Y in category

Volatility (3y)

9.93%

Downside dev (3y)

7.72%

Max drawdown (3y)

-13.1%

Sharpe (3y)

0.45

SIP XIRR (3y)

+5.35%

Calendar-year returns

2023 +18.2%2024 +18.5%2025 +5.6%

Fund facts

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

AUM₹86,293 Cr

Expense ratio0.71% · 2026-05-31

TER · AMFI officialDirect 1.05% · Regular 2.08% (2026-06-30)

Launch date09-Dec-1999

Plan typeOpen Ended · Hybrid

Min lumpsum₹100

Min SIP₹100

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 ↗