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

Open Ended Schemes(Hybrid Scheme - Aggressive Hybrid Fund)High RiskISIN INF173K01FB2

NAV · 06-Jul-2026

₹39.1781

+2.77%

-8.74%

1Y (CAGR)

-10.42%

3Y (CAGR)

+0.35%

5Y (CAGR)

—

Since inception (CAGR)

-1.64%

NAV history

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Risk & SIP analytics

Q4 · 3Y in category

Volatility (3y)

10.30%

Downside dev (3y)

7.85%

Max drawdown (3y)

-22.4%

Sharpe (3y)

-0.60

SIP XIRR (3y)

-4.95%

Calendar-year returns

2023 +6.0%2024 +7.6%2025 -4.3%

Fund facts

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

AUM₹86,293 Cr

Expense ratio0.71% · 2026-05-31

Launch date09-Dec-1999

Plan typeOpen Ended · Hybrid

Min lumpsum₹100

Min SIP₹100

Lock-inNone

Volatility12.38

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 ↗