Sundaram Mutual FundAggressive HybridDirect plan, growth

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)

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NAV: ₹185.53; —11 Sept 2026
AUM (₹ Cr): 8,573; Average, April - June 2026
Expense ratio: 1.15%; Regular 2.15%
Risk: —; SEBI riskometer

1Y return: 0.4%-2.2%; Category 2.6%
3Y CAGR: 9.1%-1.8%; Category 11.0%
5Y CAGR: —; Category 10.5%

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Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily NAVs. Risk-free rate 6.5% a year.

Standard deviation: —
Maximum drawdown: —
Sharpe ratio: —
Sortino ratio: —
Beta: —
Alpha: —
R²: —
Information ratio: —
Upside capture: —
Downside capture: —
Tracking error: —

Trailing returns compared with benchmark
Period	1M	3M	6M	YTD	1Y	3YCAGR	5YCAGR	10YCAGR	LaunchCAGR
Fund	-2.0%	+3.3%	+6.0%	-2.5%	+0.4%	+9.1%	—	—	+8.9%
Benchmark	—	—	—	—	—	—	—	—	—
Aggressive Hybrid average	-1.9%	3.0%	8.1%	0.0%	2.6%	11.0%	10.5%	12.0%	12.2%
Difference	—	—	—	—	—	—	—	—	—

Portfolio

Fund details

Fund house: Sundaram Mutual Fund
Category: Hybrid · Aggressive Hybrid
Benchmark: —
Launch date: 3 Jan 2022 (4.7 years)
Structure: Open Ended
Plans and options: Direct Growth, Regular Growth
Fund manager: Kumaresh Ramakrishnan
Minimum SIP: ₹100
Minimum lumpsum: ₹100 (then ₹100)
Exit load: 1.00%
Lock-in: None
Expense ratio as of: 9 Sept 2026
AUM period: April - June 2026
ISIN, Direct Growth: INF173K01FE6
ISIN, Regular Growth: INF173K01CL8
Scheme code: 149601, 149599

NAV and returns as of 11 Sept 2026; returns are for the direct plan, growth option, before entry or exit costs. Not investment advice.

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