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Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 2/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 58/100 · Average
How this score is calculated
- Star rating (35%)2/5
- 3Y CAGR (30%)10.17%
- Expense ratio (20%)1.15%
- AUM (15%)₹9,147 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Sundaram Mutual Fund · Hybrid · Aggressive Hybrid
₹187.54
AUM: ₹9,147 Cr
NAV updated 22 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
1.15%
Exit Load
For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
Fund Manager
P V K Mohan, Bekxy Kuriakose
Inception
Jan 2013
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
Sharpe Ratio
-0.51
Std Dev (1Y)
10.31%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.07%
3m
+5.3%
6m
+3.05%
1y
+2.34%
3y
+10.17%
5y
+9.19%
10y
+11.58%
since inception
+7.9%
TopFund's Take on Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth sits in the middle of the pack for Aggressive Hybrid funds, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 58/100.
Cost: At 1.15%, the expense ratio runs 32% above the Aggressive Hybrid category average of 0.87%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.51 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 10.31% is on the lower side for a Aggressive Hybrid fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors who want a single fund blending equity growth with debt-driven stability. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
The current NAV (Net Asset Value) of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth is ₹187.54. NAV is updated every business day after market close by AMFI.
1Y: 2.34% · 3Y CAGR: 10.17% · 5Y CAGR: 9.19%
The expense ratio of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth is 1.15% per annum. This is the annual fee charged by the fund to manage your investment.
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth is managed by P V K Mohan, Bekxy Kuriakose at Sundaram Mutual Fund.
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth is a Aggressive Hybrid fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth is ₹9,147 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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