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Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal
★★★★★ monitor_heart Health Score: 60/100 · AverageSundaram Mutual Fund · Hybrid · Aggressive Hybrid
₹24.27
AUM: ₹8,629 Cr
NAV updated 15 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
1.09%
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
-1.76
Std Dev (1Y)
10.54%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+3.250894814%
3m
+2.347809632%
6m
-2.6609132642%
1y
-1.881177522%
3y
+10.7294237352978%
5y
+10.4130802163656%
10y
+11.9973047252397%
since inception
-3.53%
rate_review TopFund's Take on Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal 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 60/100.
Cost: At 1.09%, the expense ratio is roughly in line with the Aggressive Hybrid category average of 1.0% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.76 — 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 10.54% is on the lower side, 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.
donut_small Sector Allocation
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info Fund Snapshot
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Frequently Asked Questions about Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal
The current NAV (Net Asset Value) of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal is ₹24.27. NAV is updated every business day after market close by AMFI.
1Y: -1.881177522% · 3Y CAGR: 10.7294237352978% · 5Y CAGR: 10.4130802163656%
The expense ratio is 1.09% per annum — the annual fee deducted from your investment to cover fund management costs.
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal is managed by P V K Mohan, Bekxy Kuriakose at Sundaram Mutual Fund.
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal is a High risk fund. Suitable for investors with a 3+ year horizon.
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal is a Aggressive Hybrid fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal is ₹8,629 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.