āagmanLoginSundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)
₹175.75
−₹12.75 (−6.77%)
NAV · 21 Oct 2026
AUM
₹7,653 Cr
Expense ratio
0.73%
āagman read
Computed by āagmanWorst fall
−11.5%
max drawdown
Largest NAV fall over the trailing year
Sharpe (1Y)
−0.37
Risk-adjusted return
3-yr return
+11.0%
Annualised over three years
Volatility (1Y)
10.6%
Standard deviation of daily returns, trailing year
Category rank (1Y)
74 / 252
Within the sub-category by one-year return
Strengths
+Top third of the sub-category over 1 year (74 of 252)
Watch-outs
Returns
| 1M | 3M | 6M | 1Y | 3Y | 5Y | Since inception | |
|---|---|---|---|---|---|---|---|
| This fund | +2.0% | +5.0% | −0.7% | +2.1% | +11.0% | — | +19.3% |
| Benchmark | — | — | — | — | — | — | — |
| Category average | — | — | — | — | — | — | — |
| Rank in category | — | — | — | 74 / 252 | — | — | — |
If you had started a SIP
The SIP figures need the daily NAV history, which this page does not load yet.
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Portfolio
Asset allocation
Equity 68.7%Debt 22.9%Other 4.1%
| Holding | Sector | % of assets | vs last month | |
|---|---|---|---|---|
| HDFC Bank | — | 6.28% | — | |
| ICICI BANK LTD. | — | 5.12% | — | |
| RELIANCE INDUSTRIES LTD | — | 4.46% | — | |
| Bharti Airtel | — | 3.76% | — | |
| LARSEN & TOUBRO LTD. | — | 3.52% | — | |
| MAHINDRA & MAHINDRA LTD | — | 2.71% | — | |
| Kotak Mahindra Bank | — | 2.40% | — | |
| INFOSYS LIMITED | — | 2.12% | — | |
| BAJAJ FINANCE LIMITED | — | 2.02% | — | |
| HCL Technologies | — | 1.85% | — |
Sector allocation
Risk measures
Standard deviation
11.2
Category —
Beta
1.10
Category —
Sharpe ratio
−0.70
Category −0.26 · fund lower
Sortino ratio
−0.70
Category —
R-squared
98.20
Category —
Information ratio
−1.10
Category —
Max drawdown (1Y)
−11.5
Category —
Peer comparison
| Fund | AUM ₹ Cr | Expense | 1Y | 3Y | |
|---|---|---|---|---|---|
| SBI AGGRESSIVE HYBRID FUND | 76,292 | 0.71% | — | — | |
| ICICI Prudential Aggressive Hybrid Fund | 50,205 | 0.92% | — | — | |
| HDFC Aggressive Hybrid Fund | 21,286 | 1.05% | −2.0% | +9.3% | |
| Canara Robeco Aggressive Hybrid Fund | 11,267 | 0.61% | +2.1% | +12.8% | |
| DSP Aggressive Hybrid Fund | 10,883 | 0.66% | −1.0% | +15.0% | |
| Mirae Asset Aggressive Hybrid Fund | 8,682 | 0.41% | +8.1% | +14.8% | |
| Kotak Aggressive Hybrid Fund | 7,812 | 0.47% | +9.9% | +16.3% | |
| Aditya Birla Sun Life Aggressive Hybrid Fund | 6,592 | 1.09% | +3.3% | +13.3% | |
| UTI Aggressive Hybrid Fund | 6,115 | 1.21% | +3.2% | +15.1% | |
| HSBC Aggressive Hybrid Fund | 5,005 | 0.81% | +10.8% | +16.0% | |
| Median of 32 funds | 2,180 | 0.81% | +2.9% | +14.5% |
Fund details
Fund managers
Scheme
Fund houseSundaram Mutual Fund
PlanDirect Plan · GROWTH
Benchmark—
Scheme typeOpen Ended
Launch—
Documents
NAVs from AMFI; portfolio, costs and risk ratios from a third-party fund data provider. Mutual fund investments are subject to market risks.© 2026 āagman