Home› Funds› Sundaram Aggressive Hybrid Fund(Formerly Known as

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

Sundaram · Aggressive Hybrid
High
₹38.84
Current NAV
25 Jun 2026
13.7%
1Y Return
13.2%
3Y CAGR
14.2%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.37%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.37).
  • Very large asset base (AUM: ₹15,920 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.37
Sharpe Ratio
0.97
Beta
-1.63
Alpha
1.88
Sortino
Fund Details
Fund House Sundaram
Category Aggressive Hybrid
AUM ₹15920 Cr
Expense Ratio 0.37%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Aggressive Hybrid
Navi Aggressive Hybrid Fund - Direct Plan Half Yearly IDCW
Navi
₹24.95 19.9%
Navi Aggressive Hybrid Fund - Direct Plan Monthly IDCW
Navi
₹24.97 19.8%
quant Aggressive Hybrid Fund-Growth Option-Direct Plan
Quant
₹518.46 19.8%
NIPPON INDIA AGGRESSIVE HYBRID FUND - SEGREGATED PORTFOLIO 2 - QUARTERLY IDCW Option
Nippon India
₹0.00 19.7%