Sundaram Aggressive Hybrid Fund(Formerly Known as Principal Hybrid Equity Fund)-Direct Plan - Monthly Income Distribution CUM Capital Withdrawal Option
NAV as on 2026-07-17 · Hybrid · Aggressive Hybrid
AUM
₹8,941 Cr
1Y Return
-1.7%
3Y CAGR
+10.0%
5Y CAGR
+10.3%
Expense
0.71%
Risk
Moderate
1Y Return
-1.7%
3Y CAGR
+10.0%
5Y CAGR
+10.3%
Since Inception
-1.6%
AI Fund Analysis
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NAV History
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52-Week NAV Range
33% from 52W low
Fund Information
Fund House
Sundaram Mutual Fund
Category
Hybrid - Aggressive Hybrid
Min SIP
₹500
Min Lumpsum
₹5,000
Portfolio Composition
Asset Allocation
Market Cap Split
Top Holdings
ICICI Bank Ltd
Financial Services
HDFC Bank Ltd
Financial Services
National Bank For Agriculture And Rural Development
TREPS (Cash)
Reliance Industries Ltd
Energy
Larsen & Toubro Ltd
Industrials
Bharti Airtel Ltd
Communication Services
6.48% Govt Stock 2035
Mahindra & Mahindra Ltd
Consumer Cyclical
Kotak Mahindra Bank Ltd
Financial Services
Sector Allocation
Fundamentals
P/E Ratio
29.04
Cat avg: 25.20
P/B Ratio
3.68
Cat avg: 3.52
Dividend Yield
1.28%
Cat avg: 1.16%
Price/Sale
3.43
Price/Cash Flow
16.75
Risk Metrics (3Y)
Sharpe Ratio
0.40
Cat avg: 0.47
Sortino Ratio
0.57
Cat avg: 0.71
Beta
1.10
Cat avg: 1.12
Std Deviation
11.39%
Cat avg: 11.93%
Peer Comparison
| Fund | AUM (Cr) | Exp % | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Sundaram Agg Hybrid Dir Mn IDCW-P | 8,941 | 0.71 | -1.7% | +10.0% | +10.3% |
| SBI Equity Hybrid Fund Dir IDCW-P | 85,633 | 0.70 | +4.6% | +13.5% | +11.6% |
| ICICI Pru Equity & Debt Dir Ann IDCW-P | 51,481 | 0.77 | +4.0% | +15.5% | +16.6% |
| HDFC Hybrid Eq Dir IDCW-P | 22,368 | 1.11 | -7.8% | +6.0% | +8.7% |
| DSP Agrsv Hybrid Fund Dir IDCW-P | 11,838 | 0.55 | -1.4% | +12.3% | +10.6% |
| Canara Robeco Equity Hyb Dir Mly IDCW-P | 11,142 | 0.51 | +2.1% | +11.7% | +10.9% |
| Mirae Asset Aggressive Hybrid Dir IDCW-P | 9,426 | 0.39 | +3.5% | +11.6% | +10.8% |
| Kotak Aggressive Hybrid Dir IDCW-P | 8,962 | 0.51 | +5.4% | +14.3% | +13.6% |
| Sundaram Agg Hybrid Dir Mn IDCW-R | 8,941 | 0.71 | -1.7% | +10.0% | +10.3% |
| Aditya BSL Equity Hybrid '95 Dir IDCW-P | 7,065 | 0.92 | +1.2% | +9.2% | +8.5% |
What If I Had Invested?
NAV history not available for this range
Key Metrics
Risk-o-Meter
Low
Moderate
High
Very High
Rated as Moderate risk
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.