Analytics, not advice. Rankings and scores describe past performance and are not recommendations.
Aggressive Hybrid
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth Option
Sundaram Mutual Fund · Managed by Kumaresh Ramakrishnan; S. Bharath; Clyton Fernandes; Shalav Saket
29slipping
Latest NAV
₹188.5047
as of 18 Aug 2026
AUM
—
Expense ratio
0.59%
as of 30 Jun 2026
Inception
03 Jan 2022
FundScore
29/100slipping
Rank #108 of 191 in Aggressive Hybrid · top 71%
A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.
Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
2.01%
3M
4.96%
6M
-0.54%
1Y
2.06%
3Y CAGR
11.03%
5Y CAGR
—
Since incep.
9.35%
Fund details
- Fund manager
- Kumaresh Ramakrishnan; S. Bharath; Clyton Fernandes; Shalav Saket
- Riskometer
- High Risk
- Type
- Open Ended
- Portfolio turnover
- 146%
- Volatility (3Y)
- 12.0%
- Rating (external)
- ★★★★☆as of 31 Jul 2026
Investment objective
The Investment objective of the Scheme is to provide long-term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities.
NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.
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Stock holdings
Latest portfolio disclosure for this scheme.
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