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 - Monthly Income Distribution CUM Capital Withdrawal Option
Sundaram Mutual Fund · Managed by Kumaresh Ramakrishnan; S. Bharath; Clyton Fernandes; Shalav Saket
4weak
Latest NAV
₹39.1969
as of 18 Aug 2026
AUM
—
Expense ratio
0.59%
as of 30 Jun 2026
Inception
03 Jan 2022
FundScore
4/100weak
Rank #185 of 191 in Aggressive Hybrid · top 96%
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
0.30%
3M
2.33%
6M
-6.39%
1Y
-7.81%
3Y CAGR
0.50%
5Y CAGR
—
Since incep.
-1.48%
Fund details
- Fund manager
- Kumaresh Ramakrishnan; S. Bharath; Clyton Fernandes; Shalav Saket
- Riskometer
- High Risk
- Type
- Open Ended
- Portfolio turnover
- 146%
- Volatility (3Y)
- 12.4%
- 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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