Sundaram Aggressive Hybrid Fund (Formerly Known As Principal Hybrid Equity Fund)

Aggressive HybridHybrid Rank 1 of 32

NAV · Direct-Growth

₹177.97+0.54+0.31%

As of 5 Oct 2026 · AMFI

NAV growth+318.3%

Oct ’25Oct ’26

Arthkar verdictA balanced read

Returns

Mixed vs category

2 of 3 periods ahead

Consistency

Steady

positive in 9 of 12 years

Beats its Aggressive Hybrid category on 1Y & 3Y but trails on 5Y.

1Y return

+320.6%

+311.5 vs cat

3Y CAGR

+66.0%

+54.2 vs cat

5Y CAGR

+7.5%

-1.4 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

226.7%

3Y std dev

Go deeper on Sundaram Aggressive Hybrid Fund (Formerly Known As Principal Hybrid Equity Fund)

Two data-only views, computed from this fund's real NAV history — no projections.

Sundaram Aggressive Hybrid Fund (Formerly Known As Principal Hybrid Equity Fund) SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Sundaram Aggressive Hybrid Fund (Formerly Known As Principal Hybrid Equity Fund) real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) is a Aggressive Hybrid scheme from Sundaram. Long-run track record: about 7.5% CAGR over 5 years. Worst historical drawdown: -80% in Mar 2026, recovered in 1 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF173K01FE6

NAV (Direct-Growth)

₹177.9706

Last 1Y

+318.35%

Oct 25Min ₹36.89 · Max ₹189.39 · 246 ptsOct 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2026

-79.9%

Peak ₹183.71 on 29 Sept 2025 → trough ₹36.89 on 30 Mar 2026 (6 months down).

Recovered in 1 months· 6 May 2026

Jun 2022

-72.4%

Peak ₹128.75 on 18 Oct 2021 → trough ₹35.47 on 20 Jun 2022 (8 months down).

Recovered in 40 months· 29 Sept 2025

Mar 2020

-27.7%

Peak ₹84.60 on 12 Feb 2020 → trough ₹61.19 on 23 Mar 2020 (1 months down).

Recovered in 7 months· 9 Oct 2020

Feb 2016

-15.1%

Peak ₹53.64 on 6 Aug 2015 → trough ₹45.53 on 25 Feb 2016 (7 months down).

Recovered in 4 months· 15 Jun 2016

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.93%	-0.60%	29/ 35
1M	-5.10%	-3.70%	34/ 35
3M	-3.47%	-2.69%	23/ 35
6M	+375.61%	+17.93%	1/ 32
YTD	+319.73%	+7.04%	1/ 32
1Y	+320.63%	+9.16%	1/ 32
2Y	+96.36%	+3.32%	1/ 32
3Y	+66.00%	+11.76%	1/ 32
5Y	+7.50%	+8.94%	25/ 32
7Y	+12.61%	+14.29%	20/ 31
10Y	+11.22%	+11.78%	13/ 23

Available plans & options

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