Sundaram Aggressive Hybrid Fund (Formerly Known As Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal

Aggressive HybridHybrid Rank 32 of 32

NAV · Regular-Growth

—+0.01+0.05%

As of — · AMFI

NAV growth-20.0%

Jun ’19Jun ’20

Arthkar verdictMixed picture

Returns

Lags category

0 of 3 periods ahead

Consistency

Patchy

positive in 7 of 12 years

Trails its Aggressive Hybrid category on 1Y, 3Y & 5Y.

1Y return

-9.5%

-24.3 vs cat

3Y CAGR

-1.4%

-15.6 vs cat

5Y CAGR

-2.1%

-13.3 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

11.2%

3Y std dev

Go deeper on Sundaram Aggressive Hybrid Fund (Formerly Known As Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal

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)- Monthly Income Distribution CUM Capital Withdrawal 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)- Monthly Income Distribution CUM Capital Withdrawal 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)- Monthly Income Distribution CUM Capital Withdrawal is a Aggressive Hybrid scheme from Sundaram. Long-run track record: about -2.1% CAGR over 5 years. Worst historical drawdown: -67% in Mar 2009, recovered in 67 months.

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

NAV history

Showing Regular · Growth · INF173K01CI4

NAV (Direct-Growth)

₹19.8900

Last 1Y

-20.02%

Jun 19Min ₹16.77 · Max ₹25.03 · 243 ptsJun 20

Drawdown stories

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

Mar 2009

-66.9%

Peak ₹23.90 on 5 Nov 2007 → trough ₹7.92 on 9 Mar 2009 (16 months down).

Recovered in 67 months· 8 Sept 2014

Sept 2001

-56.6%

Peak ₹12.41 on 7 Mar 2000 → trough ₹5.39 on 21 Sept 2001 (19 months down).

Recovered in 28 months· 14 Jan 2004

Mar 2020 — ongoing

-44.7%

Peak ₹30.33 on 15 Jan 2018 → trough ₹16.77 on 23 Mar 2020 (27 months down).

Not yet recovered

Jun 2006

-26.7%

Peak ₹18.38 on 10 May 2006 → trough ₹13.48 on 14 Jun 2006 (1 months down).

Recovered in 12 months· 28 May 2007

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	-1.23%	-0.41%	33/ 34
1M	+0.22%	+1.27%	29/ 34
3M	+1.10%	+5.29%	32/ 32
6M	-6.55%	+12.45%	32/ 32
YTD	-8.61%	+11.89%	32/ 32
1Y	-9.54%	+14.78%	32/ 32
2Y	-9.04%	+6.59%	32/ 32
3Y	-1.40%	+14.21%	32/ 32
5Y	-2.15%	+11.11%	32/ 32
7Y	+1.08%	+15.27%	31/ 31
10Y	+0.21%	+11.89%	23/ 23

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