Overview / Mutual Fund Discovery / Open Ended Schemes ( Hybrid Scheme - Aggressive Hybrid Fund ) / AMFI 149602

Sundaram Aggressive Hybrid Fund(Formerly Known as Principal Hybrid Equity Fund)-Direct Plan - Monthly Income Distribution CUM Capital Withdrawal Option

Sundaram Mutual Fund • Open Ended Schemes ( Hybrid Scheme - Aggressive Hybrid Fund ) • Direct Plan • Monthly IDCW (Income Distribution CUM Capital Withdrawal)

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Latest NAV (2026-11-09)
₹38.1623
AMFI Code / ISIN
149602 / INF173K01FB2
Category Peer Standing
#91 of 93 ranked peers in Open Ended Schemes ( Hybrid Scheme - Aggressive Hybrid Fund ) by 3Y Sortino
Historical Track
2022-01-03 to 2026-11-09 (1,196 daily observations)
Expense Ratio (TER)
Data unavailable (published only when verified against AMC statutory disclosures)
SEBI Riskometer
Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR
-10.49% p.a.
3Y CAGR
-0.56% p.a.
5Y CAGR
N/A
10Y CAGR
N/A
Since Inception CAGR
-1.96% p.a.
Sortino Ratio (3Y)
-0.88
Sharpe Ratio (3Y)
-0.67
Calmar Ratio
-0.02
Annualized Volatility (3Y)
+10.58%
Maximum Drawdown
-25.56%
1Y / 3Y / 5Y Rolling Mean CAGR
+0.78% / +1.86% / N/A

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

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