Sundaram

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

Latest NAV

₹159.5201

As of

17 Jul 2026

1,116 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.18%	+0.25%	-0.07	11 / 12	Q4
1W	-0.16%	+0.03%	-0.19	9 / 12	Q3
2W	+0.19%	+0.12%	+0.06	4 / 12	Q2
1M	+0.70%	+0.45%	+0.25	6 / 10	Q3
3M	+0.61%	+0.82%	-0.21	8 / 10	Q4
6M	-2.26%	-0.67%	-1.59	8 / 10	Q4
YTD	-3.63%	-2.03%	-1.59	8 / 10	Q4
1Y	-1.88%	-1.60%	-0.29	7 / 10	Q3
2Y	+1.02%	+1.13%	-0.11	7 / 10	Q3
3Y	+9.18%	+8.82%	+0.36	6 / 10	Q3
4Y	+10.74%	+11.90%	-1.16	7 / 9	Q4
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+7.82%	+7.96%	-0.15	8 / 12	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-3.63%	-2.48%	-1.15	7 / 9
2025	+4.10%	+4.25%	-0.15	6 / 9
2024	+17.07%	+16.22%	+0.85	5 / 9
2023	+16.38%	+19.93%	-3.55	8 / 9
2022	+1.98%	+3.88%	-1.89	6 / 8

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+11.66%

44 windows

min -3.2% · max 32.7%

89% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+12.47%

19 windows

min 9.2% · max 16.3%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

9.44%

3-year · annualised

Sharpe ratio

0.29

vs risk-free 6.5%

Sortino ratio

0.48

Downside-only deviation

Max drawdown

-13.54%

Sep 2024 → Feb 2025

% positive months

63.9%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Aggressive Hybrid Fund

Scheme	Fund house	NAV	As of
HDFC Premier Multi-Cap Fund-Dividend	HDFC	₹15.2580	17 Jul 2026
Nippon India Aggressive Hybrid Fund - Growth Plan	Nippon India	₹107.0611	17 Jul 2026
Edelweiss Nifty Enhancer Fund- Plan A-Growth Option	Edelweiss	₹64.6400	17 Jul 2026
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAT PLAN -GROWTH OPTION	Baroda BNP Paribas	₹28.0480	17 Jul 2026
PGIM India Aggressive Hybrid Equity Fund - Growth Option	PGIM India	₹129.8300	17 Jul 2026
WhiteOak Capital Aggressive Hybrid Fund Direct Plan Growth		₹10.3010	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹159.5201
16 Jul 2026	₹159.2388
15 Jul 2026	₹159.5699
14 Jul 2026	₹158.9366
13 Jul 2026	₹159.8678
10 Jul 2026	₹159.7762
9 Jul 2026	₹158.3132
8 Jul 2026	₹157.1891
7 Jul 2026	₹159.5304
6 Jul 2026	₹159.9775

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth is ₹159.5201. It's a Aggressive Hybrid Fund from Sundaram, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth has NAV history starting from 03 Jan 2022, a track record of about 4 years 6 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth is managed by Sundaram. It's classified by AMFI under the 'Aggressive Hybrid Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth has delivered a absolute return of -1.88% — -0.29 pp behind the Aggressive Hybrid Fund category average of -1.60%. The fund ranks #7 of 10 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth has delivered a CAGR of 9.18% — +0.36 pp ahead of the Aggressive Hybrid Fund category average of 8.82%. The fund ranks #6 of 10 in its category — the third (Q3) quartile.

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth exactly 3 years ago would be worth approximately ₹130,140 today — a multiplier of 1.30×, based on the 3-year CAGR of 9.18%. The category average over the same window would have grown ₹1 lakh to ₹128,855.

A ₹10,000 monthly SIP in Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth over the last 3 years — total invested ₹360,000 — would be worth ₹384,680 today. That's an XIRR (money-weighted annualised return) of 4.35%.

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹384,680 — XIRR 4.35%.

On a 3-year basis, Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth ranks #6 out of 10 funds in the Aggressive Hybrid Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 8.82%; this fund delivered 9.18%.

The worst peak-to-trough decline Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth has experienced over the last 3-year window is 13.54% — its NAV fell from a high on 26 Sep 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth averaged 12.47% (best 16.30%, worst 9.18%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.29 — weak risk-adjusted performance.

In calendar year 2025, Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth returned 4.10% — lagging the Aggressive Hybrid Fund category average of 4.25% by 0.15 pp. It ranked #6 of 9 in its category that year.

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth is a Hybrid scheme. Tax treatment follows its actual equity allocation as disclosed by the AMC: at least 65% equity behaves like an equity fund (12.5% LTCG over 12 months, 20% STCG); 35-65% equity often gets an equity-style treatment with a 24-month threshold; under 35% equity is taxed at slab rate like a debt fund. Check the AMC's latest factsheet for the current classification.

We don't give personal investment advice. Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth is suitable for an investor whose:

horizon is 3-5 years — too short for pure equity, too long for pure debt
wants a single fund that automatically rebalances between equity and debt
is comfortable trading some upside for lower volatility vs a pure equity fund

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.