Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)
Aggressive Hybrid Fund · Sundaram Asset Management Company Ltd
Among the 159 similar aggressive hybrid funds we track, this one has grown money at about the average pace. ₹1 lakh invested 3 years ago would be about ₹1.3 lakh today. Investing ₹10,000 every month for the last 3 years would have put in ₹3.7 lakh and grown it to about ₹3.9 lakh. Be warned: in its worst stretch, ₹1 lakh briefly shrank to about ₹86,870. Its ride has historically been comparatively steady.
New to fund research? Start with the 5-minute guide. The detailed numbers below back all of this up.Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) is a aggressive hybrid fund from Sundaram Asset Management Company Ltd. It has a track record of about 4.7 years. As of the latest data it carries an RS rating of 56/99 (its recent momentum versus category peers) and a King Score of 64/100 (a long-term quality composite). The current NAV is ₹182.48 (as of 2026-09-16).
Growth of ₹100 - last 5 years
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) returns: last 1, 3, 5 and 10 years
| Period | This fund | Category average |
|---|---|---|
| 1 month | -3.42% | -3.12% |
| 3 months | 0.28% | 0.71% |
| 6 months | 3.13% | 4.94% |
| 1 year | -1.52% | 0.72% |
| 3 years (CAGR) | 8.46% | 10.38% |
Its trailing one-year return is -1.52%. Trailing returns flatter or disappoint depending on the end date you pick - the year-by-year and rolling-return sections below are a fairer read.
Year-by-year returns
| Year | Sundaram Aggressive Hy | Benchmark |
|---|---|---|
| 2023 | +18.2% | +25.8% |
| 2024 | +18.5% | +15.2% |
| 2025 | +5.6% | +6.7% |
| 2026 | -4.1% | -5.8% |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) beat its benchmark in 2 of the last 4 calendar years. Consistency against the benchmark matters more than any single great year.
Calendar-year returns show how bumpy the ride really was - an average hides the good years and the ugly ones.
What a monthly SIP in Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) would have made
A ₹10,000-a-month SIP, using this fund's actual NAV history. SIP returns (XIRR) differ from lumpsum CAGR because your money goes in gradually, averaging your entry price.
| SIP duration | You invested | It became | XIRR |
|---|---|---|---|
| 3 years | ₹370,000 | ₹391,815 | 3.76% |
Over 3 years, ₹370,000 invested in monthly instalments would have grown to about ₹391,815 - an XIRR of 3.76%. Figures are pre-tax and assume you stayed invested throughout.
Risk & drawdowns
| Measure | This fund | Category average |
|---|---|---|
| Worst drawdown (lifetime) | -13.13% | -28.53% |
| Worst drawdown (3Y) | -13.13% | -13.86% |
| Volatility (1Y) | 12.65% | 13.44% |
| Sharpe (3Y) | 0.19 | 0.33 |
| Sortino (3Y) | 0.38 | 0.6 |
| Beta (3Y) | 0.7 | 0.75 |
| Alpha (3Y) | 0.76% | 2.56% |
| Up capture | 73.7% | 79.11% |
| Down capture | 67.5% | 69.0% |
| Bull-market return | 20.2% | 23.98% |
| Bear-market return | -21.0% | -23.44% |
Timing matters more than people admit: the best possible 1-year stretch in Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) (starting 2023-09-25) gained 34.3%, while the worst (starting 2025-06-06) lost 4.3%. The worst peak-to-bottom fall Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) has ever put investors through is -13.13% - the real test of whether you'd have stayed invested. In falling markets (Nifty below its 200-day average) it has returned about -21.0% annualised, versus 20.2% in rising markets. It has captured roughly 73.7% of its benchmark's up-moves and 67.5% of its down-moves.
How Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) behaves when markets fall
When the market is falling (the Nifty below its 200-day average), Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) has historically returned about -21.0% annualised, versus roughly 20.2% when the market is rising. Its deepest fall on record is -13.13%. Right now it sits about 4.99% below its all-time high (last hit 2025-11-28). The real question isn't the average year - it's whether you could hold on through the worst one.
How Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) ranks in its category
Percentile versus its ~159 category peers - 100th is best-in-class, 50th is average. This is the fairest apples-to-apples read.
Consistency (rolling returns)
| Measure | Value |
|---|---|
| Median 3Y rolling CAGR | 13.6% |
| 3Y windows positive | 100.0% |
| Worst 3Y window | 10.05% |
| 3Y windows beating Nifty 500 | 7.5% |
Instead of one lucky start date, rolling returns test every start date. Across all 3-year windows in its history, Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) returned a median of 13.6% a year, and 100.0% of those windows were positive.
What Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) holds
Its latest monthly portfolio disclosure. This is what your money actually owns.
Top holdings
Sector allocation
The top 10 holdings make up 35.8% of the portfolio, across 59 stocks. A higher concentration means the fund's fortunes ride on fewer names.
Portfolio overlap with similar funds
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) shares HSBC Aggressive Hybrid Fund (1%), Edelweiss Aggressive Hybrid Fund (0%), ICICI Prudential Equity & Debt Fund (0%) of its portfolio with these category peers (overlap = the slice of the two portfolios invested in the same stocks). The lower the overlap, the more genuinely different the portfolios are.
Who manages Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) - and how good are they?
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) is managed by Kumaresh Ramakrishnan, S. Bharath and Clyton Fernandes. Below is each manager's complete track record - every fund they currently run, judged on the same numbers as everything else on this page - so you can see whether this fund is in strong hands or is the outlier in a weak book.
Kumaresh Ramakrishnan's full record
Kumaresh Ramakrishnan currently runs 10 funds, across Aggressive Hybrid Fund, Arbitrage Fund, Corporate Bond Fund, FoF Domestic and more, with about ₹20,113 Cr under management. The book's average King Score is 78.3/100. Their strongest fund by King Score is Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) (94/100); Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) ranks #8 of 10 in their book.
Tap any column heading to sort.
S. Bharath's full record
S. Bharath currently runs 6 funds, across Aggressive Hybrid Fund, Flexi Cap Fund, FoF Domestic, Mid Cap Fund and more, with about ₹26,577 Cr under management. The book's average King Score is 55.8/100. Their strongest fund by King Score is Sundaram Mid Cap Fund (74/100); Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) ranks #2 of 6 in their book.
Tap any column heading to sort.
| # | Fund | RS | King | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR | 10Y CAGR | Sharpe | Roll 3Y | Worst fall |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Sundaram Mid Cap Fund | 54 | 74 | 0.4% | 10.7% | 4.8% | 17.3% | 15.9% | 14.5% | 0.64 | 20.8% | -44.3% |
| 2 | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) (this page) | 56 | 64 | 0.3% | 3.1% | -1.5% | 8.5% | n/a | n/a | 0.19 | 13.6% | -13.1% |
| 3 | Sundaram Flexicap Fund | 14 | 49 | -2.1% | 1.2% | -5.8% | 7.5% | n/a | n/a | 0.08 | 15.9% | -15.7% |
| 4 | Sundaram Value Fund | 23 | 36 | -1.9% | -0.2% | -7.2% | 5.5% | 7.2% | 9.9% | -0.06 | 14.0% | -41.3% |
| 5 | Sundaram Multi-Factor Fund | 10 | n/a | -2.9% | -0.6% | -4.9% | n/a | n/a | n/a | n/a | n/a | -14.9% |
| 6 | Sundaram Income Plus Arbitrage Active FoF Fund | n/a | n/a | 1.4% | 2.9% | n/a | n/a | n/a | n/a | n/a | n/a | -0.2% |
Clyton Fernandes's full record
Clyton Fernandes currently runs 1 fund, across Aggressive Hybrid Fund, with about ₹8,629 Cr under management. The book's average King Score is 64.0/100. This fund is the highest-scored fund they run (King 64/100).
A caveat worth keeping: funds often have co-managers, and results belong to the whole team and process rather than one person. A manager's book tells you about their range and consistency, not a guarantee of skill.
Cost & fund basics
| Detail | Value |
|---|---|
| Expense ratio (Direct) | 0.71% |
| Exit load | ≈1% if redeemed within 1 year (typical) |
| Minimum investment | ₹100 |
| Fund size (AUM) | ₹8,629 Cr |
| Age | 4.7 years |
| Plan / Option | Direct · Growth |
| Benchmark | NIFTY500 |
How Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) compares to peers
| Fund | RS | King | 3Y CAGR |
|---|---|---|---|
| HSBC Aggressive Hybrid Fund | 90 | 95 | 12.6% |
| Edelweiss Aggressive Hybrid Fund | 69 | 90 | 12.4% |
| ICICI Prudential Equity & Debt Fund | 56 | 89 | 12.4% |
| Bandhan Aggressive Hybrid Fund | 88 | 88 | 13.5% |
| SBI Equity Hybrid Fund | 68 | 87 | 10.9% |
| Kotak Aggressive Hybrid Fund | 74 | 83 | 12.1% |
Overlap warning: funds in the same category often own many of the same stocks - holding several rarely adds the diversification people expect.
What these numbers mean
RS rating (1-99) ranks a fund's recent momentum against its category - higher is stronger right now. King Score (0-100) is a long-term quality composite (returns, consistency, drawdown, risk-adjusted return) versus peers. Max drawdown is the worst peak-to-bottom fall the fund has ever experienced. Rolling returns test every possible start date, so one lucky (or unlucky) entry point can't distort the picture. Every formula behind this page is public - see how we calculate every number.
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) review: the bottom line
Related
Frequently asked questions
Is Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) a good mutual fund?
That depends on your goals and risk tolerance - this is descriptive research, not advice. On the numbers, Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) scores 64/100 on our King Score and RS 56/99 within its category, has compounded 8.46% a year over three years, and its worst drawdown was -13.13%. Compare those against your needs and the peer table above.
What is the NAV of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) today?
The latest NAV is ₹182.48 (as of 2026-09-16). NAV (net asset value) is the per-unit price of the fund, published every business day by the AMC.
What is the expense ratio of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)?
The Direct-plan expense ratio is 0.71% a year. The Direct plan is cheaper than the Regular plan because it carries no distributor commission - over decades that gap compounds meaningfully.
Who is the fund manager of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)?
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) is managed by Kumaresh Ramakrishnan; S. Bharath; Clyton Fernandes; Shalav Saket.
Is Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) safe? How risky is it?
No market-linked fund is 'safe' in the fixed-deposit sense - the honest question is how deep its falls get. Its worst historical drawdown was -13.13% - ₹1 lakh briefly becoming about ₹86,870. As a hybrid fund, its risk profile is typical of that category. Look at the drawdown, volatility and bear-market figures above and ask whether you could stay invested through the bad stretches.
Is Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) good for SIP?
We can't tell you what to do, but here is what actually happened: a ₹10,000 monthly SIP over the last 3 years grew ₹3.7 lakh into about ₹3.9 lakh (XIRR 3.76%). SIPs average your entry price, which helps most in funds that swing hard - check the crash-behaviour section above to see how it treats investors in bad markets.
What are the SIP returns of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)?
A ₹10,000/month SIP over 3 years would have grown to about ₹391,815 (an XIRR of 3.76%) on ₹370,000 invested, using the fund's actual NAV history. See the SIP table above for other durations.
How does Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) rank among similar funds?
On 3-year returns it sits around the 52th percentile of its category, and its consistency ranks 62th percentile. 100th is best-in-class, 50th is average. See the category-ranking section above.
Is Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) tax-efficient / what about capital gains?
As a hybrid fund, gains follow the rules for its asset class - equity-oriented funds are taxed differently from debt. All returns on this page are pre-tax; your actual post-tax return depends on your holding period and slab. This is descriptive information, not tax advice.
Direct or Regular plan - which is shown here?
All figures on this page are for the Direct-Growth plan (no distributor commission, lower cost). Returns are pre-tax; capital-gains tax depends on your own holding period and slab.
See Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) live in the MF Terminal
Everything above is a static snapshot. The terminal is where you actually research it:
- Interactive price chart with EMAs & RSI
- The RS line plotted against its benchmark
- Full holdings, sector mix & portfolio overlap
- Point-in-time backtester & portfolio doctor
- Compare it side-by-side with any peer
- Screen 1,600+ funds on the same metrics
Data: AMFI NAV history, NSE indices, BSE StAR and monthly disclosures. All figures are pre-tax. Descriptive research and education only - nothing here is investment advice or a recommendation to buy, sell or hold any fund. Past performance does not guarantee future returns.