Sundaram Aggressive Hybrid Fund Datagrid
Category Aggressive Hybrid Fund
BMSMONEY Rank 22
Rating
Growth Option 29-07-2026
NAV ₹159.56(R) +0.65% ₹184.9(D) +0.65%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -0.79% 8.83% -% -% -%
Direct 0.26% 10.04% -% -% -%
Benchmark
SIP (XIRR) Regular 0.12% 4.34% -% -% -%
Direct 1.16% 5.5% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.3 0.14 0.41 0.63% 0.03
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
11.36% -16.25% -12.9% 1.16 8.53%
Fund AUM As on: 30/12/2025 7489 Cr
Top Aggressive Hybrid Fund
Fund Name Rank Rating
Bank of India Mid & Small Cap Equity & Debt Fund 1
quant Aggressive Hybrid Fund 2
Bandhan Aggressive Hybrid Fund 3
ICICI Prudential Equity & Debt Fund 4
Kotak Aggressive Hybrid Fund 5
Navi Aggressive Hybrid Fund 6

NAV Date: 29-07-2026

Scheme Name NAV Rupee Change Percent Change
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal 24.69
0.1600
0.6500%
Sundaram Aggressive Hybrid Fund(Formerly Known as Principal Hybrid Equity Fund)-Direct Plan - Monthly Income Distribution CUM Capital Withdrawal Option 38.77
0.2500
0.6500%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 159.56
1.0300
0.6500%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth Option 184.9
1.2000
0.6500%

Review Date: 29-07-2026

Beginning of Analysis

Sundaram Aggressive Hybrid Fund is the 24th ranked fund in the Aggressive Hybrid Fund category. The category has total 28 funds. The Sundaram Aggressive Hybrid Fund has shown a very poor past performence in Aggressive Hybrid Fund. The fund has a Jensen Alpha of 0.63% which is lower than the category average of 2.59%, showing poor performance. The fund has a Sharpe Ratio of 0.3 which is lower than the category average of 0.44.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Aggressive Hybrid Mutual Funds

Sundaram Aggressive Hybrid Fund Return Analysis

  • The fund has given a return of 1.24%, 1.34 and -0.77 in last one, three and six months respectively. In the same period the category average return was 1.43%, 2.84% and 2.64% respectively.
  • Sundaram Aggressive Hybrid Fund has given a return of 0.26% in last one year. In the same period the Aggressive Hybrid Fund category average return was 3.35%.
  • The fund has given a return of 10.04% in last three years and ranked 24.0th out of twenty eight funds in the category. In the same period the Aggressive Hybrid Fund category average return was 12.03%.
  • The fund has given a SIP return of 1.16% in last one year whereas category average SIP return is 5.91%. The fund one year return rank in the category is 25th in 28 funds
  • The fund has SIP return of 5.5% in last three years and ranks 26th in 28 funds. Bank of India Mid & Small Cap Equity & Debt Fund has given the highest SIP return (13.17%) in the category in last three years.

Sundaram Aggressive Hybrid Fund Risk Analysis

  • The fund has a standard deviation of 11.36 and semi deviation of 8.53. The category average standard deviation is 11.8 and semi deviation is 8.78.
  • The fund has a Value at Risk (VaR) of -16.25 and a maximum drawdown of -12.9. The category average VaR is -16.33 and the maximum drawdown is -13.33. The fund has a beta of 1.08 which shows that fund is more volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Aggressive Hybrid Fund Category
  • Good Performance in Aggressive Hybrid Fund Category
  • Poor Performance in Aggressive Hybrid Fund Category
  • Very Poor Performance in Aggressive Hybrid Fund Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 1.15
    1.34
    		0.35 | 3.34 17 | 28 Average
    3M Return % 1.08
    2.55
    		0.91 | 6.36 26 | 28 Poor
    6M Return % -1.27
    2.05
    		-2.55 | 13.64 26 | 28 Poor
    1Y Return % -0.79
    2.13
    		-4.36 | 12.32 23 | 28 Poor
    3Y Return % 8.83
    10.70
    		6.41 | 16.83 23 | 28 Poor
    1Y SIP Return % 0.12
    4.68
    		-1.93 | 18.46 25 | 28 Poor
    3Y SIP Return % 4.34
    6.66
    		2.77 | 11.71 24 | 28 Poor
    Standard Deviation 11.36
    11.80
    		10.45 | 15.95 14 | 28 Good
    Semi Deviation 8.53
    8.78
    		7.60 | 11.45 15 | 28 Average
    Max Drawdown % -12.90
    -13.33
    		-18.90 | -9.66 16 | 28 Average
    VaR 1 Y % -16.25
    -16.33
    		-26.04 | -11.06 17 | 28 Average
    Average Drawdown % 5.38
    6.31
    		3.75 | 9.66 24 | 28 Poor
    Sharpe Ratio 0.30
    0.44
    		0.09 | 0.87 22 | 28 Poor
    Sterling Ratio 0.41
    0.49
    		0.30 | 0.76 22 | 28 Poor
    Sortino Ratio 0.14
    0.21
    		0.05 | 0.41 22 | 28 Poor
    Jensen Alpha % 0.63
    2.59
    		-0.84 | 8.79 22 | 28 Poor
    Treynor Ratio 0.03
    0.05
    		0.01 | 0.10 22 | 28 Poor
    Modigliani Square Measure % 2.82
    4.10
    		0.83 | 8.14 22 | 28 Poor
    Alpha % 1.25
    3.39
    		-0.49 | 10.82 22 | 28 Poor
    Return data last Updated On : July 29, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 1.24 1.43 0.44 | 3.47 17 | 28 Average
    3M Return % 1.34 2.84 1.27 | 6.87 26 | 28 Poor
    6M Return % -0.77 2.64 -2.25 | 14.37 26 | 28 Poor
    1Y Return % 0.26 3.35 -3.23 | 13.77 24 | 28 Poor
    3Y Return % 10.04 12.03 7.10 | 18.28 24 | 28 Poor
    1Y SIP Return % 1.16 5.91 -1.31 | 19.97 25 | 28 Poor
    3Y SIP Return % 5.50 7.96 3.45 | 13.17 26 | 28 Poor
    Standard Deviation 11.36 11.80 10.45 | 15.95 14 | 28 Good
    Semi Deviation 8.53 8.78 7.60 | 11.45 15 | 28 Average
    Max Drawdown % -12.90 -13.33 -18.90 | -9.66 16 | 28 Average
    VaR 1 Y % -16.25 -16.33 -26.04 | -11.06 17 | 28 Average
    Average Drawdown % 5.38 6.31 3.75 | 9.66 24 | 28 Poor
    Sharpe Ratio 0.30 0.44 0.09 | 0.87 22 | 28 Poor
    Sterling Ratio 0.41 0.49 0.30 | 0.76 22 | 28 Poor
    Sortino Ratio 0.14 0.21 0.05 | 0.41 22 | 28 Poor
    Jensen Alpha % 0.63 2.59 -0.84 | 8.79 22 | 28 Poor
    Treynor Ratio 0.03 0.05 0.01 | 0.10 22 | 28 Poor
    Modigliani Square Measure % 2.82 4.10 0.83 | 8.14 22 | 28 Poor
    Alpha % 1.25 3.39 -0.49 | 10.82 22 | 28 Poor
    Return data last Updated On : July 29, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2026
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Sundaram Aggressive Hybrid Fund NAV Regular Growth Sundaram Aggressive Hybrid Fund NAV Direct Growth
    29-07-2026 159.564 184.9031
    28-07-2026 158.5368 183.7078
    27-07-2026 158.2207 183.3365
    24-07-2026 156.8446 181.7271
    23-07-2026 157.5541 182.5441
    22-07-2026 158.217 183.3072
    21-07-2026 159.2555 184.5053
    20-07-2026 159.1917 184.4264
    17-07-2026 159.5201 184.7912
    16-07-2026 159.2388 184.4602
    15-07-2026 159.5699 184.8385
    14-07-2026 158.9366 184.0997
    13-07-2026 159.8678 185.1731
    10-07-2026 159.7762 185.0513
    09-07-2026 158.3132 183.3517
    08-07-2026 157.1891 182.0447
    07-07-2026 159.5304 184.751
    06-07-2026 159.9775 185.2636
    03-07-2026 159.224 184.3753
    02-07-2026 159.0219 184.1361
    01-07-2026 158.3423 183.344
    30-06-2026 157.9372 182.8698
    29-06-2026 157.7448 182.6418

    Fund Launch Date: 14/Jun/2000
    Fund Category: Aggressive Hybrid Fund
    Investment Objective: The Investment objective of the Scheme is to provide longterm appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities
    Fund Description: An open-ended hybrid scheme investing predominantly in equity and equity-related instruments.
    Fund Benchmark: CRISIL Hybrid 35+65 Aggressive Index
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.