Sundaram Aggressive Hybrid Fund Datagrid
Category Aggressive Hybrid Fund
BMSMONEY Rank 20
Rating
Growth Option 13-03-2026
NAV ₹151.6(R) -1.48% ₹174.99(D) -1.48%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 3.84% 11.46% -% -% -%
Direct 4.97% 12.72% -% -% -%
Benchmark
SIP (XIRR) Regular -9.37% 3.82% -% -% -%
Direct -8.35% 5.02% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.76 0.36 0.58 0.23% -0.38
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
9.37% -14.37% -12.9% 1.13 6.88%
Fund AUM As on: 30/12/2025 7489 Cr
Top Aggressive Hybrid Fund
Fund Name Rank Rating
Icici Prudential Equity & Debt Fund 1
Bank of India Mid & Small Cap Equity & Debt Fund 2
Bandhan Aggressive Hybrid Fund 3
Mirae Asset Aggressive Hybrid Fund 4
Kotak Aggressive Hybrid Fund 5
UTI Aggressive Hybrid Fund 6

NAV Date: 13-03-2026

Scheme Name NAV Rupee Change Percent Change
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal 24.59
-0.3700
-1.4800%
Sundaram Aggressive Hybrid Fund(Formerly Known as Principal Hybrid Equity Fund)-Direct Plan - Monthly Income Distribution CUM Capital Withdrawal Option 38.34
-0.5700
-1.4800%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 151.6
-2.2700
-1.4800%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth Option 174.99
-2.6200
-1.4800%

Review Date: 13-03-2026

Beginning of Analysis

In the Aggressive Hybrid Fund category, Sundaram Aggressive Hybrid Fund is the 24th ranked fund. The category has total 28 funds. The 1 star rating shows a very poor past performance of the Sundaram Aggressive Hybrid Fund in Aggressive Hybrid Fund. The fund has a Jensen Alpha of 0.23% which is lower than the category average of 1.58%, showing poor performance. The fund has a Sharpe Ratio of 0.76 which is lower than the category average of 0.87.
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 -7.01%, -8.16 and -5.65 in last one, three and six months respectively. In the same period the category average return was -6.34%, -7.16% and -5.42% respectively.
  • Sundaram Aggressive Hybrid Fund has given a return of 4.97% in last one year. In the same period the Aggressive Hybrid Fund category average return was 6.94%.
  • The fund has given a return of 12.72% in last three years and ranked 21.0st out of twenty eight funds in the category. In the same period the Aggressive Hybrid Fund category average return was 14.15%.
  • The fund has given a SIP return of -8.35% in last one year whereas category average SIP return is -6.65%. The fund one year return rank in the category is 20th in 27 funds
  • The fund has SIP return of 5.02% in last three years and ranks 19th in 27 funds. Icici Prudential Equity & Debt Fund has given the highest SIP return (10.34%) in the category in last three years.

Sundaram Aggressive Hybrid Fund Risk Analysis

  • The fund has a standard deviation of 9.37 and semi deviation of 6.88. The category average standard deviation is 9.77 and semi deviation is 7.18.
  • The fund has a Value at Risk (VaR) of -14.37 and a maximum drawdown of -12.9. The category average VaR is -12.16 and the maximum drawdown is -12.77. 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 % -7.08
    -6.42
    		-8.16 | -4.26 22 | 28 Poor
    3M Return % -8.39
    -7.42
    		-10.77 | -3.32 21 | 28 Average
    6M Return % -6.15
    -5.97
    		-11.16 | -3.26 18 | 28 Average
    1Y Return % 3.84
    5.67
    		-0.78 | 11.32 21 | 28 Average
    3Y Return % 11.46
    12.78
    		9.18 | 17.38 21 | 28 Average
    1Y SIP Return % -9.37
    -7.71
    		-16.16 | -2.98 21 | 28 Average
    3Y SIP Return % 3.82
    4.95
    		2.24 | 9.66 19 | 28 Average
    Standard Deviation 9.37
    9.77
    		8.29 | 14.01 13 | 28 Good
    Semi Deviation 6.88
    7.18
    		6.04 | 10.43 14 | 28 Good
    Max Drawdown % -12.90
    -12.77
    		-18.90 | -8.07 17 | 28 Average
    VaR 1 Y % -14.37
    -12.16
    		-18.71 | -8.35 24 | 28 Poor
    Average Drawdown % -3.12
    -4.08
    		-7.65 | -2.33 3 | 28 Very Good
    Sharpe Ratio 0.76
    0.87
    		0.55 | 1.45 19 | 28 Average
    Sterling Ratio 0.58
    0.65
    		0.46 | 0.93 21 | 28 Average
    Sortino Ratio 0.36
    0.43
    		0.25 | 0.79 19 | 28 Average
    Jensen Alpha % 0.23
    1.58
    		-1.70 | 6.75 19 | 28 Average
    Treynor Ratio -0.38
    -0.37
    		-0.43 | -0.31 19 | 28 Average
    Modigliani Square Measure % 11.79
    12.65
    		10.13 | 17.28 19 | 28 Average
    Alpha % 0.62
    2.13
    		-1.09 | 6.74 22 | 28 Poor
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -7.01 -6.34 -8.06 | -4.17 22 | 28 Poor
    3M Return % -8.16 -7.16 -10.43 | -3.03 21 | 28 Average
    6M Return % -5.65 -5.42 -10.48 | -2.67 18 | 28 Average
    1Y Return % 4.97 6.94 0.82 | 12.83 21 | 28 Average
    3Y Return % 12.72 14.15 10.26 | 18.66 21 | 28 Average
    1Y SIP Return % -8.35 -6.65 -14.77 | -2.12 20 | 27 Average
    3Y SIP Return % 5.02 6.20 3.17 | 10.34 19 | 27 Average
    Standard Deviation 9.37 9.77 8.29 | 14.01 13 | 28 Good
    Semi Deviation 6.88 7.18 6.04 | 10.43 14 | 28 Good
    Max Drawdown % -12.90 -12.77 -18.90 | -8.07 17 | 28 Average
    VaR 1 Y % -14.37 -12.16 -18.71 | -8.35 24 | 28 Poor
    Average Drawdown % -3.12 -4.08 -7.65 | -2.33 3 | 28 Very Good
    Sharpe Ratio 0.76 0.87 0.55 | 1.45 19 | 28 Average
    Sterling Ratio 0.58 0.65 0.46 | 0.93 21 | 28 Average
    Sortino Ratio 0.36 0.43 0.25 | 0.79 19 | 28 Average
    Jensen Alpha % 0.23 1.58 -1.70 | 6.75 19 | 28 Average
    Treynor Ratio -0.38 -0.37 -0.43 | -0.31 19 | 28 Average
    Modigliani Square Measure % 11.79 12.65 10.13 | 17.28 19 | 28 Average
    Alpha % 0.62 2.13 -1.09 | 6.74 22 | 28 Poor
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 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
    13-03-2026 151.5967 174.9892
    12-03-2026 153.8708 177.6092
    11-03-2026 154.9794 178.8838
    10-03-2026 156.7498 180.9222
    09-03-2026 155.3075 179.2524
    06-03-2026 157.7 181.9984
    05-03-2026 158.8459 183.3157
    04-03-2026 157.7007 181.9889
    02-03-2026 159.5951 184.1646
    27-02-2026 161.3469 186.1704
    26-02-2026 163.0237 188.0998
    25-02-2026 162.9866 188.0518
    24-02-2026 162.4418 187.4179
    23-02-2026 163.7106 188.8764
    20-02-2026 163.0457 188.0935
    19-02-2026 162.7436 187.7396
    18-02-2026 164.6106 189.888
    17-02-2026 164.304 189.529
    16-02-2026 163.7161 188.8454
    13-02-2026 163.1459 188.1719

    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.