Sundaram Aggressive Hybrid Fund Datagrid
Category Aggressive Hybrid Fund
BMSMONEY Rank 21
Rating
Growth Option 27-04-2026
NAV ₹157.8(R) +0.66% ₹182.38(D) +0.67%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 0.41% 11.84% -% -% -%
Direct 1.5% 13.1% -% -% -%
Benchmark
SIP (XIRR) Regular -3.11% 5.43% -% -% -%
Direct -2.07% 6.63% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.35 0.16 0.43 0.5% -0.4
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
10.94% -16.25% -12.9% 1.12 8.5%
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
UTI Aggressive Hybrid Fund 4
Sbi Equity Hybrid Fund 5
Edelweiss Aggressive Hybrid Fund 6

NAV Date: 27-04-2026

Scheme Name NAV Rupee Change Percent Change
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal 25.09
0.1700
0.6600%
Sundaram Aggressive Hybrid Fund(Formerly Known as Principal Hybrid Equity Fund)-Direct Plan - Monthly Income Distribution CUM Capital Withdrawal Option 39.25
0.2600
0.6700%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 157.8
1.0400
0.6600%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth Option 182.38
1.2200
0.6700%

Review Date: 27-04-2026

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 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 0.5% which is lower than the category average of 1.94%, showing poor performance. The fund has a Sharpe Ratio of 0.35 which is lower than the category average of 0.46.
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 5.5%, -1.4 and -4.31 in last one, three and six months respectively. In the same period the category average return was 6.58%, 0.9% and -2.47% respectively.
  • Sundaram Aggressive Hybrid Fund has given a return of 1.5% in last one year. In the same period the Aggressive Hybrid Fund category average return was 4.73%.
  • The fund has given a return of 13.1% in last three years and ranked 22.0nd out of twenty eight funds in the category. In the same period the Aggressive Hybrid Fund category average return was 14.92%.
  • The fund has given a SIP return of -2.07% in last one year whereas category average SIP return is 1.42%. The fund one year return rank in the category is 23rd in 28 funds
  • The fund has SIP return of 6.63% in last three years and ranks 23rd in 28 funds. Bank of India Mid & Small Cap Equity & Debt Fund has given the highest SIP return (14.67%) in the category in last three years.

Sundaram Aggressive Hybrid Fund Risk Analysis

  • The fund has a standard deviation of 10.94 and semi deviation of 8.5. The category average standard deviation is 11.29 and semi deviation is 8.73.
  • 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 -13.35. 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 % 5.41
    6.47
    		4.38 | 11.86 21 | 28 Average
    3M Return % -1.65
    0.60
    		-4.57 | 10.37 21 | 28 Average
    6M Return % -4.81
    -3.05
    		-8.66 | 6.12 22 | 28 Poor
    1Y Return % 0.41
    3.50
    		-3.61 | 13.71 24 | 28 Poor
    3Y Return % 11.84
    13.54
    		8.96 | 20.63 22 | 28 Poor
    1Y SIP Return % -3.11
    0.22
    		-10.06 | 15.39 23 | 28 Poor
    3Y SIP Return % 5.43
    7.16
    		2.96 | 13.20 21 | 28 Average
    Standard Deviation 10.94
    11.29
    		9.82 | 14.78 12 | 28 Good
    Semi Deviation 8.50
    8.73
    		7.58 | 11.16 12 | 28 Good
    Max Drawdown % -12.90
    -13.35
    		-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
    		-9.66 | -3.75 5 | 28 Very Good
    Sharpe Ratio 0.35
    0.46
    		0.14 | 0.94 19 | 28 Average
    Sterling Ratio 0.43
    0.49
    		0.32 | 0.78 19 | 28 Average
    Sortino Ratio 0.16
    0.21
    		0.08 | 0.43 20 | 28 Average
    Jensen Alpha % 0.50
    1.95
    		-1.73 | 7.13 20 | 28 Average
    Treynor Ratio -0.40
    -0.39
    		-0.44 | -0.35 19 | 28 Average
    Modigliani Square Measure % 9.15
    10.21
    		7.17 | 14.85 19 | 28 Average
    Alpha % 0.45
    2.01
    		-1.29 | 7.38 22 | 28 Poor
    Return data last Updated On : April 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 5.50 6.58 4.44 | 12.01 20 | 28 Average
    3M Return % -1.40 0.90 -4.20 | 10.74 21 | 28 Average
    6M Return % -4.31 -2.47 -7.95 | 6.84 23 | 28 Poor
    1Y Return % 1.50 4.73 -2.08 | 15.25 24 | 28 Poor
    3Y Return % 13.10 14.92 9.67 | 22.09 22 | 28 Poor
    1Y SIP Return % -2.07 1.42 -8.62 | 16.93 23 | 28 Poor
    3Y SIP Return % 6.63 8.49 3.65 | 14.67 23 | 28 Poor
    Standard Deviation 10.94 11.29 9.82 | 14.78 12 | 28 Good
    Semi Deviation 8.50 8.73 7.58 | 11.16 12 | 28 Good
    Max Drawdown % -12.90 -13.35 -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 -9.66 | -3.75 5 | 28 Very Good
    Sharpe Ratio 0.35 0.46 0.14 | 0.94 19 | 28 Average
    Sterling Ratio 0.43 0.49 0.32 | 0.78 19 | 28 Average
    Sortino Ratio 0.16 0.21 0.08 | 0.43 20 | 28 Average
    Jensen Alpha % 0.50 1.95 -1.73 | 7.13 20 | 28 Average
    Treynor Ratio -0.40 -0.39 -0.44 | -0.35 19 | 28 Average
    Modigliani Square Measure % 9.15 10.21 7.17 | 14.85 19 | 28 Average
    Alpha % 0.45 2.01 -1.29 | 7.38 22 | 28 Poor
    Return data last Updated On : April 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 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
    27-04-2026 157.7972 182.3781
    24-04-2026 156.7571 181.1606
    23-04-2026 157.9142 182.4927
    22-04-2026 158.8605 183.5811
    21-04-2026 159.6457 184.4832
    20-04-2026 158.4191 183.0607
    17-04-2026 158.5575 183.205
    16-04-2026 157.8792 182.4162
    15-04-2026 157.7923 182.3106
    13-04-2026 155.7764 179.9713
    10-04-2026 156.8632 181.2116
    09-04-2026 155.0793 179.1457
    08-04-2026 155.9605 180.1585
    07-04-2026 151.0794 174.5152
    06-04-2026 150.5431 173.8908
    02-04-2026 149.2236 172.3472
    01-04-2026 149.0128 172.0989
    30-03-2026 147.1065 169.8877
    27-03-2026 149.6977 172.8655

    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.