Sundaram Aggressive Hybrid Fund Datagrid
Category Aggressive Hybrid Fund
BMSMONEY Rank 21
Rating
Growth Option 12-06-2026
NAV ₹155.15(R) +1.68% ₹179.55(D) +1.68%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -2.98% 9.8% -% -% -%
Direct -1.94% 11.03% -% -% -%
Benchmark
SIP (XIRR) Regular -6.28% 3.34% -% -% -%
Direct -5.29% 4.51% -% -% -%
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: 12-06-2026

Scheme Name NAV Rupee Change Percent Change
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal 24.42
0.4000
1.6800%
Sundaram Aggressive Hybrid Fund(Formerly Known as Principal Hybrid Equity Fund)-Direct Plan - Monthly Income Distribution CUM Capital Withdrawal Option 38.29
0.6300
1.6800%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 155.15
2.5600
1.6800%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth Option 179.55
2.9700
1.6800%

Review Date: 12-06-2026

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 0.5% 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 0.1%, 1.09 and -5.89 in last one, three and six months respectively. In the same period the category average return was 1.23%, 2.9% and -2.78% respectively.
  • Sundaram Aggressive Hybrid Fund has given a return of -1.94% in last one year. In the same period the Aggressive Hybrid Fund category average return was 0.68%.
  • The fund has given a return of 11.03% in last three years and ranked 23.0rd out of twenty eight funds in the category. In the same period the Aggressive Hybrid Fund category average return was 12.91%.
  • The fund has given a SIP return of -5.29% 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 4.51% 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 (12.72%) 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 % 0.02
    1.13
    		-0.77 | 4.34 27 | 28 Poor
    3M Return % 0.83
    2.60
    		-0.96 | 11.14 23 | 28 Poor
    6M Return % -6.37
    -3.35
    		-8.40 | 7.88 26 | 28 Poor
    1Y Return % -2.98
    -0.52
    		-8.39 | 9.30 22 | 28 Poor
    3Y Return % 9.80
    11.56
    		7.01 | 18.65 22 | 28 Poor
    1Y SIP Return % -6.28
    -2.39
    		-17.69 | 14.20 23 | 27 Poor
    3Y SIP Return % 3.34
    5.55
    		1.37 | 11.27 22 | 27 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 : June 12, 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

    Rotate the phone! Best viewed in landscape mode on mobile.
    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.10 1.23 -0.64 | 4.46 27 | 28 Poor
    3M Return % 1.09 2.90 -0.80 | 11.51 24 | 28 Poor
    6M Return % -5.89 -2.78 -7.76 | 8.60 26 | 28 Poor
    1Y Return % -1.94 0.68 -6.94 | 10.72 23 | 28 Poor
    3Y Return % 11.03 12.91 7.71 | 20.12 23 | 28 Poor
    1Y SIP Return % -5.29 -1.42 -16.40 | 15.65 23 | 28 Poor
    3Y SIP Return % 4.51 6.75 2.06 | 12.72 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 : June 12, 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
    12-06-2026 155.1478 179.5487
    11-06-2026 152.5887 176.5822
    10-06-2026 153.097 177.1654
    09-06-2026 153.4585 177.5788
    08-06-2026 152.4295 176.3831
    05-06-2026 153.9919 178.1758
    04-06-2026 153.9356 178.1058
    03-06-2026 153.7561 177.8931
    02-06-2026 154.3249 178.5461
    01-06-2026 154.0453 178.2176
    29-05-2026 155.1189 179.4444
    27-05-2026 156.9387 181.5394
    26-05-2026 156.7762 181.3462
    25-05-2026 157.0067 181.6078
    22-05-2026 155.4977 179.8471
    21-05-2026 155.4631 179.802
    20-05-2026 155.6839 180.0523
    19-05-2026 155.2978 179.6007
    18-05-2026 155.2065 179.49
    15-05-2026 155.8995 180.2762
    14-05-2026 156.3023 180.7368
    13-05-2026 155.1279 179.3739
    12-05-2026 155.1227 179.3628

    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.