Sundaram Aggressive Hybrid Fund Datagrid
Category Aggressive Hybrid Fund
BMSMONEY Rank 23
Rating
Growth Option 04-12-2025
NAV ₹165.74(R) -0.32% ₹190.77(D) -0.32%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 3.65% 11.86% -% -% -%
Direct 4.8% 13.16% -% -% -%
Benchmark
SIP (XIRR) Regular 9.88% 11.99% -% -% -%
Direct 11.09% 13.28% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.66 0.31 0.54 -0.79% 0.06
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
9.65% -14.37% -12.9% 1.12 7.14%
Fund AUM As on: 30/06/2025 6016 Cr
Top Aggressive Hybrid Fund
Fund Name Rank Rating
Icici Prudential Equity & Debt Fund 1
Sbi Equity Hybrid Fund 2
Bandhan Hybrid Equity Fund 3
Edelweiss Aggressive Hybrid Fund 4
Mahindra Manulife Aggressive Hybrid Fund 5
Kotak Equity Hybrid Fund 6

NAV Date: 04-12-2025

Scheme Name NAV Rupee Change Percent Change
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal 27.64
-0.0900
-0.3200%
Sundaram Aggressive Hybrid Fund(Formerly Known as Principal Hybrid Equity Fund)-Direct Plan - Monthly Income Distribution CUM Capital Withdrawal Option 42.85
-0.1400
-0.3200%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 165.74
-0.5400
-0.3200%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth Option 190.77
-0.6100
-0.3200%

Review Date: 04-12-2025

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 -0.79% which is lower than the category average of 1.16%, showing poor performance. The fund has a Sharpe Ratio of 0.66 which is lower than the category average of 0.82.
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 0.77%, 4.11 and 4.62 in last one, three and six months respectively. In the same period the category average return was 0.22%, 3.21% and 4.21% respectively.
  • Sundaram Aggressive Hybrid Fund has given a return of 4.8% in last one year. In the same period the Aggressive Hybrid Fund category average return was 4.54%.
  • The fund has given a return of 13.16% in last three years and ranked 21.0st out of 27 funds in the category. In the same period the Aggressive Hybrid Fund category average return was 14.93%.
  • The fund has given a SIP return of 11.09% in last one year whereas category average SIP return is 10.96%. The fund one year return rank in the category is 15th in 27 funds
  • The fund has SIP return of 13.28% in last three years and ranks 20th in 27 funds. Icici Prudential Equity & Debt Fund has given the highest SIP return (18.28%) in the category in last three years.

Sundaram Aggressive Hybrid Fund Risk Analysis

  • The fund has a standard deviation of 9.65 and semi deviation of 7.14. The category average standard deviation is 9.89 and semi deviation is 7.28.
  • The fund has a Value at Risk (VaR) of -14.37 and a maximum drawdown of -12.9. The category average VaR is -11.99 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 % 0.67
    0.12
    		-1.70 | 1.49 7 | 27 Very Good
    3M Return % 3.82
    2.91
    		0.27 | 4.67 6 | 27 Very Good
    6M Return % 4.04
    3.60
    		-1.82 | 6.94 12 | 27 Good
    1Y Return % 3.65
    3.31
    		-4.80 | 10.58 14 | 27 Good
    3Y Return % 11.86
    13.57
    		10.48 | 18.52 21 | 27 Average
    1Y SIP Return % 9.88
    9.66
    		3.57 | 15.85 14 | 27 Good
    3Y SIP Return % 11.99
    12.71
    		9.62 | 17.57 19 | 27 Average
    Standard Deviation 9.65
    9.89
    		8.34 | 14.00 15 | 28 Average
    Semi Deviation 7.14
    7.28
    		5.96 | 10.39 17 | 28 Average
    Max Drawdown % -12.90
    -12.77
    		-18.90 | -8.07 17 | 28 Average
    VaR 1 Y % -14.37
    -11.99
    		-18.71 | -8.35 24 | 28 Poor
    Average Drawdown % -4.29
    -5.13
    		-8.25 | -2.80 8 | 28 Good
    Sharpe Ratio 0.66
    0.82
    		0.46 | 1.39 23 | 28 Poor
    Sterling Ratio 0.54
    0.63
    		0.42 | 0.91 22 | 28 Poor
    Sortino Ratio 0.31
    0.40
    		0.22 | 0.76 23 | 28 Poor
    Jensen Alpha % -0.79
    1.16
    		-4.35 | 6.89 23 | 28 Poor
    Treynor Ratio 0.06
    0.07
    		0.04 | 0.12 23 | 28 Poor
    Modigliani Square Measure % 10.29
    11.56
    		7.58 | 16.68 21 | 28 Average
    Alpha % 0.10
    2.01
    		-2.19 | 9.49 22 | 28 Poor
    Return data last Updated On : Dec. 4, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.77 0.22 -1.60 | 1.54 6 | 27 Very Good
    3M Return % 4.11 3.21 0.61 | 4.84 6 | 27 Very Good
    6M Return % 4.62 4.21 -1.15 | 7.32 11 | 27 Good
    1Y Return % 4.80 4.54 -3.53 | 11.24 13 | 27 Good
    3Y Return % 13.16 14.93 11.53 | 19.53 21 | 27 Average
    1Y SIP Return % 11.09 10.96 5.09 | 16.54 15 | 27 Average
    3Y SIP Return % 13.28 14.09 11.19 | 18.28 20 | 27 Average
    Standard Deviation 9.65 9.89 8.34 | 14.00 15 | 28 Average
    Semi Deviation 7.14 7.28 5.96 | 10.39 17 | 28 Average
    Max Drawdown % -12.90 -12.77 -18.90 | -8.07 17 | 28 Average
    VaR 1 Y % -14.37 -11.99 -18.71 | -8.35 24 | 28 Poor
    Average Drawdown % -4.29 -5.13 -8.25 | -2.80 8 | 28 Good
    Sharpe Ratio 0.66 0.82 0.46 | 1.39 23 | 28 Poor
    Sterling Ratio 0.54 0.63 0.42 | 0.91 22 | 28 Poor
    Sortino Ratio 0.31 0.40 0.22 | 0.76 23 | 28 Poor
    Jensen Alpha % -0.79 1.16 -4.35 | 6.89 23 | 28 Poor
    Treynor Ratio 0.06 0.07 0.04 | 0.12 23 | 28 Poor
    Modigliani Square Measure % 10.29 11.56 7.58 | 16.68 21 | 28 Average
    Alpha % 0.10 2.01 -2.19 | 9.49 22 | 28 Poor
    Return data last Updated On : Dec. 4, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2025
    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
    04-12-2025 165.7405 190.7742
    03-12-2025 165.753 190.7827
    02-12-2025 166.2768 191.3799
    01-12-2025 166.8148 191.9932
    28-11-2025 166.8891 192.0612
    27-11-2025 166.861 192.0231
    26-11-2025 166.7069 191.8398
    25-11-2025 165.1931 190.092
    24-11-2025 165.3252 190.2383
    21-11-2025 165.8629 190.8396
    20-11-2025 166.6459 191.7347
    19-11-2025 166.1685 191.1796
    18-11-2025 165.7391 190.6798
    17-11-2025 166.2089 191.2144
    14-11-2025 165.4562 190.3312
    13-11-2025 165.1386 189.96
    12-11-2025 165.1197 189.9325
    11-11-2025 164.6692 189.4085
    10-11-2025 164.2377 188.9065
    07-11-2025 163.7815 188.3646
    06-11-2025 163.8213 188.4047
    04-11-2025 164.6313 189.3246

    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.