Sundaram Aggressive Hybrid Fund Datagrid
Category Aggressive Hybrid Fund
BMSMONEY Rank 24
Rating
Growth Option 27-01-2026
NAV ₹160.44(R) +0.13% ₹184.97(D) +0.14%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 7.81% 12.71% -% -% -%
Direct 8.99% 14.0% -% -% -%
Benchmark
SIP (XIRR) Regular 2.47% 8.67% -% -% -%
Direct 3.61% 9.92% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.67 0.32 0.55 -1.3% 0.06
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
9.59% -14.37% -12.9% 1.16 7.09%
Fund AUM As on: 30/12/2025 7489 Cr
Top Aggressive Hybrid Fund
Fund Name Rank Rating
Icici Prudential Equity & Debt Fund 1
Mahindra Manulife Aggressive Hybrid Fund 2
Sbi Equity Hybrid Fund 3
Bandhan Hybrid Equity Fund 4
UTI Aggressive Hybrid Fund 5
Dsp Equity & Bond Fund 6

NAV Date: 27-01-2026

Scheme Name NAV Rupee Change Percent Change
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Monthly Income Distribution CUM Capital Withdrawal 26.27
0.0300
0.1300%
Sundaram Aggressive Hybrid Fund(Formerly Known as Principal Hybrid Equity Fund)-Direct Plan - Monthly Income Distribution CUM Capital Withdrawal Option 40.86
0.0600
0.1400%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 160.44
0.2100
0.1300%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth Option 184.97
0.2600
0.1400%

Review Date: 27-01-2026

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 -1.3% which is lower than the category average of 0.73%, showing poor performance. The fund has a Sharpe Ratio of 0.67 which is lower than the category average of 0.84.
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 -2.5%, -2.95 and 0.74 in last one, three and six months respectively. In the same period the category average return was -2.88%, -3.33% and 0.11% respectively.
  • Sundaram Aggressive Hybrid Fund has given a return of 8.99% in last one year. In the same period the Aggressive Hybrid Fund category average return was 8.95%.
  • The fund has given a return of 14.0% in last three years and ranked 21.0st out of 28 funds in the category. In the same period the Aggressive Hybrid Fund category average return was 15.44%.
  • The fund has given a SIP return of 3.61% in last one year whereas category average SIP return is 3.29%. The fund one year return rank in the category is 12th in 28 funds
  • The fund has SIP return of 9.92% in last three years and ranks 18th in 28 funds. Icici Prudential Equity & Debt Fund has given the highest SIP return (14.44%) in the category in last three years.

Sundaram Aggressive Hybrid Fund Risk Analysis

  • The fund has a standard deviation of 9.59 and semi deviation of 7.09. The category average standard deviation is 9.79 and semi deviation is 7.17.
  • The fund has a Value at Risk (VaR) of -14.37 and a maximum drawdown of -12.9. The category average VaR is -12.01 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 % -2.58
    -2.97
    		-5.24 | -1.92 8 | 28 Good
    3M Return % -3.21
    -3.62
    		-6.37 | -0.81 9 | 28 Good
    6M Return % 0.19
    -0.49
    		-3.07 | 2.82 11 | 28 Good
    1Y Return % 7.81
    7.65
    		2.50 | 13.18 12 | 28 Good
    3Y Return % 12.71
    14.06
    		11.04 | 18.62 20 | 28 Average
    1Y SIP Return % 2.47
    2.04
    		-3.19 | 7.06 11 | 28 Good
    3Y SIP Return % 8.67
    9.16
    		6.16 | 13.74 17 | 28 Average
    Standard Deviation 9.59
    9.79
    		8.26 | 14.11 16 | 28 Average
    Semi Deviation 7.09
    7.17
    		5.90 | 10.44 19 | 28 Average
    Max Drawdown % -12.90
    -12.77
    		-18.90 | -8.07 17 | 28 Average
    VaR 1 Y % -14.37
    -12.01
    		-18.71 | -7.61 24 | 28 Poor
    Average Drawdown % -3.47
    -4.28
    		-7.84 | -2.24 8 | 28 Good
    Sharpe Ratio 0.67
    0.84
    		0.45 | 1.45 23 | 28 Poor
    Sterling Ratio 0.55
    0.64
    		0.41 | 0.93 23 | 28 Poor
    Sortino Ratio 0.32
    0.42
    		0.22 | 0.81 23 | 28 Poor
    Jensen Alpha % -1.30
    0.73
    		-5.26 | 6.60 23 | 28 Poor
    Treynor Ratio 0.06
    0.07
    		0.04 | 0.12 23 | 28 Poor
    Modigliani Square Measure % 10.00
    11.34
    		7.22 | 16.56 23 | 28 Poor
    Alpha % 0.05
    2.01
    		-1.68 | 7.12 22 | 28 Poor
    Return data last Updated On : Jan. 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -2.50 -2.88 -5.15 | -1.81 8 | 28 Good
    3M Return % -2.95 -3.33 -6.07 | -0.65 9 | 28 Good
    6M Return % 0.74 0.11 -2.29 | 3.13 10 | 28 Good
    1Y Return % 8.99 8.95 4.16 | 14.73 12 | 28 Good
    3Y Return % 14.00 15.44 12.26 | 19.70 21 | 28 Average
    1Y SIP Return % 3.61 3.29 -1.60 | 8.51 12 | 28 Good
    3Y SIP Return % 9.92 10.53 7.61 | 14.44 18 | 28 Average
    Standard Deviation 9.59 9.79 8.26 | 14.11 16 | 28 Average
    Semi Deviation 7.09 7.17 5.90 | 10.44 19 | 28 Average
    Max Drawdown % -12.90 -12.77 -18.90 | -8.07 17 | 28 Average
    VaR 1 Y % -14.37 -12.01 -18.71 | -7.61 24 | 28 Poor
    Average Drawdown % -3.47 -4.28 -7.84 | -2.24 8 | 28 Good
    Sharpe Ratio 0.67 0.84 0.45 | 1.45 23 | 28 Poor
    Sterling Ratio 0.55 0.64 0.41 | 0.93 23 | 28 Poor
    Sortino Ratio 0.32 0.42 0.22 | 0.81 23 | 28 Poor
    Jensen Alpha % -1.30 0.73 -5.26 | 6.60 23 | 28 Poor
    Treynor Ratio 0.06 0.07 0.04 | 0.12 23 | 28 Poor
    Modigliani Square Measure % 10.00 11.34 7.22 | 16.56 23 | 28 Poor
    Alpha % 0.05 2.01 -1.68 | 7.12 22 | 28 Poor
    Return data last Updated On : Jan. 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 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
    27-01-2026 160.4427 184.9652
    23-01-2026 160.2315 184.7009
    22-01-2026 161.3359 185.9687
    21-01-2026 160.5147 185.0169
    20-01-2026 161.2264 185.832
    19-01-2026 162.6637 187.4833
    16-01-2026 163.2092 188.0962
    14-01-2026 162.935 187.7695
    13-01-2026 163.4601 188.3693
    12-01-2026 163.7156 188.6584
    09-01-2026 163.4738 188.3639
    08-01-2026 164.4784 189.5161
    07-01-2026 165.7924 191.0247
    06-01-2026 165.8588 191.0958
    05-01-2026 166.107 191.3764
    02-01-2026 166.4755 191.7847
    01-01-2026 165.5235 190.6826
    31-12-2025 165.2157 190.3226
    30-12-2025 164.1952 189.1418
    29-12-2025 164.6942 189.7112

    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.