AMC
Sundaram Mutual Fund
Category
Aggressive Hybrid Fund
ISIN
INF173K01CL8

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)

₹151.3181

−₹1.1425 (−0.75%)

NAV · Regular · Growth ·

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)'s Regular Growth NAV was ₹151.3181 on 21 Oct 2026, down 0.75% on the day. Its 3-year return is 6.72% a year.

52-week NAV range9.3% below high
₹147.1066₹166.8892
Expense ratio
—
Fund size
₹8,572.85 Cr
Min. investment
₹100

Between 23 Oct 2025 and 21 Oct 2026, the NAV ranged from ₹147.1066 to ₹166.8892.

Regular · Growth plan. 3Y, 5Y and since-launch returns are annualised; since launch is absolute until the fund is a year old. Longer ranges appear once the fund has that much history.

Fund details

Expense ratio
—
Exit load
nil if up to 25% units redeemed within 365 days; 1% exit load on excess redemptions within 365 days; nil after 365 days
Riskometer
High
Benchmark
CRISIL Hybrid 35% +65% Aggressive Index
Launched
1 Jan 2000
Fund managers
Bharath S, Shalav Saket, Kumaresh Ramakrishnan, Clyton Richard Fernandes

Fund size, expense ratio and minimums as of 16 Oct 2026.

All plans

PlanISINNAV1 dayExpense ratio1 year
Direct · GrowthINF173K01FE6₹177.0675−0.87%1.17%−6.42%
Regular · GrowthINF173K01CL8₹151.3181−0.75%—−7.39%
Direct · IDCW MonthlyINF173K01FB2₹36.1760−1.76%1.17%−16.26%
Regular · IDCW MonthlyINF173K01CI4₹22.9881−1.77%—−17.76%

All plans hold the same portfolio. They differ in expense ratio (Direct plans pay no distributor commission) and in how gains are handled (Growth reinvests, IDCW pays out).

Armor risk check

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) moves less than the market

Volatility, past year

This fund11%
Nifty 50015%

Worst fall, past year

This fund−12%
Nifty 500−15%

Compared with the Nifty 500 over the past 12 months.

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About this fund

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) is an open-ended mutual fund from Sundaram Mutual Fund, in the Aggressive Hybrid Fund category. It began on 1 Jan 2000. It is benchmarked to the CRISIL Hybrid 35% +65% Aggressive Index. The fund manages ₹8,572.85 Cr across its plans as of 16 Oct 2026. The minimum first investment is ₹100, and SIPs are available.

FAQs

What is the NAV of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)?

The NAV of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) (Regular · Growth) was ₹151.3181 on 21 Oct 2026, down 0.75% from the previous NAV.

What plans does Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) have?

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) has 4 plans: Direct · Growth; Regular · Growth; Direct · IDCW Monthly; Regular · IDCW Monthly.

What is the fund size (AUM) of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)?

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) manages ₹8,572.85 Cr across all plans as of 16 Oct 2026.

What returns has Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) delivered?

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) returned −7.39% over 1Y, +6.72% a year over 3Y. Past performance does not guarantee future returns.

What is the exit load of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)?

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund): nil if up to 25% units redeemed within 365 days; 1% exit load on excess redemptions within 365 days; nil after 365 days.

What is the minimum investment and SIP amount for Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)?

The minimum first investment in Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) is ₹100, and ₹100 after that. SIPs are available (SIP available Daily, Weekly, Monthly, Quarterly; Min Rs.100 (Monthly), Rs.750 (Quarterly), Rs.1000 (Weekly/Daily); Minimum 6 installments; Dates: Any day 1st-31st or any working day for weekly).

How risky is Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)?

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) is rated "high risk" on SEBI's riskometer.

Who manages Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)?

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) is managed by Bharath S, Shalav Saket, Kumaresh Ramakrishnan, Clyton Richard Fernandes.

For information only. Not investment advice or a research report. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.

Full disclaimer

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