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Sundaram Mutual FundHybrid Scheme - Aggressive Hybrid FundRegularGrowth

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) - Regular Plan - GROWTH

Scheme code #149599 · Open Ended Schemes

₹161.6736
Latest NAV
04-09-2026
0.04%
Day change
₹166.8891
52-week high
₹147.1065
52-week low
NAV history
Returns
1 month-0.01%
3 months5.03%
6 months2.52%
1 year (absolute)1.27%
3 years (absolute)29.41%
5 years (absolute)—
1Y CAGR1.27%
3Y CAGR8.97%
5Y CAGR—
Since inception CAGR7.90%
Risk metrics
Volatility (1Y, annualized σ)10.04%
Volatility (3Y, annualized σ)10.01%
Max drawdown (1Y)-11.85%
Max drawdown (3Y)-13.54%
Max drawdown (all time)-13.54%
Sharpe ratio (1Y, rf=6%)-0.47
Sharpe ratio (3Y, rf=6%)0.28
Scheme metadata
Fund houseSundaram Mutual Fund
Scheme typeOpen Ended Schemes
Scheme categoryHybrid Scheme - Aggressive Hybrid Fund
PlanRegular
OptionGrowth
ISIN (Growth)INF173K01CL8
ISIN (Div reinvest)—
AMC codeS
Scheme code149599
Earliest NAV date03-01-2022
Total NAV observations1,152
History last refreshed2026-09-06 10:58:23 UTC

Returns and risk metrics are computed from the stored NAV series (daily observations, risk-free rate 6% for Sharpe). This is descriptive analytics, not investment advice.