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Sundaram Mutual FundHybrid Scheme - Aggressive Hybrid FundDirectGrowth

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

Scheme code #149601 · Open Ended Schemes

₹187.537
Latest NAV
04-09-2026
0.04%
Day change
₹192.0612
52-week high
₹169.8877
52-week low
NAV history
Returns
1 month0.07%
3 months5.30%
6 months3.05%
1 year (absolute)2.34%
3 years (absolute)33.75%
5 years (absolute)—
1Y CAGR2.34%
3Y CAGR10.18%
5Y CAGR—
Since inception CAGR9.14%
Risk metrics
Volatility (1Y, annualized σ)10.04%
Volatility (3Y, annualized σ)10.01%
Max drawdown (1Y)-11.55%
Max drawdown (3Y)-13.13%
Max drawdown (all time)-13.13%
Sharpe ratio (1Y, rf=6%)-0.36
Sharpe ratio (3Y, rf=6%)0.39
Scheme metadata
Fund houseSundaram Mutual Fund
Scheme typeOpen Ended Schemes
Scheme categoryHybrid Scheme - Aggressive Hybrid Fund
PlanDirect
OptionGrowth
ISIN (Growth)INF173K01FE6
ISIN (Div reinvest)—
AMC codeS
Scheme code149601
Earliest NAV date03-01-2022
Total NAV observations1,152
History last refreshed2026-09-06 10:58:24 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.