TradePilotMutual funds · Hybrid Funds
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)
Sundaram Mutual Fund · Direct plan · Growth option
NAV history
NAV history: mfapi.in (AMFI data).
Scheme facts
- Scheme code
- 149601
- Category
- Hybrid Scheme - Aggressive Hybrid Fund
- ISIN
- INF173K01FE6
- Plan / option
- Direct / Growth
- Fund age
- 4.9 years
- Rank in category
- 72 of 141 by 3-year CAGR
- Expense ratio (TER)
- 1.12% a year declared 2026-11-10, AMFI
- AUM
- Not in free feeds
Returns and risk
1 month▲ +5.4%
3 months▼ -1.2%
6 months▲ +2.6%
1 year▼ -0.8%
3-year CAGR▲ +9.8%
5-year CAGR–
10-year CAGR–
Volatility (3y)10.3%
Sharpe (3y)0.40
Sortino (3y)0.56
Beta vs NIFTY 500.75
Max fall (3y)-13.1%
Computed from NAV (1195 daily points to 2026-11-09). Returns are after expenses. Risk-free rate assumed 6.0% for Sharpe and Sortino.
Other plans of this scheme
| Regular · IDCW | 24.2363 |
| Regular · Growth | 160.7387 |
| Direct · IDCW | 38.1623 |
Information only, not investment advice. Past performance does not predict future results. Risk disclosure Mutual fund investments are subject to market risks; read all scheme-related documents carefully.