TradePilotMutual funds · Hybrid Funds
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)
Sundaram Mutual Fund · Direct plan · IDCW option
NAV history
NAV history: mfapi.in (AMFI data).
Scheme facts
- Scheme code
- 149602
- Category
- Hybrid Scheme - Aggressive Hybrid Fund
- ISIN
- INF173K01FB2
- Plan / option
- Direct / IDCW
- Fund age
- 4.9 years
- Expense ratio (TER)
- 1.12% a year declared 2026-11-10, AMFI
- AUM
- Not in free feeds
Returns and risk
1 month▲ +4.5%
3 months▼ -3.8%
6 months▼ -2.6%
1 year▼ -10.5%
3-year CAGR▼ -0.6%
5-year CAGR–
10-year CAGR–
Volatility (3y)10.6%
Sharpe (3y)-0.57
Sortino (3y)-0.75
Beta vs NIFTY 500.76
Max fall (3y)-25.6%
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
| Direct · Growth | 186.7893 |
| Regular · IDCW | 24.2363 |
| Regular · Growth | 160.7387 |
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.