TickerKhojSundaram Mutual Fund · Hybrid · Aggressive Hybrid · Direct plan
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) - Direct Plan - Growth
₹177.4567NAV on 30 Oct 2026Expense ratio 1.14%
29 Oct 2025NAV low 169.89 · high 192.06-7.1%
In plain words
Over 3 years it returned +8.6% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -13.1%.
On 3-year return it ranks 28 of 30 funds in Aggressive Hybrid.
A monthly SIP over 3 years ended ₹6,529 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -0.8% | +1.9% |
| 3 months | -4.1% | -5.1% |
| 6 months | -2.2% | -3.2% |
| 1 year | -6.7% | -10.2% |
| 3 years (yearly) | +8.6% | +7.4% |
| Since start (yearly) | +7.6% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,15,004 | -6.7% |
| 3 years | ₹3,60,000 | ₹3,68,516 | +1.4% |
Other plan of this fund: Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) - Regular Plan - Growth