hybridModerate risk

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

Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From Sundaram Mutual Fund. It's been running since 3 Jan 2022.

Latest price per unit

₹187.537

▲ 0.04% today

As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.02 L

▲ ₹2.3k gain · 2.3% / year

Invested 3 years ago

₹1.34 L

▲ ₹33.7k gain · 10.2% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

10.0%

The value swings roughly 10% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-13.13%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year2.34%

CAGR — 3 years10.18%

CAGR — 5 years—

CAGR — since launch9.14%

Volatility — 1 year (annualised)10.04%

Volatility — 3 years (annualised)10.01%

Max drawdown — 1 year-11.55%

Max drawdown — 3 years-13.13%

Sharpe ratio — 1 year (rf=6%)-0.36

Sharpe ratio — 3 years (rf=6%)0.39

Fund info

Fund house: Sundaram Mutual Fund
Category: Hybrid Scheme - Aggressive Hybrid Fund
Plan: Direct
Option: Growth
ISIN (Growth): INF173K01FE6
ISIN (Div re-invest): —
Fund code: 149601
First price on record: 3 Jan 2022 · 1,152 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.