ReviewDirect · Growth

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)

Sundaram Mutual Fund Hybrid Scheme - Aggressive Hybrid Fund4.7 years

NAV: 182.2775; 15 Sept 2026
1Y: -1.7%; Trailing CAGR
AUM: ₹9,272.45 Cr; 31 Aug 2026
Volatility: Medium; 10.1% annualized

NAV path pending

NAV

Path not in current snapshots

n/a

Returns

Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.

Trailing CAGR

Point-to-point, calendar-day annualized

1Y-1.7%
3Y+8.4%
5Yn/a
10Yn/a
SI+8.4%

SIP XIRR

Equal monthly instalments to latest NAV

1Y-3.1%
3Y+3.4%
5Yn/a
10Yn/a

Since inception: +8.4%; Calendar-day CAGR
Excess 1Y: -5.2%; Category median, same plan and option
3Y win rate: +0%; Windows beating the median
3Y percentile: 8; Vs comparable share classes
Worst rolling 3Y: +8.4%; 420 daily-ending windows
Median rolling 3Y: +13.3%; Calendar-day CAGR
Positive rolling 5Y: n/a; 0 daily-ending windows
SIP 3Y XIRR: +3.4%; Simulated monthly SIP

Drawdown

Peak to trough from a running NAV high. Move across the path to read a date.

Drawdown

Path not in current snapshots

n/a

Average recovery: 13 days; 51 recovered episodes
Longest recovery: 231 days; Trough to prior peak
Current spell: 291 days; Days below latest peak
Time below peak: +87%; NAV observations

26 Sept 2024 – 17 Oct 2025
Trough 28 Feb 2025 · recovered in 231 days
-13.1%
17 Jan 2022 – 9 Sept 2022
Trough 17 Jun 2022 · recovered in 84 days
-13.0%
28 Nov 2025 – open
Trough 30 Mar 2026 · not recovered
-11.5%
14 Dec 2022 – 7 Jun 2023
Trough 20 Mar 2023 · recovered in 79 days
-7.9%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
8
Vs category
18
Consistency
3
Risk-adjusted
42
Drawdown
67
Mean
28

Portfolio

31 Aug 2026 · 120 holdings · top 10 are 33.5%.

Top 5: 20.9%
Top 10: 33.5%
Largest holding: 6.1%
Effective holdings: 51.9

Repo
Unspecified
6.1%
ICICI Bank Ltd
Financial
5.1%
Larsen & Toubro Ltd
Industrials
3.4%
Reliance Industries Ltd
Energy & Utilities
3.1%
Bharti Airtel Ltd
Technology
3.1%

What changed

PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026

Decision

Quantitative read of the live evidence. An explanation can only restate what is already here.

As of 15 Sept 2026

Review

Engine status

Review

Closer look

Why this status

Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
Three-year return sits below the 25th percentile of comparable share classes.

Supporting reads

Peak-to-trough drawdown has stayed shallower than 15%.

Worth investigating

Same-category peers with enough history to inspect beside this fund.

All funds

ReviewDirect · Growth

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)

Sundaram Mutual Fund Hybrid Scheme - Aggressive Hybrid Fund4.7 years

NAV: 182.2775; 15 Sept 2026
1Y: -1.7%; Trailing CAGR
AUM: ₹9,272.45 Cr; 31 Aug 2026
Volatility: Medium; 10.1% annualized

Sept 2024 – Sept 2026

All funds

ReviewDirect · Growth

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)

Sundaram Mutual Fund Hybrid Scheme - Aggressive Hybrid Fund4.7 years

NAV: 182.2775; 15 Sept 2026
1Y: -1.7%; Trailing CAGR
AUM: ₹9,272.45 Cr; 31 Aug 2026
Volatility: Medium; 10.1% annualized

NAV path pending

NAV

15 Sept 2026 · -1.7% over 1Y

182.2775

Sept 2025169.8877 – 192.0612Sept 2026

Returns

Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.

Trailing CAGR

Point-to-point, calendar-day annualized

1Y-1.7%
3Y+8.4%
5Yn/a
10Yn/a
SI+8.4%

SIP XIRR

Equal monthly instalments to latest NAV

1Y-3.1%
3Y+3.4%
5Yn/a
10Yn/a

Since inception: +8.4%; Calendar-day CAGR
Excess 1Y: -5.2%; Category median, same plan and option
3Y win rate: +0%; Windows beating the median
3Y percentile: 8; Vs comparable share classes
Worst rolling 3Y: +8.4%; 420 daily-ending windows
Median rolling 3Y: +13.3%; Calendar-day CAGR
Positive rolling 5Y: n/a; 0 daily-ending windows
SIP 3Y XIRR: +3.4%; Simulated monthly SIP

Drawdown

Peak to trough from a running NAV high. Move across the path to read a date.

Drawdown

15 Sept 2026

-5.1%

Jan 2022-13.0% – 0.0%Sept 2026

Average recovery: 13 days; 51 recovered episodes
Longest recovery: 231 days; Trough to prior peak
Current spell: 291 days; Days below latest peak
Time below peak: +87%; NAV observations

26 Sept 2024 – 17 Oct 2025
Trough 28 Feb 2025 · recovered in 231 days
-13.1%
17 Jan 2022 – 9 Sept 2022
Trough 17 Jun 2022 · recovered in 84 days
-13.0%
28 Nov 2025 – open
Trough 30 Mar 2026 · not recovered
-11.5%
14 Dec 2022 – 7 Jun 2023
Trough 20 Mar 2023 · recovered in 79 days
-7.9%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
8
Vs category
18
Consistency
3
Risk-adjusted
42
Drawdown
67
Mean
28

Portfolio

31 Aug 2026 · 120 holdings · top 10 are 33.5%.

Top 5: 20.9%
Top 10: 33.5%
Largest holding: 6.1%
Effective holdings: 51.9

Repo
Unspecified
6.1%
ICICI Bank Ltd
Financial
5.1%
Larsen & Toubro Ltd
Industrials
3.4%
Reliance Industries Ltd
Energy & Utilities
3.1%
Bharti Airtel Ltd
Technology
3.1%

What changed

PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026

Decision

Quantitative read of the live evidence. An explanation can only restate what is already here.

As of 15 Sept 2026

Review

Engine status

Review

Closer look

Why this status

Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
Three-year return sits below the 25th percentile of comparable share classes.

Supporting reads

Peak-to-trough drawdown has stayed shallower than 15%.

NAV

Path not in current snapshots

n/a

Returns

Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.

Trailing CAGR

Point-to-point, calendar-day annualized

1Y-1.7%
3Y+8.4%
5Yn/a
10Yn/a
SI+8.4%

SIP XIRR

Equal monthly instalments to latest NAV

1Y-3.1%
3Y+3.4%
5Yn/a
10Yn/a

Since inception: +8.4%; Calendar-day CAGR
Excess 1Y: -5.2%; Category median, same plan and option
3Y win rate: +0%; Windows beating the median
3Y percentile: 8; Vs comparable share classes
Worst rolling 3Y: +8.4%; 420 daily-ending windows
Median rolling 3Y: +13.3%; Calendar-day CAGR
Positive rolling 5Y: n/a; 0 daily-ending windows
SIP 3Y XIRR: +3.4%; Simulated monthly SIP

Drawdown

Peak to trough from a running NAV high. Move across the path to read a date.

Drawdown

Path not in current snapshots

n/a

Average recovery: 13 days; 51 recovered episodes
Longest recovery: 231 days; Trough to prior peak
Current spell: 291 days; Days below latest peak
Time below peak: +87%; NAV observations

26 Sept 2024 – 17 Oct 2025
Trough 28 Feb 2025 · recovered in 231 days
-13.1%
17 Jan 2022 – 9 Sept 2022
Trough 17 Jun 2022 · recovered in 84 days
-13.0%
28 Nov 2025 – open
Trough 30 Mar 2026 · not recovered
-11.5%
14 Dec 2022 – 7 Jun 2023
Trough 20 Mar 2023 · recovered in 79 days
-7.9%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
8
Vs category
18
Consistency
3
Risk-adjusted
42
Drawdown
67
Mean
28

Portfolio

31 Aug 2026 · 120 holdings · top 10 are 33.5%.

Top 5: 20.9%
Top 10: 33.5%
Largest holding: 6.1%
Effective holdings: 51.9

Repo
Unspecified
6.1%
ICICI Bank Ltd
Financial
5.1%
Larsen & Toubro Ltd
Industrials
3.4%
Reliance Industries Ltd
Energy & Utilities
3.1%
Bharti Airtel Ltd
Technology
3.1%

What changed

PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026

Decision

Quantitative read of the live evidence. An explanation can only restate what is already here.

As of 15 Sept 2026

Review

Engine status

Review

Closer look

Why this status

Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
Three-year return sits below the 25th percentile of comparable share classes.

Supporting reads

Peak-to-trough drawdown has stayed shallower than 15%.

Worth investigating

Same-category peers with enough history to inspect beside this fund.

NAV

15 Sept 2026 · -1.7% over 1Y

182.2775

Sept 2025169.8877 – 192.0612Sept 2026

Returns

Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.

Trailing CAGR

Point-to-point, calendar-day annualized

1Y-1.7%
3Y+8.4%
5Yn/a
10Yn/a
SI+8.4%

SIP XIRR

Equal monthly instalments to latest NAV

1Y-3.1%
3Y+3.4%
5Yn/a
10Yn/a

Since inception: +8.4%; Calendar-day CAGR
Excess 1Y: -5.2%; Category median, same plan and option
3Y win rate: +0%; Windows beating the median
3Y percentile: 8; Vs comparable share classes
Worst rolling 3Y: +8.4%; 420 daily-ending windows
Median rolling 3Y: +13.3%; Calendar-day CAGR
Positive rolling 5Y: n/a; 0 daily-ending windows
SIP 3Y XIRR: +3.4%; Simulated monthly SIP

Drawdown

Peak to trough from a running NAV high. Move across the path to read a date.

Drawdown

15 Sept 2026

-5.1%

Jan 2022-13.0% – 0.0%Sept 2026

Average recovery: 13 days; 51 recovered episodes
Longest recovery: 231 days; Trough to prior peak
Current spell: 291 days; Days below latest peak
Time below peak: +87%; NAV observations

26 Sept 2024 – 17 Oct 2025
Trough 28 Feb 2025 · recovered in 231 days
-13.1%
17 Jan 2022 – 9 Sept 2022
Trough 17 Jun 2022 · recovered in 84 days
-13.0%
28 Nov 2025 – open
Trough 30 Mar 2026 · not recovered
-11.5%
14 Dec 2022 – 7 Jun 2023
Trough 20 Mar 2023 · recovered in 79 days
-7.9%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
8
Vs category
18
Consistency
3
Risk-adjusted
42
Drawdown
67
Mean
28

Portfolio

31 Aug 2026 · 120 holdings · top 10 are 33.5%.

Top 5: 20.9%
Top 10: 33.5%
Largest holding: 6.1%
Effective holdings: 51.9

Repo
Unspecified
6.1%
ICICI Bank Ltd
Financial
5.1%
Larsen & Toubro Ltd
Industrials
3.4%
Reliance Industries Ltd
Energy & Utilities
3.1%
Bharti Airtel Ltd
Technology
3.1%

What changed

PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026

Decision

Quantitative read of the live evidence. An explanation can only restate what is already here.

As of 15 Sept 2026

Review

Engine status

Review

Closer look

Why this status

Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
Three-year return sits below the 25th percentile of comparable share classes.

Supporting reads

Peak-to-trough drawdown has stayed shallower than 15%.

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)

Returns

Drawdown

Dimensions

Portfolio

What changed

Decision

Worth investigating

Bandhan Aggressive Hybrid Fund

DSP Aggressive Hybrid Fund

Edelweiss Aggressive Hybrid Fund

Franklin India Aggressive Hybrid Fund

Kotak Aggressive Hybrid Fund

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)

Returns

Drawdown

Dimensions

Portfolio

What changed

Decision

Returns

Drawdown

Dimensions

Portfolio

What changed

Decision

Worth investigating

Bandhan Aggressive Hybrid Fund

DSP Aggressive Hybrid Fund

Edelweiss Aggressive Hybrid Fund

Franklin India Aggressive Hybrid Fund

Kotak Aggressive Hybrid Fund

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)

Returns

Drawdown

Dimensions

Portfolio

What changed

Decision