Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)
Factual scheme page. Every figure below is as reported by the data source on the date shown, and is a record of the past — not a forecast and not a promise.
- Latest NAV: ₹159.5602 (as on 18 Sep 2026)
- Fund house: Sundaram Mutual Fund
- Category: Hybrid Scheme - Aggressive Hybrid Fund
- Plan: Regular Plan
- Option: GROWTH
- Expense ratio: 2.15%
- Benchmark: CRISIL Hybrid 35% +65% Aggressive Index
- Riskometer: High Risk
- Inception: 9 Dec 1999
- Exit load: W.E.F Dec 31, 2021-Nil - If up to 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment. Any redemption or withdrawals by way of SWP in excess of the above mentioned limit would be subject to exit load of 1% of the applicable NAV will be charged, if the units are redeemed within 365 days from the date of allotment. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil. Generally, the exit load will be calculated on First in First out (FIFO) basis.
Returns as reported (CAGR)
- 1 year: -2.20%
- 3 years: 7.89%
- Since inception: 7.53%
Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. Aumsetu publishes scheme facts and does not rate, rank or recommend any scheme.