Sundaram Hybrid Funds
Updated June 2026 · 12 active funds · data from AMFI NAVs
Sundaram runs 12 hybrid mutual fund schemes tracked on FindMF. The table below ranks them on trailing return, alongside risk metrics and real expense ratios computed independently from AMFI NAVs. Use it to compare Sundaram's hybrid line-up like for like - it is analysis, not advice. For how every hybrid fund in India compares, see the full category page.
63% of the 8 funds here with a computed alpha beat their benchmark over the measured window (positive alpha). Past performance is not indicative; this is analysis, not advice.
| # | Scheme | 1Y | 3Y | 5Y | Sharpe | Max DD | TER | AUM |
|---|---|---|---|---|---|---|---|---|
| 1 | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Sundaram | -4.40% | +10.47% | - | 0.23 | -13.1% | 0.99% | ₹7.8K Cr |
| 2 | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Sundaram | +0.05% | +10.35% | - | 0.37 | -6.2% | 0.90% | ₹1.2K Cr |
| 3 | Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) Sundaram | -2.59% | +9.38% | - | 0.22 | -9.7% | 0.91% | ₹82 Cr |
| 4 | Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) Sundaram | -3.99% | +7.81% | - | 0.05 | -10.1% | 0.91% | ₹1.6K Cr |
| 5 | Sundaram Arbitrage Fund (Formerly Known as Prinicpal Arbitrage Fund) Sundaram | +6.67% | +7.38% | - | - | -0.2% | 0.31% | ₹136 Cr |
| 6 | Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) Sundaram | +5.84% | +6.60% | - | - | -0.2% | - | ₹214 Cr |
| 7 | Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Sundaram | -1.14% | +5.87% | +7.06% | 0.06 | -4.2% | 1.14% | ₹20 Cr |
| 8 | Sundaram Multi Asset Allocation Fund Sundaram | +4.91% | - | - | 0.61 | -13.1% | 0.73% | ₹3.2K Cr |
Ranked by trailing return (3Y where available, else 1Y) on funds with at least one year of history. Returns, Sharpe, drawdown and TER are computed independently from AMFI NAVs - see methodology. No paid placement.