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Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)
Sundaram·
Aggressive Hybrid
1Y
-0.93%
3Y
+9.99%
5Y
-
Since Inception
+8.79%
Sharpe
0.14
Sortino
0.19
Max Drawdown
-13.13%
Volatility
10.95%
Alpha
+2.60%
Beta
1.17
Info Ratio
0.78
Up / Down Capture
126 / 118
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2022-01-03
AUM₹7.8K Cr (January - March 2026)
Expense ratio (Direct)0.99%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Aggressive Hybrid
1Y
#28 of 32
Top 88%
3Y CAGR
#30 of 32
Top 94%
5Y CAGR
-
Sharpe
#32 of 32
Top 100%