Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
NAV as on 12-12-2025
₹ 165.7118
₹
0.72
(
0.4375%)
AUM as on 28-11-2025
7,645.73 Cr
Rtn (Since Inception)
10.76%
Sundaram Aggressive Hybrid Fund Returns Calculator
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SCHEME DETAILS
| Category: | Hybrid: Aggressive |
| Launch Date: | 01-01-2013 |
| Assets Class: | |
| Benchmark: | CRISIL Hybrid 35+65 Aggressive Index |
| TER: | 1.78% As on (31-10-2025) |
| Status: | Open Ended Schemes |
| Minimum Investment: | 100.0 |
| Minimum Topup: | 100.0 |
| Total Assets: | 7,645.73 Cr As on (28-11-2025) |
| Turn over: | 70 |
| Exit Load: | W.E.F Dec 31, 2021-Nil - If up to 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment.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. |
PEER COMPARISON
| Fund Name | Inception Date | Returns (%) | ||||
|---|---|---|---|---|---|---|
| 1 Year | 2 Year | 3 Year | 5 Year | 10 Year | ||
| Sundaram Aggressive Hybrid Fund Gr | 01-01-2013 | 3.17 | 12.29 | 12.11 | 13.88 | 12.33 |
| ICICI Pru Equity & Debt Gr | 05-11-1999 | 10.34 | 16.9 | 18.91 | 22.09 | 16.44 |
| SBI Equity Hybrid Reg Gr | 01-12-1995 | 9.17 | 14.52 | 13.72 | 14.01 | 12.64 |
| quant Aggressive Hybrid Fund Gr Reg Plan | 21-03-2001 | 6.47 | 12.26 | 10.93 | 19.06 | 15.89 |
| Mirae Asset Aggressive Hybrid Reg Gr | 02-07-2015 | 5.53 | 12.82 | 13.14 | 13.72 | 13.16 |
| Bandhan Aggr Hyb Fund Reg Gr | 05-12-2016 | 5.36 | 15.64 | 15.26 | 15.6 | 0.0 |
| Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 19-07-2019 | 4.47 | 15.44 | 16.1 | 17.47 | 0.0 |
| DSP Aggressive Hybrid Fund Reg Gr | 26-05-1999 | 4.46 | 13.55 | 15.69 | 14.36 | 13.13 |
| Edelweiss Aggr Hybrid Plan B Gr | 16-06-2009 | 4.14 | 13.99 | 16.01 | 16.93 | 13.19 |
| Edelweiss Aggr Hybrid Reg Gr | 12-08-2009 | 4.13 | 14.0 | 15.96 | 16.88 | 13.16 |
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Minimum investment in equity & equity related instruments - 65% of total assets.
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