Sharpe ratio
0.26Return earned for the risk taken.
Moderate
Moderate risk-adjusted returns. The reward for risk has been average.
-0.96%1Y Absolute Return
-0.22%1D
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Past performance is not an indicator of future returns.
Returns calculator comparison
Compare an illustrative investment outcome across return assumptions.
| Asset | Projected corpus | Total invested | Gain | Annual return |
|---|---|---|---|---|
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth OptionFund 3Y annualised return · 5Y history unavailable | ₹9,36,223 | ₹7,32,612 | ₹2,03,611 | +10.03% |
| EPFIllustrative annual assumption | ₹8,95,132 | ₹7,32,612 | ₹1,62,520 | +8.25% |
| Residential propertyIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| PPFIllustrative annual assumption | ₹8,69,819 | ₹7,32,612 | ₹1,37,207 | +7.10% |
| Bank fixed depositIllustrative annual assumption | ₹8,56,981 | ₹7,32,612 | ₹1,24,369 | +6.50% |
| GoldIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| Savings accountIllustrative annual assumption | ₹7,86,827 | ₹7,32,612 | ₹54,215 | +3.00% |
Illustration only. Fund results use the available NAV-derived annualised return and can be negative. Reference rows are assumptions, not current quoted rates or guaranteed returns; property excludes transaction costs, taxes, and liquidity constraints. Mutual fund investments are subject to market risk.
Wealth multiple
₹1 became₹1.09
₹1 Lakh since launch₹1.09 Lakh
Fund age4.9 yrs
Fund information
Scheme code149601
ISININF173K01FE6
BenchmarkCRISIL Hybrid 35+65 Aggressive Index
CategoryHybrid Scheme - Aggressive Hybrid Fund
Expense ratio1.09%
Exit loadFor units in excess of 25% of the investment,1% will be charged for redemption within 365 days
Minimum SIP₹100 SIP
Return comparison
93rd / 159 in category| Period | Fund | Benchmark | Category avg |
|---|---|---|---|
| 1M | +105.75% | — | — |
| 3M | -1.67% | — | — |
| 6M | +8.95% | — | — |
| 1Y | -0.96% | — | -0.13% |
| 3Y | +10.03% | — | +8.78% |
| Since Launch | +8.84% | — | — |
Risk-adjusted performance
Every measure is expanded with a plain-language reading of the latest calculated value.
Sortino ratio
0.37Return earned while limiting downside risk.
Moderate
Moderate downside risk-adjusted performance.
Standard deviation
10.95%How much the fund’s returns fluctuate over time.
Moderate volatility
Returns can move up and down noticeably.
Beta
—How closely the fund moves with the market.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Alpha
—Extra return generated above the benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Treynor ratio
—Return earned for each unit of market risk taken.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Calmar ratio
0.67How well the fund rewarded investors relative to its biggest decline.
Good
Good return relative to the drawdowns experienced.
Information ratio
—How consistently the fund outperformed its benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Portfolio allocation
Latest disclosed portfolio mix
Asset allocation
Portfolio100%
Equity69.18%
Debt21.64%
Cash6.28%
Real Estate2.90%
Market cap allocation
Sector allocation
Equity exposure by sector
Top holdings
10 of 127 disclosed positions
| Holding | Sector | Instrument type | Weight |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 5.0461% |
| HDFC Bank Ltd | Financial | Equity | 4.9937% |
| Repo | Unspecified | Repo | 4.3549% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 3.7403% |
| Larsen & Toubro Ltd | Industrials | Equity | 3.6462% |
| Bharti Airtel Ltd | Technology | Equity | 3.2191% |
| GOVERNMENT OF INDIA 36574 GOI 06OT35 6.48 FV RS 100 | Entities | GOI Securities | 3.1715% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.331% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 2.3026% |
| Bajaj Finance Ltd | Financial | Equity | 2.1835% |
Fund management
BH
Bharath S
Since 2021 · Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Mr. Bharath is a B Com (H), MBA and ICWA.
CL
Clyton Richard Fernandes
Since 2024 · Prior to joining Sundaram Mutual Fund, he has worked with Canara HSBC Life, Mahindra Manulife AMC, Bank of Baroda Capital Markets and Systematix Shares & Stocks
Mr. Fernandes has done B.E and MBA
SH
Shalav Saket
Since 2026 · Prior joining the Sundaram AMC, he was associated with SAMC, BofA Securities, PWC, Samsung.
MBA, B-Tech, CFA
KU
Kumaresh Ramakrishnan
Since 2026 · Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, DWS AMC, Societe Generale and CARE.
Mr. Ramakrishnan is a B.E from Mumbai University and MBA from NMIMS (Mumbai).
Compare similar funds
No comparable category funds are available yet.
Summary
A high-risk hybrid scheme - aggressive hybrid fund. Ahead of its category average over 3Y by 1.2 points. Ranks 93 of 159 in its category over 1 year.
Strengths
- Ahead of its category average over 3Y by 1.2 points.
- Losses and swings stayed contained — worst fall -13.1%, volatility 10.9%.
Weaknesses
- None
Ideal investor
- Needs a 4–5+ years horizon to ride out its high risk level.
- Good fit for SIPs — spreading purchases smooths out 10.9% volatility.
Risk drivers
- None