Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

  • Scheme Category:  
  • Hybrid Scheme >  
  • Aggressive Hybrid Fund
NAV: ₹ 155.4977 ↑ 0.02%
[as on 22 May, 2026]

NAV chart

SMA (Simple Moving Average)

  • 50 SMA
  • 100 SMA
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  • 400 SMA

Returns

CAGR returns till date

CAGR returns of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth and its peers as on 22 May, 2026
NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth -6.06% 0.02% -0.26% -2.12% -4.63% -2.24% 10.64%---
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth -1.42% 0.33% 0.76% -1.38% -0.08% 4.26% 13.77% 11.35% 12.35% 12.4%
ICICI Prudential Equity & Debt Fund - Growth -3.68% 0.22% 0.08% -2.15% -3.07% 3.13% 16.72% 16.91% 16.74% 15.83%
HDFC Hybrid Equity Fund - Growth Plan -8.66% 0.18% 0.06% -3.27% -7.11% -6.09% 7.4% 9.27% 10.76% 11.22%
Nippon India Aggressive Hybrid Fund - Growth Plan -3.7% 0.32% 0.5% -2.23% -3.32% 1.36% 12.82% 11.99% 10.15% 10.01%
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 2 - Growth Plan 0% 0% 0% 0% 0% 0% 0% 0%--

Discrete returns (yearly)

Year2016201720182019202020212022202320242025
Returns------ 2.39% 16.38% 17.48% 4.3%

Discrete returns (monthly)

MonthJul 2025Aug 2025Sep 2025Oct 2025Nov 2025Dec 2025Jan 2026Feb 2026Mar 2026Apr 2026
Returns -1.27% -0.25% 0.46% 2.41% 1.28% -0.96% -2.93% -1.27% -8.82% 5.37%

Portfolio

Asset allocation

EquityDebtRealestateCommoditiesCash & Equivalents
71.07% 0.00% (Arbitrage: 0.00%) 0.00% 0.00% 6.34%

Equity

NameSymbol / ISINSectorWeight %
HDFC Bank LtdHDFCBANK (INE040A01034)Banks6.28%
ICICI Bank LtdICICIBANK (INE090A01021)Banks5.12%
Reliance Industries LtdRELIANCE (INE002A01018)Petroleum Products4.46%
Bharti Airtel LtdBHARTIARTL (INE397D01024)Telecom - Services3.76%
Larsen & Toubro LtdLT (INE018A01030)Construction3.52%
Mahindra & Mahindra LtdM&M (INE101A01026)Automobiles2.71%
Kotak Mahindra Bank LtdINE237A01036Banks2.40%
Infosys LtdINFY (INE009A01021)It - Software2.12%
Bajaj Finance LtdBAJFINANCE (INE296A01032)Finance2.02%
HCL Technologies LtdHCLTECH (INE860A01027)It - Software1.85%
State Bank of IndiaSBIN (INE062A01020)Banks1.76%
Bharat Electronics LtdBEL (INE263A01024)Aerospace & Defense1.70%
Cholamandalam Investment and Finance Company LtdCHOLAFIN (INE121A01024)Finance1.51%
Hindustan UniLever LtdHINDUNILVR (INE030A01027)Diversified Fmcg1.50%
Cummins India LtdCUMMINSIND (INE298A01020)Industrial Products1.48%
PB Fintech LtdPOLICYBZR (INE417T01026)Financial Technology (Fintech)1.43%
Coromandel International LtdCOROMANDEL (INE169A01031)Fertilizers & Agrochemicals1.41%
TATA Power Company LtdTATAPOWER (INE245A01021)Power1.40%
Embassy Office Parks (REIT)INE041025011Realty1.39%
TVS Motor Company LtdTVSMOTOR (INE494B01023)Automobiles1.32%
Tata Steel LtdTATASTEEL (INE081A01020)Ferrous Metals1.30%
Coforge LtdCOFORGE (INE591G01025)It - Software1.23%
Amber Enterprises India LtdAMBER (INE371P01015)Consumer Durables1.14%
Fractal Analytics LtdINE212S01015It - Software1.09%
Ultratech Cement LtdULTRACEMCO (INE481G01011)Cement & Cement Products1.07%
Jubilant Foodworks LtdJUBLFOOD (INE797F01020)Leisure Services1.02%
Interglobe Aviation LtdINDIGO (INE646L01027)Transport Services0.99%
TATA Consumer Products LtdTATACONSUM (INE192A01025)Agricultural Food & Other Products0.98%
Billionbrains Garage Ventures LtdINE0HOQ01053Capital Markets0.89%
Mankind Pharma LtdMANKIND (INE634S01028)Pharmaceuticals & Biotechnology0.82%
Amara Raja Energy & Mobility LtdARE&M (INE885A01032)Auto Components0.80%
Sun Pharmaceutical Industries LtdSUNPHARMA (INE044A01036)Pharmaceuticals & Biotechnology0.79%
Home First Finance Company LtdHOMEFIRST (INE481N01025)Finance0.79%
JK Cement LtdJKCEMENT (INE823G01014)Cement & Cement Products0.76%
Bajaj Auto LtdBAJAJ-AUTO (INE917I01010)Automobiles0.76%
Maruti Suzuki India LtdMARUTI (INE585B01010)Automobiles0.74%
Brookfield India Real Estate Trust REITINE0FDU25010Realty0.73%
UNO Minda LtdUNOMINDA (INE405E01023)Auto Components0.68%
CRISIL LtdCRISIL (INE007A01025)Finance0.59%
Prudent Corporate Advisory Services LtdPRUDENT (INE00F201020)Capital Markets0.53%
Indraprastha Gas LtdIGL (INE203G01027)Gas0.47%
Trent LtdTRENT (INE849A01020)Retailing0.46%
GAIL (India) LtdGAIL (INE129A01019)Gas0.43%
Indegene LimitedINDGN (INE065X01017)Healthcare Services0.43%
Prestige Estates Projects LtdPRESTIGE (INE811K01011)Realty0.42%
Tech Mahindra LtdTECHM (INE669C01036)It - Software0.40%
Bharat Petroleum Corporation LtdBPCL (INE029A01011)Petroleum Products0.39%
Hindustan Aeronautics LtdHAL (INE066F01020)Aerospace & Defense0.39%
United Spirits LtdUNITDSPR (INE854D01024)Beverages0.31%
The Indian Hotels Company LtdINDHOTEL (INE053A01029)Leisure Services0.22%
Kwality Wall’s (India) LtdINE2KCE01013Food Products0.01%
7.5% Cholamandalam Investment and Company Ltd - 30/09/2026INE121A08PJ0Unrated0.26%

Debt

NameRatingWeight %
Portfolio data is as on date 31 March, 2026

NAV history

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth - 30 days NAV (Net asset value) history

DateNAV% change
22 May, 2026155.4977 0.02%
21 May, 2026155.4631 -0.14%
20 May, 2026155.6839 0.25%
19 May, 2026155.2978 0.06%
18 May, 2026155.2065 -0.44%
15 May, 2026155.8995 -0.26%
14 May, 2026156.3023 0.76%
13 May, 2026155.1279 0%
12 May, 2026155.1227 -1.49%
11 May, 2026157.4748 -1.02%
8 May, 2026159.0989 -0.47%
7 May, 2026159.8574 0.29%
6 May, 2026159.3955 1.11%
5 May, 2026157.6384 -0.08%
4 May, 2026157.7682 0.48%
30 April, 2026157.0170 -0.54%
29 April, 2026157.8647 0.33%
28 April, 2026157.3480 -0.28%
27 April, 2026157.7972 0.66%
24 April, 2026156.7571 -0.73%
23 April, 2026157.9142 -0.6%
22 April, 2026158.8605 -0.49%
21 April, 2026159.6457 0.77%
20 April, 2026158.4191 -0.09%
17 April, 2026158.5575 0.43%
16 April, 2026157.8792 0.06%
15 April, 2026157.7923 1.29%
13 April, 2026155.7764 -0.69%
10 April, 2026156.8632 1.15%
9 April, 2026155.0793

FAQ (Frequently asked questions)

  • What is latest/current NAV/price of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth?
    The latest NAV of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth is 155.4977 as on 22 May, 2026.
  • What are YTD (year to date) returns of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth?
    The YTD (year to date) returns of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth are -6.06% as on 22 May, 2026.
  • What are 1 year returns of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth?
    The 1 year returns of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth are -2.24% as on 22 May, 2026.
  • What are 3 year CAGR returns of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth?
    The 3 year annualized returns (CAGR) of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth are 10.64% as on 22 May, 2026.