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Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) - Regular Plan - IDCW

NAVs of 5 Nov 2026

Sundaram Mutual Fund · Hybrid fund · Regular plan · IDCW

Aggressive HybridRegular · IDCW
NAV · 5 Nov 2026
₹23.9956 ▲ 1.35%
Sundaram Mutual Fund
Fund size₹9,137 crJuly - September 2026
1-month range₹22.49 – 24.00
1 year-13.38%
3 years-2.39%a year
5 years–a year

What the fund does

Hybrid fund in the Aggressive Hybrid category, from Sundaram Mutual Fund.

Fund houseSundaram Mutual Fund

NAV history

232425 2026-08-112026-08-242026-09-042026-09-182026-10-012026-10-152026-10-29

Returns

1 week
+4.18%avg 4.3%
1 month
+1.93%avg 3.1%
3 months
-4.66%avg -1.1%
6 months
-5.60%avg 1.8%
This year
-12.10%avg -0.0%
1 year
-13.38%avg 0.3%
3 years (a year)
-2.39%avg 10.6%

Bars: this plan; the thin mark is the Aggressive Hybrid average (regular plans, growth option). Over a year: yearly averages (CAGR). Past returns do not guarantee future returns. Information only, not investment advice.

Monthly returns (%)

YearJanFebMarAprMayJunJulAugSepOctNovDec
2024-0.9
2025-4.8-6.2+5.0+1.3+1.6+1.3-2.3-2.6-0.0+2.4+0.4-1.9
2026-3.1-1.1-9.7+5.7-2.2+1.0+0.7+0.7-6.2-1.7+4.2

Each month's change in NAV (the current month to the latest NAV).

What if you had invested?

Worked out from this plan's actual NAVs. SIP: invested on the first NAV of each month. Taxes and exit loads are not included. Past returns do not guarantee future returns. Information only, not investment advice.

Risk

Volatility11.3%yearly, from daily NAVs
Worst fall-28.29%27 Sept 2024 → 23 Oct 2026

Volatility: how much the NAV moves, as a yearly figure (higher = bumpier). Worst fall: the biggest drop from a high, in the NAV history we hold (from 31 Jan 2022).

Fund details

Fund size (average AUM, July - September 2026)₹9,137 cr across all plans · this plan ₹6,669 cr
Fund houseSundaram Mutual Fund
CategoryHybrid · Aggressive Hybrid
PlanRegular
OptionIDCW
Scheme code (AMFI)149600
ISININF173K01CI4
NAV date5 Nov 2026

Other plans of this fund

PlanNAV1 year
Direct · Growth₹184.9139-2.33%
Direct · IDCW₹37.7791-11.89%
Regular · Growth₹159.1424-3.33%

Top Aggressive Hybrid funds (regular plans)

Fund1 year3 years (a year)
BANK OF INDIA AGGRESSIVE HYBRID FUND+9.71%+14.65%
Bandhan Aggressive Hybrid Fund+5.46%+14.38%
Navi Aggressive Hybrid Fund+8.74%+13.36%
ICICI Prudential Aggressive Hybrid Fund-0.02%+13.10%
HSBC Aggressive Hybrid Fund+4.02%+12.96%
Quant Aggressive Hybrid Fund+6.04%+12.90%
SBI AGGRESSIVE HYBRID FUND+2.65%+12.50%
Kotak Aggressive Hybrid Fund+1.64%+12.38%

All Aggressive Hybrid funds ranked › · Compare with others ›

← All mutual funds

Information only, not investment advice.

What is the NAV of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) - Regular Plan - IDCW today?

₹23.9956 as of 5 Nov 2026, from AMFI's official NAV data.

What are the returns of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) - Regular Plan - IDCW?

1 year: -13.38%, 3 years: -2.39% a year

What is the difference between direct and regular plans?

Both invest in the same portfolio. Direct plans are bought straight from the fund house and pay no distributor commission, so their expenses are lower and their NAV grows slightly faster.