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Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth Option is a hybrid scheme managed by Sundaram Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 13.64%, with the bottom and top quartiles at 12.71% and 14.47% respectively. It has ranked in the top half of its category for 0 of the last 1 reported years. The total expense ratio is 0.97% on assets of ₹8,484Cr. The fund is currently managed by Shalav Saket, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 97% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| HDFC BANK LIMITED | Financial Services | 6.09% |
| ICICI BANK LIMITED | Financial Services | 4.93% |
| RELIANCE INDUSTRIES LIMITED | Energy | 4.36% |
| LARSEN AND TOUBRO LIMITED | Industrials | 3.71% |
| BHARTI AIRTEL LIMITED | Communication Services | 3.65% |
| MAHINDRA AND MAHINDRA LIMITED | Consumer Cyclical | 2.50% |
| STATE BANK OF INDIA | Financial Services | 1.76% |
| BHARAT ELECTRONICS LIMITED | Industrials | 1.66% |
| PB FINTECH LIMITED | Financial Services | 1.54% |
| HCL TECHNOLOGIES LIMITED | Technology | 1.52% |
| TATA STEEL LIMITED | Basic Materials | 1.44% |
| HINDUSTAN UNILEVER LIMITED | Consumer Defensive | 1.42% |
| CUMMINS INDIA LIMITED | Industrials | 1.42% |
| INFOSYS LIMITED | Technology | 1.37% |
| COROMANDEL INTERNATIONAL LIMITED | Basic Materials | 1.34% |
| FRACTAL ANALYTICS PRIVATE LIMITED | Technology | 1.31% |
| AMBER ENTERPRISES INDIA LIMITED | Consumer Cyclical | 1.27% |
| TVS MOTOR COMPANY LIMITED | Consumer Cyclical | 1.26% |
| ULTRATECH CEMENT LIMITED | Basic Materials | 1.06% |
| JUBILANT FOODWORKS LIMITED | Consumer Cyclical | 1.01% |
| TATA CONSUMER PRODUCTS LIMITED | Consumer Defensive | 0.96% |
| HOME FIRST FINANCE COMPANY INDIA LIMITED | Financial Services | 0.91% |
| OIL AND NATURAL GAS CORPORATION LIMITED | Energy | 0.85% |
| INTERGLOBE AVIATION LIMITED | Industrials | 0.84% |
| MANKIND PHARMA LIMITED | Healthcare | 0.83% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 13 | 12.70% |
| Automobile and Auto Components | — | 3.46% |
| Oil, Gas & Consumable Fuels | — | 3.08% |
| Information Technology | — | 2.86% |
| Construction | — | 1.85% |
| Telecommunication | — | 1.82% |
| Capital Goods | — | 1.62% |
| Fast Moving Consumer Goods | — | 1.20% |
| Healthcare | 4 | 1.15% |
| Metals & Mining | — | 1.10% |
Active bets vs the average Hybrid fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -3.00% | 5.00% | 10.86% | 22.96% | 34.33% | 94.6% |
| 3Y | 10.72% | 12.71% | 13.64% | 14.47% | 18.16% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 31.7% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Hybrid.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.