About Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) is a aggressive hybrid fund managed by Sundaram Mutual Fund. Invest 65–80% in equity and the rest in debt.
The Investment objective of the Scheme is to provide long-term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities.
The scheme's stated objective, as published by Sundaram Mutual Fund.
The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.
Tax on your gains
How gains are taxed depends on how much equity the scheme holds. At 65% equity or more it follows equity rules — 12.5% on long-term gains above ₹1.25 lakh; below that, gains are usually taxed at your slab rate. The scheme document states which applies.
Work out what you would owe with the capital gains tax calculator.
Every plan and option, with scheme codes
| Plan | Option | NAV | Scheme code |
|---|---|---|---|
| Direct | GROWTH | ₹185.1562 | 149601 |
| Direct | Monthly IDCW (Income Distribution CUM Capital Withdrawal) | ₹38.5006 | 149602 |
| Regular | GROWTH | ₹159.5602 | 149599 |
| Regular | Monthly IDCW (Income Distribution CUM Capital Withdrawal) | ₹24.4865 | 149600 |
Frequently asked questions
What is the NAV of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) today?
The NAV of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) (Direct plan, Growth) is ₹185.1562 and the Regular plan NAV is ₹159.5602, as of 18 Sept 2026.
What returns has Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) given?
Over the last year the Direct plan returned -1.18%, and 9.08% a year over 3 years. That places it 25 of 29 funds in its category over 3 years. Past returns do not guarantee future returns.
What is the expense ratio of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)?
The Direct plan charges 0.62% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.
What is the minimum SIP amount in Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)?
You can start a monthly SIP with ₹100, or invest a lump sum of ₹100 or more.
How much has Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) fallen in the past?
Its deepest fall was 13.1% from 26 Sept 2024 to 28 Feb 2025. Of every one-year stretch in its history, 92% ended in a gain.
Which category does Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) belong to?
It is a Aggressive Hybrid Fund from Sundaram Mutual Fund. Invest 65–80% in equity and the rest in debt.
What is the difference between the Direct and Regular plan?
Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.
How are gains from Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) taxed?
How gains are taxed depends on how much equity the scheme holds. At 65% equity or more it follows equity rules — 12.5% on long-term gains above ₹1.25 lakh; below that, gains are usually taxed at your slab rate. The scheme document states which applies.
Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.