Direct Plan

Sundaram Aggressive Hybrid Fund(Formerly Known as Principal Hybrid Equity Fund)-Direct Plan - Monthly Income Distribution CUM Capital Withdrawal Option

Sundaram Mutual Fund • •

NAV
₹38.94
as of 02 Jul 2026
AUM
N/A
Assets Under Management
Expense Ratio
N/A%
Annual expense
Min Investment
₹N/A
Lump sum

NAV History

Starting NAV
₹42.40
31 Dec 2025
Current NAV
₹38.94
02 Jul 2026
Change
-8.16%
39 data points
₹43 ₹38 Dec 25 Jul 26

Ratings Across Providers

Kuvera
Updated 30 Nov 2025
2/5
Morningstar
Updated 31 Dec 2025
1/5
Negative
Average Rating
1.5 / 5

Fund Details

Scheme Code
149602
ISIN
INF173K01FB2

Performance

Period Returns
1 Month +2.26%
3 Months +1.75%
6 Months -8.67%
1 Year -8.16%
3 Years (CAGR) -2.80%
5 Years (CAGR) -1.69%
10 Years (CAGR) -0.85%

Risk Metrics

Std Deviation
16.65%

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing.