Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) - Direct Plan - Monthly IDCW (Income Distribution CUM Capital Withdrawal)
Sundaram Mutual Fund · Aggressive Hybrid Fund · Direct · IDCW4/5 ★
NAV · as of 11/09/2026
38.58
1D
-0.27%1Y
-Key stats
- Expense ratio
- 0.62%
- AUM
- ₹9.15 K Cr
- Launched
- 01/01/2013
- Fund manager
- Kumaresh Ramakrishnan; S. Bharath; Clyton Fernandes; Shalav Saket
- Portfolio turnover
- 1.53%
- Risk
- High Risk
- Min lump-sum
- ₹100
- Min SIP
- ₹100/mo
- Fresh lump-sum
- Accepted
- Fresh SIP
- Accepted
NAV history
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) - Direct Plan - Monthly IDCW (Income Distribution CUM Capital Withdrawal)
13/08/2026 to 11/09/2026
O - H - L -
Comparable peers
Bank Of India Aggressive Hybrid IDCW Reinvest Direct Plan
Bank Of India Aggressive Hybrid IDCW Reinvest (DR) · ₹1.84 K Cr AUM
1Y+15.65%3Y+17.16%-Bank Of India Aggressive Hybrid IDCW Payout Direct Plan
Bank Of India Aggressive Hybrid IDCW Payout (DP) · ₹1.84 K Cr AUM
1Y+15.65%3Y+17.16%-Bandhan Aggressive Hybrid IDCW Reinvest Direct Plan
Bandhan Aggressive Hybrid IDCW Reinvest (DR) · ₹2.41 K Cr AUM
1Y+7.86%3Y+14.19%-Bandhan Aggressive Hybrid IDCW Reinvest Direct Plan
Bandhan Aggressive Hybrid IDCW Reinvest (DR) · ₹2.41 K Cr AUM
1Y+7.86%3Y+14.19%-Sundaram Aggressive Hybrid Monthly IDCW Reinvest Direct Plan
Sundaram Aggressive Hybrid Monthly IDCW Reinvest (DR) · ₹9.15 K Cr AUM
1Y+0.31%3Y+9.02%-
Investment objective
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.
Scheme details
- Scheme code
- 149602
- Fund house
- Sundaram Mutual Fund
- Category
- Open Ended
- Type
- Hybrid Scheme
- Sub-category
- Aggressive Hybrid Fund
- Plan
- Direct
- Return type
- IDCW
- ISIN (Growth)
- INF173K01FB2
- ISIN (Div. Reinvest)
- INF173K01FC0
- Tradable on exchange
- No