Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth Option
Sundaram Mutual Fund Hybrid Aggressive Hybrid Fund
Expense Ratio
0.68%
AUM
₹233.52 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-32.56%
Poor
6 Months
+1.21%
Poor
1 Year
+6.64%
Below Average
3 Years
+13.02%
Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 15 quarters
AUM Metrics
Key indicators
Current AUM
₹233.52 Cr
Recent Trend
Growing
Stability Score
4.9
Growth Assessment
Good Growth
Growth Performance
Historical returns
1Y
Annual Growth
+10.54%
3Y
3Y CAGR
+15.98%
5Y
5Y CAGR
N/A
Growth Assessment: Good Growth
• Steady growth in investor base
• Monitor flow patterns for liquidity risk
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Low - Stable investment with occasional price movements
Volatility
9.80%
Annualized standard deviation
Sharpe Ratio
0.450
Poor - Risk-adjusted return
Max Drawdown
-13.10%
Moderate - Worst decline
Consistency
66.7%
Performance consistency
Volatility Breakdown
Daily Volatility
0.62%
Average daily price movement
Annualized Volatility
9.80%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance