Sundaram Mutual Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth Option
Aggressive Hybrid
+8.7% 3Y CAGR
Shriram Mutual Fund
Aggressive Hybrid · Direct · Growth
NAV as of 30 Oct 2026 · Source: AMFI
Shriram Aggressive Hybrid Fund is an Aggressive Hybrid fund from Shriram Mutual Fund, with NAVs going back to December 2013. This page covers its direct plan, growth option. It manages ₹50 crore, the 30th largest of 30 Aggressive Hybrid funds. Its expense ratio is 0.93% a year, lower than the median of 1.02% for Aggressive Hybrid funds.
Over the last three years it returned 8.67% a year, 28th of 30 Aggressive Hybrid funds (median 10.66%). Over five years it returned 7.50% a year, 21st of 27. It is 0.11 percentage points a year behind its benchmark, the CRISIL Hybrid 35+65 - Aggressive Index, over three years, on AMFI's figures. Its biggest fall from a peak in the last three years was 16.2%, and AMFI's riskometer rates it Very High.
Annualised (CAGR) for periods over a year, calculated from AMFI NAVs up to 30 Oct 2026. Past performance does not guarantee future returns. How we calculate returns
1 Year
-3.58%
3 Years
+8.67%
5 Years
+7.50%
Since launch (6 Dec 2013)
+10.40%
Fund and benchmark returns as published by AMFI for 29 Oct 2026, so both sides use the same date and method. They can differ slightly from the figures above.
| Period | This fund | Benchmark | Difference |
|---|---|---|---|
| 1 Year | -3.91% | -4.80% | +0.89 pts |
| 3 Years | +8.70% | +8.81% | -0.11 pts |
| 5 Years | +7.52% | +7.49% | +0.03 pts |
| 10 Years | +9.59% | +10.70% | -1.11 pts |
| Since launch | +10.38% | +11.77% | -1.39 pts |
Measured from this fund's own daily NAVs over the last three years.
Volatility (annualised)
11.0%
How much the NAV typically swings in a year. Higher means a bumpier ride.
Worst fall from a peak
-16.2%
The biggest drop from a high to a later low. A sense of what a bad stretch has looked like.
Daily NAV since 6 Dec 2013.
These come from the fund's monthly factsheet and Scheme Information Document (SID). We don't show them yet, because we can't keep them accurate. Check them on Shriram Mutual Fund's website before you invest.
Funds next to Shriram Aggressive Hybrid Fund, in the same category, ranked by 3-year return.
Sundaram Mutual Fund
Aggressive Hybrid
+8.7% 3Y CAGR
Tata Mutual Fund
Aggressive Hybrid
+8.0% 3Y CAGR
Shriram Aggressive Hybrid Fund- Direct Growth
Research-only · No transactions