Sundaram Mutual Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth Option
Aggressive Hybrid
+8.7% 3Y CAGR
Tata Mutual Fund
Aggressive Hybrid · Direct · Growth
NAV as of 30 Oct 2026 · Source: AMFI
Tata Aggressive Hybrid Fund is an Aggressive Hybrid fund from Tata Mutual Fund, with NAVs going back to January 2013. This page covers its direct plan, growth option. It manages ₹4,004 crore, the 13th largest of 30 Aggressive Hybrid funds. Its expense ratio is 1.17% a year, higher than the median of 1.02% for Aggressive Hybrid funds.
Over the last three years it returned 8.00% a year, 29th of 30 Aggressive Hybrid funds (median 10.66%). Over five years it returned 7.36% a year, 22nd of 27. It is 0.80 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 14.1%, 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
-6.38%
3 Years
+8.00%
5 Years
+7.36%
Since launch (2 Jan 2013)
+11.90%
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 | -6.45% | -4.80% | -1.65 pts |
| 3 Years | +8.01% | +8.81% | -0.80 pts |
| 5 Years | +7.41% | +7.49% | -0.08 pts |
| 10 Years | +9.51% | +10.70% | -1.19 pts |
| Since launch | +11.92% | +11.14% | +0.78 pts |
Measured from this fund's own daily NAVs over the last three years.
Volatility (annualised)
10.5%
How much the NAV typically swings in a year. Higher means a bumpier ride.
Worst fall from a peak
-14.1%
The biggest drop from a high to a later low. A sense of what a bad stretch has looked like.
Daily NAV since 2 Jan 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 Tata Mutual Fund's website before you invest.
Funds next to Tata Aggressive Hybrid Fund, in the same category, ranked by 3-year return.
Sundaram Mutual Fund
Aggressive Hybrid
+8.7% 3Y CAGR
Tata Aggressive Hybrid Fund -Direct Plan- Growth Option
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