🟠 Below Avg Hybrid Scheme - Aggressive Hybrid Fund

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan Option

by Sundaram Mutual Fund · Direct Plan · Growth
5.1 / 10
BullWiser Honest Score
-0.7%
1Y Return
11.7%
3Y CAGR
--
Exp. Ratio
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan Option is a below-average performer in its category with a BullWiser Honest Score of 5.1/10 — below the Hybrid Scheme - Aggressive Hybrid Fund category median of 5.5/10 across 30 funds. Its 3-year CAGR of 11.7% underperforms the Hybrid Scheme - Aggressive Hybrid Fund category average of 14.3% by -2.6 percentage points. As a Direct plan, Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan Option eliminates the distributor commission built into Regular plans, maximising the net return to the investor.

Fund Details

Fund Name
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan Option
AMC
Sundaram Mutual Fund
Category
Hybrid Scheme - Aggressive Hybrid Fund
Plan Type
Direct · Growth
Expense Ratio
--
Verdict
🟠 Below Avg
1Y Return
-0.7%
3Y CAGR
11.7%

vs Category Average — Hybrid Scheme - Aggressive Hybrid Fund

3Y CAGR
This fund
-2.6% vs category avg
Expense Ratio (lower is better)
TER data not available
Honest Score
This fund
-0.4 vs category avg

Category: Hybrid Scheme - Aggressive Hybrid Fund · 30 Direct-plan funds compared · 0% are High Quality

Frequently Asked Questions

What is the BullWiser Honest Score of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan Option?
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan Option has a BullWiser Honest Score of 5.1/10 (BELOW AVERAGE). The score rates the fund across four pillars: returns quality, expense ratio, risk-adjusted performance (Sharpe ratio & max drawdown), and overall fund quality (AUM, age, consistency).
What is the expense ratio of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan Option?
The Total Expense Ratio (TER) of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan Option Direct Plan is --. Choosing the Direct plan saves you the distributor commission baked into Regular plans — typically 0.5–1% per year — which compounds significantly over time.
What are the returns of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan Option?
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan Option has delivered -0.7% 1-year returns and 11.7% 3-year CAGR. For a full NAV history and comparison with category peers, use BullWiser's MF Analyser. Past performance is not a guarantee of future returns.
Is Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan Option a good investment?
BullWiser rates Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan Option as BELOW AVERAGE (Honest Score 5.1/10). Always match a fund to your own risk profile and investment horizon. Use the MF Analyser to compare it with peers in the Hybrid Scheme - Aggressive Hybrid Fund category.
How does Direct Plan differ from Regular Plan for Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan Option?
The Direct plan of Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan Option has a lower expense ratio than the Regular plan because no distributor commission is paid. On a ₹10 lakh investment over 20 years, even a 0.5% lower TER can save ₹5–10 lakh in compounded wealth. BullWiser always recommends Direct plans for cost-conscious investors.

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