Axis Aggressive Hybrid Fund vs Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)
Axis Aggressive Hybrid Fund and Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) are both Aggressive Hybrid funds. As of 6 Nov 2026 (Direct plan, Growth option): 3-year CAGR +11.38% vs +9.88%, 5-year CAGR +7.20% vs —, volatility 11.40% vs 11.83%, maximum drawdown −28.01% vs −13.13%. Their portfolios overlap by 27.7% (21 stocks held by both).
Showing the Direct plan, Growth option. Portfolio, sector and market-cap figures are the same for every plan and option of a fund.
Key facts
| Axis Aggressive Hybrid | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) | |
|---|---|---|
| Fund house | Axis Mutual Fund | Sundaram Mutual Fund |
| Compared as | Aggressive Hybrid | Aggressive Hybrid |
| NAV | ₹23.6400 | ₹186.0607 |
| NAV date | 6 Nov 2026 | 6 Nov 2026 |
| Launched (first NAV) | 16 Aug 2018 | 3 Jan 2022 |
| Track record | 8.2 yrs | 4.8 yrs |
| Fund size (AUM) | ₹1,406 Cr | ₹8,793 Cr |
| Securities held | 125 | 119 |
| Portfolio as of | 30 Sep 2026 | 30 Sep 2026 |
| Fund page | Full record → | Full record → |
Returns
| Axis Aggressive Hybrid | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) | |
|---|---|---|
| 1 month | +5.54% | +3.88% |
| 3 months | +0.81% | −1.35% |
| 6 months | +4.97% | +1.15% |
| 1 year | +2.83% | −1.24% |
| 3 years (CAGR) | +11.38% | +9.88% |
| 5 years (CAGR) | +7.20% | — |
| 7 years (CAGR) | +10.99% | — |
| 10 years (CAGR) | — | — |
| Since launch (CAGR) | +11.01% | +8.62% |
| SIP return (XIRR, 5 years) ⓘ | +8.94% | — |
Up to one year: absolute return. Beyond one year: CAGR. Computed from each fund's own NAV history (AMFI), measured to the latest NAV.
Calendar-year returns
| Axis Aggressive Hybrid | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) | |
|---|---|---|
| 2026 (year to date) | +2.43% | −2.24% |
| 2025 | +7.15% | +5.61% |
| 2024 | +15.99% | +18.46% |
| 2023 | +15.56% | +18.21% |
| 2022 | −3.95% | — |
| 2021 | +25.04% | — |
Risk
| Axis Aggressive Hybrid | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) | |
|---|---|---|
| Volatility (annualised) ⓘ | 11.40% | 11.83% |
| Downside volatility ⓘ | 7.83% | 8.54% |
| Sharpe ratio ⓘ | 0.43 | 0.29 |
| Sortino ratio ⓘ | 0.62 | 0.40 |
| Maximum drawdown ⓘ | −28.01% | −13.13% |
| Recovery from that fall | 7 months | 8 months |
| Current fall from peak | 0.00% | −3.12% |
| Rolling 1-year return: worst | −15.16% | −8.74% |
| Rolling 1-year return: median | +9.87% | +9.96% |
| Rolling 1-year return: best | +59.46% | +34.33% |
| Share of 1-year periods with a loss | 16.38% | 11.42% |
Against each fund's benchmark
| Axis Aggressive Hybrid | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) | |
|---|---|---|
| Beta ⓘ | 0.74 | 0.77 |
| Alpha (Jensen's, annualised) ⓘ | +1.61% | +0.47% |
| R² ⓘ | 94.36 | 93.20 |
| Upside capture | 85.09% | 83.96% |
| Downside capture | 69.80% | 75.09% |
| Tracking error | 4.70% | 4.60% |
| Information ratio | 0.31 | 0.06 |
| Treynor ratio | 4.64 | 2.87 |
Portfolio
Asset mix
| Axis Aggressive Hybrid | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) | |
|---|---|---|
| Equity | 73.24% | 72.64% |
| Debt | 21.35% | 20.15% |
| Cash & equivalents | 5.08% | 3.84% |
| REITs / InvITs | 0.29% | 1.91% |
| Mutual Fund Units | 0.00% | 1.42% |
Market-cap split (share of fund assets)
| Axis Aggressive Hybrid | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) | |
|---|---|---|
| Large Cap | 50.76% | 40.01% |
| Mid Cap | 9.56% | 16.41% |
| Small Cap | 11.12% | 13.14% |
| Unclassified | 1.80% | 3.10% |
Concentration
| Axis Aggressive Hybrid | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) | |
|---|---|---|
| Top 10 holdings | 29.92% | 29.62% |
| Effective number of stocks ⓘ | 61.2 | 63.8 |
| Securities held | 125 | 119 |
Portfolio overlap: 27.7%
21 companies are held by both funds; by weight, 27.7% of the two portfolios is the same. That is a moderate overlap.
| Held by both | Axis Aggressive Hybrid | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) |
|---|---|---|
| ICICI Bank Limited | 4.82% | 4.93% |
| Reliance Industries Limited | 4.73% | 3.66% |
| HDFC Bank Limited | 4.55% | 2.90% |
| Bharti Airtel Limited | 2.75% | 3.29% |
| Kotak Mahindra Bank Limited | 2.20% | 2.10% |
| Larsen & Toubro Limited | 1.98% | 3.36% |
| Cholamandalam Investment and Finance Company Ltd | 1.90% | 1.82% |
| Mahindra & Mahindra Limited | 2.09% | 1.54% |
| Eternal Limited | 1.41% | 2.61% |
| InterGlobe Aviation Limited | 0.83% | 0.88% |
| Sun Pharmaceutical Industries Limited | 0.80% | 1.10% |
| Mankind Pharma Limited | 0.69% | 0.89% |
| SBI Life Insurance Company Limited | 0.45% | 1.12% |
| Delhivery Limited | 0.34% | 0.91% |
| Amber Enterprises India Limited | 0.34% | 1.26% |
Top 10 holdings
Axis Aggressive Hybrid
- ICICI Bank Limited4.82%
- Reliance Industries Limited4.73%
- HDFC Bank Limited4.55%
- Piramal Finance Ltd.2.85%
- Bharti Airtel Limited2.75%
- Kotak Mahindra Bank Limited2.20%
- Mahindra & Mahindra Limited2.09%
- State Bank of India2.05%
- Larsen & Toubro Limited1.98%
- Cholamandalam Investment and Finance Company Ltd1.90%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)
- ICICI Bank Limited4.93%
- Reliance Industries Limited3.66%
- Larsen & Toubro Limited3.36%
- Bharti Airtel Limited3.29%
- HDFC Bank Limited2.90%
- 6.48% Government of India (06/10/2035)2.82%
- Eternal Limited2.61%
- TVS Motor Company Ltd.2.12%
- Kotak Mahindra Bank Limited2.10%
- Cholamandalam Investment and Finance Company Ltd1.82%
Sector exposure
| Axis Aggressive Hybrid | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) | |
|---|---|---|
| Banks | 15.43% | 9.93% |
| CRISIL AAA | 6.63% | 7.17% |
| Finance | 6.10% | 6.02% |
| Automobiles | 2.99% | 5.56% |
| Pharmaceuticals & Biotechnology | 4.20% | 5.20% |
| Sovereign | 0.51% | 5.18% |
| Petroleum Products | 4.73% | 3.66% |
| Telecom - Services | 3.18% | 4.39% |
| IT - Software | 3.64% | 4.36% |
| Auto Components | 3.40% | 1.28% |
| Construction | 1.98% | 3.36% |
| Non - Ferrous Metals | 0.23% | 3.11% |
| ICRA AAA | 0.00% | 3.09% |
| Capital Markets | 0.36% | 2.87% |
Questions people ask
What is the difference between Axis Aggressive Hybrid and Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) returns?
As of 6 Nov 2026, Direct plan Growth option: 1-year return +2.83% vs −1.24%; 3-year CAGR +11.38% vs +9.88%; 5-year CAGR +7.20% vs —; 10-year CAGR — vs —. Past returns do not indicate future returns.
How do Axis Aggressive Hybrid and Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) compare on risk?
Volatility (36 monthly returns, annualised) 11.40% vs 11.83%; Sharpe ratio 0.43 vs 0.29; Sortino ratio 0.62 vs 0.40; maximum drawdown −28.01% vs −13.13%; beta 0.74 vs 0.77.
How much do Axis Aggressive Hybrid and Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) overlap?
By weight, 27.7% of the two portfolios is invested in the same companies; 21 stocks are held by both, the largest shared positions being ICICI Bank Limited, Reliance Industries Limited, HDFC Bank Limited. Based on the portfolios disclosed for Sep 2026 and Sep 2026.
What is the large, mid and small cap split of Axis Aggressive Hybrid and Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)?
Axis Aggressive Hybrid: large cap 50.8%, mid cap 9.6%, small cap 11.1%. Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund): large cap 40.0%, mid cap 16.4%, small cap 13.1% (share of the fund's assets, from its latest disclosed portfolio).
Is this a recommendation to choose one of these funds?
No. This page places the published figures of both funds side by side. It does not rank, rate or recommend either fund; which one suits an investor depends on their goals, horizon and risk tolerance.
More comparisons
Axis Aggressive Hybrid vs
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs
- Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs DSP Aggressive Hybrid
- Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs Invesco India Aggressive Hybrid
- Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs Nippon India Aggressive Hybrid Fund (Existing Number of Segregated Portfolios - 2)
- Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs UTI Aggressive Hybrid
All Aggressive Hybrid comparisons → · Compare up to six funds yourself → · Every fund in this category → · All comparisons →
Sources: NAV from AMFI; returns, risk and ratios computed by MF Analyser from each fund's NAV history (risk on 36 monthly returns, risk-free rate 6.5%); benchmark ratios against each fund's benchmark total-return index; portfolios from each fund house's monthly disclosure. Returns and ratios as of 6 Nov 2026. IDCW options show no return or risk figures because payouts reduce the NAV and AMFI's file carries no payout history to add back. This page compares published figures only — it does not rank, rate or recommend either fund. Past performance does not indicate future returns; mutual fund investments are subject to market risks.