Shriram Aggressive Hybrid Fund vs Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)
Shriram 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 +10.27% vs +9.88%, 5-year CAGR +8.57% vs —, volatility 11.97% vs 11.83%, maximum drawdown −25.72% vs −13.13%. Their portfolios overlap by 26.4% (18 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
| Shriram Aggressive Hybrid | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) | |
|---|---|---|
| Fund house | Shriram Mutual Fund | Sundaram Mutual Fund |
| Compared as | Aggressive Hybrid | Aggressive Hybrid |
| NAV | ₹37.8442 | ₹186.0607 |
| NAV date | 6 Nov 2026 | 6 Nov 2026 |
| Launched (first NAV) | 6 Dec 2013 | 3 Jan 2022 |
| Track record | 12.9 yrs | 4.8 yrs |
| Fund size (AUM) | ₹50 Cr | ₹8,793 Cr |
| Securities held | 88 | 119 |
| Portfolio as of | 30 Sep 2026 | 30 Sep 2026 |
| Fund page | Full record → | Full record → |
Returns
| Shriram Aggressive Hybrid | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) | |
|---|---|---|
| 1 month | +5.27% | +3.88% |
| 3 months | −0.03% | −1.35% |
| 6 months | +3.52% | +1.15% |
| 1 year | +2.56% | −1.24% |
| 3 years (CAGR) | +10.27% | +9.88% |
| 5 years (CAGR) | +8.57% | — |
| 7 years (CAGR) | +10.85% | — |
| 10 years (CAGR) | +10.42% | — |
| Since launch (CAGR) | +10.86% | +8.62% |
| SIP return (XIRR, 5 years) ⓘ | +8.71% | — |
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
| Shriram Aggressive Hybrid | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) | |
|---|---|---|
| 2026 (year to date) | +0.93% | −2.24% |
| 2025 | +4.02% | +5.61% |
| 2024 | +15.06% | +18.46% |
| 2023 | +22.83% | +18.21% |
| 2022 | +3.16% | — |
| 2021 | +16.74% | — |
Risk
| Shriram Aggressive Hybrid | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) | |
|---|---|---|
| Volatility (annualised) ⓘ | 11.97% | 11.83% |
| Downside volatility ⓘ | 8.83% | 8.54% |
| Sharpe ratio ⓘ | 0.32 | 0.29 |
| Sortino ratio ⓘ | 0.43 | 0.40 |
| Maximum drawdown ⓘ | −25.72% | −13.13% |
| Recovery from that fall | 7 months | 8 months |
| Current fall from peak | −1.10% | −3.12% |
| Rolling 1-year return: worst | −18.93% | −8.74% |
| Rolling 1-year return: median | +8.57% | +9.96% |
| Rolling 1-year return: best | +55.68% | +34.33% |
| Share of 1-year periods with a loss | 14.88% | 11.42% |
Against each fund's benchmark
| Shriram Aggressive Hybrid | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) | |
|---|---|---|
| Beta ⓘ | 0.75 | 0.77 |
| Alpha (Jensen's, annualised) ⓘ | +0.49% | +0.47% |
| R² ⓘ | 86.86 | 93.20 |
| Upside capture | 85.41% | 83.96% |
| Downside capture | 77.60% | 75.09% |
| Tracking error | 5.68% | 4.60% |
| Information ratio | 0.04 | 0.06 |
| Treynor ratio | 2.88 | 2.87 |
Portfolio
Asset mix
| Shriram Aggressive Hybrid | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) | |
|---|---|---|
| Equity | 74.03% | 72.64% |
| Debt | 24.24% | 20.15% |
| Cash & equivalents | 1.73% | 3.84% |
| REITs / InvITs | 0.00% | 1.91% |
| Mutual Fund Units | 0.00% | 1.42% |
Market-cap split (share of fund assets)
| Shriram Aggressive Hybrid | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) | |
|---|---|---|
| Large Cap | 53.35% | 40.01% |
| Mid Cap | 8.45% | 16.41% |
| Small Cap | 11.96% | 13.14% |
| Unclassified | 0.27% | 3.10% |
Concentration
| Shriram Aggressive Hybrid | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) | |
|---|---|---|
| Top 10 holdings | 45.25% | 29.62% |
| Effective number of stocks ⓘ | 36.1 | 63.8 |
| Securities held | 88 | 119 |
Portfolio overlap: 26.4%
18 companies are held by both funds; by weight, 26.4% of the two portfolios is the same. That is a moderate overlap.
| Held by both | Shriram Aggressive Hybrid | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) |
|---|---|---|
| ICICI Bank Limited | 3.92% | 4.93% |
| Reliance Industries Limited | 3.41% | 3.66% |
| Bharti Airtel Limited | 3.14% | 3.29% |
| HDFC Bank Limited | 4.32% | 2.90% |
| Larsen & Toubro Limited | 1.56% | 3.36% |
| Mahindra & Mahindra Limited | 2.53% | 1.54% |
| Eternal Limited | 1.37% | 2.61% |
| Coforge Limited | 1.26% | 1.47% |
| TVS Motor Company Ltd. | 1.14% | 2.12% |
| Hindalco Industries Limited | 1.13% | 1.68% |
| SBI Life Insurance Company Limited | 1.75% | 1.12% |
| Sun Pharmaceutical Industries Limited | 1.78% | 1.10% |
| Kotak Mahindra Bank Limited | 0.96% | 2.10% |
| InterGlobe Aviation Limited | 1.15% | 0.88% |
| Delhivery Limited | 0.35% | 0.91% |
Top 10 holdings
Shriram Aggressive Hybrid
- Bank of Baroda6.87%
- 6.54% GOVT OF INDIA RED 17-01-20325.99%
- Union Bank of India (22/02/2027)5.88%
- 8.54% REC Limited5.50%
- HDFC Bank Limited4.32%
- ICICI Bank Limited3.92%
- Axis Bank Limited3.69%
- Reliance Industries Limited3.41%
- Bharti Airtel Limited3.14%
- Mahindra & Mahindra Limited2.53%
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
| Shriram Aggressive Hybrid | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) | |
|---|---|---|
| Banks | 15.20% | 9.93% |
| CRISIL AAA | 5.50% | 7.17% |
| CARE A1+ | 6.87% | 0.17% |
| Finance | 2.45% | 6.02% |
| SOVEREIGN | 5.99% | 0.29% |
| ICRA A1+ | 5.88% | 0.17% |
| Automobiles | 5.59% | 5.56% |
| Pharmaceuticals & Biotechnology | 4.22% | 5.20% |
| Sovereign | 0.00% | 5.18% |
| Telecom - Services | 3.14% | 4.39% |
| IT - Software | 4.38% | 4.36% |
| Petroleum Products | 3.89% | 3.66% |
| Construction | 2.48% | 3.36% |
| Non - Ferrous Metals | 1.13% | 3.11% |
Questions people ask
What is the difference between Shriram 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 +2.56% vs −1.24%; 3-year CAGR +10.27% vs +9.88%; 5-year CAGR +8.57% vs —; 10-year CAGR +10.42% vs —. Past returns do not indicate future returns.
How do Shriram Aggressive Hybrid and Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) compare on risk?
Volatility (36 monthly returns, annualised) 11.97% vs 11.83%; Sharpe ratio 0.32 vs 0.29; Sortino ratio 0.43 vs 0.40; maximum drawdown −25.72% vs −13.13%; beta 0.75 vs 0.77.
How much do Shriram Aggressive Hybrid and Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) overlap?
By weight, 26.4% of the two portfolios is invested in the same companies; 18 stocks are held by both, the largest shared positions being ICICI Bank Limited, Reliance Industries Limited, Bharti Airtel Limited. Based on the portfolios disclosed for Sep 2026 and Sep 2026.
What is the large, mid and small cap split of Shriram Aggressive Hybrid and Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)?
Shriram Aggressive Hybrid: large cap 53.4%, mid cap 8.5%, small cap 12.0%. 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.
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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.