Kotak Aggressive Hybrid Fund vs Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)
Over the last 3 years, Kotak Aggressive Hybrid Fund returned 14.0% a year against 10.2% for Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) (Direct plans). Data as of 12 Nov 2026.
| Kotak Aggressive Hybrid Fund | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) | |
|---|---|---|
| Category | Aggressive Hybrid | Aggressive Hybrid |
| Fund house | Kotak Mahindra Mutual Fund | Sundaram Mutual Fund |
| Benchmark | 65% Nifty 50 TRI + 35% bond funds | 65% Nifty 50 TRI + 35% bond funds |
| Age | 13.9 years | 4.9 years |
| AUM on 30 Oct 2026 | ₹8,930 cr | ₹8,720 cr |
| Direct plan | ||
| Rating | B | C |
| Expense ratio | 0.65% | 1.12% |
| 1Y return | 4.7% | -0.7% |
| 3Y return (a year) | 14.0% | 10.2% |
| 5Y return (a year) | 11.7% | – |
| 3Y vs index | +4.5% | +0.7% |
| Rating score, rank | 59 · #12 of 28 | 28 · #23 of 28 |
| Regular plan | ||
| Rating | B | C |
| Expense ratio | 1.90% | 2.13% |
| 1Y return | 3.3% | -1.7% |
| 3Y return (a year) | 12.5% | 9.0% |
| 5Y return (a year) | 10.2% | – |
| 3Y vs index | +3.2% | -0.4% |
| Rating score, rank | 59 · #10 of 28 | 29 · #23 of 28 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | 100% | – |
| Deepest fall, 3Y | -14.6% | -13.1% |
| Volatility, 3Y | 12.1% | 10.6% |
| Max fall, 5Y | -14.6% | -13.1% |
| Down capture, 3Y | 124 | 124 |
| Stocks held | – | – |
| Top 10 holdings | – | – |
| Large / mid / small caps | – | – |
| Largest sector | – | – |
Common questions
Kotak Aggressive Hybrid Fund or Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund): which is better?
On our track-record ratings (Direct plans), Kotak Aggressive Hybrid Fund is rated B and Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) is rated C, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.
Kotak Aggressive Hybrid Fund or Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund): which has done better?
Over the last 3 years, Kotak Aggressive Hybrid Fund returned 14.0% a year against 10.2% for Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) (Direct plans).
How much do Kotak Aggressive Hybrid Fund and Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) overlap?
Holdings for one of these schemes are not available yet.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
More comparisons
Top-rated aggressive hybrid funds this month · All aggressive hybrid funds
Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.
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