Sundaram Aggressive Hybrid Fund
- NAV as on 24 Sep 2026
- ₹156.78-1.79%1 day
- Return since launch
- 10.0%
- 52-week range
- ₹147.11 — ₹166.89
- AUM
- ₹9,272 Cr
Sundaram Aggressive Hybrid Fund is a Aggressive Hybrid hybrid fund from Sundaram Mutual Fund with ₹9,272 Cr under management, launched in 1999. Over three years it has returned 2.1% a year, against 10.1% for its category. The expense ratio is 2.16% and the SEBI riskometer reading is High.
Performance
Sundaram Aggressive Hybrid Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned -2.6% against +0.2% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | -4.3% | −5.1 pts | 0.8% | -0.7% |
| 2Y | -1.2% | −3.6 pts | 2.4% | 1.5% |
| 3Y | 2.1% | −8.0 pts | 10.1% | 4.1% |
| 5Y | 6.5% | −2.3 pts | 8.8% | 8.0% |
| 7Y | 9.3% | −2.3 pts | 11.7% | 10.1% |
| 10Y | 9.7% | −1.2 pts | 10.9% | 10.0% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | -4.0% | −1.2 pts | -2.8% | -3.1% |
| 3M | -1.2% | −0.7 pts | -0.5% | -0.6% |
| 6M | 3.0% | −3.5 pts | 6.5% | 5.4% |
| 1Y | -2.6% | −3.4 pts | 0.8% | 0.2% |
| 2Y | -2.8% | −2.6 pts | -0.2% | -0.8% |
| 3Y | 7.8% | −2.3 pts | 10.1% | 9.1% |
| 5Y | 6.9% | −2.0 pts | 8.8% | 7.8% |
| 7Y | 11.0% | −1.8 pts | 12.9% | 11.0% |
| 10Y | 9.9% | −1.0 pts | 10.9% | 9.5% |
Since launch (9 Dec 1999): 10.0%
Calendar-year returns
Category averageShow as a table
| Period | Fund | vs category | Category |
|---|---|---|---|
| 2025 | 4.5% | −2.3 pts | 6.8% |
| 2024 | 17.0% | −1.5 pts | 18.4% |
| 2023 | 16.8% | −6.2 pts | 23.0% |
| 2022 | 3.0% | −0.7 pts | 3.7% |
| 2021 | 26.4% | −1.4 pts | 27.9% |
| 2020 | 12.7% | −3.1 pts | 15.9% |
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
2.15%
Expense ratio as on 22 Sep 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.51%
- Brokerage
- 0.10%
- Transaction charges
- 0.01%
- Statutory levies
- 0.53%
- Exit load
- For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- CRISIL Hybrid 35+65 Aggressive Index
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Your principal is treated as being at high risk — typically diversified and large cap equity schemes.
| Ratio | Fund | Category avg | Read as |
|---|---|---|---|
| Alpha | — | — | Return earned above what the benchmark alone would have given. Higher is better. |
| Beta | — | 1.10 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.37 | 0.68 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.47 | 0.90 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 11.32 | 12.92 | How widely monthly returns have varied around their own average. Lower is steadier. |
| Average of 5 category peers | |||
Portfolio
Sundaram Aggressive Hybrid Fund portfolio
Portfolio as of 31 Aug 2026
Asset allocation
- Equity70.0%
- Debt20.7%
- Other9.3%
Market cap split
- Large54.8%
- Mid23.8%
- Small21.4%
- P/E
- 32.66
- P/B
- 4.20
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Others | Others | 6.44% | ₹597 Cr | +14.54% | -0.05% | +14.06% |
| ICICI Bank Ltd. | Financial | 5.14% | ₹477 Cr | -1.07% | +4.78% | -0.66% |
| Larsen & Toubro Ltd. | Construction | 3.43% | ₹318 Cr | +3.75% | +3.65% | +2.54% |
| Reliance Industries Ltd. | Energy | 3.12% | ₹289 Cr | -0.93% | +3.82% | -0.41% |
| Bharti Airtel Ltd. | Communication | 3.09% | ₹286 Cr | -0.55% | +3.40% | -0.12% |
| HDFC Bank Ltd. | Financial | 3.02% | ₹280 Cr | -1.32% | +13.79% | -1.26% |
| Mahindra & Mahindra Ltd. | Automobile | 2.59% | ₹240 Cr | -0.63% | +2.67% | +1.92% |
| Eternal Ltd. | Services | 2.53% | ₹235 Cr | — | — | — |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 2.28% | ₹211 Cr | +4.66% | +5.26% | +4.65% |
| Coforge Ltd. | Technology | 2.10% | ₹195 Cr | +1.51% | +0.83% | — |
| Kotak Mahindra Bank Ltd. | Financial | 2.00% | ₹186 Cr | -0.19% | +2.55% | -0.07% |
| One97 Communications Ltd. | Services | 1.96% | ₹181 Cr | +1.10% | — | — |
| PB Fintech Ltd. | Services | 1.83% | ₹169 Cr | +1.54% | +1.34% | — |
| Oracle Financial Services Software Ltd. | Technology | 1.77% | ₹164 Cr | — | — | — |
| TVS Motor Company Ltd. | Automobile | 1.71% | ₹159 Cr | +1.19% | +1.24% | — |
| company:1502 | Metals & Mining | 1.61% | ₹149 Cr | — | — | — |
| Small Industries Devp. Bank of India Ltd. | Financial | 1.53% | ₹142 Cr | +1.43% | +1.55% | +1.90% |
| Fractal Analytics Ltd. | Technology | 1.44% | ₹133 Cr | +1.48% | +1.05% | — |
| Amber Enterprises India Ltd. | Consumer Discretionary | 1.36% | ₹126 Cr | +1.18% | +1.21% | +0.93% |
| Vedanta Aluminium Metal Ltd. | Metals & Mining | 1.35% | ₹125 Cr | +0.53% | — | — |
| Bajaj Finserv Ltd. | Financial | 1.30% | ₹121 Cr | — | — | -0.01% |
| Cummins India Ltd. | Capital Goods | 1.25% | ₹116 Cr | +1.56% | +1.51% | +1.38% |
| Poonawalla Fincorp Ltd. | Financial | 1.22% | ₹113 Cr | — | — | — |
| Embassy Office Parks REIT | Construction | 1.20% | ₹111 Cr | +1.26% | +1.33% | +1.97% |
| Aster DM Quality Care Ltd. | Healthcare | 1.19% | ₹111 Cr | +0.72% | — | — |
| Coromandel International Ltd. | Chemicals | 1.18% | ₹110 Cr | +1.17% | +1.48% | +1.31% |
| Billionbrains Garage Ventures Ltd. | Financial | 1.16% | ₹107 Cr | +1.20% | +0.61% | — |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 1.14% | ₹106 Cr | +0.72% | +0.74% | +0.75% |
| Sundaram Money Market Fund Direct - Growth | Unclassified | 1.09% | ₹101 Cr | +1.29% | +1.35% | +1.60% |
| UNO Minda Ltd. | Automobile | 1.04% | ₹96.11 Cr | +0.64% | +0.71% | +0.82% |
| Altius Telecom Infrastructure Trust | Construction | 1.02% | ₹94.50 Cr | — | — | — |
| Multi Commodity Exchange Of India Ltd. | Services | 1.01% | ₹93.97 Cr | +0.95% | — | -0.94% |
| MTAR Technologies Ltd. | Capital Goods | 1.01% | ₹93.32 Cr | +0.61% | — | — |
| National Bank For Agriculture & Rural Development | Financial | 1.01% | ₹93.20 Cr | +0.87% | +0.93% | +2.73% |
| Delhivery Ltd. | Services | 0.96% | ₹89.21 Cr | — | — | — |
| company:20814 | Services | 0.96% | ₹88.72 Cr | — | — | — |
| Ultratech Cement Ltd. | Materials | 0.95% | ₹87.68 Cr | +1.03% | +1.14% | +0.87% |
| company:13257 | Services | 0.90% | ₹83.40 Cr | — | — | — |
| Amara Raja Energy & Mobility Ltd | Capital Goods | 0.89% | ₹82.72 Cr | +0.95% | +0.94% | +0.45% |
| Force Motors Ltd. | Automobile | 0.87% | ₹80.83 Cr | — | — | — |
| Bajaj Auto Ltd. | Automobile | 0.86% | ₹79.41 Cr | +0.71% | +0.78% | +0.86% |
| Crisil Ltd. | Services | 0.84% | ₹77.98 Cr | +0.67% | +0.64% | +0.59% |
| Home First Finance Company India Ltd. | Financial | 0.84% | ₹77.79 Cr | +0.82% | +0.71% | +0.67% |
| CCL Products (India) Ltd. | Consumer Staples | 0.83% | ₹76.52 Cr | +0.54% | — | — |
| Mankind Pharma Ltd. | Healthcare | 0.82% | ₹75.72 Cr | +0.86% | +0.83% | +0.82% |
| Interglobe Aviation Ltd. | Services | 0.78% | ₹72.68 Cr | -0.12% | +1.06% | +1.30% |
| Granules India Ltd. | Healthcare | 0.78% | ₹72.57 Cr | — | — | — |
| Prudent Corporate Advisory Services Ltd. | Financial | 0.74% | ₹68.41 Cr | +0.59% | +0.54% | +0.33% |
| Mrs. Bectors Food Specialities Ltd. | Consumer Staples | 0.72% | ₹66.99 Cr | +0.26% | — | — |
| Affle 3I Ltd. | Technology | 0.71% | ₹65.43 Cr | +0.69% | — | — |
| Indegene Ltd. | Healthcare | 0.68% | ₹63.40 Cr | +0.58% | +0.46% | +0.30% |
| Alkem Laboratories Ltd. | Healthcare | 0.65% | ₹60.50 Cr | — | — | — |
| Brookfield India Real Estate Trust REIT | Construction | 0.63% | ₹58.79 Cr | +0.64% | +0.78% | — |
| Bank Of Baroda | Financial | 0.53% | ₹49.16 Cr | — | — | -0.21% |
| TD Power Systems Ltd. | Capital Goods | 0.53% | ₹48.69 Cr | — | — | — |
| Punjab National Bank | Financial | 0.52% | ₹48.59 Cr | +0.55% | +0.61% | — |
| Indian Railway Finance Corporation Ltd. | Financial | 0.47% | ₹43.45 Cr | +0.52% | +0.57% | +0.70% |
| Power Finance Corporation Ltd. | Financial | 0.43% | ₹40.18 Cr | +0.34% | +0.37% | +2.58% |
| Muthoot Finance Ltd. | Financial | 0.43% | ₹39.86 Cr | +2.67% | +0.62% | +0.75% |
| Ashok Leyland Ltd. | Automobile | 0.39% | ₹36.25 Cr | — | — | — |
| company:16783 | Chemicals | 0.37% | ₹34.30 Cr | — | — | — |
| Elecon Engineering Company Ltd. | Capital Goods | 0.37% | ₹33.86 Cr | +0.29% | — | — |
| company:14739 | Capital Goods | 0.35% | ₹32.66 Cr | — | — | — |
| Bajaj Finance Ltd. | Financial | 0.32% | ₹29.97 Cr | -0.15% | +2.21% | +1.92% |
| REC Ltd. | Financial | 0.32% | ₹29.97 Cr | +0.58% | +0.62% | +0.61% |
| State Bank of India | Financial | 0.27% | ₹24.61 Cr | +0.28% | +1.95% | -0.53% |
| GOI | Sovereign | 0.26% | ₹24.03 Cr | +0.28% | +0.38% | +0.37% |
| Housing & Urban Development Corporation Ltd. | Financial | 0.21% | ₹19.89 Cr | — | — | — |
| JK Cement Ltd. | Materials | 0.18% | ₹16.43 Cr | +0.70% | +0.77% | +0.66% |
| LIC Housing Finance Ltd. | Financial | 0.16% | ₹15.09 Cr | +0.17% | +0.32% | +0.39% |
| Bharti Telecom Ltd. | Communication | 0.16% | ₹15.07 Cr | +0.17% | +0.31% | — |
| Union Bank of India | Financial | 0.16% | ₹14.47 Cr | — | — | — |
| PNB Housing Finance Ltd. | Financial | 0.11% | ₹10.03 Cr | +0.12% | +0.12% | +0.15% |
| Can Fin Homes Ltd. | Financial | 0.11% | ₹10.02 Cr | +0.12% | +0.12% | +0.15% |
| HDB Financial Services Ltd. | Financial | 0.11% | ₹9.90 Cr | +0.12% | +0.12% | +0.15% |
| Chennai Super Kings Ltd. | Services | 0.00% | ₹0.05 Cr | 0.00% | 0.00% | 0.00% |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Others | 3.25% | 0.22% | -3.04% |
| Eternal Ltd. | 2.37% | 0.35% | -2.02% |
| HDFC Bank Ltd. | 4.58% | 2.75% | -1.82% |
| company:1502 | 0.00% | 1.61% | +1.61% |
| Tata Steel Ltd. | 1.56% | 0.00% | -1.56% |
| Bharat Electronics Ltd. | 1.11% | 0.00% | -1.11% |
| company:20814 | 0.00% | 0.96% | +0.96% |
| company:13257 | 0.00% | 0.90% | +0.90% |
| HDFC Asset Management Company Ltd. | 0.72% | 0.00% | -0.72% |
| One97 Communications Ltd. | 1.29% | 1.96% | +0.67% |
| Poonawalla Fincorp Ltd. | 0.68% | 1.22% | +0.54% |
| JK Cement Ltd. | 0.70% | 0.18% | -0.52% |
| GAIL (India) Ltd. | 0.48% | 0.00% | -0.48% |
| Tata Consumer Products Ltd. | 0.38% | 0.00% | -0.38% |
| Bank Of Baroda | 0.16% | 0.53% | +0.37% |
| company:16783 | 0.00% | 0.37% | +0.37% |
| Bajaj Finserv Ltd. | 1.67% | 1.30% | -0.37% |
| company:14739 | 0.00% | 0.35% | +0.35% |
| Bharti Airtel Ltd. | 3.41% | 3.09% | -0.32% |
| MTAR Technologies Ltd. | 0.71% | 1.01% | +0.30% |
| TVS Motor Company Ltd. | 1.44% | 1.71% | +0.27% |
| Coforge Ltd. | 1.85% | 2.10% | +0.25% |
| PB Fintech Ltd. | 1.58% | 1.83% | +0.24% |
| Kotak Mahindra Bank Ltd. | 2.24% | 2.00% | -0.24% |
| REC Ltd. | 0.27% | 0.05% | -0.22% |
| Multi Commodity Exchange Of India Ltd. | 0.81% | 1.01% | +0.20% |
| Aster DM Quality Care Ltd. | 1.01% | 1.19% | +0.19% |
| Force Motors Ltd. | 0.69% | 0.87% | +0.18% |
| Oracle Financial Services Software Ltd. | 1.60% | 1.77% | +0.17% |
| TD Power Systems Ltd. | 0.39% | 0.53% | +0.14% |
| Mahindra & Mahindra Ltd. | 2.72% | 2.59% | -0.13% |
| Coromandel International Ltd. | 1.30% | 1.18% | -0.12% |
| Cummins India Ltd. | 1.37% | 1.25% | -0.12% |
| Reliance Industries Ltd. | 3.24% | 3.12% | -0.12% |
| Karnataka State | 0.11% | 0.00% | -0.11% |
| Indegene Ltd. | 0.58% | 0.68% | +0.10% |
| Vedanta Aluminium Metal Ltd. | 1.43% | 1.35% | -0.08% |
| Mrs. Bectors Food Specialities Ltd. | 0.80% | 0.72% | -0.07% |
| Crisil Ltd. | 0.77% | 0.84% | +0.07% |
| CCL Products (India) Ltd. | 0.90% | 0.83% | -0.07% |
| Prudent Corporate Advisory Services Ltd. | 0.67% | 0.74% | +0.07% |
| UNO Minda Ltd. | 0.97% | 1.04% | +0.06% |
| Alkem Laboratories Ltd. | 0.71% | 0.65% | -0.06% |
| Ultratech Cement Ltd. | 1.00% | 0.95% | -0.05% |
| Fractal Analytics Ltd. | 1.39% | 1.44% | +0.05% |
| Larsen & Toubro Ltd. | 3.39% | 3.43% | +0.04% |
| Delhivery Ltd. | 0.93% | 0.96% | +0.03% |
| Bajaj Auto Ltd. | 0.82% | 0.86% | +0.03% |
| Amara Raja Energy & Mobility Ltd | 0.92% | 0.89% | -0.03% |
| Billionbrains Garage Ventures Ltd. | 1.19% | 1.16% | -0.03% |
| Home First Finance Company India Ltd. | 0.87% | 0.84% | -0.03% |
| Mankind Pharma Ltd. | 0.85% | 0.82% | -0.03% |
| Sun Pharmaceutical Industries Ltd. | 1.16% | 1.14% | -0.02% |
| Punjab National Bank | 0.54% | 0.52% | -0.02% |
| Cholamandalam Investment and Finance Company Ltd. | 1.74% | 1.73% | -0.02% |
| Ashok Leyland Ltd. | 0.37% | 0.39% | +0.02% |
| Embassy Office Parks REIT | 1.22% | 1.20% | -0.02% |
| Amber Enterprises India Ltd. | 1.35% | 1.36% | +0.01% |
| Elecon Engineering Company Ltd. | 0.38% | 0.37% | -0.01% |
| Altius Telecom Infrastructure Trust | 1.01% | 1.02% | +0.01% |
| Brookfield India Real Estate Trust REIT | 0.64% | 0.63% | -0.01% |
| Sundaram Money Market Fund Direct - Growth | 1.10% | 1.09% | -0.01% |
| State Bank of India | 0.27% | 0.27% | -0.01% |
| Granules India Ltd. | 0.79% | 0.78% | -0.01% |
| GOI | 0.26% | 0.26% | -0.01% |
| Small Industries Devp. Bank of India Ltd. | 0.27% | 0.27% | -0.01% |
| National Bank For Agriculture & Rural Development | 0.27% | 0.27% | 0.00% |
| LIC Housing Finance Ltd. | 0.17% | 0.16% | 0.00% |
| Affle 3I Ltd. | 0.71% | 0.71% | 0.00% |
| ICICI Bank Ltd. | 5.15% | 5.14% | 0.00% |
| Bajaj Finance Ltd. | 0.33% | 0.32% | 0.00% |
| Indian Railway Finance Corporation Ltd. | 0.17% | 0.16% | 0.00% |
| Housing & Urban Development Corporation Ltd. | 0.22% | 0.21% | 0.00% |
| Muthoot Finance Ltd. | 0.27% | 0.27% | 0.00% |
| Bharti Telecom Ltd. | 0.17% | 0.16% | 0.00% |
| Power Finance Corporation Ltd. | 0.16% | 0.16% | 0.00% |
| HDB Financial Services Ltd. | 0.11% | 0.11% | 0.00% |
| PNB Housing Finance Ltd. | 0.11% | 0.11% | 0.00% |
| Can Fin Homes Ltd. | 0.11% | 0.11% | 0.00% |
| Interglobe Aviation Ltd. | 0.78% | 0.78% | 0.00% |
| Union Bank of India | 0.16% | 0.16% | 0.00% |
| Chennai Super Kings Ltd. | 0.00% | 0.00% | 0.00% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹14,483 Cr | 1.91% | 5.8% | 8.3% | 12.3% |
| ₹52,454 Cr | 1.60% | -2.8% | 5.7% | 11.7% | |
| ₹9,431 Cr | 1.50% | 0.3% | 6.4% | 11.6% | |
| ₹5,870 Cr | 1.95% | 8.4% | 8.5% | 11.3% | |
| ₹2,610 Cr | 2.24% | 5.0% | 9.0% | 11.5% | |
| ₹2,051 Cr | 2.25% | 18.3% | 11.8% | 15.5% |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities.
Fund managers
- Bharath SMr. Bharath is a B Com (H), MBA and ICWA.Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
- Clyton Richard FernandesMr. Fernandes has done B.E and MBAPrior to joining Sundaram Mutual Fund, he has worked with Canara HSBC Life, Mahindra Manulife AMC, Bank of Baroda Capital Markets and Systematix Shares & Stocks
- Kumaresh RamakrishnanMr. Ramakrishnan is a B.E from Mumbai University and MBA from NMIMS (Mumbai).Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, DWS AMC, Societe Generale and CARE.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months3.02% absolute | ₹60,000 | ₹61,812 | 3.02% | |
| 1 year−2.56% annualised | ₹1,20,000 | ₹1,18,349 | −1.38% | |
| 3 years7.85% annualised | ₹3,60,000 | ₹4,07,086 | 13.08% | |
| 5 years6.87% annualised | ₹6,00,000 | ₹7,17,610 | 19.60% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.