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Sundaram Aggressive Hybrid Fund

Aggressive HybridHighOPEN-ENDED
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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

Returns

How the fund has done against its category and its benchmark.

Trailing returns
PeriodFundvs categoryCategoryBenchmark
1Y-4.3%−5.1 pts0.8%-0.7%
2Y-1.2%−3.6 pts2.4%1.5%
3Y2.1%−8.0 pts10.1%4.1%
5Y6.5%−2.3 pts8.8%8.0%
7Y9.3%−2.3 pts11.7%10.1%
10Y9.7%−1.2 pts10.9%10.0%

Fund against category

1Y
Fund-4.3%
Category0.8%
3Y
Fund2.1%
Category10.1%
5Y
Fund6.5%
Category8.8%

Since launch (9 Dec 1999): 10.0%

Calendar-year returns

Category average
Show as a table
Calendar-year returns
PeriodFundvs categoryCategory
20254.5%−2.3 pts6.8%
202417.0%−1.5 pts18.4%
202316.8%−6.2 pts23.0%
20223.0%−0.7 pts3.7%
202126.4%−1.4 pts27.9%
202012.7%−3.1 pts15.9%

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.

High

Your principal is treated as being at high risk — typically diversified and large cap equity schemes.

Risk ratios
RatioFundCategory avgRead as
Alpha——Return earned above what the benchmark alone would have given. Higher is better.
Beta—1.10How hard the fund moves when the market moves. Under 1 is steadier than the market.
Sharpe0.370.68Return earned for each unit of total risk taken. Higher is better.
Sortino0.470.90Return earned for each unit of downside risk. Higher is better.
Std. deviation11.3212.92How 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

HoldingSectorWeightValue3M chg6M chg1Y chg
OthersOthers6.44%₹597 Cr+14.54%-0.05%+14.06%
ICICI Bank Ltd.Financial5.14%₹477 Cr-1.07%+4.78%-0.66%
Larsen & Toubro Ltd.Construction3.43%₹318 Cr+3.75%+3.65%+2.54%
Reliance Industries Ltd.Energy3.12%₹289 Cr-0.93%+3.82%-0.41%
Bharti Airtel Ltd.Communication3.09%₹286 Cr-0.55%+3.40%-0.12%
HDFC Bank Ltd.Financial3.02%₹280 Cr-1.32%+13.79%-1.26%
Mahindra & Mahindra Ltd.Automobile2.59%₹240 Cr-0.63%+2.67%+1.92%
Eternal Ltd.Services2.53%₹235 Cr———
Cholamandalam Investment and Finance Company Ltd.Financial2.28%₹211 Cr+4.66%+5.26%+4.65%
Coforge Ltd.Technology2.10%₹195 Cr+1.51%+0.83%—

Sectors

  • Financial30.4%
  • Services11.8%
  • Automobile7.5%
  • Others6.4%
  • Construction6.3%
  • Technology6.0%
  • Sovereign5.6%
  • Healthcare5.3%

Instruments

  • Repo6.1%
  • GOI Securities5.6%
  • Debenture5.5%
  • Bonds4.3%
  • Certificate of Deposit2.8%
  • Real Estate Investment Trusts1.8%
  • Mutual Fund1.1%
  • Infrastructure Investment Trust1.0%

Recent changes

HoldingFromToWeight
Others3.25%0.22%-3.04%
Eternal Ltd.2.37%0.35%-2.02%
HDFC Bank Ltd.4.58%2.75%-1.82%
company:15020.00%1.61%+1.61%
Tata Steel Ltd.1.56%0.00%-1.56%
Bharat Electronics Ltd.1.11%0.00%-1.11%
company:208140.00%0.96%+0.96%
company:132570.00%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 Baroda0.16%0.53%+0.37%
company:167830.00%0.37%+0.37%
Bajaj Finserv Ltd.1.67%1.30%-0.37%
company:147390.00%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 State0.11%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 Ltd0.92%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 Bank0.54%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 REIT1.22%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 Trust1.01%1.02%+0.01%
Brookfield India Real Estate Trust REIT0.64%0.63%-0.01%
Sundaram Money Market Fund Direct - Growth1.10%1.09%-0.01%
State Bank of India0.27%0.27%-0.01%
Granules India Ltd.0.79%0.78%-0.01%
GOI0.26%0.26%-0.01%
Small Industries Devp. Bank of India Ltd.0.27%0.27%-0.01%
National Bank For Agriculture & Rural Development0.27%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 India0.16%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.

FundAUMExpense1Y3Y5Y
Category average₹14,483 Cr1.91%5.8%8.3%12.3%
ICICI Prudential Aggressive Hybrid Fund₹52,454 Cr1.60%-2.8%5.7%11.7%
ICICI Prudential Aggressive Hybrid Active FoF₹9,431 Cr1.50%0.3%6.4%11.6%
HSBC Aggressive Hybrid Fund₹5,870 Cr1.95%8.4%8.5%11.3%
Bandhan Aggressive Hybrid Fund₹2,610 Cr2.24%5.0%9.0%11.5%
Bank of India Aggressive Hybrid Fund₹2,051 Cr2.25%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.
Scheme information document

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 pastTotal investmentWould’ve becomeGrowthReturns
6 months3.02% absolute₹60,000₹61,8123.02%
1 year−2.56% annualised₹1,20,000₹1,18,349−1.38%
3 years7.85% annualised₹3,60,000₹4,07,08613.08%
5 years6.87% annualised₹6,00,000₹7,17,61019.60%

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.

What is the NAV of Sundaram Aggressive Hybrid Fund?
The NAV of Sundaram Aggressive Hybrid Fund is ₹156.78 as on 24 Sep 2026.
What is the expense ratio of Sundaram Aggressive Hybrid Fund?
The expense ratio of Sundaram Aggressive Hybrid Fund is 2.16% per year.
What is the minimum SIP amount for Sundaram Aggressive Hybrid Fund?
You can start a SIP in Sundaram Aggressive Hybrid Fund with ₹3,000 a month.
What returns has Sundaram Aggressive Hybrid Fund given?
Sundaram Aggressive Hybrid Fund has returned -4.3% over 1 year, 2.1% over 3 years and 6.5% over 5 years (annualised).
Is there a lock-in or exit load on Sundaram Aggressive Hybrid Fund?
Lock-in: None. Exit load: For units in excess of 25% of the investment,1% will be charged for redemption within 365 days.
How risky is Sundaram Aggressive Hybrid Fund?
Sundaram Aggressive Hybrid Fund is rated High on the SEBI riskometer and belongs to the Aggressive Hybrid category.
Which fund house manages Sundaram Aggressive Hybrid Fund?
Sundaram Aggressive Hybrid Fund is managed by Sundaram Mutual Fund, which runs 32 schemes with ₹76,995 Cr under management.