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Sundaram Aggressive Hybrid Fund

Aggressive HybridHighOPEN-ENDED
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NAV as on 9 Nov 2026
₹160.74+0.38%1 day
Return since launch
10.0%
52-week range
₹147.11 — ₹166.89
AUM
₹8,793 Cr

Sundaram Aggressive Hybrid Fund is a Aggressive Hybrid hybrid fund from Sundaram Mutual Fund with ₹8,793 Cr under management, launched in 1999. Over three years it has returned 3.1% a year, against 11.0% for its category. The expense ratio is 2.15% and the SEBI riskometer reading is High.

Performance

Returns

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

Trailing returns
PeriodFundvs categoryCategoryBenchmark
1Y1.3%−0.8 pts2.1%5.8%
2Y1.4%−3.6 pts5.1%4.7%
3Y3.1%−7.9 pts11.0%5.4%
5Y7.0%−1.9 pts9.0%8.7%
7Y9.4%−2.4 pts11.8%10.4%
10Y9.8%−1.4 pts11.2%10.3%

Fund against category

1Y
Fund1.3%
Category2.1%
3Y
Fund3.1%
Category11.0%
5Y
Fund7.0%
Category9.0%

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

2.13%

Expense ratio as on 6 Nov 2026

Charged yearly and already deducted from the NAV.

Base expense
1.51%
Brokerage
0.09%
Transaction charges
0.01%
Statutory levies
0.52%
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.
Beta1.101.14How hard the fund moves when the market moves. Under 1 is steadier than the market.
Sharpe0.200.55Return earned for each unit of total risk taken. Higher is better.
Sortino0.260.77Return earned for each unit of downside risk. Higher is better.
Std. deviation11.8113.36How 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 30 Sep 2026

Asset allocation

  • Equity71.3%
  • Debt21.8%
  • Other6.9%

Market cap split

  • Large56.1%
  • Mid23.0%
  • Small20.9%
P/E
30.84
P/B
3.99

Top holdings

HoldingSectorWeightValue3M chg6M chg1Y chg
ICICI Bank Ltd.Financial4.93%₹434 Cr+5.05%+5.12%-0.61%
OthersOthers3.84%₹337 Cr+0.45%-3.98%+12.54%
Reliance Industries Ltd.Energy3.66%₹322 Cr+3.74%+4.46%-0.75%
Larsen & Toubro Ltd.Construction3.36%₹296 Cr+3.65%+3.52%+2.48%
Bharti Airtel Ltd.Communication3.29%₹289 Cr+3.22%+3.76%-0.54%
HDFC Bank Ltd.Financial3.19%₹280 Cr+9.99%+12.56%+14.67%
Eternal Ltd.Services2.61%₹229 Cr———
Cholamandalam Investment and Finance Company Ltd.Financial2.27%₹200 Cr+5.18%+4.54%+5.07%
TVS Motor Company Ltd.Automobile2.12%₹186 Cr+1.18%+1.32%—
Kotak Mahindra Bank Ltd.Financial2.10%₹185 Cr+2.30%+2.40%-0.07%

Sectors

  • Financial31.4%
  • Services11.0%
  • Automobile7.3%
  • Healthcare7.1%
  • Construction6.4%
  • Sovereign5.5%
  • Capital Goods4.7%
  • Technology4.4%

Instruments

  • Debenture6.0%
  • GOI Securities5.5%
  • Bonds4.3%
  • Repo3.2%
  • Certificate of Deposit2.9%
  • Real Estate Investment Trusts1.9%
  • Mutual Fund1.4%
  • Infrastructure Investment Trust1.1%

Recent changes

HoldingFromToWeight
Eternal Ltd.0.35%2.61%+2.25%
Sundaram Liquid Direct-Growth0.00%1.42%+1.42%
SBI Life Insurance Company Ltd.0.00%1.12%+1.12%
company:195521.09%0.00%-1.09%
Mahindra & Mahindra Ltd.2.59%1.54%-1.05%
Amara Raja Energy & Mobility Ltd0.89%0.00%-0.89%
PB Fintech Ltd.1.83%1.09%-0.73%
Gland Pharma Ltd.0.00%0.72%+0.72%
Affle 3I Ltd.0.71%0.00%-0.71%
Coforge Ltd.2.10%1.47%-0.63%
Lupin Ltd.0.00%0.63%+0.63%
Reliance Industries Ltd.3.12%3.66%+0.54%
Thermax Ltd.0.00%0.49%+0.49%
Granules India Ltd.0.78%1.20%+0.41%
Others0.22%0.63%+0.41%
TVS Motor Company Ltd.1.71%2.12%+0.41%
Ashok Leyland Ltd.0.39%0.71%+0.32%
Tata Capital Housing Finance Ltd.0.00%0.28%+0.28%
Dhoot Transmission Ltd.0.00%0.27%+0.27%
ICICI Bank Ltd.5.14%4.93%-0.21%
Force Motors Ltd.0.87%1.08%+0.21%
Bharti Airtel Ltd.3.09%3.29%+0.20%
One 97 Communications Ltd.1.96%1.76%-0.19%
Oracle Financial Services Software Ltd.1.77%1.58%-0.19%
Cochin Shipyard Ltd.0.35%0.54%+0.19%
JK Cement Ltd.0.18%0.00%-0.18%
MTAR Technologies Ltd.1.01%1.17%+0.17%
HDFC Bank Ltd.2.75%2.90%+0.15%
Clean Science And Technology Ltd.0.37%0.51%+0.14%
Fractal Analytics Ltd.1.44%1.32%-0.12%
Amber Enterprises India Ltd.1.36%1.26%-0.10%
Interglobe Aviation Ltd.0.78%0.88%+0.10%
Kotak Mahindra Bank Ltd.2.00%2.10%+0.10%
JSW Infrastructure Ltd.0.90%0.99%+0.10%
Cholamandalam Investment and Finance Company Ltd.1.73%1.82%+0.09%
Vedanta Aluminium Metal Ltd.1.35%1.44%+0.09%
Altius Telecom Infrastructure Trust1.02%1.10%+0.08%
Prudent Corporate Advisory Services Ltd.0.74%0.66%-0.08%
Mankind Pharma Ltd.0.82%0.89%+0.07%
Hindalco Industries Ltd.1.61%1.68%+0.07%
Larsen & Toubro Ltd.3.43%3.36%-0.07%
Elecon Engineering Company Ltd.0.37%0.43%+0.07%
Horizon Industrial Parks Ltd.0.96%0.89%-0.07%
Embassy Office Parks REIT1.20%1.25%+0.05%
Delhivery Ltd.0.96%0.91%-0.05%
Bajaj Auto Ltd.0.86%0.81%-0.05%
Sun Pharmaceutical Industries Ltd.1.14%1.10%-0.04%
TD Power Systems Ltd.0.53%0.56%+0.04%
UNO Minda Ltd.1.04%1.00%-0.03%
Aster DM Quality Care Ltd.1.19%1.16%-0.03%
Coromandel International Ltd.1.18%1.15%-0.03%
Bank Of Baroda0.53%0.56%+0.03%
Punjab National Bank0.52%0.56%+0.03%
Mrs. Bectors Food Specialities Ltd.0.72%0.69%-0.03%
Multi Commodity Exchange Of India Ltd.1.01%1.04%+0.02%
Brookfield India Real Estate Trust REIT0.63%0.66%+0.02%
Crisil Ltd.0.84%0.82%-0.02%
Cummins India Ltd.1.25%1.23%-0.02%
Bajaj Finance Ltd.0.32%0.34%+0.02%
National Bank For Agriculture & Rural Development0.27%0.28%+0.01%
Alkem Laboratories Ltd.0.65%0.67%+0.01%
Muthoot Finance Ltd.0.27%0.28%+0.01%
Small Industries Devp. Bank of India Ltd.0.27%0.28%+0.01%
Indegene Ltd.0.68%0.70%+0.01%
Billionbrains Garage Ventures Ltd.1.16%1.17%+0.01%
GOI0.26%0.27%+0.01%
Poonawalla Fincorp Ltd.1.22%1.23%+0.01%
State Bank of India0.27%0.28%+0.01%
Housing & Urban Development Corporation Ltd.0.21%0.22%+0.01%
Union Bank of India0.16%0.17%+0.01%
Bharti Telecom Ltd.0.16%0.17%+0.01%
Power Finance Corporation Ltd.0.16%0.17%+0.01%
Ultratech Cement Ltd.0.95%0.95%+0.01%
Indian Railway Finance Corporation Ltd.0.16%0.17%+0.01%
LIC Housing Finance Ltd.0.16%0.17%+0.01%
Can Fin Homes Ltd.0.11%0.11%+0.01%
PNB Housing Finance Ltd.0.11%0.11%+0.01%
HDB Financial Services Ltd.0.11%0.11%+0.01%
CCL Products (India) Ltd.0.83%0.82%0.00%
Bajaj Finserv Ltd.1.30%1.31%0.00%
REC Ltd.0.05%0.06%0.00%
Home First Finance Company India Ltd.0.84%0.84%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₹13,199 Cr2.04%9.2%8.4%12.2%
ICICI Prudential Aggressive Hybrid Fund₹50,087 Cr1.59%4.1%6.8%12.1%
ICICI Prudential Aggressive Hybrid Active FoF₹8,894 Cr1.50%6.7%7.2%12.1%
Bandhan Aggressive Hybrid Fund₹2,663 Cr2.25%12.6%10.8%12.5%
Bank of India Aggressive Hybrid Fund₹2,242 Cr2.24%10.8%8.9%13.6%
Quant Aggressive Hybrid Fund₹2,108 Cr2.60%11.9%8.4%10.9%
See all Aggressive Hybrid funds

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 months2.07% absolute₹60,000₹61,2422.07%
1 year−2.13% annualised₹1,20,000₹1,18,624−1.15%
3 years8.63% annualised₹3,60,000₹4,12,17314.49%
5 years6.88% annualised₹6,00,000₹7,17,80219.63%

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 ₹160.74 as on 9 Nov 2026.
What is the expense ratio of Sundaram Aggressive Hybrid Fund?
The expense ratio of Sundaram Aggressive Hybrid Fund is 2.15% 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 1.3% over 1 year, 3.1% over 3 years and 7.0% 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 ₹82,589 Cr under management.