Sundaram Aggressive Hybrid Fund
- 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
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 -2.4% against +1.3% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 1.3% | −0.8 pts | 2.1% | 5.8% |
| 2Y | 1.4% | −3.6 pts | 5.1% | 4.7% |
| 3Y | 3.1% | −7.9 pts | 11.0% | 5.4% |
| 5Y | 7.0% | −1.9 pts | 9.0% | 8.7% |
| 7Y | 9.4% | −2.4 pts | 11.8% | 10.4% |
| 10Y | 9.8% | −1.4 pts | 11.2% | 10.3% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | 5.5% | +0.3 pts | 5.3% | 5.7% |
| 3M | -1.5% | −1.2 pts | -0.3% | -0.1% |
| 6M | 2.1% | −2.3 pts | 4.3% | 4.2% |
| 1Y | -2.1% | −4.2 pts | 2.1% | 1.6% |
| 2Y | 1.1% | −2.5 pts | 3.6% | 3.3% |
| 3Y | 8.6% | −2.3 pts | 11.0% | 10.1% |
| 5Y | 6.9% | −2.1 pts | 9.0% | 8.0% |
| 7Y | 10.9% | −2.0 pts | 12.9% | 11.1% |
| 10Y | 10.2% | −1.0 pts | 11.2% | 9.9% |
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
2.13%
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.
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 | 1.14 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.20 | 0.55 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.26 | 0.77 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 11.81 | 13.36 | 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 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
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| ICICI Bank Ltd. | Financial | 4.93% | ₹434 Cr | +5.05% | +5.12% | -0.61% |
| Others | Others | 3.84% | ₹337 Cr | +0.45% | -3.98% | +12.54% |
| Reliance Industries Ltd. | Energy | 3.66% | ₹322 Cr | +3.74% | +4.46% | -0.75% |
| Larsen & Toubro Ltd. | Construction | 3.36% | ₹296 Cr | +3.65% | +3.52% | +2.48% |
| Bharti Airtel Ltd. | Communication | 3.29% | ₹289 Cr | +3.22% | +3.76% | -0.54% |
| HDFC Bank Ltd. | Financial | 3.19% | ₹280 Cr | +9.99% | +12.56% | +14.67% |
| Eternal Ltd. | Services | 2.61% | ₹229 Cr | — | — | — |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 2.27% | ₹200 Cr | +5.18% | +4.54% | +5.07% |
| TVS Motor Company Ltd. | Automobile | 2.12% | ₹186 Cr | +1.18% | +1.32% | — |
| Kotak Mahindra Bank Ltd. | Financial | 2.10% | ₹185 Cr | +2.30% | +2.40% | -0.07% |
| National Bank For Agriculture & Rural Development | Financial | 1.80% | ₹158 Cr | +0.84% | +0.98% | +1.10% |
| One 97 Communications Ltd. | Services | 1.76% | ₹155 Cr | +1.12% | — | — |
| Hindalco Industries Ltd. | Metals & Mining | 1.68% | ₹147 Cr | — | — | — |
| Small Industries Devp. Bank of India Ltd. | Financial | 1.61% | ₹142 Cr | +1.41% | +1.63% | +1.83% |
| Oracle Financial Services Software Ltd. | Technology | 1.58% | ₹139 Cr | +1.07% | — | — |
| Mahindra & Mahindra Ltd. | Automobile | 1.54% | ₹136 Cr | +2.33% | +2.71% | +1.97% |
| Coforge Ltd. | Technology | 1.47% | ₹129 Cr | +0.10% | +1.23% | — |
| Vedanta Aluminium Metal Ltd. | Metals & Mining | 1.44% | ₹126 Cr | +0.70% | — | — |
| Sundaram Liquid Direct-Growth | Unclassified | 1.42% | ₹125 Cr | +1.12% | +2.62% | — |
| Fractal Analytics Ltd. | Technology | 1.32% | ₹116 Cr | +1.33% | +1.09% | — |
| Bajaj Finserv Ltd. | Financial | 1.31% | ₹115 Cr | — | — | — |
| Amber Enterprises India Ltd. | Consumer Discretionary | 1.26% | ₹111 Cr | +1.33% | +1.14% | +1.00% |
| Embassy Office Parks REIT | Construction | 1.25% | ₹110 Cr | +1.24% | +1.39% | +2.06% |
| Poonawalla Fincorp Ltd. | Financial | 1.23% | ₹108 Cr | +0.66% | — | — |
| Cummins India Ltd. | Capital Goods | 1.23% | ₹108 Cr | +1.43% | +1.48% | +1.36% |
| Granules India Ltd. | Healthcare | 1.20% | ₹105 Cr | +0.62% | — | — |
| MTAR Technologies Ltd. | Capital Goods | 1.17% | ₹103 Cr | +0.80% | — | — |
| Billionbrains Garage Ventures Ltd. | Financial | 1.17% | ₹103 Cr | +1.26% | +0.89% | — |
| Aster DM Quality Care Ltd. | Healthcare | 1.16% | ₹102 Cr | +0.77% | — | — |
| Coromandel International Ltd. | Chemicals | 1.15% | ₹101 Cr | +1.29% | +1.41% | +1.42% |
| SBI Life Insurance Company Ltd. | Insurance | 1.12% | ₹98.38 Cr | — | — | +0.84% |
| Altius Telecom Infrastructure Trust | Construction | 1.10% | ₹96.66 Cr | +1.02% | — | — |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 1.10% | ₹96.57 Cr | +1.11% | +0.79% | +0.72% |
| PB Fintech Ltd. | Services | 1.09% | ₹96.02 Cr | +1.43% | +1.43% | — |
| Force Motors Ltd. | Automobile | 1.08% | ₹95.34 Cr | — | — | — |
| Multi Commodity Exchange Of India Ltd. | Services | 1.04% | ₹91.21 Cr | +0.88% | — | -0.95% |
| UNO Minda Ltd. | Automobile | 1.00% | ₹88.12 Cr | +0.92% | +0.68% | +0.80% |
| JSW Infrastructure Ltd. | Services | 0.99% | ₹87.47 Cr | — | — | — |
| Ultratech Cement Ltd. | Materials | 0.95% | ₹83.89 Cr | +0.96% | +1.07% | +0.81% |
| Delhivery Ltd. | Services | 0.91% | ₹80.12 Cr | +0.69% | — | — |
| Horizon Industrial Parks Ltd. | Services | 0.89% | ₹78.41 Cr | — | — | — |
| Mankind Pharma Ltd. | Healthcare | 0.89% | ₹78.37 Cr | +0.89% | +0.82% | +0.78% |
| Interglobe Aviation Ltd. | Services | 0.88% | ₹77.65 Cr | +0.83% | +0.99% | +1.38% |
| Home First Finance Company India Ltd. | Financial | 0.84% | ₹73.79 Cr | +0.85% | +0.79% | +0.71% |
| CCL Products (India) Ltd. | Consumer Staples | 0.82% | ₹72.25 Cr | +0.61% | — | — |
| Crisil Ltd. | Services | 0.82% | ₹71.98 Cr | +0.67% | +0.59% | +0.70% |
| Bajaj Auto Ltd. | Automobile | 0.81% | ₹71.19 Cr | +0.72% | +0.76% | +0.83% |
| Gland Pharma Ltd. | Healthcare | 0.72% | ₹63.63 Cr | — | — | — |
| Ashok Leyland Ltd. | Automobile | 0.71% | ₹62.29 Cr | — | — | — |
| Indegene Ltd. | Healthcare | 0.70% | ₹61.24 Cr | +0.57% | +0.43% | +0.33% |
| Mrs. Bectors Food Specialities Ltd. | Consumer Staples | 0.69% | ₹61.04 Cr | +0.71% | — | — |
| Power Finance Corporation Ltd. | Financial | 0.68% | ₹59.60 Cr | +0.50% | +0.58% | +0.65% |
| Alkem Laboratories Ltd. | Healthcare | 0.67% | ₹58.62 Cr | +0.46% | — | — |
| Prudent Corporate Advisory Services Ltd. | Financial | 0.66% | ₹58.26 Cr | +0.62% | +0.53% | +0.29% |
| Brookfield India Real Estate Trust REIT | Construction | 0.66% | ₹57.81 Cr | +0.64% | +0.73% | — |
| Lupin Ltd. | Healthcare | 0.63% | ₹55.27 Cr | — | — | +0.66% |
| Bank Of Baroda | Financial | 0.56% | ₹49.43 Cr | +0.16% | — | -0.22% |
| TD Power Systems Ltd. | Capital Goods | 0.56% | ₹49.26 Cr | — | — | — |
| Punjab National Bank | Financial | 0.56% | ₹48.85 Cr | +0.55% | +0.62% | — |
| Cochin Shipyard Ltd. | Capital Goods | 0.54% | ₹47.33 Cr | — | — | — |
| Clean Science And Technology Ltd. | Chemicals | 0.51% | ₹45.08 Cr | — | — | — |
| Thermax Ltd. | Capital Goods | 0.49% | ₹43.47 Cr | — | — | — |
| Indian Railway Finance Corporation Ltd. | Financial | 0.49% | ₹42.98 Cr | +0.51% | +0.59% | +0.67% |
| Muthoot Finance Ltd. | Financial | 0.45% | ₹39.77 Cr | +2.31% | +0.65% | +0.72% |
| Elecon Engineering Company Ltd. | Capital Goods | 0.43% | ₹37.97 Cr | +0.46% | — | — |
| Bajaj Finance Ltd. | Financial | 0.34% | ₹29.96 Cr | +2.18% | +2.02% | +2.10% |
| Tata Capital Housing Finance Ltd. | Financial | 0.28% | ₹25.01 Cr | — | — | — |
| State Bank of India | Financial | 0.28% | ₹24.25 Cr | +0.28% | +1.76% | -0.61% |
| Dhoot Transmission Ltd. | Capital Goods | 0.27% | ₹24.10 Cr | — | — | — |
| GOI | Sovereign | 0.27% | ₹23.77 Cr | +0.28% | +0.31% | +0.36% |
| Housing & Urban Development Corporation Ltd. | Financial | 0.22% | ₹19.74 Cr | +0.22% | — | — |
| Bharti Telecom Ltd. | Communication | 0.17% | ₹15.05 Cr | +0.17% | +0.33% | — |
| LIC Housing Finance Ltd. | Financial | 0.17% | ₹14.96 Cr | +0.17% | +0.33% | +0.37% |
| REC Ltd. | Financial | 0.17% | ₹14.93 Cr | +0.56% | +0.52% | +0.59% |
| Union Bank of India | Financial | 0.17% | ₹14.55 Cr | +0.16% | — | — |
| Can Fin Homes Ltd. | Financial | 0.11% | ₹10.01 Cr | +0.11% | +0.13% | +0.15% |
| PNB Housing Finance Ltd. | Financial | 0.11% | ₹10.01 Cr | +0.11% | +0.13% | +0.15% |
| HDB Financial Services Ltd. | Financial | 0.11% | ₹9.87 Cr | +0.11% | +0.13% | +0.14% |
| Chennai Super Kings Ltd. | Services | 0.00% | ₹0.05 Cr | 0.00% | 0.00% | 0.00% |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Eternal Ltd. | 0.35% | 2.61% | +2.25% |
| Sundaram Liquid Direct-Growth | 0.00% | 1.42% | +1.42% |
| SBI Life Insurance Company Ltd. | 0.00% | 1.12% | +1.12% |
| company:19552 | 1.09% | 0.00% | -1.09% |
| Mahindra & Mahindra Ltd. | 2.59% | 1.54% | -1.05% |
| Amara Raja Energy & Mobility Ltd | 0.89% | 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% |
| Others | 0.22% | 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 Trust | 1.02% | 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 REIT | 1.20% | 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 Baroda | 0.53% | 0.56% | +0.03% |
| Punjab National Bank | 0.52% | 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 REIT | 0.63% | 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 Development | 0.27% | 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% |
| GOI | 0.26% | 0.27% | +0.01% |
| Poonawalla Fincorp Ltd. | 1.22% | 1.23% | +0.01% |
| State Bank of India | 0.27% | 0.28% | +0.01% |
| Housing & Urban Development Corporation Ltd. | 0.21% | 0.22% | +0.01% |
| Union Bank of India | 0.16% | 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.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹13,199 Cr | 2.04% | 9.2% | 8.4% | 12.2% |
| ₹50,087 Cr | 1.59% | 4.1% | 6.8% | 12.1% | |
| ₹8,894 Cr | 1.50% | 6.7% | 7.2% | 12.1% | |
| ₹2,663 Cr | 2.25% | 12.6% | 10.8% | 12.5% | |
| ₹2,242 Cr | 2.24% | 10.8% | 8.9% | 13.6% | |
| ₹2,108 Cr | 2.60% | 11.9% | 8.4% | 10.9% |
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 months2.07% absolute | ₹60,000 | ₹61,242 | 2.07% | |
| 1 year−2.13% annualised | ₹1,20,000 | ₹1,18,624 | −1.15% | |
| 3 years8.63% annualised | ₹3,60,000 | ₹4,12,173 | 14.49% | |
| 5 years6.88% annualised | ₹6,00,000 | ₹7,17,802 | 19.63% |
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.