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Fund Overview of Sundaram Aggressive Hybrid Fund-growth
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₹8,629.4 CrAUM
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₹158.42NAV
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2.61%Expense Ratio
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HybridFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Sundaram Aggressive Hybrid Fund-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 3.36% | NA | 2.67% |
| 6 Months | -3.58% | NA | 10.68% |
| 1 Year | -0.82% | -0.82% | 2.84% |
| 2 Years | 5.20% | 2.57% | 17.05% |
| 3 Years | 33.51% | 10.11% | 16.22% |
| 5 Years | 57.62% | 9.53% | 18.30% |
| 7 Years | 109.88% | 11.17% | NA |
| 10 Years | 185.01% | 11.04% | 12.71% |
Compare Sundaram Aggressive Hybrid Fund-growth with other mutual funds in the same category
Sundaram Aggressive Hybrid Fund-growth
SBI Children's Fund - Investment Plan Direct-growth
SBI Children's Fund - Investment Plan Regular-growth
Asset Allocation
equities
68.85%debt instruments
20.72%other assets or cash equivalents
8.54%Sundaram Aggressive Hybrid Fund-growth is one Hybrid mutual fund offered by Sundaram Mutual Fund. Launched on 14 Jan 2000, the fund aims Income and long term capital growth. Investment in equity & equity related securities, debt/money market securities as well as derivatives. It manages assets worth ₹8,629.4 crore as on Sun May 31, 2026. The expense ratio stands at 2.61%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Sundaram Aggressive Hybrid Fund-growth
The portfolio allocation consists of 68.85% in equities, 20.72% in debt instruments, 8.54% in other assets or cash equivalents.Managed by Sandeep Agarwal, it has delivered a return of -0.82% in the last year, a total return since inception of 10.35%.
Considering risk tolerance individuals may compare which sip is best as part of the long-term financial strategy.
Key Metrics of Sundaram Aggressive Hybrid Fund-growth
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Standard Deviation11.46%
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Sharpe Ratio0.38%
Fund Details
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Top Performing Mutual Funds
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Sundaram Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Sundaram Aggressive Hybrid Fund Direct-growth
|
₹8,629 | 1.71% | 3.63% | -3.08% | 0.24% | 11.34% |
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Sundaram Aggressive Hybrid Fund-idcw Monthly
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₹8,629 | 1.62% | 3.36% | -3.58% | -0.82% | 10.11% |
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Sundaram Aggressive Hybrid Fund Direct-idcw Monthly
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₹8,629 | 1.71% | 3.63% | -3.08% | 0.24% | 11.34% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| SBI Equity Hybrid Fund-growth |
₹84,011 | ₹311.29 | 13.10% | 11.08% | 12.10% |
| SBI Equity Hybrid Fund Direct Plan-growth |
₹84,011 | ₹345.91 | 13.86% | 11.83% | 12.96% |
| SBI Equity Hybrid Fund-idcw |
₹84,011 | ₹65.96 | 13.10% | 11.08% | 12.10% |
| SBI Equity Hybrid Fund Direct Plan-idcw |
₹84,011 | ₹101.22 | 13.86% | 11.83% | 12.96% |
| ICICI Prudential Equity & Debt Fund Direct-growth |
₹50,033 | ₹448.16 | 16.70% | 17.26% | 16.38% |
| ICICI Prudential Equity & Debt Fund-growth |
₹50,033 | ₹401.77 | 16.01% | 16.59% | 15.50% |
| ICICI Prudential Equity & Debt Fund-idcw Half Yearly |
₹50,033 | ₹25.44 | 16.01% | 16.59% | 15.50% |
| ICICI Prudential Equity & Debt Fund Direct-idcw Half Yearly |
₹50,033 | ₹29.04 | 16.70% | 17.26% | 16.38% |
| ICICI Prudential Equity & Debt Fund Direct-idcw Monthly |
₹50,033 | ₹70.21 | 16.70% | 17.26% | 16.38% |
| ICICI Prudential Equity & Debt Fund-idcw Monthly |
₹50,033 | ₹43.03 | 16.01% | 16.59% | 15.50% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Hdfc Bank Ltd | Financial | 5.99% | ₹516.87 Cr |
| Icici Bank Ltd | Financial | 5.88% | ₹507.59 Cr |
| Repo | Unspecified | 5.16% | ₹444.93 Cr |
| Reliance Industries Ltd | Energy & Utilities | 4.92% | ₹424.21 Cr |
| Cash Margin | Unspecified | 4.85% | ₹418.23 Cr |
| Bharti Airtel Ltd | Technology | 3.94% | ₹340.05 Cr |
| Larsen & Toubro Ltd | Industrials | 3.75% | ₹323.93 Cr |
| Government Of India 36574 Goi 06ot35 6.48 Fv Rs 100 | Entities | 3.23% | ₹278.70 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 3.04% | ₹262.50 Cr |
| Kotak Mahindra Bank Ltd | Financial | 2.55% | ₹220.18 Cr |
| Bajaj Finance Ltd | Financial | 2.21% | ₹190.77 Cr |
| Tata Steel Ltd | Materials | 1.83% | ₹158.03 Cr |
| Bharat Electronics Ltd | Industrials | 1.71% | ₹147.20 Cr |
| Cummins India Ltd | Industrials | 1.56% | ₹134.47 Cr |
| Cholamandalam Investment & Finance Company Ltd | Financial | 1.55% | ₹133.96 Cr |
| Pb Fintech Ltd | Financial | 1.54% | ₹133.25 Cr |
| Coforge Ltd | Technology | 1.51% | ₹130.21 Cr |
| Fractal Analytics Ltd. | 1.48% | ₹127.68 Cr | |
| Tata Power Company Ltd | Energy & Utilities | 1.41% | ₹121.65 Cr |
| Hcl Technologies Ltd | Technology | 1.34% | ₹115.50 Cr |
Top Hybrid Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| SBI Children's Fund - Investment Plan Direct-growth |
₹51.38 | 23.07% | 25.33% | - |
| SBI Children's Fund - Investment Plan Regular-growth |
₹47.83 | 21.73% | 23.83% | - |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-growth |
₹31.22 | 21.17% | 17.61% | - |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-idcw |
₹31.22 | 21.17% | 17.61% | - |
| ICICI Prudential Equity & Debt Fund Direct-growth |
₹448.16 | 16.70% | 17.26% | - |
| ICICI Prudential Equity & Debt Fund Direct-idcw Half Yearly |
₹29.04 | 16.70% | 17.26% | - |
| ICICI Prudential Equity & Debt Fund Direct-idcw Monthly |
₹70.21 | 16.70% | 17.26% | - |
| ICICI Prudential Equity & Debt Fund Direct-idcw Yearly |
₹28.65 | 16.70% | 17.26% | - |
| Bank Of India Mid & Small Cap Equity & Debt Fund Direct-growth |
₹45.72 | 20.52% | 16.95% | - |
| Bank Of India Mid & Small Cap Equity & Debt Fund Direct-idcw |
₹35.94 | 20.52% | 16.95% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Sundaram Aggressive Hybrid Fund-growth
What is the current AUM of Sundaram Aggressive Hybrid Fund-growth?
As of Sun May 31, 2026, Sundaram Aggressive Hybrid Fund-growth manages assets worth ₹8,629.4 crore
How has Sundaram Aggressive Hybrid Fund-growth performed recently?
- 3 Months: 3.36%
- 6 Months: -3.58%
What is the long-term performance of Sundaram Aggressive Hybrid Fund-growth?
- 3 Years CAGR: 10.11%
- 5 Years CAGR: 9.53%
- Since Inception: 10.35%
What is the portfolio composition of Sundaram Aggressive Hybrid Fund-growth?
Equity: 68.85%, Debt: 20.72%, Others: 8.54%.
Who manages Sundaram Aggressive Hybrid Fund-growth?
Sundaram Aggressive Hybrid Fund-growth is managed by Sandeep Agarwal from Sundaram Mutual Fund.
What is the market-cap allocation of Sundaram Aggressive Hybrid Fund-growth?
Large Cap: 71.49%, Mid Cap: 15.75%, Small Cap: 12.76%.
Which are the top companies Sundaram Aggressive Hybrid Fund-growth has invested in?
- HDFC Bank Ltd – 5.99% of the fund's portfolio
- ICICI Bank Ltd – 5.88% of the fund's portfolio
- Repo – 5.16% of the fund's portfolio
- Reliance Industries Ltd – 4.92% of the fund's portfolio
- Cash Margin – 4.85% of the fund's portfolio
Which are the major sectors Sundaram Aggressive Hybrid Fund-growth focuses on?
- Financial – 19.73% of the fund's portfolio
- Unspecified – 10.00% of the fund's portfolio
- Industrials – 7.02% of the fund's portfolio
- Technology – 6.79% of the fund's portfolio
- Energy & Utilities – 6.33% of the fund's portfolio
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Past performance may not be indicative of future results.
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
