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Fund Overview of Sundaram Aggressive Hybrid Fund-idcw Monthly
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₹8,629.4 CrAUM
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₹24.72NAV
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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-idcw Monthly
| 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% |
Dividends are declared by the fund house based on the income generated from the underlying assets. While many mutual funds distribute dividends annually, the payout frequency ultimately depends on the fund house’s decision
Compare Sundaram Aggressive Hybrid Fund-idcw Monthly with other mutual funds in the same category
Sundaram Aggressive Hybrid Fund-idcw Monthly
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-idcw Monthly 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-idcw Monthly
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%.
The latest dividend was declared on 18 May 2026 at 2.50% of face value.
Choosing a suitable best sip investment has an important role in long-term wealth creation.
Key Metrics of Sundaram Aggressive Hybrid Fund-idcw Monthly
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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-growth
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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-growth
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₹8,629 | 1.71% | 3.63% | -3.08% | 0.24% | 11.34% |
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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-idcw Monthly
What is the current AUM of Sundaram Aggressive Hybrid Fund-idcw Monthly?
As of Sun May 31, 2026, Sundaram Aggressive Hybrid Fund-idcw Monthly manages assets worth ₹8,629.4 crore
How has Sundaram Aggressive Hybrid Fund-idcw Monthly performed recently?
- 3 Months: 3.36%
- 6 Months: -3.58%
What is the long-term performance of Sundaram Aggressive Hybrid Fund-idcw Monthly?
- 3 Years CAGR: 10.11%
- 5 Years CAGR: 9.53%
- Since Inception: 10.35%
What is the portfolio composition of Sundaram Aggressive Hybrid Fund-idcw Monthly?
Equity: 68.85%, Debt: 20.72%, Others: 8.54%.
Who manages Sundaram Aggressive Hybrid Fund-idcw Monthly?
Sundaram Aggressive Hybrid Fund-idcw Monthly is managed by Sandeep Agarwal from Sundaram Mutual Fund.
When was the last dividend declared by Sundaram Aggressive Hybrid Fund-idcw Monthly?
Latest dividend was declared on 18 May 2026 at 2.50% of face value.
What is the market-cap allocation of Sundaram Aggressive Hybrid Fund-idcw Monthly?
Large Cap: 71.49%, Mid Cap: 15.75%, Small Cap: 12.76%.
Which are the top companies Sundaram Aggressive Hybrid Fund-idcw Monthly 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-idcw Monthly 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.
