- Home
- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Aggressive Hybrid Fund Direct-growth
Fund Overview of Sundaram Aggressive Hybrid Fund Direct-growth
-
₹8,940.5 CrAUM
-
₹184.84NAV
-
1.09%Expense Ratio
-
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 Direct-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 1.12% | NA | 2.67% |
| 6 Months | -1.93% | NA | 10.68% |
| 1 Year | -1.17% | -1.17% | 2.84% |
| 2 Years | 4.11% | 2.03% | 17.05% |
| 3 Years | 34.93% | 10.50% | 16.22% |
| 5 Years | 62.88% | 10.25% | 18.30% |
| 7 Years | 127.08% | 12.43% | NA |
| 10 Years | 209.02% | 11.94% | 12.71% |
Asset Allocation
equities
69.18%debt instruments
21.64%other assets or cash equivalents
6.27%Sundaram Aggressive Hybrid Fund Direct-growth is one Hybrid mutual fund offered by Sundaram Mutual Fund. Launched on 02 Jan 2013, 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 ₹8,940.5 crore as on Tue Jun 30, 2026. The expense ratio stands at 1.09%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Sundaram Aggressive Hybrid Fund Direct-growth
The portfolio allocation consists of 69.18% in equities, 21.64% in debt instruments, 6.27% in other assets or cash equivalents.Managed by Sandeep Agarwal, it has delivered a return of -1.17% in the last year, a total return since inception of 11.84%.
People planning wealth creation commonly evaluate the best sip plans so they can grow systematic investment portfolios.
Key Metrics of Sundaram Aggressive Hybrid Fund Direct-growth
-
Standard Deviation11.39%
-
Mean10.87%
-
Sharpe Ratio0.44%
-
Sortino Ratio0.58%
Fund Details
|
|
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-growth  |
₹1,240 | 1.06% | 4.40% | 7.77% | 19.74% | 17.12% |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-idcw |
₹1,240 | 1.06% | 4.40% | 7.77% | 19.74% | 17.12% |
| ICICI Prudential Equity & Debt Fund Direct-growth |
₹51,481 | 1.57% | 1.44% | 3.80% | 16.02% | 17.07% |
| ICICI Prudential Equity & Debt Fund Direct-idcw Half Yearly |
₹51,481 | 1.57% | 1.44% | 3.80% | 16.02% | 17.07% |
| ICICI Prudential Equity & Debt Fund Direct-idcw Monthly |
₹51,481 | 1.57% | 1.44% | 3.80% | 16.02% | 17.07% |
| ICICI Prudential Equity & Debt Fund Direct-idcw Yearly |
₹51,481 | 1.57% | 1.44% | 3.80% | 16.02% | 17.07% |
| ICICI Prudential Equity & Debt Fund-growth |
₹51,481 | 1.52% | 1.31% | 3.20% | 15.34% | 16.40% |
| ICICI Prudential Equity & Debt Fund-idcw Half Yearly |
₹51,481 | 1.52% | 1.31% | 3.20% | 15.34% | 16.40% |
| ICICI Prudential Equity & Debt Fund-idcw Monthly |
₹51,481 | 1.52% | 1.31% | 3.20% | 15.34% | 16.40% |
| ICICI Prudential Equity & Debt Fund-idcw Yearly |
₹51,481 | 1.52% | 1.31% | 3.20% | 15.34% | 16.40% |
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
|
₹8,941 | 0.81% | 0.86% | -2.43% | -2.21% | 9.29% |
|
Sundaram Aggressive Hybrid Fund-idcw Monthly
|
₹8,941 | 0.81% | 0.86% | -2.43% | -2.21% | 9.29% |
|
Sundaram Aggressive Hybrid Fund Direct-idcw Monthly
|
₹8,941 | 0.90% | 1.12% | -1.93% | -1.17% | 10.50% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| SBI Equity Hybrid Fund Direct Plan-growth |
₹85,633 | ₹349.67 | 13.43% | 11.52% | 12.83% |
| SBI Equity Hybrid Fund-growth |
₹85,633 | ₹314.53 | 12.68% | 10.77% | 11.97% |
| SBI Equity Hybrid Fund Direct Plan-idcw |
₹85,633 | ₹102.32 | 13.43% | 11.52% | 12.83% |
| SBI Equity Hybrid Fund-idcw |
₹85,633 | ₹66.65 | 12.68% | 10.77% | 11.97% |
| ICICI Prudential Equity & Debt Fund-growth |
₹51,481 | ₹406.34 | 15.34% | 16.40% | 15.10% |
| ICICI Prudential Equity & Debt Fund Direct-growth |
₹51,481 | ₹453.43 | 16.02% | 17.07% | 15.96% |
| ICICI Prudential Equity & Debt Fund Direct-idcw Half Yearly |
₹51,481 | ₹29.38 | 16.02% | 17.07% | 15.96% |
| ICICI Prudential Equity & Debt Fund-idcw Half Yearly |
₹51,481 | ₹25.72 | 15.34% | 16.40% | 15.10% |
| ICICI Prudential Equity & Debt Fund-idcw Monthly |
₹51,481 | ₹43.36 | 15.34% | 16.40% | 15.10% |
| ICICI Prudential Equity & Debt Fund Direct-idcw Monthly |
₹51,481 | ₹70.87 | 16.02% | 17.07% | 15.96% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Repo | Unspecified | 10.39% | ₹761.57 Cr |
| Repo | Unspecified | 10.39% | ₹761.57 Cr |
| Hdfc Bank Ltd | Financial | 7.34% | ₹575.98 Cr |
| Hdfc Bank Ltd | Financial | 7.26% | ₹575.91 Cr |
| Hdfc Bank Ltd | Financial | 7.46% | ₹571.26 Cr |
| Hdfc Bank Ltd | Financial | 6.90% | ₹561.46 Cr |
| Hdfc Bank Ltd | Financial | 7.22% | ₹529.43 Cr |
| Hdfc Bank Ltd | Financial | 7.22% | ₹529.43 Cr |
| Hdfc Bank Ltd | Financial | 5.99% | ₹516.87 Cr |
| Hdfc Bank Ltd | Financial | 6.09% | ₹516.37 Cr |
| Repo | Unspecified | 6.01% | ₹509.54 Cr |
| Hdfc Bank Ltd | Financial | 7.33% | ₹509.36 Cr |
| Hdfc Bank Ltd | Financial | 7.33% | ₹509.36 Cr |
| Icici Bank Ltd | Financial | 5.88% | ₹507.59 Cr |
| Hdfc Bank Ltd | Financial | 7.38% | ₹485.57 Cr |
| Repo | Unspecified | 5.93% | ₹482.72 Cr |
| Hdfc Bank Ltd | Financial | 6.28% | ₹480.47 Cr |
| Repo | Unspecified | 5.90% | ₹451.66 Cr |
| Icici Bank Ltd | Financial | 5.05% | ₹451.15 Cr |
| Icici Bank Ltd | Financial | 5.05% | ₹451.15 Cr |
Top Hybrid Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-growth |
₹31.31 | 19.74% | 17.12% | - |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-idcw |
₹31.31 | 19.74% | 17.12% | - |
| ICICI Prudential Equity & Debt Fund Direct-growth |
₹453.43 | 16.02% | 17.07% | - |
| ICICI Prudential Equity & Debt Fund Direct-idcw Half Yearly |
₹29.38 | 16.02% | 17.07% | - |
| ICICI Prudential Equity & Debt Fund Direct-idcw Monthly |
₹70.87 | 16.02% | 17.07% | - |
| ICICI Prudential Equity & Debt Fund Direct-idcw Yearly |
₹28.98 | 16.02% | 17.07% | - |
| ICICI Prudential Equity & Debt Fund-growth |
₹406.34 | 15.34% | 16.40% | - |
| ICICI Prudential Equity & Debt Fund-idcw Half Yearly |
₹25.72 | 15.34% | 16.40% | - |
| ICICI Prudential Equity & Debt Fund-idcw Monthly |
₹43.36 | 15.34% | 16.40% | - |
| ICICI Prudential Equity & Debt Fund-idcw Yearly |
₹25.86 | 15.34% | 16.40% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Sundaram Aggressive Hybrid Fund Direct-growth
What is the current AUM of Sundaram Aggressive Hybrid Fund Direct-growth?
As of Tue Jun 30, 2026, Sundaram Aggressive Hybrid Fund Direct-growth manages assets worth ₹8,940.5 crore
How has Sundaram Aggressive Hybrid Fund Direct-growth performed recently?
- 3 Months: 1.12%
- 6 Months: -1.93%
What is the long-term performance of Sundaram Aggressive Hybrid Fund Direct-growth?
- 3 Years CAGR: 10.50%
- 5 Years CAGR: 10.25%
- Since Inception: 11.84%
What is the portfolio composition of Sundaram Aggressive Hybrid Fund Direct-growth?
Equity: 69.18%, Debt: 21.64%, Others: 6.27%.
Who manages Sundaram Aggressive Hybrid Fund Direct-growth?
Sundaram Aggressive Hybrid Fund Direct-growth is managed by Sandeep Agarwal from Sundaram Mutual Fund.
What is the market-cap allocation of Sundaram Aggressive Hybrid Fund Direct-growth?
Large Cap: 65.98%, Mid Cap: 17.73%, Small Cap: 16.29%.
Which are the top companies Sundaram Aggressive Hybrid Fund Direct-growth has invested in?
- Repo – 10.39% of the fund's portfolio
- Repo – 10.39% of the fund's portfolio
- HDFC Bank Ltd – 7.34% of the fund's portfolio
- HDFC Bank Ltd – 7.26% of the fund's portfolio
- HDFC Bank Ltd – 7.46% of the fund's portfolio
Which are the major sectors Sundaram Aggressive Hybrid Fund Direct-growth focuses on?
- Financial – 99.77% of the fund's portfolio
- Unspecified – 38.61% of the fund's portfolio
Policybazaar does not endorse rates/returns or recommend any particular insurer, fund house, AMC (Asset Management Company), insurance and mutual fund product.
Please consult your financial advisor for an informed decision.
Past performance may not be indicative of future results.
The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.
Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.
For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.
For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.
Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved
^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.
