Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -1.76%
NAV: ₹37.78 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly

  • ₹8,793.3 Cr
    AUM
  • ₹37.78
    NAV
  • 1.12%
    Expense Ratio
  • Hybrid
    Fund Category
As on Thu Nov 05, 2026
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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.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -1.76% NA 2.67%
6 Months 1.47% NA 10.68%
1 Year -2.33% -2.33% 2.84%
2 Years 3.40% 1.69% 17.05%
3 Years 32.51% 9.84% 16.22%
5 Years 47.89% 8.14% 18.30%
7 Years 121.76% 12.05% NA
10 Years 195.90% 11.46% 12.71%
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As on Thu Nov 05, 2026

Dividend of Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly : 3.30%

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

Asset Allocation of Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly

equities

69.97%

debt instruments

20.73%

other assets or cash equivalents

6.45%
Large Cap: 56.13%
Mid Cap: 23.01%
Small Cap: 20.85%
Other: 0.00%
Top Holdings
Repo
10.39%
Repo
10.39%
Hdfc Bank Ltd
7.34%
Hdfc Bank Ltd
7.26%
Hdfc Bank Ltd
7.46%
 
Top Sectors
Financial
83.40%
Unspecified
57.22%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly

Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly 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 ₹8,793.3 crore as on Wed Sep 30, 2026. The expense ratio stands at 1.12%.
The portfolio allocation consists of 69.97% in equities, 20.73% in debt instruments, 6.45% in other assets or cash equivalents.Managed by Sandeep Agarwal, it has delivered a return of -2.33% in the last year, a total return since inception of 11.58%.
The latest dividend was declared on 16 Oct 2026 at 3.30% of face value.
For those looking to take well-planned investment decisions it is useful to compare best sip plan suited to financial planning needs.

Read more
  • Clyton Richard Fernandes

    Fund Manager

  • Mr. Fernandes has done B.E and MBA

    Manager Education

  • Dwijendra Srivastava

    Fund Manager

  • Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.

    Manager Education

  • Bharath S.

    Fund Manager

  • Mr. Bharath is a B Com (H), MBA and ICWA.

    Manager Education

  • Sandeep Agarwal

    Fund Manager

  • Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.

    Manager Education

Key Metrics of Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly

  • Standard Deviation
    11.82%
  • Mean
    9.07%
  • Sharpe Ratio
    0.30%
  • Sortino Ratio
    0.38%

Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly Fund Details

Fund Names Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly
Inception Date 02 Jan 2013
Lock In No Lock-in
SIP Minimum Investment amount ₹100
SWP Minimum Investment amount ₹500
STP Minimum Investment amount ₹1000
 
Risk Principal at high risk
Category Average Annual Returns 2.84
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

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Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly Fund Returns Comparison

Compare Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly with other mutual funds in the same category

Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly

Bank Of India Aggressive Hybrid Fund Direct-Growth

Bank Of India Aggressive Hybrid Fund Direct-IDCW

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Bank Of India Aggressive Hybrid Fund Direct-Growth trend ₹2,196 -0.87% -0.51% 11.18% 16.08% 14.23%
Bank Of India Aggressive Hybrid Fund Direct-IDCW trend ₹2,196 -0.87% -0.51% 11.18% 16.08% 14.23%
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-Growth trend ₹1,268 0.86% -4.48% 2.04% 17.54% 13.85%
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-IDCW trend ₹1,268 0.86% -4.48% 2.04% 17.54% 13.85%
ICICI Prudential Aggressive Hybrid Fund Direct-Growth trend ₹50,706 4.09% -1.14% 0.54% 13.73% 13.59%
ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Half Yearly trend ₹50,706 4.09% -1.14% 0.54% 13.73% 13.59%
ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Monthly trend ₹50,706 4.09% -1.14% 0.54% 13.73% 13.59%
ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Yearly trend ₹50,706 4.09% -1.14% 0.54% 13.73% 13.59%
Edelweiss Aggressive Hybrid Fund Direct-Growth trend ₹3,875 4.25% -0.51% 2.59% 13.94% 13.31%
Edelweiss Aggressive Hybrid Fund Direct-IDCW trend ₹3,875 4.25% -0.51% 2.59% 13.94% 13.31%
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increase 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 increase ₹8,793 3.81% -2.01% 0.95% -3.33% 8.65%
Sundaram Aggressive Hybrid Fund Direct-Growth increase ₹8,793 3.90% -1.76% 1.47% -2.33% 9.84%
Sundaram Aggressive Hybrid Fund-IDCW Monthly increase ₹8,793 3.81% -2.01% 0.95% -3.33% 8.65%
increase growth is based on 1-month returns of the funds

Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly Calculator

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
SBI Aggressive Hybrid Fund Direct Plan-Growth trend ₹86,163 ₹354.05 13.21% 9.86% 12.51%
SBI Aggressive Hybrid Fund-Growth trend ₹86,163 ₹317.82 12.47% 9.13% 11.67%
SBI Aggressive Hybrid Fund Direct Plan-IDCW trend ₹86,163 ₹103.60 13.21% 9.86% 12.51%
SBI Aggressive Hybrid Fund-IDCW trend ₹86,163 ₹67.35 12.47% 9.13% 11.67%
ICICI Prudential Aggressive Hybrid Fund Direct-Growth trend ₹50,706 ₹453.78 13.73% 13.59% 15.40%
ICICI Prudential Aggressive Hybrid Fund-Growth trend ₹50,706 ₹405.98 13.07% 12.93% 14.56%
ICICI Prudential Aggressive Hybrid Fund-IDCW Half Yearly trend ₹50,706 ₹24.44 13.07% 12.93% 14.56%
ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Half Yearly trend ₹50,706 ₹28.14 13.73% 13.59% 15.40%
ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Monthly trend ₹50,706 ₹70.17 13.73% 13.59% 15.40%
ICICI Prudential Aggressive Hybrid Fund-IDCW Monthly trend ₹50,706 ₹42.57 13.07% 12.93% 14.56%
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Top funds are based on Fund AUM

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Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly Detailed Portfolio

Stocks Sector % of Holding Value
RepoUnspecified10.39%₹761.57 Cr
RepoUnspecified10.39%₹761.57 Cr
Hdfc Bank LtdFinancial7.34%₹575.98 Cr
Hdfc Bank LtdFinancial7.26%₹575.91 Cr
Hdfc Bank LtdFinancial7.46%₹571.26 Cr
RepoUnspecified6.09%₹564.62 Cr
RepoUnspecified6.09%₹564.62 Cr
RepoUnspecified6.09%₹564.62 Cr
RepoUnspecified6.09%₹564.62 Cr
RepoUnspecified6.09%₹564.62 Cr
Hdfc Bank LtdFinancial6.90%₹561.46 Cr
Hdfc Bank LtdFinancial7.22%₹529.43 Cr
Hdfc Bank LtdFinancial7.22%₹529.43 Cr
Hdfc Bank LtdFinancial5.99%₹516.87 Cr
Hdfc Bank LtdFinancial6.09%₹516.37 Cr
RepoUnspecified6.01%₹509.54 Cr
Hdfc Bank LtdFinancial7.33%₹509.36 Cr
Hdfc Bank LtdFinancial7.33%₹509.36 Cr
Icici Bank LtdFinancial5.88%₹507.59 Cr
Hdfc Bank LtdFinancial7.38%₹485.57 Cr
View More

Frequently Asked Questions

Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly

What is the current AUM of Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly?

As of Wed Sep 30, 2026, Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly manages assets worth ₹8,793.3 crore

How has Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly performed recently?

  • 3 Months: -1.76%
  • 6 Months: 1.47%

What is the long-term performance of Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly?

  • 3 Years CAGR: 9.84%
  • 5 Years CAGR: 8.14%
  • Since Inception: 11.58%

What is the portfolio composition of Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly?

Equity: 69.97%, Debt: 20.73%, Others: 6.45%.

Who manages Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly?

Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly is managed by Sandeep Agarwal from Sundaram Mutual Fund.

When was the last dividend declared by Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly?

Latest dividend was declared on 16 Oct 2026 at 3.30% of face value.

What is the market-cap allocation of Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly?

Large Cap: 56.13%, Mid Cap: 23.01%, Small Cap: 20.85%.

Which are the top companies Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly 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-IDCW Monthly focuses on?

  • Financial – 83.40% of the fund's portfolio
  • Unspecified – 57.22% of the fund's portfolio
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