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Fund Overview of Sundaram Aggressive Hybrid Fund-Growth
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₹8,793.3 CrAUM
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₹159.14NAV
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2.13%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.
Sundaram Aggressive Hybrid Fund-Growth Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -2.01% | NA | 2.67% |
| 6 Months | 0.95% | NA | 10.68% |
| 1 Year | -3.33% | -3.33% | 2.84% |
| 2 Years | 1.23% | 0.61% | 17.05% |
| 3 Years | 28.25% | 8.65% | 16.22% |
| 5 Years | 39.66% | 6.91% | 18.30% |
| 7 Years | 104.55% | 10.76% | NA |
| 10 Years | 163.34% | 10.17% | 12.71% |
Asset Allocation of Sundaram Aggressive Hybrid Fund-Growth
equities
69.97%debt instruments
20.73%other assets or cash equivalents
6.45%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 ₹8,793.3 crore as on Wed Sep 30, 2026. The expense ratio stands at 2.13%. 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 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 -3.33% in the last year, a total return since inception of 10.22%.
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 Deviation11.81%
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Mean7.97%
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Sharpe Ratio0.20%
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Sortino Ratio0.26%
Sundaram Aggressive Hybrid Fund-Growth Fund Details
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Compare Sundaram Aggressive Hybrid Fund-Growth with other mutual funds in the same category
Sundaram Aggressive Hybrid Fund-Growth
Bank Of India Aggressive Hybrid Fund Direct-Growth
Bank Of India Aggressive Hybrid Fund Direct-IDCW
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
|
₹8,793 | 3.90% | -1.76% | 1.47% | -2.33% | 9.84% |
|
Sundaram Aggressive Hybrid Fund-IDCW Monthly
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₹8,793 | 3.81% | -2.01% | 0.95% | -3.33% | 8.65% |
|
Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly
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₹8,793 | 3.90% | -1.76% | 1.47% | -2.33% | 9.84% |
growth is based on 1-month returns of the fundsSundaram Aggressive Hybrid Fund-Growth Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| SBI Aggressive Hybrid Fund Direct Plan-Growth |
₹86,163 | ₹354.05 | 13.21% | 9.86% | 12.51% |
| SBI Aggressive Hybrid Fund-Growth |
₹86,163 | ₹317.82 | 12.47% | 9.13% | 11.67% |
| SBI Aggressive Hybrid Fund Direct Plan-IDCW |
₹86,163 | ₹103.60 | 13.21% | 9.86% | 12.51% |
| SBI Aggressive Hybrid Fund-IDCW |
₹86,163 | ₹67.35 | 12.47% | 9.13% | 11.67% |
| ICICI Prudential Aggressive Hybrid Fund Direct-Growth |
₹50,706 | ₹453.78 | 13.73% | 13.59% | 15.40% |
| ICICI Prudential Aggressive Hybrid Fund-Growth |
₹50,706 | ₹405.98 | 13.07% | 12.93% | 14.56% |
| ICICI Prudential Aggressive Hybrid Fund-IDCW Half Yearly |
₹50,706 | ₹24.44 | 13.07% | 12.93% | 14.56% |
| ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Half Yearly |
₹50,706 | ₹28.14 | 13.73% | 13.59% | 15.40% |
| ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Monthly |
₹50,706 | ₹70.17 | 13.73% | 13.59% | 15.40% |
| ICICI Prudential Aggressive Hybrid Fund-IDCW Monthly |
₹50,706 | ₹42.57 | 13.07% | 12.93% | 14.56% |
Sundaram Aggressive Hybrid Fund-Growth 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 |
| Repo | Unspecified | 6.09% | ₹564.62 Cr |
| Repo | Unspecified | 6.09% | ₹564.62 Cr |
| Repo | Unspecified | 6.09% | ₹564.62 Cr |
| Repo | Unspecified | 6.09% | ₹564.62 Cr |
| Repo | Unspecified | 6.09% | ₹564.62 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 |
Top Hybrid Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Bank Of India Aggressive Hybrid Fund Direct-Growth |
₹46.64 | 16.08% | 14.23% | - |
| Bank Of India Aggressive Hybrid Fund Direct-IDCW |
₹35.32 | 16.08% | 14.23% | - |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-Growth |
₹30.47 | 17.54% | 13.85% | - |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-IDCW |
₹30.48 | 17.54% | 13.85% | - |
| ICICI Prudential Aggressive Hybrid Fund Direct-Growth |
₹453.78 | 13.73% | 13.59% | - |
| ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Half Yearly |
₹28.14 | 13.73% | 13.59% | - |
| ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Monthly |
₹70.17 | 13.73% | 13.59% | - |
| ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Yearly |
₹26.62 | 13.73% | 13.59% | - |
| Edelweiss Aggressive Hybrid Fund Direct-Growth |
₹76.83 | 13.94% | 13.31% | - |
| Edelweiss Aggressive Hybrid Fund Direct-IDCW |
₹32.40 | 13.94% | 13.31% | - |
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 Wed Sep 30, 2026, Sundaram Aggressive Hybrid Fund-Growth manages assets worth ₹8,793.3 crore
How has Sundaram Aggressive Hybrid Fund-Growth performed recently?
- 3 Months: -2.01%
- 6 Months: 0.95%
What is the long-term performance of Sundaram Aggressive Hybrid Fund-Growth?
- 3 Years CAGR: 8.65%
- 5 Years CAGR: 6.91%
- Since Inception: 10.22%
What is the portfolio composition of Sundaram Aggressive Hybrid Fund-Growth?
Equity: 69.97%, Debt: 20.73%, Others: 6.45%.
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: 56.13%, Mid Cap: 23.01%, Small Cap: 20.85%.
Which are the top companies Sundaram Aggressive Hybrid Fund-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-Growth focuses on?
- Financial – 83.40% of the fund's portfolio
- Unspecified – 57.22% of the fund's portfolio
