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Jul 20, 2026


Category Hybrid
AUM (Cr.) 8,940.52
Exit Load (%) 1.00
Min Inv Lumpsum 100
Expense Ratio 2.08
Sharpe Ratio -1.54
Beta Ratio 0.00
Fund Manager S Bharath
Inception Date Jan 14, 2000
Risk Level High

Investment Objective

The primary investment objective of the Fund is to provide periodic returns and capital appreciation through a judicious mix of equity and debt instruments, while simultaneously aiming to minimise capital erosion.

Crisil Balanced Fund - Aggressive Index Activating the following links will update the content below.

Return Calculator

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Aggressive Hybrid Fund - (G) 0.43 -1.26 -1.68 8.82 9.38 10.99
Benchmark - Crisil Balanced Fund - Aggressive Index 0 0 0 0 0 0
Category Average - BEST HYBRID PERFORMERS 1.07 2.59 1.41 10.77 10.6 12.1
Category Rank 1/1 2/1 6/1 2/1 2/1 1/1
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Quant Aggressive Hybrid Fund (IDCW) 65.6819 0.52 12.76 13.98 13.36 2,144.66 2.65 5,000.00 invest
Quant Aggressive Hybrid Fund (G) 476.2062 0.52 12.76 13.98 13.35 2,144.66 2.65 5,000.00 invest
PGIM India Aggressive Hybrid Equity Fund (G) 129.8300 0.42 -0.92 7.87 6.81 205.40 2.50 5,000.00 invest
PGIM India Aggressive Hybrid Equity Fund (IDCW-M) 22.3600 0.40 -0.92 7.85 6.82 205.40 2.50 5,000.00 invest
DSP Aggressive Hybrid Fund - Regular (IDCW) 26.9380 -0.52 -2.52 10.31 9.35 11,837.69 1.82 100.00 invest

Asset Allocation

Asset Legend Asset Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-ICICI Bank Jun 30, 2026 451.15 5.05 -11.12
Equity-HDFC Bank Jun 30, 2026 446.46 4.99 -13.62
Reverse Repo-TREPS Jun 30, 2026 389.35 4.35 -12.49
Equity-Reliance Industr Jun 30, 2026 334.40 3.74 -21.17
Equity-Larsen & Toubro Jun 30, 2026 325.99 3.65 0.63
Corporate Debts-N A B A R D Jun 30, 2026 303.11 3.39 8.50
Equity-Bharti Airtel Jun 30, 2026 287.81 3.22 -15.36
Govt. Securities-GSEC2035 6.48 Jun 30, 2026 283.55 3.17 1.74
Equity-M & M Jun 30, 2026 208.41 2.33 -20.61
Equity-Kotak Mah. Bank Jun 30, 2026 205.87 2.30 -6.50

latest news

SCHEME DETAILS

AMC Name
Sundaram Mutual Fund
Fund Name
Sundaram Aggressive Hybrid Fund - (G)
Contact Person
S Bharath
Registered Address
Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Telephone No
044-2858 3362/3367
Fax No.
044-2858 3156
Email
customerservices:sundarammutual.com
Website
www.sundarammutual.com