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Nov 05, 2026


Category Hybrid
AUM (Cr.) 8,793.32
Exit Load (%)* 1.00
Min Inv Lumpsum 100
Expense Ratio 2.15
Sharpe Ratio -4.32
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) 3.81 0.95 -3.33 8.67 6.85 10.87
Benchmark - Crisil Balanced Fund - Aggressive Index 0 0 0 0 0 0
Category Average - BEST HYBRID PERFORMERS 3.75 3.25 0.3 10.64 8.67 11.99
Category Rank 1/1 1/1 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
Aditya Birla SL Aggressive Hybrid Fund-Regular (IDCW) 167.2400 2.07 -0.25 10.12 7.39 6,831.02 1.90 100.00 invest
Aditya Birla SL Aggressive Hybrid Fund-Regular (G) 1,553.8200 2.07 -0.26 10.12 7.39 6,831.02 1.90 100.00 invest
PGIM India Aggressive Hybrid Equity Fund (G) 130.2100 1.93 -1.48 8.65 5.51 193.09 2.56 5,000.00 invest
PGIM India Aggressive Hybrid Equity Fund (IDCW-M) 21.8100 1.92 -1.49 8.62 5.51 193.09 2.56 5,000.00 invest
Tata Aggressive Hybrid Fund - Regular (IDCW-M) 77.9927 0.57 -5.22 7.04 6.27 3,982.56 2.14 5,000.00 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
Reverse Repo-TREPS Aug 31, 2026 564.62 6.09 128.79
Equity-ICICI Bank Aug 31, 2026 477.00 5.14 1.30
Corporate Debts-N A B A R D Aug 31, 2026 345.16 3.72 7.26
Equity-Larsen & Toubro Aug 31, 2026 318.24 3.43 2.69
Equity-Reliance Industr Aug 31, 2026 289.40 3.12 -2.36
Equity-Bharti Airtel Aug 31, 2026 286.47 3.09 -8.12
Govt. Securities-GSEC2035 6.48 Aug 31, 2026 280.62 3.03 -0.63
Equity-HDFC Bank Aug 31, 2026 255.31 2.75 -39.01
Equity-M & M Aug 31, 2026 240.22 2.59 -3.43
Equity-Eternal Aug 31, 2026 201.87 2.18 -6.91

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

*Exit load shown is applicable for redemption within 1 year. Applicable exit load may vary thereafter as per scheme terms.