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May 21, 2026


Category Hybrid
AUM (Cr.) 8,484.02
Exit Load (%) 1.00
Min Inv Lumpsum 100
Expense Ratio 1.99
Sharpe Ratio 0.42
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) -2.12 -6.25 -2.24 10.64 9.91 10.97
Benchmark - Crisil Balanced Fund - Aggressive Index 0 0 0 0 0 0
Category Average - BEST HYBRID PERFORMERS -1.47 -3.53 0.78 12.27 11 12.32
Category Rank 6/2 6/2 6/2 2/2 2/2 2/2
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Aditya Birla SL Equity Hybrid `95 Fund (G) 1,475.3700 0.00 -0.67 11.26 9.38 6,999.40 1.94 100.00 invest
Aditya Birla SL Equity Hybrid `95 Fund (IDCW) 164.5700 0.00 -0.58 11.25 9.38 6,999.40 1.94 100.00 invest
DSP Aggressive Hybrid Fund - Regular (G) 341.9970 0.00 -3.71 12.40 10.16 11,581.75 2.01 100.00 invest
DSP Aggressive Hybrid Fund - Regular (IDCW) 26.6810 0.00 -3.71 12.12 9.99 11,581.75 2.01 100.00 invest
Union Aggressive Hybrid Fund (IDCW) 16.5200 0.00 0.43 11.26 10.14 707.07 2.57 1,000.00 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
Equity-HDFC Bank Jan 31, 2026 575.91 7.26 -0.01
Equity-ICICI Bank Jan 31, 2026 382.46 4.82 2.94
Reverse Repo-TREPS Jan 31, 2026 301.31 3.80 22.70
Equity-Reliance Industr Jan 31, 2026 298.19 3.76 -8.88
Equity-Bharti Airtel Jan 31, 2026 290.24 3.66 -3.11
Equity-Larsen & Toubro Jan 31, 2026 273.20 3.44 8.02
Govt. Securities-GSEC2034 Jan 31, 2026 255.62 3.22 -0.60
Equity-M & M Jan 31, 2026 219.70 2.77 0.81
Equity-Kotak Mah. Bank Jan 31, 2026 204.22 2.57 -5.05
Corporate Debts-N A B A R D Jan 31, 2026 195.59 2.47 -0.68

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