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Sep 24, 2026


Category Hybrid
AUM (Cr.) 9,272.45
Exit Load (%) 1.00
Min Inv Lumpsum 100
Expense Ratio 2.08
Sharpe Ratio 2.51
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 - (IDCW-M) -3.6 4.32 -2.99 7.84 6.95 11.53
Benchmark - Crisil Balanced Fund - Aggressive Index 0 0 0 0 0 0
Category Average - BEST HYBRID PERFORMERS -2.66 7.38 -0.32 9.68 8.45 11.85
Category Rank 5/1 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
DSP Aggressive Hybrid Fund - Regular (G) 340.7570 -0.87 -4.83 8.67 7.24 11,758.92 1.82 100.00 invest
DSP Aggressive Hybrid Fund - Regular (IDCW) 25.7220 -0.87 -4.83 8.39 7.07 11,758.92 1.82 100.00 invest
Quant Aggressive Hybrid Fund (IDCW) 62.5436 -0.89 6.22 11.82 10.95 2,158.27 2.65 5,000.00 invest
Quant Aggressive Hybrid Fund (G) 453.4542 -0.89 6.22 11.82 10.95 2,158.27 2.65 5,000.00 invest
HSBC Aggressive Hybrid Fund (IDCW) 27.7234 -1.79 3.16 12.06 9.47 5,869.76 1.97 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 - (IDCW-M)
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