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Open ICICI 3-in-1 Account

Apr 07, 2026

Category Hybrid
AUM (Cr.) 8,141.79
Exit Load (%) 1.00
Min Inv Lumpsum 100
Expense Ratio 1.78
Sharpe Ratio -2.28
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.

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

Return Calculator

Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Aggressive Hybrid Fund - (IDCW-M) -4.2 -6.96 2.99 10.51 9.85 11.59
Benchmark - Crisil Balanced Fund - Aggressive Index 0 0 0 0 0 0
Category Average - BEST HYBRID PERFORMERS -3.92 -6.5 5.28 11.94 10.75 12.09
Category Rank 5/1 6/1 4/1 2/1 2/1 1/1
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Union Aggressive Hybrid Fund (G) 17.0700 0.53 6.36 11.39 9.83 704.55 2.40 1,000.00 invest
UTI-Aggressive Hybrid Fund (IDCW) 38.8110 0.52 5.64 20.51 17.04 6,663.35 1.86 5,000.00 invest
UTI-Aggressive Hybrid Fund (G) 387.3950 0.52 5.64 14.11 13.27 6,663.35 1.86 1,000.00 invest
Bandhan Aggressive Hybrid Fund - Regular (IDCW) 17.8610 0.52 10.63 14.03 11.90 1,747.21 2.06 1,000.00 invest
Bank of India Mid & Small Cap Equity & Debt Fund (IDCW) 30.4300 0.00 12.31 17.42 15.84 1,360.45 2.03 5,000.00 invest
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Aggressive Hybrid Fund - (IDCW-M) -4.2 -6.96 2.99 10.51 9.85 11.59
Benchmark - Crisil Balanced Fund - Aggressive Index 0 0 0 0 0 0
Category Average - BEST HYBRID PERFORMERS -3.92 -6.5 5.28 11.94 10.75 12.09
Category Rank 5/1 6/1 4/1 2/1 2/1 1/1
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Union Aggressive Hybrid Fund (G) 17.0700 0.53 6.36 11.39 9.83 704.55 2.40 1,000.00 invest
UTI-Aggressive Hybrid Fund (IDCW) 38.8110 0.52 5.64 20.51 17.04 6,663.35 1.86 5,000.00 invest
UTI-Aggressive Hybrid Fund (G) 387.3950 0.52 5.64 14.11 13.27 6,663.35 1.86 1,000.00 invest
Bandhan Aggressive Hybrid Fund - Regular (IDCW) 17.8610 0.52 10.63 14.03 11.90 1,747.21 2.06 1,000.00 invest
Bank of India Mid & Small Cap Equity & Debt Fund (IDCW) 30.4300 0.00 12.31 17.42 15.84 1,360.45 2.03 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
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 - (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