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Oct 16, 2026


Category Hybrid
AUM (Cr.) 8,793.32
Exit Load (%) 1.00
Min Inv Lumpsum 100
Expense Ratio 2.15
Sharpe Ratio -1.78
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) -2.2 -2.58 -6.35 6.92 5.75 11.43
Benchmark - Crisil Balanced Fund - Aggressive Index 0 0 0 0 0 0
Category Average - BEST HYBRID PERFORMERS -0.8 0.29 -2.61 8.93 7.59 11.72
Category Rank 5/1 4/1 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
UTI-Aggressive Hybrid Fund (G) 393.9971 0.54 -3.28 9.04 8.82 6,474.74 1.90 1,000.00 invest
UTI-Aggressive Hybrid Fund (IDCW) 38.6278 0.54 -3.29 15.15 12.44 6,474.74 1.90 5,000.00 invest
Baroda BNP Paribas Aggressive Hybrid Fund (IDCW) 14.7809 0.48 -3.18 8.37 7.20 1,197.19 2.23 5,000.00 invest
Baroda BNP Paribas Aggressive Hybrid Fund (G) 27.1841 0.48 -3.19 8.37 7.30 1,197.19 2.23 5,000.00 invest
Bank of India Aggressive Hybrid Fund (G) 42.0500 -0.17 10.63 14.22 11.96 2,195.61 2.25 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