Sundaram Aggressive Hybrid Fund - (G)

Aggressive Hybrid Fund

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NAV
157.86(0.33%)
Fund Size (CR)
₹7,653.49
Expense Ratio
1.76
Scheme Type
Active Fund
Value Research
-

Min. investment
₹100
Minimum Additional Investment
₹100
Minimum SIP Investment
₹100
Minimum Withdrawal
₹500
Exit Load
1%
Return Since Launch
11.05%

Absolute Return: -2.32%

Annualized Return: 0%

Basic Details

Scheme Manager

S Bharath

Bench Mark

CRISIL Hybrid 35+65 - Aggressive Index

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	April 21, 2026	9856.08	-1.44%	-	-1.23%	109/195
1 Month	March 27, 2026	10511.05	5.11%	-	6.19%	146/195
3 Month	January 28, 2026	9739.26	-2.61%	-	-0.67%	169/195
6 Month	October 28, 2025	9509.29	-4.91%	-	-3.70%	128/195
1 Year	April 28, 2025	10012.59	0.13%	0.13%	2.72%	140/195
3 Year	April 28, 2023	13887.27	38.87%	11.56%	13.05%	127/195
5 Year	April 28, 2021	16452.11	64.52%	10.46%	11.89%	122/195
Since Inception	January 14, 2000	157348.00	1473.48%	11.05%	11.75%	115/195

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	May 2, 2025	1,20,000	118134.47	-1.55%	-1.55%
3 Year	May 2, 2023	3,60,000	390195.76	8.39%	2.72%
5 Year	May 3, 2021	6,00,000	737606.65	22.93%	4.22%
10 Year	May 2, 2016	12,00,000	2082105.54	73.51%	5.67%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

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Monthly Investment (₹)

Minimum value allowed is 500

Expected Returns Rate (%)

Minimum value allowed is 1

Time Period (in Years)

Minimum value allowed is 1

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Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

3.16%

Standard Deviation

0.79%

Beta

0.28%

Sharpe Ratio

-0.03%

Treynor's Ratio

2.70%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
HDFC Bank	6.28%	6567885	480.47	Equity	Banks
ICICI Bank	5.12%	3251690	392.12	Equity	Banks
Reliance Industr	4.46%	2537858	341.06	Equity	Refineries
Bharti Airtel	3.76%	1612729	287.45	Equity	Telecom-Service
Larsen & Toubro	3.52%	769214	269.54	Equity	Infrastructure Developers & Operators
M & M	2.71%	702467	207.56	Equity	Automobile
Kotak Mah. Bank	2.40%	5200984	183.80	Equity	Banks
Infosys	2.12%	1294889	161.94	Equity	IT - Software
Bajaj Finance	2.02%	1925943	154.37	Equity	Finance
HCL Technologies	1.85%	1058128	141.96	Equity	IT - Software

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Bank of India Mid & Small Cap Equity & Debt Fund-Dir (G)	1281.95	11.69%	8.37%	6.33%	14.92%	21.72%
Bank of India Mid & Small Cap Equity & Debt Fund-D(IDCW)	1281.95	11.71%	8.41%	6.34%	14.88%	21.68%
Quant Aggressive Hybrid Fund - Direct (G)	1808.88	11.80%	8.49%	2.25%	11.65%	15.55%
Quant Aggressive Hybrid Fund - Direct (IDCW)	1808.88	11.80%	8.49%	2.25%	11.65%	15.55%
HSBC Aggressive Hybrid Fund - Direct (G)	5005.34	7.32%	2.19%	-2.56%	11.13%	15.89%

List of Schemes under Sundaram Mutual Fund

Fund Name	Category	Risk	1Y Returns	Ratings	Fund Size (Cr)
Sundaram Low Duration Fund	Debt	Moderate	6.26%	5	₹430.10
Sundaram Nifty 100 Equal Weight Fund	Other	Very High	8.64%	3	₹121.51
Sundaram LT MC Tax Advantage Fund - Sr.V	Equity	Very High	14.37%	0	₹25.86
Sundaram LT MC Tax Advantage Fund - Sr.VI	Equity	Very High	13.57%	0	₹30.91
Sundaram LT MC Tax Advantage Fund - Sr.III	Equity	Very High	13.79%	0	₹63.44
Sundaram LT MC Tax Advantage Fund - Sr.IV	Equity	Very High	13.66%	0	₹30.40
Sundaram Overnight Fund	Debt	Low	5.37%	3	₹908.15
Sundaram Small Cap Fund	Equity	Very High	14.23%	3	₹2,982.57
Sundaram Equity Savings Fund	Hybrid	Moderate	4%	0	₹1,070.66
Sundaram Large Cap Fund	Equity	Very High	-0.89%	3	₹2,889.32
Sundaram Multi Asset Allocation Fund	Hybrid	Very High	11.49%	0	₹3,060.26
Sundaram Services Fund	Equity	Very High	2.8%	0	₹4,146.35
Sundaram Balanced Advantage Fund	Hybrid	High	2.31%	3	₹1,564.62
Sundaram Mid Cap Fund	Equity	Very High	12.96%	4	₹11,898.19
Sundaram Global Brand Theme - Equity Active FoF	Other	Very High	32.63%	0	₹147.63
Sundaram Banking & PSU Fund	Debt	Moderately Low	4.99%	3	₹273.92
Sundaram Consumption Fund	Equity	Very High	-4.2%	2	₹1,293.62
Sundaram Large and Mid Cap Fund	Equity	Very High	5.63%	2	₹6,030.80
Sundaram Fin Serv Opportunities	Equity	Very High	3.82%	4	₹1,438.57
Sundaram Short Duration Fund	Debt	Moderate	5.58%	3	₹191.53
Sundaram LT Tax Advantage Fund - Sr.III	Equity	Very High	16.02%	0	₹28.88
Sundaram Income Plus Arbitrage Active FoF	Other	Moderate	0%	0	₹66.33
Sundaram LT Tax Advantage Fund - Sr.IV	Equity	Very High	15.73%	0	₹19.36
Sundaram Aggressive Hybrid Fund	Hybrid	High	1.21%	3	₹7,653.49
Sundaram Conservative Hybrid Fund	Hybrid	Moderate	-0.88%	2	₹19.07
Sundaram Corporate Bond Fund	Debt	Moderately Low	4.78%	3	₹621.84
Sundaram Flexi Cap Fund	Equity	Very High	3.49%	3	₹1,824.52
Sundaram Focused Fund	Equity	Very High	1.09%	3	₹947.70
Sundaram Business Cycle Fund	Equity	Very High	0.17%	0	₹1,403.74
Sundaram Money Market Fund	Debt	Low	6.45%	3	₹2,176.66
Sundaram Dividend Yield Fund	Equity	Very High	2.54%	0	₹809.73
Sundaram Value Fund	Equity	Very High	1.51%	0	₹1,212.50
Sundaram ELSS Tax Saver Fund	Equity	Very High	2.38%	3	₹1,183.44
Sundaram Ultra Short Duration Fund	Debt	Moderately Low	6.51%	4	₹1,866.83
Sundaram Multi-Factor Fund	Equity	Very High	0%	0	₹865.54
Sundaram Multi Cap Fund	Equity	Very High	4.48%	2	₹2,525.11
Sundaram Infrastructure Advantage Fund	Equity	Very High	17.2%	2	₹872.61
Sundaram Liquid Fund	Debt	Moderate	6.29%	4	₹7,512.02
Sundaram Medium Duration Fund	Debt	Moderate	3.51%	1	₹33.88
Sundaram Arbitrage Fund	Hybrid	Moderately Low	6.67%	2	₹412.03

News

Sundaram Mutual Fund announces IDCW under its schemes
Sundaram Mutual Fund has announced 30 April 2026 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:
Sundaram Nifty 100 Equal Weight Fund - Regular Plan - IDCW - Option: 5.517
Sundaram Nifty 100 Equal Weight Fund - Direct Plan - IDCW - Option: 5.830
Sundaram Equity Savings Fund - Regular Plan - IDCW - Half Yearly Option: 1.077
Sundaram Equity Savings Fund - Direct Plan - IDCW - Half Yearly Option: 1.167
Sundaram ELSS Tax Saver Fund - Regular Plan - IDCW - Half Yearly Option: 16.341
Sundaram ELSS Tax Saver Fund - Direct Plan - IDCW - Half Yearly Option: 21.955
Sundaram Flexi Cap Fund - Regular Plan - IDCW - Option: 0.925
Sundaram Flexi Cap Fund - Direct Plan - IDCW - Option: 0.977

Sundaram Mutual Fund announces Appointment of Key Personnel
Sundaram Mutual Fund has announced that Mr. Bobbili Paidam Nayudu has been appointed as Dealer - Fixed Income and Research Analyst ' Fixed Income' Accordingly, his details shall be added under Information on Key Personnel' of the Statement of Additional Information ('SAI') of the Sundaram Mutual Fund, with immediate effect.
Name: Mr. Bobbili Paidam Nayudu
Age: 32 years
Designation: Dealer - Fixed Income
Qualification: MBA - Banking & Finance, Post Graduation Diploma in Banking & Finance, B. Tech ' Computer Science & Engineering.

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes
Sundaram Mutual Fund has announced 20 April 2026 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:
Sundaram Aggressive Hybrid Fund - Regular Plan-Monthly-IDCW Option: 0.250
Sundaram Aggressive Hybrid Fund - Direct Plan-Monthly-IDCW Option: 0.350
Sundaram Balanced Advantage Fund - Regular Plan-Monthly-IDCW Option: 0.115
Sundaram Balanced Advantage Fund - Direct Plan-Monthly-IDCW Option: 0.140

Fund House Details & Investment Objective

Date of Incorporation

January 14, 2000

Total AUM (Cr)

₹7653.48

Sundaram Aggressive Hybrid Fund - (G) is an Aggressive Hybrid Fund-oriented fund from the renowned AMC, Sundaram Mutual Fund. Launched in January 14, 2000, this fund is managed by S Bharath. With assets under management (AUM) worth ₹7,653.49 (Cr), as of April 29, 2026, Sundaram Aggressive Hybrid Fund - (G) is categorized as a Aggressive Hybrid Fund within its segment. The fund has generated a return of 11.05% since its launch.
The current NAV of Sundaram Aggressive Hybrid Fund - (G) is ₹157.86, as on April 29, 2026. The fund's benchmark index is CRISIL Hybrid 35+65 - Aggressive Index. You can invest in Sundaram Aggressive Hybrid Fund - (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹100.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
The fund has generated 11.56% and 10.46% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 71.06% in Equity, 26.87% in Debt and 2.07% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 27.22% in Debt, 16.18% in Banks, 6.68% in Finance, 5.75% in IT-Software, 5.50% in Automobiles

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