Client Management | Digital KYC | Transactions | Investor App | AUM & Brokerage Reports | Lead Management | Automated Follow-Ups | MF Research | Multi-Asset Tracking
Login
Get Started
Home Mf Research Sundaram Aggressive Hybrid Fund Regular Plan Growth
SUNDARAM MUTUAL FUND

Mutual Fund Research

Sundaram Aggressive Hybrid Fund - Regular Plan - Growth

SUNDARAM MUTUAL FUND Hybrid Hybrid Aggressive Hybrid

Fund Performance

-
-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,030.36 +3.04%
Two Week 2026-10-19 ₹1,000.00 ₹1,021.17 +2.12%
One Month 2026-10-05 ₹1,000.00 ₹1,015.60 +1.56%
Three Months 2026-08-05 ₹3,000.00 ₹2,937.20 -2.09%
Six Months 2026-05-07 ₹6,000.00 ₹5,905.69 -1.57%
One Year 2025-11-03 ₹12,000.00 ₹11,732.44 -2.23%
Three Year 2023-11-06 ₹36,000.00 ₹36,537.94 +1.49%
Since Inception 2021-12-30 ₹59,000.00 ₹68,146.27 +15.50%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Banks 9.93%
CRISIL AAA 6.44%
Finance 6.02%
Automobiles 5.56%
Sovereign 5.46%
Other 5.26%
Pharmaceuticals & Biotechnology 5.20%
Telecom - Services 4.39%
It - Software 4.36%
ICRA AAA 3.83%
Petroleum Products 3.66%
Construction 3.36%
Non - Ferrous Metals 3.11%
Capital Markets 2.87%
Financial Technology (Fintech) 2.85%
Realty 2.80%
Electrical Equipment 2.66%
CRISIL A1+ 2.65%
Retailing 2.61%
Healthcare Services 1.86%
Transport Services 1.79%
Auto Components 1.28%
Consumer Durables 1.26%
Industrial Products 1.23%
Fertilizers & Agrochemicals 1.15%
Insurance 1.12%
Transport Infrastructure 0.99%
Cement & Cement Products 0.95%
Agricultural Food & Other Products 0.82%
IND A1+ 0.73%
Agricultural, Commercial & Construction Vehicles 0.71%
Food Products 0.69%
ICRA AA+ 0.62%
Industrial Manufacturing 0.54%
Chemicals & Petrochemicals 0.51%
CRISIL AA+ 0.28%
IND AAA 0.27%
ICRA A1+ 0.17%
Leisure Services 0.00%

Top Holdings

Company-wise portfolio exposure

ICICI Bank Ltd 4.93%
Reliance Industries Ltd 3.66%
Larsen & Toubro Ltd 3.36%
Bharti Airtel Ltd 3.29%
HDFC Bank Ltd 2.90%
Eternal Ltd (Previously Zomato Ltd) 2.61%
TVS Motor Company Ltd 2.12%
Kotak Mahindra Bank Ltd 2.10%
Cholamandalam Investment and Finance Company Ltd 1.82%
One 97 Communications Ltd 1.76%
Hindalco Industries Ltd 1.68%
Oracle Financial Services Software Ltd 1.58%
Mahindra & Mahindra Ltd 1.54%
Coforge Ltd 1.47%
Vedanta Aluminium Metal Ltd 1.44%
Fractal Analytics Ltd 1.32%
Bajaj Finserv Ltd 1.31%
Amber Enterprises India Ltd 1.26%
Poonawalla Fincorp Ltd 1.23%
Cummins India Ltd 1.23%
Granules India Ltd 1.20%
MTAR Technologies Ltd 1.17%
Billionbrains Garage Ventures Ltd 1.17%
Aster DM Healthcare Ltd 1.16%
Coromandel International Ltd 1.15%
SBI Life Insurance Company Ltd 1.12%
Altius Telecom Infrastructure Trust 1.10%
Sun Pharmaceutical Industries Ltd 1.10%
PB Fintech Ltd 1.09%
Force Motors Ltd 1.08%
Multi Commodity Exchange of India Ltd 1.04%
UNO Minda Ltd 1.00%
JSW Infrastructure Ltd 0.99%
Ultratech Cement Ltd 0.95%
Delhivery Ltd 0.91%
Horizon Industrial Parks Ltd 0.89%
Mankind Pharma Ltd 0.89%
Interglobe Aviation Ltd 0.88%
Home First Finance Company Ltd 0.84%
CCL Products (India) Ltd 0.82%
CRISIL Ltd 0.82%
Bajaj Auto Ltd 0.81%
Gland Pharma Ltd 0.72%
Ashok Leyland Ltd 0.71%
Indegene Limited 0.70%
Mrs. Bectors Food Specialities Ltd 0.69%
Alkem Laboratories Ltd 0.67%
Prudent Corporate Advisory Services Ltd 0.66%
Lupin Ltd 0.63%
TD Power Systems Ltd 0.56%
Cochin Shipyard Ltd 0.54%
Clean Science & Technology Ltd 0.51%
Thermax Ltd 0.49%
Elecon Engineering Company Ltd 0.43%
Dhoot Transmission Ltd 0.27%
Chennai Super Kings Ltd @ 0.00%
Embassy Office Parks REIT 1.25%
Brookfield India Real Estate Trust REIT 0.66%
National Bank for Agriculture & Rural Development - 7.53% - 24/03/2028 0.96%
National Bank for Agriculture & Rural Development - 7.48% - 15/09/2028 0.51%
National Bank for Agriculture & Rural Development - 7.44% - 17/07/2029 0.51%
National Bank for Agriculture & Rural Development - 7.01% - 16/03/2029** 0.48%
Power Finance Corporation Ltd - 6.96% - 02/03/2028** 0.45%
National Bank for Agriculture & Rural Development - 6.66% - 12/10/2028** 0.39%
Bharti Telecom Ltd - 7.4% - 01/02/2029 0.39%
Cholamandalam Investment and Finance Company Ltd - 8.54% - 12/04/2029** 0.34%
Bajaj Finance Ltd - 7.82% - 31/01/2034** 0.34%
Small Industries Development Bank of India - 7.04% - 09/02/2029** 0.34%
Small Industries Development Bank of India - 7.79% - 14/05/2027 0.28%
Tata Capital Housing Finance Ltd - 8.2% - 25/09/2029 0.28%
LIC Housing Finance Ltd - 7.74% - 22/10/2027** 0.28%
National Bank for Agriculture & Rural Development - 7.62% - 31/01/2028** 0.28%
HDFC Bank Ltd - 7.7% - 16/05/2028** 0.28%
Muthoot Finance Ltd - 8.52% - 07/04/2028** 0.28%
Power Finance Corporation Ltd - 7.82% - 06/03/2038** 0.28%
Small Industries Development Bank of India - 7.47% - 05/09/2029** 0.28%
National Bank for Agriculture & Rural Development - 7.1% - 29/03/2029** 0.28%
National Bank for Agriculture & Rural Development - 7.16% - 14/12/2029 0.28%
Small Industries Development Bank of India - 7.4% - 18/06/2031** 0.28%
National Bank for Agriculture & Rural Development - 6.85% - 19/01/2029 0.28%
State Bank of India - 6.93% - 20/10/2035** - Call Dt : 19-Oct-30* 0.28%
Power Finance Corporation Ltd - 7.75% - 11/06/2030** 0.23%
Housing & Urban Development Corporation Ltd - 7.23% - 18/07/2029** 0.22%
REC LTD - 7.34% - 30/04/2030** 0.22%
Bharti Telecom Ltd - 8.65% - 05/11/2027** 0.17%
Power Finance Corporation Ltd - 7.77% - 15/04/2028** 0.17%
LIC Housing Finance Ltd - 8.025% - 23/03/2033** 0.17%
Indian Railway Finance Corporation Ltd - 7.46% - 18/06/2029** 0.17%
Muthoot Finance Ltd - 8.4% - 28/08/2028** 0.17%
Power Finance Corporation Ltd - 6.73% - 15/10/2027** 0.17%
Indian Railway Finance Corporation Ltd - 7.74% - 15/04/2038** 0.17%
Bajaj Finance Ltd - 7.11% - 10/07/2028** 0.17%
PNB Housing Finance Ltd - 7.28% - 05/06/2028** 0.16%
Indian Railway Finance Corporation Ltd - 01/12/2035** 0.15%
Can Fin Homes Ltd - 8.09% - 04/01/2027** 0.11%
PNB Housing Finance Ltd - 8.15% - 29/07/2027** 0.11%
Small Industries Development Bank of India - 7.68% - 10/08/2027 0.11%
REC LTD - 7.56% - 31/08/2027** 0.11%
Cholamandalam Investment and Finance Company Ltd - 7.38% - 28/05/2027** 0.11%
HDB Financial Services Ltd - 7.4091% - 05/06/2028** 0.11%
REC LTD - 7.28% - 31/08/2029** 0.06%
6.48% Central Government Securities 06/10/2035* 2.82%
7.23% Central Government Securities 15/04/2039* 0.57%
6.94% Central Government Securities 11/05/2036 0.45%
7.18% Government Securities - 24/07/2037 0.34%
7.10% Central Government Securities 18/04/2029* 0.29%
7.10% Central Government Securities 08/04/2034 0.28%
7.30% Government Securities - 19/06/2053 0.27%
7.34% Central Government Securities 22/04/2064 0.27%
7.02% Central Government Securities 18/06/2031 0.17%
National Bank for Agriculture & Rural Development - 05/03/2027** 0.83%
Bank of Baroda - 07/12/2026** 0.56%
Punjab National Bank - 05/02/2027** 0.56%
National Bank for Agriculture & Rural Development - 10/03/2027** 0.55%
Small Industries Development Bank of India - 18/02/2027** 0.28%
Bank of Baroda - 04/02/2027** 0.17%
Union Bank of India - 16/03/2027 0.17%
Small Industries Development Bank of India - 09/06/2027** 0.43%
TREPS 3.21%
Sundaram Liquid Fund - Direct Growth 1.42%
Cash and Other Net Current Assets^ 0.63%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
11.30%
Return volatility
β
Beta
1.1
Benchmark sensitivity
S
Sharpe Ratio
0.4
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
3.7 Years
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Qsif Hybrid Long-Short Fund - Regular Plan - Growth 25.59% 0.00% 25.35%
Altiva Hybrid Long-Short Fund - Regular Plan - Growth 8.93% 0.00% 8.89%
Bank Of India Aggressive Hybrid Fund - Regular Plan - Growth 6.36% 13.79% 14.72%
Quant Aggressive Hybrid Fund - Regular Plan - Growth 4.11% 12.35% 13.96%
NAVI Aggressive Hybrid Fund - Regular Plan - Growth 3.93% 10.50% 9.64%
Magnum Hybrid Long Short Fund - Regular Plan - Growth 3.36% 0.00% 3.21%
Bandhan Aggressive Hybrid Fund - Regular Plan - Growth 2.19% 13.40% 10.86%
HSBC Aggressive Hybrid Fund - Regular Plan - Growth 0.42% 11.89% 11.79%
Arudha Hybrid Long - Short Fund - Regular Plan - Growth 0.00% 0.00% 5.54%
Isif Hybrid Long-Short Fund - Regular Plan - Growth 0.00% 0.00% 4.90%

Returns are historical and do not guarantee future performance.

View All Hybrid Aggressive Hybrid Funds

Fund Family

Compare schemes from SUNDARAM MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Sundaram Global Brand Theme-Equity Active FOF - Regular Plan - Growth 16.72% 18.97% 8.06%
Sundaram Liquid Fund - Regular Plan - Growth 6.31% 6.74% 27.33%
Sundaram Arbitrage Fund - Regular Plan - Growth 6.21% 6.45% 5.96%
Sundaram Money Market Fund - Regular Plan - Growth 6.19% 7.07% 6.20%
Sundaram Ultra Short Term Fund - Regular Plan - Growth 5.16% 5.90% 35.00%
Sundaram Overnight Fund - Regular Plan - Growth 5.13% 5.89% 5.12%
Sundaram Ultra Short To Short Term Fund - Regular Plan - Growth 4.88% 6.40% 29.56%
Sundaram Short Term Fund - Regular Plan - Growth 4.22% 6.69% 5.99%
Sundaram Banking And PSU Debt Fund - Regular Plan - Growth 3.85% 6.69% 7.20%
Sundaram Corporate Bond Fund - Regular Plan - Growth 3.47% 6.58% 6.85%

Returns are historical and do not guarantee future performance.

View All SUNDARAM MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

To provide long-term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
2.15%
Expense Ratio (Direct)
1.16%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
CRISIL Hybrid 35+65 Aggressive Index

Exit Load

Charges that may apply when you redeem units

Upto 25%, within 365 days from the date of allotment: Nil. More than 25% within 365 days from the date of allotment: 1%. >365 days: Nil
Top AMC/Fund Houses
360 ONE Mutual Fund AMC logo
360 ONE Mutual Fund
AUM
₹13,053 Cr
Age
15+ Years
Aditya Birla Sun Life Mutual Fund AMC logo
Aditya Birla Sun Life Mutual Fund
AUM
₹4.36 Lakh Cr
Age
31+ Years
Helios Mutual Fund AMC logo
Helios Mutual Fund
AUM
₹9,401 Cr
Age
1–2 Years
Bandhan Mutual Fund AMC logo
Bandhan Mutual Fund
AUM
₹1.78+ Lakh Cr
Age
4 Years
view all

FAQs

Is a Mutual Fund with a Lower NAV Better?

What Are the Charges in Mutual Fund Investments?

What Are the Tax Benefits of Mutual Funds?

Is It a Good Time to Invest in Mutual Funds?

What Is the Difference Between Dividend and Growth Plans?

Should I Invest in Infrastructure Funds?

What Are Sector-Specific Funds/Schemes?

What Happens If I Miss an SIP Payment?

How Can I Compare Different Mutual Funds?