Sundaram Aggressive Hybrid Fund · Regular · Growth
NAV
₹158.9366
as of 14 Jul 2026
Expense Ratio
—
see scheme documents
AUM
₹7,964 Cr
Lumpsum returns (CAGR)
- 1Y
- -1.94%
- 3Y
- +9.24%
- 5Y
- —
- Since Inception
- +8.16%
SIP returns (XIRR)
- 1Y
- -1.02%
- 3Y
- +4.42%
- 5Y
- —
- Since Inception
- +7.54%
What history actually did — last 4 years (Jul 2022 – Jul 2026)
A ₹5,000 monthly SIP for the last 4 years (Jul 2022 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹2,73,828 today — ₹2,40,000 invested, 6.8% XIRR.
₹2,40,000
Invested
₹2,73,828
Value today
6.8%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 4 years (Jul 2022 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 4 years ago would be ₹1,51,426 today (10.9% CAGR).
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 4 years (Jul 2022 – Jul 2026) (3 Jun 2024) would be ₹1,07,476 today (1.07×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised-0.31
Sharpe Ratio
—
Alpha
—
Beta
-0.31
Sortino
10.45%
Std Dev
-11.85%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Mar 2026- Banks16.00%
- IT - Software7.00%
- Automobiles6.00%
- Finance5.00%
- Petroleum Products5.00%
- Telecom - Services4.00%
- Construction4.00%
- Pharmaceuticals & Biotechnology2.00%
- Cement & Cement Products2.00%
- Aerospace & Defense2.00%
- Gas1.00%
- Leisure Services1.00%
Each sector links to the mutual funds most exposed to it.
Thinking about Sundaram Aggressive Hybrid Fund · Regular · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
Fund Details
Available transactions
Portfolio holdings
- 1Hdfc Bank Ltd6.28%
- 2Icici Bank Ltd5.12%
- 3Reliance Industries Ltd4.46%
- 4Bharti Airtel Ltd3.76%
- 5Larsen & Toubro Ltd3.52%
- 6Mahindra & Mahindra Ltd2.71%
- 7Sundaram Liquid Fund - Direct Growth2.62%
- 86.48% Central Government Securities 06/10/2035*2.57%
- 9Kotak Mahindra Bank Ltd2.40%
- 10Infosys Ltd2.12%
Investment Objective
Sundaram Aggressive Hybrid Fund · Regular · Growth aims to generate long-term capital appreciation with moderate income by investing 65-80% in equity and 20-35% in debt instruments. This asset allocation provides equity upside with a debt cushion during market downturns.
About This Fund
Sundaram Aggressive Hybrid Fund · Regular · Growth is a Aggressive Hybrid mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 4 years. It manages assets worth ₹7,964 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 50 Hybrid Composite Debt 65:35 Index.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations