NAV
₹178.7973
as of 30 Sept 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- -2.66%
- 3Y
- +8.32%
- 5Y
- —
- Since Inception
- +8.30%
SIP returns (XIRR)
- 1Y
- -5.35%
- 3Y
- +2.35%
- 5Y
- —
- Since Inception
- +6.82%
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Banks9.90%
- Automobiles6.03%
- Finance5.93%
- IT - Software5.31%
- Financial Technology (Fintech)3.78%
- Construction3.43%
- Pharmaceuticals & Biotechnology3.39%
- Petroleum Products3.12%
- Telecom - Services3.09%
- Non - Ferrous Metals2.96%
- Capital Markets2.91%
- Retailing2.18%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
- 1Icici Bank Ltd5.14%
- 2Larsen & Toubro Ltd3.43%
- 3Reliance Industries Ltd3.12%
- 4Bharti Airtel Ltd3.09%
- 56.48% Central Government Securities 06/10/2035 *3.03%
- 6Hdfc Bank Ltd2.75%
- 7Mahindra & Mahindra Ltd2.59%
- 8Eternal Ltd (Previously Zomato Ltd)2.18%
- 9Coforge Ltd2.10%
- 10Kotak Mahindra Bank Ltd2.00%
What this fund does
Sundaram Aggressive Hybrid Fund · Direct · 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 · Direct · Growth is a Aggressive Hybrid mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 4 years.