NAV
₹183.3591
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- +0.24%
- 3Y
- +11.36%
- 5Y
- —
- Since Inception
- +9.48%
SIP returns (XIRR)
- 1Y
- -0.68%
- 3Y
- +5.95%
- 5Y
- —
- Since Inception
- +8.88%
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.
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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
- 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 · 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.
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