Sundaram Aggressive Hybrid Fund · Regular · Growth
NAV
₹154.2603
as of 29 Sept 2026
Expense Ratio
—
see scheme documents
AUM
₹8,573 Cr
Lumpsum returns (CAGR)
- 1Y
- -3.54%
- 3Y
- +7.19%
- 5Y
- —
- Since Inception
- +7.11%
SIP returns (XIRR)
- 1Y
- -6.11%
- 3Y
- +1.32%
- 5Y
- —
- Since Inception
- +5.66%
What history actually did — last 4 years (Oct 2022 – Sept 2026)
A ₹5,000 monthly SIP for the last 4 years (Oct 2022 – Sept 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹2,54,890 today — ₹2,35,000 invested, 4.2% XIRR.
₹2,35,000
Invested
₹2,54,890
Value today
4.2%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 4 years (Oct 2022 – Sept 2026)
Real NAV backtest
₹1,00,000 invested 4 years ago would be ₹1,38,688 today (8.5% CAGR).
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 4 years (Oct 2022 – Sept 2026) (3 Jun 2024) would be ₹1,04,314 today (1.04×).
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-0.33
Sharpe Ratio
—
Alpha
—
Beta
-0.32
Sortino
9.84%
Std Dev
-11.85%
Max Drawdown
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
- 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 · 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 ₹8,573 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 50 Hybrid Composite Debt 65:35 Index.