Sundaram Aggressive Hybrid Fund · Regular · Growth
NAV
₹158.4179
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
AUM
₹7,964 Cr
Lumpsum returns (CAGR)
- 1Y
- -0.82%
- 3Y
- +10.13%
- 5Y
- —
- Since Inception
- +8.22%
SIP returns (XIRR)
- 1Y
- -1.71%
- 3Y
- +4.77%
- 5Y
- —
- Since Inception
- +7.64%
SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹27,000
Invested
₹30,821
Value today
6.0%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹1,371
Value today
7.3%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹8,41,455
Value today
+2.3%
vs lumpsum
STP beat direct lumpsum by 2.3% — reduced timing risk paid off
Model your own STP with real NAVRisk Metrics
Trailing 1 year, annualised-0.50
Sharpe Ratio
—
Alpha
—
Beta
-0.49
Sortino
10.55%
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.
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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