Sundaram Aggressive Hybrid Fund

Hybrid Aggressive Hybrid Regular Growth
Regular
Direct

3 Year Absolute Returns

32.35% ↑

NAV (₹) on 01 Jun 2026

154.05

1 Day NAV Change

-0.69%

Risk Level

High Risk

Rating

Sundaram Aggressive Hybrid Fund is a Equity mutual fund categorized under Hybrid, offered by Sundaram Asset Management Company Ltd.. Launched on 14 Jan 2000, investors can start with a minimum SIP of ... Read more

NAV History

Fund Details

Min. SIP Amount
₹100
Inception Date
14 Jan 2000
Min. Lumpsum Amount
₹ 300
Fund Age
26 Yrs
AUM
₹ 8,484.02 Cr.
Benchmark
Crisil Balanced Fund Index
Expense Ratio
2.24%
Scheme Type
Open Ended
Exit Load
1%

Returns Calculator

Investment amount per month
₹1,000
Over the past
Would have become
On total investment of
*Calculation based on past performance of this fund.

Asset Allocation

AUM

₹ 8,484.02 Cr

Equity
294.53%
Debt
77.46%
Money Market & Cash
21.23%
Derivatives & Other Instruments
1.93%
Other Assets & Liabilities
6.93%

Sector Holdings

Sectors Weightage
Finance - Banks - Private Sector 13.41%
Debt 11.35%
IT Consulting & Software 6.59%
Treps/Reverse Repo 6.01%
Government Securities 5.86%
Refineries 4.36%
Non-Banking Financial Company (NBFC) 3.77%
Construction, Contracting & Engineering 3.71%
Telecom Services 3.65%
Auto - Cars & Jeeps 3.24%
Financial Technologies (Fintech) 2.48%
Certificate of Deposits 2.22%
Auto - 2 & 3 Wheelers 2.05%
Real Estate Investment Trusts (REIT) 1.93%
Cement 1.79%
Finance - Banks - Public Sector 1.76%
Aerospace & Defense 1.66%
Iron & Steel 1.62%
Pharmaceuticals 1.56%
Power - Generation/Distribution 1.51%
Personal Care 1.42%
Engines 1.42%
Fertilisers 1.34%
Mutual Fund Units 1.31%
Domestic Appliances 1.27%
Services - Others 1.06%
Hotels, Resorts & Restaurants 1.01%
Auto Ancl - Batteries 0.96%
Tea & Coffee 0.96%
Finance - Housing 0.91%
Finance & Investments 0.89%
Oil Drilling And Exploration 0.85%
Airlines 0.84%
Exchange Platform 0.67%
Auto Ancl - Electrical 0.66%
Commercial Paper 0.58%
LPG/CNG/PNG/LNG Bottling/Distribution 0.49%
Realty 0.48%
Gas Transmission/Marketing 0.46%
Mining/Minerals 0.40%
Miscellaneous 0.36%
Entertainment & Media 0.31%
Hospitals & Medical Services 0.28%
Debentures 0.24%
Aluminium 0.18%
Engineering - Heavy 0.17%
Milk & Milk Products 0.02%

Stock Holdings

Name Weightage Value (in Cr.) Sector
HDFC Bank Ltd 6.09% ₹ 516.37 Finance - Banks - Private Sector
TREPS 6.01% ₹ 509.54 Others
ICICI Bank Ltd 4.93% ₹ 418.62 Finance - Banks - Private Sector
Reliance Industries Ltd 4.36% ₹ 370.24 Refineries
Larsen & Toubro Ltd 3.71% ₹ 314.61 Construction, Contracting & Engineering
Bharti Airtel Ltd 3.65% ₹ 310.09 Telecom Services
Mahindra & Mahindra Ltd 2.50% ₹ 212.46 Auto - Cars & Jeeps
Kotak Mahindra Bank Ltd 2.39% ₹ 203.18 Finance - Banks - Private Sector
6.48% Central Government Securities 06/10/2035 2.39% ₹ 203.16 Others
Bajaj Finance Ltd 2.17% ₹ 183.87 Non-Banking Financial Company (NBFC)
State Bank of India 1.76% ₹ 149.51 Finance - Banks - Public Sector
Bharat Electronics Ltd 1.66% ₹ 140.43 Aerospace & Defense
Cholamandalam Investment and Finance Company Ltd 1.60% ₹ 136.15 Non-Banking Financial Company (NBFC)
PB Fintech Ltd 1.54% ₹ 130.41 Financial Technologies (Fintech)
HCL Technologies Ltd 1.52% ₹ 129.27 IT Consulting & Software
TATA Power Company Ltd 1.51% ₹ 128.53 Power - Generation/Distribution
7.10% Central Government Securities 08/04/2034 1.48% ₹ 125.50 Others
Tata Steel Ltd 1.44% ₹ 122.42 Iron & Steel
Hindustan UniLever Ltd 1.42% ₹ 120.68 Personal Care
Cummins India Ltd 1.42% ₹ 120.42 Engines
Infosys Ltd 1.37% ₹ 116.28 IT Consulting & Software
Coromandel International Ltd 1.34% ₹ 113.90 Fertilisers
Fractal Analytics Ltd 1.31% ₹ 111.22 IT Consulting & Software
Sundaram Money Market Fund-Direct Plan - Growth 1.31% ₹ 110.94 Others
Embassy Office Parks (REIT) 1.27% ₹ 107.86 Real Estate Investment Trusts (REIT)
Amber Enterprises India Ltd 1.27% ₹ 107.33 Domestic Appliances
TVS Motor Company Ltd 1.26% ₹ 106.78 Auto - 2 & 3 Wheelers
Coforge Ltd 1.22% ₹ 103.24 IT Consulting & Software
Billionbrains Garage Ventures Ltd 1.17% ₹ 99.55 IT Consulting & Software
Ultratech Cement Ltd 1.06% ₹ 89.61 Cement
Jubilant Foodworks Ltd 1.01% ₹ 85.79 Hotels, Resorts & Restaurants
National Bank for Agriculture & Rural Development - 7.53% - 24/03/2028 1.00% ₹ 84.91 Others
TATA Consumer Products Ltd 0.96% ₹ 81.06 Tea & Coffee
Amara Raja Energy & Mobility Ltd 0.96% ₹ 81.04 Auto Ancl - Batteries
One 97 Communications Ltd 0.94% ₹ 79.81 Financial Technologies (Fintech)
Home First Finance Company Ltd 0.91% ₹ 77.59 Finance - Housing
Oil & Natural Gas Corporation Ltd 0.85% ₹ 72.10 Oil Drilling And Exploration
Interglobe Aviation Ltd 0.84% ₹ 70.91 Airlines
Mankind Pharma Ltd 0.83% ₹ 70.32 Pharmaceuticals
National Bank for Agriculture & Rural Development - 05/03/2027 0.83% ₹ 70.67 Others
Bajaj Auto Ltd 0.79% ₹ 67.01 Auto - 2 & 3 Wheelers
Maruti Suzuki India Ltd 0.74% ₹ 62.70 Auto - Cars & Jeeps
Sun Pharmaceutical Industries Ltd 0.73% ₹ 62.32 Pharmaceuticals
JK Cement Ltd 0.73% ₹ 61.90 Cement
Multi Commodity Exchange of India Ltd 0.67% ₹ 56.53 Exchange Platform
UNO Minda Ltd 0.66% ₹ 56.10 Auto Ancl - Electrical
Brookfield India Real Estate Trust REIT 0.66% ₹ 56.07 Real Estate Investment Trusts (REIT)
Prudent Corporate Advisory Services Ltd 0.62% ₹ 52.61 Finance & Investments
CRISIL Ltd 0.61% ₹ 51.44 Services - Others
7.23% Central Government Securities 15/04/2039 0.59% ₹ 50.04 Others
Punjab National Bank - 05/02/2027 0.56% ₹ 47.39 Others
National Bank for Agriculture & Rural Development - 10/03/2027 0.55% ₹ 47.07 Others
National Bank for Agriculture & Rural Development - 7.48% - 15/09/2028 0.53% ₹ 44.79 Others
National Bank for Agriculture & Rural Development - 7.01% - 16/03/2029 0.50% ₹ 42.25 Others
Indraprastha Gas Ltd 0.49% ₹ 41.26 LPG/CNG/PNG/LNG Bottling/Distribution
Prestige Estates Projects Ltd 0.48% ₹ 40.50 Realty
GAIL (IndiLtd 0.46% ₹ 39.39 Gas Transmission/Marketing
Indegene Limited 0.45% ₹ 38.05 Services - Others
Bharti Telecom Ltd - 7.4% - 01/02/2029 0.41% ₹ 34.48 Others
Vedanta Ltd 0.40% ₹ 33.58 Mining/Minerals
National Bank for Agriculture & Rural Development - 6.66% - 12/10/2028 0.40% ₹ 34.21 Others
Cholamandalam Investment and Finance Company Ltd - 8.54% - 12/04/2029 0.36% ₹ 30.28 Others
Bajaj Finance Ltd - 7.82% - 31/01/2034 0.35% ₹ 29.98 Others
7.18% Government Securities - 24/07/2037 0.35% ₹ 30.10 Others
Affle (IndiLtd 0.31% ₹ 26.44 Entertainment & Media
Bharti Telecom Ltd - 8.65% - 05/11/2027 0.30% ₹ 25.24 Others
Power Finance Corporation Ltd - 7.82% - 06/03/2038 0.30% ₹ 25.18 Others
Shriram Finance Ltd - 8.75% - 15/06/2026 0.30% ₹ 25.05 Others
Small Industries Development Bank of India - 7.79% - 14/05/2027 0.30% ₹ 25.05 Others
REC LTD - 7.56% - 31/08/2027 0.30% ₹ 25.04 Others
7.10% Central Government Securities 18/04/2029 0.30% ₹ 25.44 Others
LIC Housing Finance Ltd - 7.74% - 22/10/2027 0.29% ₹ 25.01 Others
National Bank for Agriculture & Rural Development - 7.62% - 31/01/2028 0.29% ₹ 25.01 Others
HDFC Bank Ltd - 7.7% - 16/05/2028 0.29% ₹ 25 Others
Power Finance Corporation Ltd - 7.6% - 13/04/2029 0.29% ₹ 24.97 Others
Muthoot Finance Ltd - 8.05% - 25/11/2027 0.29% ₹ 24.90 Others
Small Industries Development Bank of India - 7.47% - 05/09/2029 0.29% ₹ 24.84 Others
Power Finance Corporation Ltd - 6.96% - 02/03/2028 0.29% ₹ 24.79 Others
State Bank of India - 6.93% - 20/10/2035 0.29% ₹ 24.62 Others
National Bank for Agriculture & Rural Development - 7.1% - 29/03/2029 0.29% ₹ 24.62 Others
National Bank for Agriculture & Rural Development - 6.85% - 19/01/2029 0.29% ₹ 24.48 Others
7.30% Government Securities - 19/06/2053 0.29% ₹ 24.18 Others
Tata Capital Ltd - 21/05/2026 0.29% ₹ 24.91 Others
Small Industries Development Bank of India - 03/06/2026 0.29% ₹ 24.86 Others
Aster DM Healthcare Ltd 0.28% ₹ 23.68 Hospitals & Medical Services
7.34% Central Government Securities 22/04/2064 0.28% ₹ 23.96 Others
Small Industries Development Bank of India - 18/02/2027 0.28% ₹ 23.62 Others
7.5% Cholamandalam Investment and Company Ltd - 30/09/2026 0.24% ₹ 20.52 Others
Indian Railway Finance Corporation Ltd - 7.68% - 24/11/2026 0.24% ₹ 20.05 Others
REC LTD - 7.8% - 30/05/2026 0.24% ₹ 20.02 Others
REC LTD - 7.34% - 30/04/2030 0.23% ₹ 19.78 Others
LIC Housing Finance Ltd - 8.025% - 23/03/2033 0.18% ₹ 15.22 Others
Power Finance Corporation Ltd - 7.77% - 15/04/2028 0.18% ₹ 15.07 Others
Power Finance Corporation Ltd - 7.77% - 15/07/2026 0.18% ₹ 15.03 Others
Indian Railway Finance Corporation Ltd - 7.74% - 15/04/2038 0.18% ₹ 15.02 Others
Muthoot Finance Ltd - 8.4% - 28/08/2028 0.18% ₹ 14.99 Others
LIC Housing Finance Ltd - 6.17% - 03/09/2026 0.18% ₹ 14.94 Others
Power Finance Corporation Ltd - 6.73% - 15/10/2027 0.18% ₹ 14.85 Others
7.02% Central Government Securities 18/06/2031 0.18% ₹ 15.11 Others
Talwandi Sabo Power Ltd 0.18% ₹ 14.97 Miscellaneous
Vedanta Iron and Steel Ltd 0.18% ₹ 14.97 Iron & Steel
Vedanta Aluminium Metal Ltd 0.18% ₹ 14.97 Aluminium
Malco Energy Ltd 0.18% ₹ 14.97 Miscellaneous
Elecon Engineering Company Ltd 0.17% ₹ 14.56 Engineering - Heavy
Bajaj Finance Ltd - 7.11% - 10/07/2028 0.17% ₹ 14.77 Others
PNB Housing Finance Ltd - 7.28% - 05/06/2028 0.16% ₹ 13.81 Others
Indian Railway Finance Corporation Ltd - 01/12/2035 0.15% ₹ 13.04 Others
7.44% Tamil Nadu State Government Securities -20/03/2034 0.15% ₹ 12.56 Finance & Investments
Can Fin Homes Ltd - 8.09% - 04/01/2027 0.12% ₹ 10.03 Others
PNB Housing Finance Ltd - 8.15% - 29/07/2027 0.12% ₹ 10.02 Others
Small Industries Development Bank of India - 7.68% - 10/08/2027 0.12% ₹ 10.02 Others
HDB Financial Services Ltd - 7.84% - 14/07/2026 0.12% ₹ 10.01 Others
REC LTD - 7.51% - 31/07/2026 0.12% ₹ 10.01 Others
Cholamandalam Investment and Finance Company Ltd - 7.38% - 28/05/2027 0.12% ₹ 9.93 Others
HDB Financial Services Ltd - 7.4091% - 05/06/2028 0.12% ₹ 9.91 Others
7.72% Karnataka State Government Securities - 06/12/2035 0.12% ₹ 10.01 Finance & Investments
Power Finance Corporation Ltd - 6.59% - 15/10/2030 0.11% ₹ 9.61 Others
Kwality WallÂ’s (IndiLtd 0.02% ₹ 1.33 Milk & Milk Products

Returns

Annualised returns
9M 1Y 2Y 3Y
Fund returns -3.22% -3.50% 3.31% 9.79%
Category returns 2.56% 3.47% 10.72% 24.91%

Fund Objective

The objective is to provide long term appreciation and current income by investing in a portfolio of equity & equity related securities and fixed income securities.

AMC Details

Name
Sundaram Asset Management Company Ltd.
Date of Incorporation
24 Aug 1996
CEO
Mr. Anand Radhakrishnan
CIO
Mr. Dwijendra Srivastava
Type
Pvt.Sector-Indian
Address
Sundaram Towers, 2nd Floor, 46 Whites Road, Royapettah, Chennai (Madras), Tamil Nadu, India - 600014
Website
http://www.sundarammutual.com

Top Funds from Hybrid - Aggressive

Scheme Name
NAV
Returns
1Y 3Y 5Y
AUM (Cr)
Expense Ratio
Risk Meter
PGIM India Aggressive Hybrid Equity Fund - Direct Plan
Hybrid Direct
-0.83% 32.76% 53.81% ₹204 0.80%
Very High
Shriram Aggressive Hybrid Fund
Hybrid Regular
0.34% 31.82% 46.54% ₹49 2.42%
Very High
Shriram Aggressive Hybrid Fund
Hybrid Regular
0.34% 31.82% 46.54% ₹49 2.42%
Very High
Shriram Aggressive Hybrid Fund
Hybrid Regular
0.34% 31.79% 46.51% ₹49 2.42%
Very High
Mahindra Manulife Aggressive Hybrid Fund
Balanced Regular
-0.86% 31.49% 73.51% ₹2,264 1.98%
Very High
Mahindra Manulife Aggressive Hybrid Fund
Balanced Regular
-0.86% 31.49% 73.51% ₹2,264 1.98%
Very High
Union Aggressive Hybrid Fund - Direct Plan
Hybrid Direct
-6.36% 31.02% 56.38% ₹707 1.43%
Very High
Union Aggressive Hybrid Fund - Direct Plan
Hybrid Direct
-6.36% 31.02% 56.38% ₹707 1.43%
Very High
Tata Aggressive Hybrid Fund - Direct Plan
Hybrid Direct
-0.89% 30.70% 62.72% ₹3,865 1.00%
Very High
Axis Aggressive Hybrid Fund
Hybrid Regular
-2.36% 29.54% 44.88% ₹1,451 2.27%
Very High

Top Funds from Sundaram Asset Management Company Ltd.

Scheme Name
NAV
Returns
1Y 3Y 5Y
AUM (Cr)
Expense Ratio
Risk Meter
Sundaram Consumption Fund
Sector Regular
-9.30% 32.48% 68.24% ₹1,428 2.14%
Very High
Sundaram Balanced Advantage Fund - Direct Plan
Hybrid Direct
-0.87% 32.15% 54.14% ₹1,658 0.89%
Moderately High
Sundaram Large Cap Fund - Direct Plan
Diversified Direct
-4.22% 31.80% 62.73% ₹3,063 0.71%
Very High
Sundaram Value Fund - Direct Plan
ELSS Direct
-4.31% 31.29% 65.48% ₹1,323 1.65%
Very High
Sundaram Equity Savings Fund (Growth Accum)
Hybrid Regular
-0.45% 29.57% 53.05% ₹1,079 2.51%
Moderate
Sundaram Value Fund
ELSS Regular
-4.83% 29.14% 60.94% ₹1,323 2.18%
Very High
Sundaram Large Cap Fund
Diversified Regular
-5.43% 26.84% 51.85% ₹3,063 1.94%
Very High
Sundaram Balanced Advantage Fund
Hybrid Regular
-2.31% 26.53% 42.94% ₹1,658 2.31%
Moderately High
Sundaram Banking & PSU Fund - Direct Plan
FRF-ST Direct
9.39% 24.96% 32.40% ₹278 0.27%
Moderate
Sundaram Equity Savings Fund - Direct Plan
Hybrid Direct
3.24% 24.48% 58.93% ₹1,079 1.27%
Moderate

FAQs

What is the current NAV of Sundaram Aggressive Hybrid Fund Regular Growth?

The current Net Asset Value (NAV) of Sundaram Aggressive Hybrid Fund Regular Growth is ₹154.05 as of 01 Jun 2026. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.

What is the fund size (AUM) of Sundaram Aggressive Hybrid Fund Regular Growth?

The Assets Under Management (AUM) of Sundaram Aggressive Hybrid Fund Regular Growth is ₹8,484.02 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.

What are the historical returns of Sundaram Aggressive Hybrid Fund Regular Growth?

Sundaram Aggressive Hybrid Fund Regular Growth has delivered returns of -3.50% (1 Year), 9.79% (3 Year), 9.30% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.

What is the risk level of Sundaram Aggressive Hybrid Fund Regular Growth?

Sundaram Aggressive Hybrid Fund Regular Growth has a risk rating of 'High' as per the SEBI Riskometer. This indicates the fund is suitable for aggressive investors with high risk tolerance. Investors should align their investment choices with their personal risk tolerance and financial goals.

What is the minimum investment amount for Sundaram Aggressive Hybrid Fund Regular Growth?

The minimum lumpsum investment required for Sundaram Aggressive Hybrid Fund Regular Growth is ₹300. The fund also offers SIP (Systematic Investment Plan) option starting from as low as ₹100, making it accessible for regular investments. This allows investors to start their mutual fund journey with a manageable amount.

Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article

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