Sundaram Aggressive Hybrid Fund Growth

Sundaram Aggressive Hybrid Fund Growth

+7.11%
3Y annualised
+0.52% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Oct '26
₹151.10
Min. for SIP
₹100
Fund size (AUM)
₹8,793.32 Cr
Expense ratio
2.15%
Rating
2

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹57,306
-4.49%
3 years₹1,80,000₹1,77,934
-1.15%
5 years₹3,00,000₹3,36,515
+12.17%
10 years₹6,00,000₹9,35,862
+55.98%

Holdings (121)

NameSectorInstrumentsAssets
ICICI Bank LtdFinancialEquity4.93%
Reliance Industries LtdEnergy & UtilitiesEquity3.66%
Larsen & Toubro LtdIndustrialsEquity3.36%
Bharti Airtel LtdTechnologyEquity3.29%
RepoUnspecifiedRepo3.21%
HDFC Bank LtdFinancialEquity2.90%
GOVERNMENT OF INDIA 36574 GOI 06OT35 6.48 FV RS 100EntitiesGOI Securities2.82%
Zomato LtdTechnologyEquity2.61%
TVS Motor Company LtdConsumer DiscretionaryEquity2.12%
Kotak Mahindra Bank LtdFinancialEquity2.10%
Cholamandalam Investment & Finance Company LtdFinancialEquity1.82%
One 97 Communications LtdIndustrialsEquity1.76%
Hindalco Industries LtdMaterialsEquity1.68%
Oracle Financial Services Software LtdTechnologyEquity1.58%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity1.54%
Coforge LtdTechnologyEquity1.47%
Vedanta Aluminium Metal LtdMaterialsEquity1.44%
Principal Cash Management Direct-GrowthUnspecifiedMutual Fund1.42%
Fractal Analytics Ltd.TechnologyEquity1.32%
Bajaj Finserv LtdFinancialEquity1.31%
Amber Enterprises India LtdConsumer DiscretionaryEquity1.26%
Embassy Office Parks REITReal EstateReal Estate Investment Trusts1.25%
Poonawalla Fincorp LtdFinancialEquity1.23%
Cummins India LtdIndustrialsEquity1.23%
Granules India LtdHealthcareEquity1.20%
MTAR Technologies LtdIndustrialsEquity1.17%
Billionbrains Garage Ventures Ltd.FinancialEquity1.17%
Aster DM Healthcare LtdHealthcareEquity1.16%
Coromandel International LtdMaterialsEquity1.15%
SBI Life Insurance Company LtdFinancialEquity1.12%
Tower Infrastructure TrustReal EstateInfrastructure Investment Trust1.10%
Sun Pharmaceutical Industries LtdHealthcareEquity1.10%
PB Fintech LtdFinancialEquity1.09%
Force Motors LtdIndustrialsEquity1.08%
Multi Commodity Exchange Of India LtdFinancialEquity1.04%
UNO Minda LtdConsumer DiscretionaryEquity1.00%
JSW Infrastructure LtdIndustrialsEquity0.99%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25E 7.53 BD 24MR28 FVRS1LACFinancialBonds0.96%
Ultratech Cement LtdMaterialsEquity0.95%
Delhivery LtdIndustrialsEquity0.91%
Horizon Industrial Parks Ltd.IndustrialsEquity0.89%
Mankind Pharma Ltd.HealthcareEquity0.89%
Interglobe Aviation LtdIndustrialsEquity0.88%
Home First Finance Company India LtdFinancialEquity0.84%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT CD 05MAR27FinancialCertificate of Deposit0.83%
CCL Products (India) LtdConsumer StaplesEquity0.82%
Crisil LtdIndustrialsEquity0.82%
Bajaj Auto LtdConsumer DiscretionaryEquity0.81%
Gland Pharma LtdHealthcareEquity0.72%
Ashok Leyland LtdIndustrialsEquity0.71%
Indegene Ltd.HealthcareEquity0.70%
Mrs. Bectors Food Specialities LtdConsumer StaplesEquity0.69%
Alkem Laboratories LtdHealthcareEquity0.67%
Prudent Corporate Advisory Services LtdFinancialEquity0.66%
Brookfield India Real Estate Trust REITReal EstateReal Estate Investment Trusts0.66%
Cash/Net Current AssetsUnspecifiedCash/Net Current Assets0.63%
Lupin LtdHealthcareEquity0.63%
GOI Sec 7.23 15/04/2039EntitiesGOI Securities0.57%
BANK OF BARODA CD 07DEC26FinancialCertificate of Deposit0.56%
TD Power Systems LtdIndustrialsEquity0.56%
PUNJAB NATIONAL BANK CD 05FEB27FinancialCertificate of Deposit0.56%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT CD 10MAR27FinancialCertificate of Deposit0.55%
Cochin Shipyard LtdIndustrialsEquity0.54%
Clean Science And Technology LtdMaterialsEquity0.51%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25G 7.48 BD 15SP28 FVRS1LACFinancialBonds0.51%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 26F 7.44 BD 17JL29 FVRS1LACFinancialBonds0.51%
Thermax LtdIndustrialsEquity0.49%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 26D 7.01 BD 16MR29 FVRS1LACFinancialBonds0.48%
POWER FINANCE CORPORATION LIMITED SR 259A 6.96 BD 02MR28 FVRS1LACFinancialDebenture0.45%
GOVERNMENT OF INDIA 37426 GOI 11MY36 6.94 FV RS 100EntitiesGOI Securities0.45%
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA 307D CP 09JUN27FinancialCommercial Paper0.43%
Elecon Engineering Company LtdIndustrialsEquity0.43%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 26A 6.66 BD 12OT28 FVRS1LACFinancialDebenture0.39%
BHARTI TELECOM LIMITED SR XXVIII 7.40 NCD 01FB29 FVRS1LACTechnologyDebenture0.39%
CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LIMITED SR 639 8.54 NCD 12AP29 FVRS1LACFinancialBonds0.34%
BAJAJ FINANCE LIMITED 7.82% NCD 31JN34 FVRS1LACFinancialDebenture0.34%
GOI Sec 7.18 24/07/2037EntitiesGOI Securities0.34%
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR IV 7.04 BD 09FB29 FVRS1LACFinancialBonds0.34%
CENTRAL GOVERNMENT LOAN 31568 GOI 18AP29 7.10 FV RS 100EntitiesGOI Securities0.29%
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR VI 7.79 BD 14MY27 FVRS1LACFinancialDebenture0.28%
8.2% Tata Capital Housing Finance Limited (25/09/2029)FinancialDebenture0.28%
7.74% LIC HSG TR448 NCD 22-10-27**FinancialDebenture0.28%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 23I 7.62 LOA 31JN28 FVRS1LACFinancialDebenture0.28%
HDFC BANK LIMITED SR US003 7.70 NCD 16MY28 FVRS1LACFinancialDebenture0.28%
GOVERNMENT OF INDIA 34208 GOI 08AP34 7.1 FV RS 100EntitiesGOI Securities0.28%
MUTHOOT FINANCE LIMITED OP I 8.52 NCD 07AP28 FVRS1LACFinancialDebenture0.28%
POWER FINANCE CORPORATION LTD. SR BS224 7.82 BD 06MR38 FVRS1LACFinancialDebenture0.28%
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR II 7.47 BD 05SP29 FVRS1LACFinancialBonds/NCDs0.28%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 26E 7.10 BD 29MR29 FVRS1LACFinancialBonds0.28%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 27A 7.16 BD 14DC29 FVRS1LACFinancialDebenture0.28%
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR III 7.40 BD 18JU31 FVRS1LACFinancialBonds/NCDs0.28%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 26B 6.85 BD 19JN29 FVRS1LACFinancialBonds0.28%
Small Industries Dev Bank of India (18/02/2027) **FinancialCertificate of Deposit0.28%
STATE BANK OF INDIA SR 1 6.93 BD 20OT35 FVRS1CRFinancialBonds0.28%
Dhoot Transmission LtdConsumer DiscretionaryEquity0.27%
GOVERNMENT OF INDIA 33071 GOI 19JU53 7.3 FV RS 100EntitiesGOI Securities0.27%
GOVERNMENT OF INDIA 34238 GOI 22AP64 7.34 FV RS 100EntitiesGOI Securities0.27%
POWER FINANCE CORPORATION LTD. SERIES 203 B 7.75 BD 11JU30 FV10LACFinancialNon Convertible Debenture0.23%
7.23% Housing & Urban Development Corporation Limited (18/07/2029)FinancialDebenture0.22%
7.34% REC Ltd. **FinancialDebenture0.22%
GOVERNMENT OF INDIA 34587 GOI 18JU31 7.02 FV RS 100EntitiesGOI Securities0.17%
BHARTI TELECOM LIMITED SR XIX 8.65 NCD 05NV27 FVRS1LACTechnologyDebenture0.17%
POWER FINANCE CORPORATION LTD. SR BS227B 7.77 BD 15AP28 FVRS1LACFinancialDebenture0.17%
LIC HOUSING FINANCE LIMITED TR 432 8.025 LOA 23MR33 FVRS10LACFinancialDebenture0.17%
INDIAN RAILWAY FINANCE CORPORATION LIMITED SR 178 7.46 BD 18JU29 FVRS1LACFinancialNon Convertible Debenture0.17%
MUTHOOT FINANCE LIMITED SR 28-A OP I 8.40 NCD 28AG28 FVRS1LACFinancialBonds0.17%
POWER FINANCE CORPORATION LIMITED SR 253 6.73 BD 15OT27 FVRS1LACFinancialBonds/NCDs0.17%
INDIAN RAILWAY FINANCE CORPORATION LIMITED SR 170B 7.74 BD 15AP38 FVRS1LACFinancialDebenture0.17%
BAJAJ FINANCE LIMITED 7.11 NCD 10JL28 FVRS1LACFinancialDebenture0.17%
BANK OF BARODA CD 04FEB27FinancialCertificate of Deposit0.17%
Union Bank of India (16/03/2027) ** #FinancialCommercial Paper0.17%
PNB HOUSING FINANCE LIMITED SR LXXII 7.28 NCD 05JU28 FVRS1LACFinancialDebenture0.16%
INDIAN RAILWAY FINANCE CORPORATION LIMITED SR 192 BD 01DC35 FVRS1LACFinancialBonds0.15%
CAN FIN HOMES LIMITED SR 2 8.09 NCD 04JN27 FVRS1LACFinancialDebenture0.11%
PNB HOUSING FINANCE LIMITED SR LXV 8.15 NCD 29JL27 FVRS1LACFinancialDebenture0.11%
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR IX 7.68 BD 10AG27 FVRS1LACFinancialDebenture0.11%
REC LIMITED SR 236-B 7.56 BD 31AG27 FVRS1LACFinancialDebenture0.11%
CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LIMITED SR 653 7.38 NCD 28MY27 FVRS1LACFinancialDebenture0.11%
HDB FINANCIAL SERVICES LIMITED SR 228 TR 1 7.4091 NCD 05JU28 FVRS1LACFinancialDebenture0.11%
REC LIMITED SR 257 TR A 7.28 BD 31AG29 FVRS1LACFinancialNon Convertible Debenture0.06%
CHENNAI SUPER KINGS CRICKET LIMITED EQ NEW FV RE. 0.10/-Consumer DiscretionaryEquity0.00%
See All

Minimum investments

Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+7.1%+5.8%+9.4%+10.0%
Category average (Hybrid Aggressive Hybrid)+8.9%+7.5%+10.1%+13.2%
Rank (Hybrid Aggressive Hybrid)353318--

Exit load, stamp duty and tax

Exit load

For units in excess of 25% of the investment,1% will be charged for redemption within 365 days

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Compare similar funds

Fund management

CRF
Clyton Richard Fernandes
Oct 2024 - Present
View details

Education
Mr. Fernandes has done B.E and MBA
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Canara HSBC Life, Mahindra Manulife AMC, Bank of Baroda Capital Markets and Systematix Shares & Stocks

About Sundaram Aggressive Hybrid Fund Growth

Sundaram Aggressive Hybrid Fund Growth is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Bharath S is the Current Fund Manager of Sundaram Aggressive Hybrid Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹77,566 Cr and the Latest NAV as of 27 Oct 2026 is ₹151.10. The Sundaram Aggressive Hybrid Fund Growth is rated High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. For units in excess of 25% of the investment,1% will be charged for redemption within 365 days ;

Investment Objective

The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities.
Fund benchmarkCRISIL Hybrid 35+65 Aggressive Index

Fund house

Rank (total assets)#17 in India
Total AUM₹77,566.02 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mail--
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianABN AMRO Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,