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Sundaram Aggressive Hybrid Fund
Regular
Direct
3 Year Absolute Returns
-2.85% ↓
NAV (₹) on 02 Apr 2026
23.96
1 Day NAV Change
0.14%
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
₹ 8,141.79 Cr.
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
Expense Ratio
1.78%
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
₹ 8,141.79 Cr
Equity
146.16%
Debt
39.96%
Money Market & Cash
9.73%
Derivatives & Other Instruments
1.93%
Other Assets & Liabilities
2.25%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Finance - Banks - Private Sector | 14.23% |
| Debt | 11.27% |
| Government Securities | 6.95% |
| IT Consulting & Software | 6.37% |
| Treps/Reverse Repo | 5.93% |
| Refineries | 4.98% |
| Non-Banking Financial Company (NBFC) | 3.96% |
| Construction, Contracting & Engineering | 3.65% |
| Auto - Cars & Jeeps | 3.48% |
| Telecom Services | 3.40% |
| Certificate of Deposits | 2.17% |
| Real Estate Investment Trusts (REIT) | 2.11% |
| Aerospace & Defense | 2.10% |
| Auto - 2 & 3 Wheelers | 2.02% |
| Finance - Banks - Public Sector | 1.95% |
| Cement | 1.91% |
| Pharmaceuticals | 1.57% |
| Personal Care | 1.54% |
| Engines | 1.51% |
| Fertilisers | 1.48% |
| Hotels, Resorts & Restaurants | 1.39% |
| Finance - Term Lending Institutions | 1.37% |
| Mutual Fund Units | 1.35% |
| Financial Technologies (Fintech) | 1.34% |
| Domestic Appliances | 1.21% |
| Services - Others | 1.10% |
| Airlines | 1.06% |
| Tea & Coffee | 1.00% |
| Auto Ancl - Batteries | 0.94% |
| Power - Generation/Distribution | 0.94% |
| Finance & Investments | 0.83% |
| Auto Ancl - Electrical | 0.71% |
| Finance - Housing | 0.71% |
| Commercial Paper | 0.61% |
| LPG/CNG/PNG/LNG Bottling/Distribution | 0.52% |
| Gas Transmission/Marketing | 0.50% |
| Realty | 0.49% |
| Retail - Apparel/Accessories | 0.44% |
| Beverages & Distilleries | 0.34% |
| Derivatives | 0.32% |
| Debentures | 0.26% |
| Milk & Milk Products | 0.02% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| HDFC Bank Ltd | 6.90% | ₹ 561.46 | Finance - Banks - Private Sector |
| TREPS | 5.93% | ₹ 482.72 | Others |
| ICICI Bank Ltd | 4.78% | ₹ 389.20 | Finance - Banks - Private Sector |
| Reliance Industries Ltd | 3.82% | ₹ 310.91 | Refineries |
| Larsen & Toubro Ltd | 3.65% | ₹ 297.24 | Construction, Contracting & Engineering |
| Bharti Airtel Ltd | 3.40% | ₹ 277.06 | Telecom Services |
| 6.48% Central Government Securities 06/10/2035 | 2.78% | ₹ 226.02 | Others |
| Mahindra & Mahindra Ltd | 2.67% | ₹ 217.50 | Auto - Cars & Jeeps |
| Kotak Mahindra Bank Ltd | 2.55% | ₹ 207.83 | Finance - Banks - Private Sector |
| Bajaj Finance Ltd | 2.21% | ₹ 179.65 | Non-Banking Financial Company (NBFC) |
| State Bank of India | 1.95% | ₹ 158.64 | Finance - Banks - Public Sector |
| Infosys Ltd | 1.90% | ₹ 154.32 | IT Consulting & Software |
| Cholamandalam Investment and Finance Company Ltd | 1.75% | ₹ 142.63 | Non-Banking Financial Company (NBFC) |
| Bharat Electronics Ltd | 1.71% | ₹ 139.57 | Aerospace & Defense |
| HCL Technologies Ltd | 1.67% | ₹ 136.03 | IT Consulting & Software |
| 7.10% Central Government Securities 08/04/2034 | 1.58% | ₹ 128.41 | Others |
| Hindustan UniLever Ltd | 1.54% | ₹ 125.66 | Personal Care |
| Cummins India Ltd | 1.51% | ₹ 123.20 | Engines |
| Coromandel International Ltd | 1.48% | ₹ 120.20 | Fertilisers |
| Power Finance Corporation Ltd | 1.37% | ₹ 111.32 | Finance - Term Lending Institutions |
| Sundaram Money Market Fund-Direct Plan - Growth | 1.35% | ₹ 109.92 | Others |
| PB Fintech Ltd | 1.34% | ₹ 109.41 | Financial Technologies (Fintech) |
| Embassy Office Parks (REIT) | 1.33% | ₹ 107.93 | Real Estate Investment Trusts (REIT) |
| TVS Motor Company Ltd | 1.24% | ₹ 101.12 | Auto - 2 & 3 Wheelers |
| Amber Enterprises India Ltd | 1.21% | ₹ 98.35 | Domestic Appliances |
| Bharat Petroleum Corporation Ltd | 1.16% | ₹ 94.26 | Refineries |
| Jubilant Foodworks Ltd | 1.14% | ₹ 93.20 | Hotels, Resorts & Restaurants |
| Ultratech Cement Ltd | 1.14% | ₹ 92.53 | Cement |
| Interglobe Aviation Ltd | 1.06% | ₹ 86.43 | Airlines |
| National Bank for Agriculture & Rural Development - 7.53% - 24/03/2028 | 1.05% | ₹ 85.75 | Others |
| Fractal Analytics Ltd | 1.05% | ₹ 85.23 | IT Consulting & Software |
| TATA Consumer Products Ltd | 1.00% | ₹ 81.63 | Tea & Coffee |
| Amara Raja Energy & Mobility Ltd | 0.94% | ₹ 76.81 | Auto Ancl - Batteries |
| TATA Power Company Ltd | 0.94% | ₹ 76.41 | Power - Generation/Distribution |
| Mankind Pharma Ltd | 0.83% | ₹ 67.95 | Pharmaceuticals |
| Coforge Ltd | 0.83% | ₹ 67.88 | IT Consulting & Software |
| Maruti Suzuki India Ltd | 0.81% | ₹ 66.09 | Auto - Cars & Jeeps |
| Brookfield India Real Estate Trust REIT | 0.78% | ₹ 63.49 | Real Estate Investment Trusts (REIT) |
| Bajaj Auto Ltd | 0.78% | ₹ 63.23 | Auto - 2 & 3 Wheelers |
| JK Cement Ltd | 0.77% | ₹ 62.61 | Cement |
| Sun Pharmaceutical Industries Ltd | 0.74% | ₹ 59.86 | Pharmaceuticals |
| Home First Finance Company Ltd | 0.71% | ₹ 57.40 | Finance - Housing |
| UNO Minda Ltd | 0.71% | ₹ 58.11 | Auto Ancl - Electrical |
| Indian Bank - 05/06/2026 | 0.66% | ₹ 54 | Others |
| CRISIL Ltd | 0.64% | ₹ 52.49 | Services - Others |
| 7.23% Central Government Securities 15/04/2039 | 0.63% | ₹ 51.09 | Others |
| Axis Bank Ltd - 04/03/2026 | 0.61% | ₹ 49.98 | Others |
| Punjab National Bank - 13/03/2026 | 0.61% | ₹ 49.91 | Others |
| Billionbrains Garage Ventures Ltd | 0.61% | ₹ 49.44 | IT Consulting & Software |
| National Bank for Agriculture & Rural Development - 7.48% - 15/09/2028 | 0.56% | ₹ 45.40 | Others |
| Prudent Corporate Advisory Services Ltd | 0.54% | ₹ 43.75 | Finance & Investments |
| Indraprastha Gas Ltd | 0.52% | ₹ 42.46 | LPG/CNG/PNG/LNG Bottling/Distribution |
| GAIL (IndiLtd | 0.50% | ₹ 40.91 | Gas Transmission/Marketing |
| Prestige Estates Projects Ltd | 0.49% | ₹ 39.89 | Realty |
| Indegene Limited | 0.46% | ₹ 37.79 | Services - Others |
| Trent Ltd | 0.44% | ₹ 35.62 | Retail - Apparel/Accessories |
| Bharti Telecom Ltd - 7.4% - 01/02/2029 | 0.43% | ₹ 34.82 | Others |
| National Bank for Agriculture & Rural Development - 6.66% - 12/10/2028 | 0.43% | ₹ 34.66 | Others |
| Hindustan Aeronautics Ltd | 0.39% | ₹ 31.94 | Aerospace & Defense |
| 7.18% Government Securities - 24/07/2037 | 0.38% | ₹ 30.87 | Others |
| Cholamandalam Investment and Finance Company Ltd - 8.54% - 12/04/2029 | 0.38% | ₹ 30.59 | Others |
| Bajaj Finance Ltd - 7.82% - 31/01/2034 | 0.37% | ₹ 30.34 | Others |
| United Spirits Ltd | 0.34% | ₹ 27.30 | Beverages & Distilleries |
| Cash and Other Net Current Assets | 0.32% | ₹ 25.86 | Others |
| 7.10% Central Government Securities 18/04/2029 | 0.32% | ₹ 25.82 | Others |
| Power Finance Corporation Ltd - 7.82% - 06/03/2038 | 0.32% | ₹ 25.82 | Others |
| LIC Housing Finance Ltd - 8.025% - 23/03/2033 | 0.32% | ₹ 25.78 | Others |
| SBI Cap securities Ltd - 18/03/2026 | 0.31% | ₹ 24.93 | Others |
| Bharti Telecom Ltd - 8.65% - 05/11/2027 | 0.31% | ₹ 25.43 | Others |
| Power Finance Corporation Ltd - 7.6% - 13/04/2029 | 0.31% | ₹ 25.36 | Others |
| HDFC Bank Ltd - 7.7% - 16/05/2028 | 0.31% | ₹ 25.28 | Others |
| National Bank for Agriculture & Rural Development - 7.62% - 31/01/2028 | 0.31% | ₹ 25.24 | Others |
| Small Industries Development Bank of India - 7.47% - 05/09/2029 | 0.31% | ₹ 25.22 | Others |
| Small Industries Development Bank of India - 7.79% - 14/05/2027 | 0.31% | ₹ 25.21 | Others |
| LIC Housing Finance Ltd - 7.74% - 22/10/2027 | 0.31% | ₹ 25.21 | Others |
| REC LTD - 7.56% - 31/08/2027 | 0.31% | ₹ 25.19 | Others |
| Muthoot Finance Ltd - 8.05% - 25/11/2027 | 0.31% | ₹ 25.10 | Others |
| Shriram Finance Ltd - 8.75% - 15/06/2026 | 0.31% | ₹ 25.08 | Others |
| National Bank for Agriculture & Rural Development - 7.1% - 29/03/2029 | 0.31% | ₹ 25 | Others |
| National Bank for Agriculture & Rural Development - 7.01% - 16/03/2029 | 0.31% | ₹ 24.95 | Others |
| Tech Mahindra Ltd | 0.31% | ₹ 25.03 | IT Consulting & Software |
| Small Industries Development Bank of India - 03/06/2026 | 0.30% | ₹ 24.55 | Others |
| 7.30% Government Securities - 19/06/2053 | 0.30% | ₹ 24.81 | Others |
| 7.34% Central Government Securities 22/04/2064 | 0.30% | ₹ 24.77 | Others |
| State Bank of India - 6.93% - 20/10/2035 - Call Dt : 19-Oct-2030 | 0.30% | ₹ 24.83 | Others |
| Small Industries Development Bank of India - 18/02/2027 | 0.29% | ₹ 23.41 | Others |
| 6.79% Central Government Securities 07/10/2034 | 0.28% | ₹ 23.19 | Others |
| 7.5% Cholamandalam Investment and Company Ltd - 30/09/2026 | 0.26% | ₹ 20.81 | Others |
| REC LTD - 7.34% - 30/04/2030 | 0.25% | ₹ 20.12 | Others |
| Indian Railway Finance Corporation Ltd - 7.68% - 24/11/2026 | 0.25% | ₹ 20.07 | Others |
| The Indian Hotels Company Ltd | 0.25% | ₹ 20.01 | Hotels, Resorts & Restaurants |
| 7.02% Central Government Securities 18/06/2031 | 0.19% | ₹ 15.43 | Others |
| 6.22% Central Government Securities_Floating Rate Bond - 04/10/2028 | 0.19% | ₹ 15.16 | Others |
| Indian Railway Finance Corporation Ltd - 7.74% - 15/04/2038 | 0.19% | ₹ 15.46 | Others |
| Power Finance Corporation Ltd - 7.77% - 15/04/2028 | 0.19% | ₹ 15.20 | Others |
| Muthoot Finance Ltd - 8.4% - 28/08/2028 | 0.19% | ₹ 15.17 | Others |
| Small Industries Development Bank of India - 7.34% - 26/02/2029 | 0.19% | ₹ 15.07 | Others |
| Power Finance Corporation Ltd - 7.77% - 15/07/2026 | 0.18% | ₹ 15.04 | Others |
| Power Finance Corporation Ltd - 6.73% - 15/10/2027 | 0.18% | ₹ 14.93 | Others |
| Bajaj Finance Ltd - 7.11% - 10/07/2028 | 0.18% | ₹ 14.92 | Others |
| LIC Housing Finance Ltd - 6.17% - 03/09/2026 | 0.18% | ₹ 14.90 | Others |
| PNB Housing Finance Ltd - 7.28% - 05/06/2028 | 0.17% | ₹ 13.97 | Others |
| 7.44% Tamil Nadu State Government Securities -20/03/2034 | 0.16% | ₹ 12.76 | Finance & Investments |
| Indian Railway Finance Corporation Ltd - 01/12/2035 | 0.16% | ₹ 13.13 | Others |
| 7.72% Karnataka State Government Securities - 06/12/2035 | 0.13% | ₹ 10.24 | Finance & Investments |
| Can Fin Homes Ltd - 8.09% - 04/01/2027 | 0.12% | ₹ 10.06 | Others |
| HDB Financial Services Ltd - 7.84% - 14/07/2026 | 0.12% | ₹ 10 | Others |
| REC LTD - 7.44% - 30/04/2026 | 0.12% | ₹ 10 | Others |
| REC LTD - 7.51% - 31/07/2026 | 0.12% | ₹ 10 | Others |
| HDB Financial Services Ltd - 7.4091% - 05/06/2028 | 0.12% | ₹ 9.99 | Others |
| Cholamandalam Investment and Finance Company Ltd - 7.38% - 28/05/2027 | 0.12% | ₹ 9.97 | Others |
| Power Finance Corporation Ltd - 6.59% - 15/10/2030 | 0.12% | ₹ 9.78 | Others |
| PNB Housing Finance Ltd - 8.15% - 29/07/2027 | 0.12% | ₹ 10.11 | Others |
| Small Industries Development Bank of India - 7.68% - 10/08/2027 | 0.12% | ₹ 10.09 | Others |
| Kwality WallÂ’s (IndiLtd | 0.02% | ₹ 1.28 | Milk & Milk Products |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | -15.49% | -12.13% | -8.25% | -0.96% |
| Category returns | -1.50% | 3.64% | 9.19% | 24.36% |
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
Email
Top Funds from Hybrid - Aggressive
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
LIC MF Aggressive Hybrid Fund - Direct Plan
Hybrid
Direct
|
₹20.11 | 0.32% | 33.04% | 27.02% | ₹518 | 1.41% |
Very High
|
|
LIC MF Aggressive Hybrid Fund - Direct Plan
Hybrid
Direct
|
₹20.11 | 0.32% | 33.04% | 27.02% | ₹518 | 1.41% |
Very High
|
|
DSP Aggressive Hybrid Fund - Direct Plan
Hybrid
Direct
|
₹66.29 | -6.11% | 33.02% | 38.28% | ₹11,928 | 0.68% |
Very High
|
|
DSP Aggressive Hybrid Fund - Direct Plan
Hybrid
Direct
|
₹66.29 | -6.11% | 33.02% | 38.28% | ₹11,928 | 0.68% |
Very High
|
|
PGIM India Aggressive Hybrid Equity Fund - Direct Plan
Hybrid
Direct
|
₹142.27 | -1.52% | 32.06% | 52.98% | ₹207 | 0.79% |
Very High
|
|
Tata Aggressive Hybrid Fund - Direct Plan
Hybrid
Direct
|
₹455.94 | -1.21% | 32.00% | 61.74% | ₹4,024 | 0.97% |
Very High
|
|
Shriram Aggressive Hybrid Fund
Hybrid
Regular
|
₹23.77 | 0.24% | 31.95% | 45.54% | ₹50 | 2.40% |
Very High
|
|
Shriram Aggressive Hybrid Fund
Hybrid
Regular
|
₹23.77 | 0.24% | 31.95% | 45.54% | ₹50 | 2.40% |
Very High
|
|
Shriram Aggressive Hybrid Fund
Hybrid
Regular
|
₹29.72 | 0.24% | 31.92% | 45.51% | ₹50 | 2.40% |
Very High
|
|
Mahindra Manulife Aggressive Hybrid Fund
Balanced
Regular
|
₹20.04 | -0.86% | 31.49% | 73.51% | ₹2,197 | 2.00% |
Very High
|
Top Funds from Sundaram Asset Management Company Ltd.
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Sundaram Equity Savings Fund (Growth Accum)
Hybrid
Regular
|
₹68.19 | 1.12% | 33.04% | 54.60% | ₹1,182 | 2.51% |
Moderate
|
|
Sundaram Large Cap Fund
Diversified
Regular
|
₹19.34 | -3.19% | 32.17% | 55.54% | ₹3,245 | 1.92% |
Very High
|
|
Sundaram Flexicap Fund - Direct Plan
Diversified
Direct
|
₹12.60 | -5.79% | 30.16% | 0.00% | ₹2,059 | 0.70% |
Very High
|
|
Sundaram Flexicap Fund - Direct Plan
Diversified
Direct
|
₹12.60 | -5.79% | 30.16% | 0.00% | ₹2,059 | 0.70% |
Very High
|
|
Sundaram Small Cap Fund
MidsmallCap
Regular
|
₹30.05 | -2.79% | 30.06% | 41.09% | ₹3,306 | 1.94% |
Very High
|
|
Sundaram Small Cap Fund
MidsmallCap
Regular
|
₹30.05 | -2.79% | 30.06% | 41.09% | ₹3,306 | 1.94% |
Very High
|
|
Sundaram NIFTY 100 Equal Weight Fund - Direct Plan
Index
Direct
|
₹75.06 | -5.96% | 27.80% | 35.48% | ₹135 | 0.52% |
Very High
|
|
Sundaram NIFTY 100 Equal Weight Fund - Direct Plan
Index
Direct
|
₹75.06 | -5.96% | 27.80% | 35.48% | ₹135 | 0.52% |
Very High
|
|
Sundaram NIFTY 100 Equal Weight Fund - Direct Plan
Index
Direct
|
₹75.06 | -5.96% | 27.80% | 35.48% | ₹135 | 0.52% |
Very High
|
|
Sundaram Balanced Advantage Fund
Hybrid
Regular
|
₹33.02 | -1.30% | 27.73% | 42.32% | ₹1,695 | 2.06% |
Moderately High
|
FAQs
What is the current NAV of Sundaram Aggressive Hybrid Fund Regular IDCW-Monthly?
The current Net Asset Value (NAV) of Sundaram Aggressive Hybrid Fund Regular IDCW-Monthly is ₹23.96 as of 02 Apr 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 IDCW-Monthly?
The Assets Under Management (AUM) of Sundaram Aggressive Hybrid Fund Regular IDCW-Monthly is ₹8,141.79 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 IDCW-Monthly?
Sundaram Aggressive Hybrid Fund Regular IDCW-Monthly has delivered returns of -12.13% (1 Year), -0.96% (3 Year), -1.29% (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 IDCW-Monthly?
Sundaram Aggressive Hybrid Fund Regular IDCW-Monthly 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 IDCW-Monthly?
The minimum lumpsum investment required for Sundaram Aggressive Hybrid Fund Regular IDCW-Monthly 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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