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Sensex
78,151.45
▲ +1.25%
Nifty
24,334.30
▲ +1.09%
22k Gold
₹ 13,065/gm
Silver
₹ 2,30,000/kg
Petrol
₹ 111.18
Diesel
₹ 97.83
LPG
₹ 941.50
Crude Oil
$ 86.03
USD
₹ 96.28
Sundaram Aggressive Hybrid Fund
Regular
Direct
3 Year Absolute Returns
30.62% ↑
NAV (₹) on 16 Jul 2026
159.24
1 Day NAV Change
-0.21%
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
₹ 8,940.52 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
₹ 8,940.52 Cr
Equity
443.55%
Debt
111.99%
Money Market & Cash
32.76%
Derivatives & Other Instruments
3.2%
Other Assets & Liabilities
12.13%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Finance - Banks - Private Sector | 12.34% |
| Debt | 11.30% |
| IT Consulting & Software | 5.86% |
| Government Securities | 5.85% |
| Non-Banking Financial Company (NBFC) | 5.73% |
| Treps/Reverse Repo | 4.35% |
| Refineries | 3.74% |
| Construction, Contracting & Engineering | 3.65% |
| Telecom Services | 3.22% |
| Pharmaceuticals | 3.08% |
| Certificate of Deposits | 3.01% |
| Financial Technologies (Fintech) | 2.55% |
| Auto - Cars & Jeeps | 2.33% |
| Aerospace & Defense | 2.30% |
| Auto - 2 & 3 Wheelers | 1.90% |
| Real Estate Investment Trusts (REIT) | 1.88% |
| Cash | 1.73% |
| Cement | 1.67% |
| Iron & Steel | 1.58% |
| Tea & Coffee | 1.43% |
| Engines | 1.43% |
| Domestic Appliances | 1.33% |
| Fertilisers | 1.29% |
| Services - Others | 1.24% |
| Power - Generation/Distribution | 1.23% |
| Mutual Fund Units | 1.12% |
| Investment Trust | 1.02% |
| Auto Ancl - Electrical | 0.92% |
| Exchange Platform | 0.88% |
| Auto Ancl - Batteries | 0.87% |
| Finance - Housing | 0.85% |
| Airlines | 0.83% |
| Hospitals & Medical Services | 0.77% |
| Finance & Investments | 0.73% |
| Food Processing & Packaging | 0.71% |
| Aluminium | 0.70% |
| Logistics - Warehousing/Supply Chain/Others | 0.69% |
| Entertainment & Media | 0.65% |
| Cables - Power/Others | 0.65% |
| Gas Transmission/Marketing | 0.47% |
| Engineering - Heavy | 0.46% |
| LPG/CNG/PNG/LNG Bottling/Distribution | 0.46% |
| Mining/Minerals | 0.38% |
| Derivatives | 0.33% |
| Personal Care | 0.23% |
| Debentures | 0.23% |
| Milk & Milk Products | 0.02% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| ICICI Bank Ltd | 5.05% | ₹ 451.15 | Finance - Banks - Private Sector |
| HDFC Bank Ltd | 4.99% | ₹ 446.46 | Finance - Banks - Private Sector |
| TREPS | 4.35% | ₹ 389.35 | Others |
| Reliance Industries Ltd | 3.74% | ₹ 334.40 | Refineries |
| Larsen & Toubro Ltd | 3.65% | ₹ 325.99 | Construction, Contracting & Engineering |
| Bharti Airtel Ltd | 3.22% | ₹ 287.81 | Telecom Services |
| 6.48% Central Government Securities 06/10/2035 | 3.17% | ₹ 283.55 | Others |
| Mahindra & Mahindra Ltd | 2.33% | ₹ 208.41 | Auto - Cars & Jeeps |
| Kotak Mahindra Bank Ltd | 2.30% | ₹ 205.87 | Finance - Banks - Private Sector |
| Bajaj Finance Ltd | 2.18% | ₹ 195.22 | Non-Banking Financial Company (NBFC) |
| Cash and Other Net Current Assets | 1.73% | ₹ 154.37 | Others |
| Cholamandalam Investment and Finance Company Ltd | 1.73% | ₹ 154.37 | Non-Banking Financial Company (NBFC) |
| Tata Steel Ltd | 1.58% | ₹ 141.45 | Iron & Steel |
| Bharat Electronics Ltd | 1.50% | ₹ 134.08 | Aerospace & Defense |
| Cummins India Ltd | 1.43% | ₹ 128.13 | Engines |
| PB Fintech Ltd | 1.43% | ₹ 127.47 | Financial Technologies (Fintech) |
| Coforge Ltd | 1.40% | ₹ 125.24 | IT Consulting & Software |
| Amber Enterprises India Ltd | 1.33% | ₹ 119.23 | Domestic Appliances |
| Fractal Analytics Ltd | 1.33% | ₹ 118.67 | IT Consulting & Software |
| Coromandel International Ltd | 1.29% | ₹ 115.24 | Fertilisers |
| Billionbrains Garage Ventures Ltd | 1.26% | ₹ 113.05 | IT Consulting & Software |
| Embassy Office Parks (REIT) | 1.24% | ₹ 111.24 | Real Estate Investment Trusts (REIT) |
| TATA Power Company Ltd | 1.23% | ₹ 110.35 | Power - Generation/Distribution |
| TVS Motor Company Ltd | 1.18% | ₹ 105.80 | Auto - 2 & 3 Wheelers |
| Muthoot Finance Ltd | 1.16% | ₹ 103.38 | Non-Banking Financial Company (NBFC) |
| Sundaram Liquid Fund - Direct Growth | 1.12% | ₹ 100.06 | Others |
| One 97 Communications Ltd | 1.12% | ₹ 100.37 | Financial Technologies (Fintech) |
| Sun Pharmaceutical Industries Ltd | 1.11% | ₹ 99.01 | Pharmaceuticals |
| Oracle Financial Services Software Ltd | 1.07% | ₹ 95.68 | IT Consulting & Software |
| Altius Telecom Infrastructure Trust INVIT | 1.02% | ₹ 91.53 | Investment Trust |
| National Bank for Agriculture & Rural Development - 7.53% - 24/03/2028 | 0.96% | ₹ 85.42 | Others |
| Ultratech Cement Ltd | 0.96% | ₹ 86.17 | Cement |
| UNO Minda Ltd | 0.92% | ₹ 81.93 | Auto Ancl - Electrical |
| Mankind Pharma Ltd | 0.89% | ₹ 79.68 | Pharmaceuticals |
| Multi Commodity Exchange of India Ltd | 0.88% | ₹ 78.41 | Exchange Platform |
| Amara Raja Energy & Mobility Ltd | 0.87% | ₹ 78.02 | Auto Ancl - Batteries |
| Home First Finance Company Ltd | 0.85% | ₹ 76.10 | Finance - Housing |
| Interglobe Aviation Ltd | 0.83% | ₹ 74.55 | Airlines |
| TATA Consumer Products Ltd | 0.82% | ₹ 73.59 | Tea & Coffee |
| National Bank for Agriculture & Rural Development - 05/03/2027 | 0.80% | ₹ 71.66 | Others |
| MTAR Technologies Ltd | 0.80% | ₹ 71.15 | Aerospace & Defense |
| HCL Technologies Ltd | 0.80% | ₹ 71.69 | IT Consulting & Software |
| Aster DM Healthcare Ltd | 0.77% | ₹ 68.89 | Hospitals & Medical Services |
| Bajaj Auto Ltd | 0.72% | ₹ 64.50 | Auto - 2 & 3 Wheelers |
| JK Cement Ltd | 0.71% | ₹ 63.74 | Cement |
| Mrs. Bectors Food Specialities Ltd | 0.71% | ₹ 63.25 | Food Processing & Packaging |
| Vedanta Aluminium Metal Ltd | 0.70% | ₹ 62.95 | Aluminium |
| Delhivery Ltd | 0.69% | ₹ 61.47 | Logistics - Warehousing/Supply Chain/Others |
| CRISIL Ltd | 0.67% | ₹ 59.53 | Services - Others |
| Poonawalla Fincorp Ltd | 0.66% | ₹ 59.31 | Non-Banking Financial Company (NBFC) |
| KEI Industries Ltd | 0.65% | ₹ 58.33 | Cables - Power/Others |
| Affle (IndiLtd | 0.65% | ₹ 58.12 | Entertainment & Media |
| Brookfield India Real Estate Trust REIT | 0.64% | ₹ 56.95 | Real Estate Investment Trusts (REIT) |
| Granules India Ltd | 0.62% | ₹ 55.62 | Pharmaceuticals |
| Prudent Corporate Advisory Services Ltd | 0.62% | ₹ 55.74 | Finance & Investments |
| CCL Products (IndiLtd | 0.61% | ₹ 54.73 | Tea & Coffee |
| Indegene Limited | 0.57% | ₹ 50.79 | Services - Others |
| 7.23% Central Government Securities 15/04/2039 | 0.57% | ₹ 51.40 | Others |
| Punjab National Bank - 15/09/2026 | 0.55% | ₹ 49.36 | Others |
| Punjab National Bank - 05/02/2027 | 0.54% | ₹ 48.04 | Others |
| National Bank for Agriculture & Rural Development - 10/03/2027 | 0.53% | ₹ 47.73 | Others |
| National Bank for Agriculture & Rural Development - 7.48% - 15/09/2028 | 0.51% | ₹ 45.22 | Others |
| National Bank for Agriculture & Rural Development - 7.01% - 16/03/2029 | 0.48% | ₹ 42.82 | Others |
| GAIL (IndiLtd | 0.47% | ₹ 41.85 | Gas Transmission/Marketing |
| Alkem Laboratories Ltd | 0.46% | ₹ 41.05 | Pharmaceuticals |
| Elecon Engineering Company Ltd | 0.46% | ₹ 40.90 | Engineering - Heavy |
| Indraprastha Gas Ltd | 0.46% | ₹ 40.95 | LPG/CNG/PNG/LNG Bottling/Distribution |
| 6.94% Central Government Securities 11/05/2036 | 0.45% | ₹ 40.58 | Others |
| National Bank for Agriculture & Rural Development - 6.66% - 12/10/2028 | 0.39% | ₹ 34.62 | Others |
| Bharti Telecom Ltd - 7.4% - 01/02/2029 | 0.39% | ₹ 34.47 | Others |
| Vedanta Ltd | 0.38% | ₹ 34.37 | Mining/Minerals |
| 7.18% Government Securities - 24/07/2037 | 0.35% | ₹ 30.86 | Others |
| Cholamandalam Investment and Finance Company Ltd - 8.54% - 12/04/2029 | 0.34% | ₹ 30.33 | Others |
| Bajaj Finance Ltd - 7.82% - 31/01/2034 | 0.34% | ₹ 30.03 | Others |
| 7.10% Central Government Securities 18/04/2029 | 0.29% | ₹ 25.62 | Others |
| 7.10% Central Government Securities 08/04/2034 | 0.29% | ₹ 25.59 | Others |
| Power Finance Corporation Ltd - 7.82% - 06/03/2038 | 0.29% | ₹ 25.64 | Others |
| 7.30% Government Securities - 19/06/2053 | 0.28% | ₹ 24.98 | Others |
| 7.34% Central Government Securities 22/04/2064 | 0.28% | ₹ 24.70 | Others |
| National Bank for Agriculture & Rural Development - 6.85% - 19/01/2029 | 0.28% | ₹ 24.81 | Others |
| Power Finance Corporation Ltd - 7.6% - 13/04/2029 | 0.28% | ₹ 25.30 | Others |
| Small Industries Development Bank of India - 7.47% - 05/09/2029 | 0.28% | ₹ 25.18 | Others |
| HDFC Bank Ltd - 7.7% - 16/05/2028 | 0.28% | ₹ 25.16 | Others |
| National Bank for Agriculture & Rural Development - 7.62% - 31/01/2028 | 0.28% | ₹ 25.15 | Others |
| Small Industries Development Bank of India - 7.4% - 18/06/2031 | 0.28% | ₹ 25.13 | Others |
| Small Industries Development Bank of India - 7.79% - 14/05/2027 | 0.28% | ₹ 25.10 | Others |
| REC LTD - 7.56% - 31/08/2027 | 0.28% | ₹ 25.09 | Others |
| LIC Housing Finance Ltd - 7.74% - 22/10/2027 | 0.28% | ₹ 25.09 | Others |
| State Bank of India - 6.93% - 20/10/2035 - Call Dt : 19-Oct-30 | 0.28% | ₹ 25 | Others |
| Muthoot Finance Ltd - 8.05% - 25/11/2027 | 0.28% | ₹ 24.95 | Others |
| National Bank for Agriculture & Rural Development - 7.1% - 29/03/2029 | 0.28% | ₹ 24.95 | Others |
| Power Finance Corporation Ltd - 6.96% - 02/03/2028 | 0.28% | ₹ 24.92 | Others |
| Small Industries Development Bank of India - 7.04% - 09/02/2029 | 0.28% | ₹ 24.89 | Others |
| Small Industries Development Bank of India - 18/02/2027 | 0.27% | ₹ 23.95 | Others |
| Margin Money For Derivatives | 0.23% | ₹ 20.25 | Others |
| Hindustan UniLever Ltd | 0.23% | ₹ 20.54 | Personal Care |
| 7.5% Cholamandalam Investment and Company Ltd - 30/09/2026 | 0.23% | ₹ 20.91 | Others |
| REC LTD - 7.34% - 30/04/2030 | 0.23% | ₹ 20.16 | Others |
| National Bank for Agriculture & Rural Development - 7.44% - 17/07/2029 | 0.23% | ₹ 20.12 | Others |
| Housing & Urban Development Corporation Ltd - 7.23% - 18/07/2029 | 0.22% | ₹ 20 | Others |
| Indian Railway Finance Corporation Ltd - 7.68% - 24/11/2026 | 0.22% | ₹ 20.05 | Others |
| Indian Railway Finance Corporation Ltd - 7.74% - 15/04/2038 | 0.17% | ₹ 15.39 | Others |
| LIC Housing Finance Ltd - 8.025% - 23/03/2033 | 0.17% | ₹ 15.36 | Others |
| Indian Railway Finance Corporation Ltd - 7.46% - 18/06/2029 | 0.17% | ₹ 15.19 | Others |
| Power Finance Corporation Ltd - 7.77% - 15/04/2028 | 0.17% | ₹ 15.15 | Others |
| Bharti Telecom Ltd - 8.65% - 05/11/2027 | 0.17% | ₹ 15.12 | Others |
| Muthoot Finance Ltd - 8.4% - 28/08/2028 | 0.17% | ₹ 15.04 | Others |
| Power Finance Corporation Ltd - 7.77% - 15/07/2026 | 0.17% | ₹ 15.01 | Others |
| LIC Housing Finance Ltd - 6.17% - 03/09/2026 | 0.17% | ₹ 14.97 | Others |
| Power Finance Corporation Ltd - 6.73% - 15/10/2027 | 0.17% | ₹ 14.92 | Others |
| Bajaj Finance Ltd - 7.11% - 10/07/2028 | 0.17% | ₹ 14.86 | Others |
| 7.02% Central Government Securities 18/06/2031 | 0.17% | ₹ 15.35 | Others |
| PNB Housing Finance Ltd - 7.28% - 05/06/2028 | 0.16% | ₹ 13.92 | Others |
| Bank of Baroda - 04/02/2027 | 0.16% | ₹ 14.41 | Others |
| Union Bank of India - 16/03/2027 | 0.16% | ₹ 14.31 | Others |
| Indian Railway Finance Corporation Ltd - 01/12/2035 | 0.15% | ₹ 13.62 | Others |
| PNB Housing Finance Ltd - 8.15% - 29/07/2027 | 0.11% | ₹ 10.06 | Others |
| Small Industries Development Bank of India - 7.68% - 10/08/2027 | 0.11% | ₹ 10.04 | Others |
| Can Fin Homes Ltd - 8.09% - 04/01/2027 | 0.11% | ₹ 10.03 | Others |
| REC LTD - 7.51% - 31/07/2026 | 0.11% | ₹ 10 | Others |
| Cholamandalam Investment and Finance Company Ltd - 7.38% - 28/05/2027 | 0.11% | ₹ 9.96 | Others |
| HDB Financial Services Ltd - 7.4091% - 05/06/2028 | 0.11% | ₹ 9.95 | Others |
| 7.72% Karnataka State Government Securities - 06/12/2035 | 0.11% | ₹ 10.21 | Finance & Investments |
| HDB Financial Services Ltd - 7.84% - 14/07/2026 | 0.11% | ₹ 10 | Others |
| Coforge Ltd (Pre NIIT Technologies LimiteJUL-2026 | 0.10% | ₹ 8.83 | Others |
| Kwality WallÂ’s (IndiLtd | 0.02% | ₹ 1.71 | Milk & Milk Products |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | -3.04% | -2.21% | 0.93% | 9.31% |
| Category returns | 2.21% | 3.91% | 8.25% | 23.67% |
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
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
Top Funds from Sundaram Asset Management Company Ltd.
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 ₹159.24 as of 16 Jul 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 ₹8,940.52 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 -2.21% (1 Year), 9.31% (3 Year), 9.15% (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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