Sundaram Aggressive Hybrid Fund-IDCW Monthly Reinvestment
Mutual Fund Details – Invest Smart, Grow Wealth
Discover a variety of mutual funds tailored to your goals, from equity and debt to hybrid options. Track performance, compare funds, and get expert insights to make informed investment decisions. Grow your wealth with Motilal Oswal’s trusted mutual fund solutions.
Hybrid, Aggressive Hybrid, Principal at high risk
1 Year Return 6.56% at 05 Feb 2026 11:21 AM
Fund Details
NAV 26.7948
Sub-Type Aggressive Hybrid
Rating 3
Min. SIP Amount ₹100.0
Fund Age(Year) 26.06
Fund Size(in Crores) 7846.01
Fund Performance
1 Month -1.68%
3 Month -0.58%
6 Month 2.0%
1 Year 6.56%
3 Year 13.18%
5 Year 11.74%
Know This Fund
As on 05 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (68.13%) Market Cap Large Cap 52.43 Small Cap 7.74 Mid Cap 7.96 Top Sectors Financial 23.21 Energy 6.45 Automobile 6.25 Services 5.78 Technology 3.96 Consumer Staples 3.82 Communication 3.82 Construction 3.81 Capital Goods 3.79 Chemicals 2.15 Healthcare 1.98 Materials 1.81 Consumer Discretionary 0.93 Insurance 0.37 Top Holding Bajaj Finance 2.12 Tata Consumer Products 1.09 Bharat Electronics 1.52 Mahindra & Mahindra 2.78 Chennai Super Kings 0 Bajaj Auto 0.76 Tata Power Company 0.71 Power Fin. Corp. 1.1 Trent 0.4 Hindustan Unilever 1.57 PB Fintech 1.11 Larsen & Toubro 3.22 Cholamandalam Investment and Finance Company 1.7 Amara Raja Energy & Mobility 0.91 Maruti Suzuki India 0.92 Tech Mahindra 0.37 Coforge 0.4 Interglobe Aviation 1.08 Cummins India 1.36 HCL Technologies 1.97 Mankind Pharma 0.82 Home First Finance Company India 0.68 Ultratech Cement 1.1 GAIL (India) 0.24 CRISIL 0.66 Infosys 1.22 State Bank of India 1.65 The Indian Hotels Company 0.28 TVS Motor Company 1.1 Indraprastha Gas 0.31 Bharti Airtel 3.82 Kwality Walls India 0.03 Kotak Mahindra Bank 2.74 Pidilite Industries 0.59 Prudent Corporate Advisory Services 0.61 Reliance Industries 4.17 Bharat Petroleum Corporation 1.02 Indegene 0.41 HDFC Bank 7.34 Coromandel International 1.56 Billionbrains Garage Ventures 0.53 Amber Enterprises India 0.93 Sun Pharmaceutical Industries 0.76 Jubilant FoodWorks 1.12 JK Cement 0.71 BSE 1.12 ICICI Bank 4.74 SBI Life Insurance Company 0.37 United Spirits 0.6 Prestige Estates Projects 0.58 Varun Beverages 0.55 UNO Minda 0.7
Debt & Others (31.869999999999997%) Sector Allocation State Development Loan 0.29 Real Estate Investment Trusts 2.61 Commercial Paper 0.31 Debt Credit Ratings AAA 9.53 SOV 8.82 A1+ 5.64 Cash & Call Money 3.33 AA+ 1.66 Debt Category Tamilnadu State 0.16 Brookfield India Real Estate Trust REIT 0.73 Bajaj Finance 0.58 Embassy Office Parks REIT 1.88
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-Growth Ret 1M -2.04% Ret 1Y 9.82% Ret 3Y 14.05% Ret 5Y 11.68%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Ret 1M -2.04% Ret 1Y 9.82% Ret 3Y 14.05% Ret 5Y 11.68%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Payout Ret 1M -2.04% Ret 1Y 9.82% Ret 3Y 14.05% Ret 5Y 11.68%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-Growth Ret 1M -1.22% Ret 1Y 8.47% Ret 3Y 14.8% Ret 5Y 11.61%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Ret 1M -1.22% Ret 1Y 8.47% Ret 3Y 14.8% Ret 5Y 11.61%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Reinvestment Ret 1M -1.22% Ret 1Y 8.47% Ret 3Y 14.8% Ret 5Y 11.61%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-Growth Ret 1M -1.28% Ret 1Y 8.4% Ret 3Y 14.04% Ret 5Y 9.36%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Ret 1M -1.28% Ret 1Y 8.4% Ret 3Y 14.04% Ret 5Y 9.36%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Reinvestment Ret 1M -1.28% Ret 1Y 8.4% Ret 3Y 14.04% Ret 5Y 9.36%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-Growth Ret 1M -2.07% Ret 1Y 6.14% Ret 3Y 12.04% Ret 5Y 9.39%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-IDCW Monthly Payout Ret 1M -2.07% Ret 1Y 6.14% Ret 3Y 12.04% Ret 5Y 9.39%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.78%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Clyton Richard Fernandes
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
Dwijendra Srivastava
Education Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Bharath S.
Education Mr. Bharath is a B Com (H), MBA and ICWA.
Experience Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Sandeep Agarwal
Education Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Experience Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at high risk
AMC and Fund details
Rank (total sets) 18
Date of Incorporation 2000-01-14
Total AUM 2025-12-31
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
