Sundaram Aggressive Hybrid Fund-Growth
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Hybrid, Aggressive Hybrid, Principal at high risk
1 Year Return 6.56% at 05 Feb 2026 11:10 AM
Fund Details
NAV 163.6729
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 The Indian Hotels Company 0.28 Sun Pharmaceutical Industries 0.76 Infosys 1.22 Interglobe Aviation 1.08 CRISIL 0.66 Coromandel International 1.56 Amara Raja Energy & Mobility 0.91 Mankind Pharma 0.82 Prestige Estates Projects 0.58 Power Fin. Corp. 1.1 Reliance Industries 4.17 Cummins India 1.36 Bharat Petroleum Corporation 1.02 Maruti Suzuki India 0.92 Tata Consumer Products 1.09 Indegene 0.41 Varun Beverages 0.55 UNO Minda 0.7 Kwality Walls India 0.03 GAIL (India) 0.24 Chennai Super Kings 0 Home First Finance Company India 0.68 Bajaj Finance 2.12 Jubilant FoodWorks 1.12 Tata Power Company 0.71 PB Fintech 1.11 Trent 0.4 Mahindra & Mahindra 2.78 Coforge 0.4 Cholamandalam Investment and Finance Company 1.7 Indraprastha Gas 0.31 Bharti Airtel 3.82 SBI Life Insurance Company 0.37 Billionbrains Garage Ventures 0.53 ICICI Bank 4.74 TVS Motor Company 1.1 HCL Technologies 1.97 United Spirits 0.6 JK Cement 0.71 Amber Enterprises India 0.93 HDFC Bank 7.34 Pidilite Industries 0.59 Larsen & Toubro 3.22 Ultratech Cement 1.1 Kotak Mahindra Bank 2.74 BSE 1.12 Bajaj Auto 0.76 Bharat Electronics 1.52 Hindustan Unilever 1.57 Prudent Corporate Advisory Services 0.61 Tech Mahindra 0.37 State Bank of India 1.65
Debt & Others (31.869999999999997%) Sector Allocation Cash/Net Current Assets 0.2 State Development Loan 0.29 Certificate of Deposit 1.64 Debt Credit Ratings AAA 9.53 SOV 8.82 A1+ 5.64 Cash & Call Money 3.33 AA+ 1.66 Debt Category Can Fin Homes 0.13 Power Fin. Corp. 1.36 Indian Railway Finance Corporation 0.62 REC 0.84
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
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.
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.
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
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.
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