Sundaram Aggressive Hybrid Fund-Growth

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 (97.29%) Market Cap Mid Cap 19.86 Small Cap 19.32 Large Cap 58.11 Top Sectors Financial 34.98 Energy 12.39 Technology 9.09 Capital Goods 7.97 Metals & Mining 5.63 Materials 5.04 Automobile 4.33 Healthcare 4.14 Communication 3.54 Consumer Discretionary 3.31 Construction 3.16 Services 2.69 Consumer Staples 1.02 Top Holding NTPC 3.04 SBI Cards 0.32 Intellect Design Arena 0.81 Reliance Industries 3.29 NTPC Green Energy 1.23 Indraprastha Gas 0.47 Grasim Industries 0.74 NLC India 0.64 Bharti Airtel 2.94 Alkem Laboratories 1.14 ITC 0.55 Swiggy 0.8 UTI Asset Mgmt 0.9 The Phoenix Mills 0.36 Somany Ceramics 0.33 RBL Bank 0.74 Innoventive Industries 0 Mahindra & Mahindra 1.63 TeamLease Services 0.18 Balkrishna Industries 0.49 Dixon Technologies (India) 0.8 Tata Consultancy 2.35 Piramal Finance 0.66 Finolex Cables 0.15 Torrent Pharmaceuticals 1.38 Awfis Space Solutions 0.65 ICICI Bank 3.38 Sonata Software 0.61 L&T Fin 0.78 LTIMindtree 1.62 KPIT Technologies 0.13 HDFC Bank 8.75 Kotak Mahindra Bank 3.2 Angel One 0.53 Voltas 1.71 State Bank of India 3.5 Hindustan Petroleum Corporation 0.76 Indusind Bank 2.83 Vedanta 3.97 PG Electroplast 1.97 Greenpanel Industries 0.21 Saatvik Green Energy 0.62 Allied Blenders And Distillers 0.47 Jindal Steel 1.66 Bharat Heavy Electricals 2.55 Fusion Fin 0.34 Kaynes Technology India 1.61 Max Financial Services 1 Infosys 3.57 Ultratech Cement 0.19 Aditya Infotech 0.24 Shriram Finance 0.68 Kajaria Ceramics 0.54 Larsen & Toubro 2.8 Coal India 0.87 Ador Welding 0.39 Electronics Mart India 0.34 Axis Bank 2.55 Trent 0.72 Bajaj Finance 2.03 CG Power 0.5 Asian Paints 1.35 LG Electronics India 0.18 Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) 0.36 Stanley Lifestyles 0.3 India Shelter Finance Corporation 0.46 ONGC 2.34 Equitas Small Finance Bank 0.71 Blue Star 0.46 Indigo Paints 0.81 Crompton Greaves Con. Electricals 0.66 AU Small Finance Bank 1.03 Cholamandalam Financial 0.59 Maruti Suzuki India 2.21 Fortis Healthcare 1.62

Debt & Others (2.71%) Sector Allocation Repo 2.85 Net Payables -0.16 Margin Money 0.02 Debt Credit Ratings Debt Category Others 2.71

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Value Fund Regular-Growth Ret 1M -1.78% Ret 1Y 8.88% Ret 3Y 21.23% Ret 5Y 17.34%

Equity, Flexi Cap funds Aditya Birla Sun Life Value Fund Regular-IDCW Ret 1M -1.78% Ret 1Y 8.88% Ret 3Y 21.23% Ret 5Y 17.34%

Equity, Flexi Cap funds Aditya Birla Sun Life Value Fund Regular-IDCW Reinvestment Ret 1M -1.78% Ret 1Y 8.88% Ret 3Y 21.23% Ret 5Y 17.34%

Equity, Flexi Cap funds Axis Nifty500 Value 50 Index Fund Regular-Growth Ret 1M 2.96% Ret 1Y 26.46% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Value Fund Regular-Growth Ret 1M -1.43% Ret 1Y 10.6% Ret 3Y 22.93% Ret 5Y 0%

Equity, Flexi Cap funds Axis Value Fund Regular-IDCW Payout Ret 1M -1.43% Ret 1Y 10.6% Ret 3Y 22.93% Ret 5Y 0%

Equity, Flexi Cap funds Axis Value Fund Regular-IDCW Reinvestment Ret 1M -1.43% Ret 1Y 10.6% Ret 3Y 22.93% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Nifty 500 Value 50 Index Fund Regular-Growth Ret 1M 2.97% Ret 1Y 26.48% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Value Fund Regular-Growth Ret 1M -2.53% Ret 1Y 6.33% Ret 3Y 17.55% Ret 5Y 20.13%

Equity, Flexi Cap funds Bandhan Value Fund Regular-IDCW Ret 1M -2.53% Ret 1Y 6.33% Ret 3Y 17.55% Ret 5Y 20.13%

Equity, Flexi Cap funds Bandhan Value Fund Regular-IDCW Reinvestment Ret 1M -2.53% Ret 1Y 6.33% Ret 3Y 17.55% Ret 5Y 20.13%

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.