Q: What are the returns of Sundaram Aggressive Hybrid Fund?

The Sundaram Aggressive Hybrid Fund is a 12 yrs 3 m old fund and has delivered average annual returns of 12.83% since inception. Sundaram Aggressive Hybrid Fund Returns 1-Year 3-Year 5-Year 10-Year Since Inception 11.46% 14.66% 20.26% 12.59% 12.83%

Question 1

What is the current NAV of Sundaram Aggressive Hybrid Fund?

Accepted Answer

The current Net Asset Value (NAV) of the Sundaram Aggressive Hybrid Fund - Direct Growth plan is approximately ₹180.0806 as of Apr 23, 2025.

Question 2

What are the returns of Sundaram Aggressive Hybrid Fund?

Accepted Answer

The Sundaram Aggressive Hybrid Fund is a 12 yrs 3 m old fund and has delivered average annual returns of 12.83% since inception.

Sundaram Aggressive Hybrid Fund Returns

1-Year	3-Year	5-Year	10-Year	Since Inception
11.46%	14.66%	20.26%	12.59%	12.83%

Question 3

How much does Sundaram Aggressive Hybrid Fund charge as the expense ratio?

Accepted Answer

The Sundaram Aggressive Hybrid Fund - Direct Growth has an expense ratio of 0.8%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

Question 4

What is the AUM or size of Sundaram Aggressive Hybrid Fund?

Accepted Answer

The Sundaram Aggressive Hybrid Fund currently has assets under management (AUM) or fund size valued at approximately ₹5,619 Crs crore as of Mar 31, 2025.

Question 5

What are the top stock holdings of Sundaram Aggressive Hybrid Fund?

Accepted Answer

The Sundaram Aggressive Hybrid Fund's equity portion has been invested in the stocks of the following companies

Company	Percentage of Portfolio
HDFC Bank Ltd.	5.79%
ICICI Bank Ltd.	4.74%
Reliance Industries Ltd.	4.73%
Bharti Airtel Ltd.	3.23%
State Bank of India	2.86%
Infosys Ltd.	2.6%
Axis Bank Ltd.	2.3%
Kotak Mahindra Bank Ltd.	2.15%
Larsen & Toubro Ltd.	1.96%
Mahindra & Mahindra Ltd.	1.74%

Question 6

What are the top sectors Sundaram Aggressive Hybrid Fund has invested in?

Accepted Answer

The Sundaram Aggressive Hybrid Fund's equity portion is primarily invested in the following sectors -

Company	Percentage of Portfolio
HDFC Bank Ltd.	5.79%
ICICI Bank Ltd.	4.74%
Reliance Industries Ltd.	4.73%
Bharti Airtel Ltd.	3.23%
State Bank of India	2.86%
Infosys Ltd.	2.6%
Axis Bank Ltd.	2.3%
Kotak Mahindra Bank Ltd.	2.15%
Larsen & Toubro Ltd.	1.96%
Mahindra & Mahindra Ltd.	1.74%

Question 7

To whom does Sundaram Aggressive Hybrid Fund lend to?

Accepted Answer

The top 3 debt holdings of Sundaram Aggressive Hybrid Fund are as follows

Holding Name	Percentage of Portfolio
GOI	9.92%
National Bank For Agriculture & Rural Development	2.15%
Power Finance Corporation Ltd.	1.46%

Question 8

What is the quality of borrowers Sundaram Aggressive Hybrid Fund lends to?

Accepted Answer

The credit rating of the instruments in which the fund invests represents the quality of the borrower. The Sundaram Aggressive Hybrid Fund's debt portion's allocation by credit quality is given below

Holding Name	Percentage of Portfolio
GOI	9.92%
National Bank For Agriculture & Rural Development	2.15%
Power Finance Corporation Ltd.	1.46%

Question 9

What is the risk level of Sundaram Aggressive Hybrid Fund?

Accepted Answer

This is a Aggressive Hybrid fund comes with High risk.

Question 10

Is there any lock-in period in Sundaram Aggressive Hybrid Fund?

Accepted Answer

No, this fund does not have any lock-in period.

Question 11

How do I invest in Sundaram Aggressive Hybrid Fund?

Accepted Answer

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for Sundaram Aggressive Hybrid Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in Sundaram Aggressive Hybrid Fund is complete.

Question 12

How can I redeem my investments in Sundaram Aggressive Hybrid Fund?

Accepted Answer

Redeeming your investments in Sundaram Aggressive Hybrid Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Sundaram Aggressive Hybrid Fund from anywhere else, you can go to the fund house website and put a request through it.

VRO rating	3
Expense ratio	0.8% as on Mar 31, 2025
Exit load	1.0% For units in excess of 25% of the investment,1% will be charged for redemption within 365 days!
AUM (Fund size)	₹5,619 Crs
Lock-in	No Lockin
Age	12 yrs 3 m since Jan 01, 2013
Benchmark	CRISIL Hybrid 35+65 Aggressive
Min. investment	SIP ₹500 & Lump. ₹1000
Risk	High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Period	This fund	Category average
1 month	2.81%	2.86%
3 months	4.73%	3.94%
6 months	-0.34%	-0.22%
1 year	11.46%	11.18%
3 years	14.66%	15.77%
5 years	20.26%	22.25%
7 years	12.64%	13.69%
10 years	12.59%	12.65%

Fund name	ETM Rank	AUM (in Crs.)	Fund age	Expense ratio
Sundaram Aggressive Hybrid Fund	N.A.	₹5,619 Crs	12 yrs 3 m	0.8%
ICICI Prudential Equity & Debt Fund	N.A.	₹40,962 Crs	12 yrs 3 m	1.0%
Edelweiss Aggressive Hybrid Fund	N.A.	₹2,487 Crs	12 yrs 3 m	0.44%
Mahindra Manulife Aggressive Hybrid Fund	N.A.	₹1,567 Crs	5 yrs 9 m	0.53%
Baroda BNP Paribas Aggressive Hybrid Fund	N.A.	₹1,150 Crs	8 yrs 1 m	0.58%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Sundaram Aggressive Hybrid Fund	2.81%	-0.34%	11.46%	14.66%	20.26%	12.59%
ICICI Prudential Equity & Debt Fund	3.13%	2.45%	12.49%	19.78%	28.35%	16.53%
Edelweiss Aggressive Hybrid Fund	2.71%	0.96%	13.8%	19.33%	24.6%	13.9%
Mahindra Manulife Aggressive Hybrid Fund	3.53%	1.72%	14.82%	18.72%	24.92%	11.3%
Baroda BNP Paribas Aggressive Hybrid Fund	1.99%	-2.09%	8.2%	16.02%	20.83%	11.76%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Sundaram Aggressive Hybrid Fund	10.67	0.85	0.59	1.04
ICICI Prudential Equity & Debt Fund	10.06	0.78	1.13	2.38
Edelweiss Aggressive Hybrid Fund	10.66	0.86	1.03	1.69
Mahindra Manulife Aggressive Hybrid Fund	11.62	0.93	0.83	1.5
Baroda BNP Paribas Aggressive Hybrid Fund	10.45	0.83	0.75	1.25

Sundaram Aggressive Hybrid Fund Direct-Growth

Historical NAV & returns

Sundaram Aggressive Hybrid Fund overview

Sundaram Aggressive Hybrid Fund Returns calculator

Trailing returns as on Apr 24, 2025

Asset allocationas on Mar 31, 2025

Peer comparison

Key risk & return ratios Compared to other funds in the category

Compare Sundaram Aggressive Hybrid Fund in detail with

About this fund

About Sundaram Aggressive Hybrid Fund

Fund managers

Investment objective

Sundaram Mutual Fund details

More funds from Sundaram Mutual Fund

Frequently asked questions

Sundaram Aggressive Hybrid Fund Returns

ET Money rank

Alpha	0.83 vs. 5.04 Underperformed at beating benchmark
Sharpe	0.59 vs. 4.73 Poor risk-adjusted returns
Beta	0.85 vs. 0.98 Less sensitive to market ups & downs
Standard deviation	10.67 vs. 10.79 More stable returns

Fund AUM	₹5,619 Crs as on Mar 31, 2025
Scheme document	View Scheme Document

No. of schemes	30 view all schemes
Total AUM	₹65,593 Crs as on Mar 31, 2025
Address	Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road, Royapettah Chennai, 600014
Phone	1860-425-7237

Fund name	ETM Rank	AUM (in Crs.)	1Y	5Y
Sundaram Balanced Advantage Fund	N.A.	₹1,491 Crs	10.72%	15.96%
Sundaram Equity Savings Fund	N.A.	₹976 Crs	10.59%	14.6%
Sundaram Conservative Hybrid Fund	N.A.	₹27 Crs	10.47%	10.83%
Sundaram Arbitrage Fund	N.A.	₹290 Crs	7.79%	5.64%
Sundaram Multi Asset Allocation Fund	N.A.	₹2,484 Crs	15.01%	N.A.

Sector	Percentage of Portfolio
Financial	20.94%
Energy	7.760000000000001%
Technology	6.96%
Automobile	6.12%
Healthcare	5.01%
Consumer Staples	4.65%
Communication	3.68%
Materials	3.13%
Capital Goods	3.0900000000000003%
Consumer Discretionary	3.0%

Credit Quality	Percentage of Portfolio
SOV	10.966921%
AAA	10.731163%
A1+	3.532614%