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Sundaram Mutual Fund · Hybrid: Aggressive
Sundaram Aggressive Hybrid Fund Growth
To provide long-term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities
Mixed AssetBenchmark · CRISIL Hybrid 35+65 - Aggressive IndexTER · 2.15%Inception · 01-01-2013
NAV
₹152.70
-0.48% · as of 14-10-2026
Since inception
10.07%
CAGR
Benchmark (inception)
11.63%
CAGR
Fund size
₹8,793 Cr
AUM
Expense ratio
2.15%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +10.07% CAGR vs benchmark +11.63%.
Portfolio
Where the money is invested
Top holdings
ICICI BANK LIMITED EQ NEW FV RS. 2/-5.05%
HDFC BANK LIMITED EQ NEW FV RE. 1/-4.99%
RELIANCE INDUSTRIES LIMITED EQ3.74%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-3.65%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-3.22%
06.48% GSEC MAT- 06/10/20353.17%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.52.33%
Kotak Mahindra Bank Limited2.30%
Bajaj Finance Limited2.18%
CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/-1.73%
Sector allocation
Financial Services24.90%
Automobile and Auto Components6.02%
Information Technology5.25%
Capital Goods4.84%
Oil, Gas & Consumable Fuels4.67%
Healthcare4.42%
Construction3.65%
Telecommunication3.22%
Metals & Mining2.66%
Fast Moving Consumer Goods2.39%
Riskometer
LowVery High
High
What if you'd SIP'd here?
@ 10.1% p.a.₹10,000
10 years
Projected value
₹20,73,941
Invested: ₹12,00,000
Gained: ₹8,73,941
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
C
Clyton Richard Fernandes, Bharath S, Kumaresh Ramakrishnan, Shalav Saket
Manager since fund inception data not available
ISIN & identifiers
AMFI code
149599
ISIN (Growth)
INF173K01CL8
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Hybrid: Aggressive funds
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₹42.63
1Y
+13.3%
3Y
+14.8%
5Y
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1Y
+6.7%
3Y
+10.1%
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Quant Aggressive Hybrid Fund Gr Reg Plan
₹444.42
1Y
+3.7%
3Y
+10.9%
5Y
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HSBC Aggressive Hybrid Fund Reg Gr
₹58.27
1Y
+1.9%
3Y
+11.4%
5Y
+8.6%
Bandhan Aggressive Hyb Fund Reg Gr
₹27.02
1Y
+1.9%
3Y
+11.9%
5Y
+8.6%
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