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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 · 1.73%Inception · 01-01-2013
NAV
₹158.94
-0.59% · as of 14-07-2026
Since inception
10.34%
CAGR
Benchmark (inception)
11.94%
CAGR
Fund size
₹8,941 Cr
AUM
Expense ratio
1.73%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +10.34% CAGR vs benchmark +11.94%.
Portfolio
Where the money is invested
Top holdings
HDFC BANK LIMITED EQ NEW FV RE. 1/-5.99%
ICICI BANK LIMITED EQ NEW FV RS. 2/-5.88%
TREPS5.16%
RELIANCE INDUSTRIES LIMITED EQ4.92%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-3.94%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-3.75%
06.48% GSEC MAT- 06/10/20353.23%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.53.04%
Kotak Mahindra Bank Limited2.55%
Bajaj Finance Limited2.21%
Sector allocation
Financial Services26.39%
Oil, Gas & Consumable Fuels6.66%
Automobile and Auto Components6.65%
Information Technology5.02%
Capital Goods4.53%
Telecommunication3.94%
Construction3.75%
Fast Moving Consumer Goods2.95%
Metals & Mining2.91%
Healthcare2.88%
Riskometer
LowVery High
High
What if you'd SIP'd here?
@ 10.3% p.a.₹10,000
10 years
Projected value
₹21,06,815
Invested: ₹12,00,000
Gained: ₹9,06,815
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
B
Bharath S, Clyton Richard Fernandes, Dwijendra Srivastava, Sandeep Agarwal, 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
Quant Aggressive Hybrid Fund Gr Reg Plan
₹471.42
1Y
+11.1%
3Y
+14.3%
5Y
+13.2%
Bank Of India Mid & Small Cap Equity & Debt Reg Gr
₹42.06
1Y
+8.2%
3Y
+18.7%
5Y
+14.2%
Bandhan Aggressive Hyb Fund Reg Gr
₹27.63
1Y
+6.6%
3Y
+13.8%
5Y
+11.6%
HSBC Aggressive Hybrid Fund Reg Gr
₹58.47
1Y
+5.4%
3Y
+12.9%
5Y
+10.6%
Navi Aggressive Hybrid Reg Gr
₹21.83
1Y
+4.7%
3Y
+10.8%
5Y
+10.6%
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