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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 · 2.11%Inception · 01-01-2013
NAV
₹163.04
+0.05% · as of 28-08-2026
Since inception
10.39%
CAGR
Benchmark (inception)
11.88%
CAGR
Fund size
₹9,147 Cr
AUM
Expense ratio
2.11%
31-07-2026
Performance
Returns vs benchmark & category
Since inception: +10.39% CAGR vs benchmark +11.88%.
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?
@ 10.4% p.a.₹10,000
10 years
Projected value
₹21,12,972
Invested: ₹12,00,000
Gained: ₹9,12,972
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, 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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+10.2%
3Y
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₹28.29
1Y
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3Y
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₹60.26
1Y
+9.3%
3Y
+13.6%
5Y
+10.9%
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