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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹7,653 Cr

Lock In Period

N/A

Expense Ratio

2.24

Benchmark

Crisil Balanced Fund Index

Exit Load

If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.

Summary

Latest details for Sundaram Aggressive Hybrid Fund Growth include a ₹158.8605 NAV as of Apr 22,2026 and returns since inception of 43.15%. Minimum investments start at SIP ₹100. The Sundaram Aggressive Hybrid Fund Growth AUM is ₹7,653 Cr, with a lock-in of N/A years, expense ratio of 2.24%, and benchmark Crisil Balanced Fund Index. Exit load is - If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.. In the growth review for 1M Month/Year, the fund recorded 5.73% returns, against a category average of 1.91% and a category best of 126.25%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M5.731.91126.25
6M-3.371.95126.25
1Y2.116.04126.25
3Y12.7016.23126.25

Portfolio Analysis

  • Equity: 70.77%
  • Debt: 31.21%
  • Others
As on: 2026-03-31
View allocation % by

1. HDFC Bank Ltd6.28%
2. ICICI Bank Ltd5.12%
3. Kotak Mahindra Bank Ltd2.40%

1. Infosys Ltd2.12%
2. HCL Technologies Ltd1.85%
3. Coforge Ltd1.23%
4. Fractal Analytics Ltd1.09%
5. Billionbrains Garage Ventures Ltd0.89%
6. Tech Mahindra Ltd0.40%

1. Reliance Industries Ltd4.46%
2. Bharat Petroleum Corporation Ltd0.39%

1. Bharti Airtel Ltd3.76%

1. Bajaj Finance Ltd2.02%
2. Cholamandalam Investment and Finance Company Ltd1.51%

1. Larsen & Toubro Ltd3.52%

1. Mahindra & Mahindra Ltd2.71%
2. Maruti Suzuki India Ltd0.74%

1. Embassy Office Parks (REIT)1.39%
2. Brookfield India Real Estate Trust REIT0.73%

1. Bharat Electronics Ltd1.70%
2. Hindustan Aeronautics Ltd0.39%

1. TVS Motor Company Ltd1.32%
2. Bajaj Auto Ltd0.76%

1. Ultratech Cement Ltd1.07%
2. JK Cement Ltd0.76%

1. State Bank of India1.76%

1. Mankind Pharma Ltd0.82%
2. Sun Pharmaceutical Industries Ltd0.79%

1. Hindustan UniLever Ltd1.50%

1. Cummins India Ltd1.48%

1. PB Fintech Ltd1.43%

1. Coromandel International Ltd1.41%

1. TATA Power Company Ltd1.40%

1. Tata Steel Ltd1.30%

1. Jubilant Foodworks Ltd1.02%
2. The Indian Hotels Company Ltd0.22%

1. Amber Enterprises India Ltd1.14%

1. CRISIL Ltd0.59%
2. Indegene Limited0.43%

About Fund

Sundaram Aggressive Hybrid Fund Growth managed by Sundaram Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹7,653 Crore. The fund benchmarks its performance against the Crisil Balanced Fund Index while maintaining an expense ratio of 2.24. Under the expert guidance of Dwijendra Srivastava ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Dwijendra Srivastava

Mr. Dwijendra holds Chartered Financial Analyst from CFA Institute, USA. He is also a Textile Engineer with Post Graduate Diploma in Finance. He was associated with Deutsche Asset Management (India) Ltd., as Vice President and Fund Manager since 2007, spearheading debt schemes. He was also involved in new product development. Before that he was with JM and Tata Asset Management Company Private Ltd., as fund manager.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundHDFC Retirement Savings Fund - Hybrid Equity Growth01539.92 CR2.09
This FundSBI Childrens Fund - Savings Plan Growth5136.57 CR1.23
This FundSundaram Aggressive Hybrid Fund Growth27653.49 CR2.24
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth03700.53 CR
Fund Name1Y3Y
This FundHDFC Retirement Savings Fund - Hybrid Equity Growth1.456441.3924
This FundSBI Childrens Fund - Savings Plan Growth4.754841.4942
This FundSundaram Aggressive Hybrid Fund Growth2.105843.1489
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth126.2548126.2548

FAQs

Sundaram Aggressive Hybrid Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Sundaram Aggressive Hybrid Fund Growth is 2.24. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Aggressive Hybrid Fund Growth’s fund performance is as follows:
  • 1 Month : 5.73%
  • 6 Months : -3.37%
  • 1 Year : 2.11%
  • 3 Years : 12.70%
Returns of Sundaram Aggressive Hybrid Fund Growth are updated daily based on NAV of ₹ 158.8605 as on Apr 22,2026. Since inception, the return has been 43.15%.

You can invest in Sundaram Aggressive Hybrid Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Sundaram Aggressive Hybrid Fund Growth is ₹7,653 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Aggressive Hybrid Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500