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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

7,934 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 163.1459 NAV as of Feb 13,2026 and returns since inception of 45.34%. Minimum investments start at SIP ₹100. The Sundaram Aggressive Hybrid Fund Growth AUM is ₹7,934 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 0.00% returns, against a category average of 0.00% and a category best of 0.00%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)

Portfolio Analysis

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As on: 2025-12-31
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About Fund

Sundaram Aggressive Hybrid Fund Growth managed by Sundaram Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹7,934 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.

Peer Comparison

Fund Name1Y3Y
This FundSBI Childrens Fund - Savings Plan Growth6.605642.4293
This FundNavi Aggressive Hybrid Fund Growth9.463644.1082
This FundSundaram Aggressive Hybrid Fund Growth10.228445.3449
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 : %
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Returns of Sundaram Aggressive Hybrid Fund Growth are updated daily based on NAV of ₹ 163.1459 as on Feb 13,2026. Since inception, the return has been 45.34%.

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 ₹7,934 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