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Sundaram Aggressive Hybrid Fund Growth Return

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  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Sundaram Aggressive Hybrid Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹8,941 Cr

Lock In Period

N/A

Expense Ratio

2.24

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.

Benchmark

Crisil Balanced Fund Index

Sundaram Aggressive Hybrid Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.141.14126.25
6M-1.192.62126.25
1Y-0.902.65126.25
3Y9.0826.61126.25

Portfolio Analysis

  • Equity: 71.96%
  • Debt: 28.03%
  • Others
As on: 2026-06-30
View allocation % by

1. ICICI Bank Ltd5.05%
2. HDFC Bank Ltd4.99%
3. Kotak Mahindra Bank Ltd2.30%

1. Coforge Ltd1.40%
2. Fractal Analytics Ltd1.33%
3. Billionbrains Garage Ventures Ltd1.26%
4. Oracle Financial Services Software Ltd1.07%
5. HCL Technologies Ltd0.80%

1. Bajaj Finance Ltd2.18%
2. Cholamandalam Investment and Finance Company Ltd1.73%
3. Muthoot Finance Ltd1.16%
4. Poonawalla Fincorp Ltd0.66%

1. Reliance Industries Ltd3.74%

1. Larsen & Toubro Ltd3.65%

1. Bharti Airtel Ltd3.22%

1. Sun Pharmaceutical Industries Ltd1.11%
2. Mankind Pharma Ltd0.89%
3. Granules India Ltd0.62%
4. Alkem Laboratories Ltd0.46%

1. PB Fintech Ltd1.43%
2. One 97 Communications Ltd1.12%

1. Mahindra & Mahindra Ltd2.33%

1. Bharat Electronics Ltd1.50%
2. MTAR Technologies Ltd0.80%

1. TVS Motor Company Ltd1.18%
2. Bajaj Auto Ltd0.72%

1. Embassy Office Parks (REIT)1.24%
2. Brookfield India Real Estate Trust REIT0.64%

1. Ultratech Cement Ltd0.96%
2. JK Cement Ltd0.71%

1. Tata Steel Ltd1.58%

1. Cummins India Ltd1.43%

1. TATA Consumer Products Ltd0.82%
2. CCL Products (IndiLtd0.61%

1. Amber Enterprises India Ltd1.33%

1. Coromandel International Ltd1.29%

1. CRISIL Ltd0.67%
2. Indegene Limited0.57%

1. TATA Power Company Ltd1.23%

1. Altius Telecom Infrastructure Trust INVIT1.02%

About Fund Sundaram Aggressive Hybrid Fund Growth

Sundaram Aggressive Hybrid Fund Growth managed by Sundaram Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹8,941 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 Kumaresh Ramakrishnan ,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

Kumaresh Ramakrishnan

Mr. Kumaresh did his Engineering from Mumbai University and MBA from NMIMS (Mumbai). He has work experience of more than 13 years in Indian Fixed Income Markets. Prior to this, he has worked with Society General (SG) as Senior Credit Analyst and also as Senior Rating Analyst with Credit Analysis & Research Ltd.(CARE).

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Axis Aggressive Hybrid Fund Growth11,455 CR2.19
LIC MF Childrens Fund Growth015 CR2.39
Sundaram Aggressive Hybrid Fund Growth28,940 CR2.24
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth04,013 CR
Fund Name1Y3Y
This FundAxis Aggressive Hybrid Fund Growth1.020929.5511
This FundLIC MF Childrens Fund Growth3.529529.5828
This FundSundaram Aggressive Hybrid Fund Growth-0.896929.7781
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth126.2548126.2548

Sundaram Aggressive Hybrid Fund Growth 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 : 1.14%
  • 6 Months : -1.19%
  • 1 Year : -0.90%
  • 3 Years : 9.08%
Returns of Sundaram Aggressive Hybrid Fund Growth are updated daily based on NAV of ₹ 160.4477 as on Jul 31,2026. Since inception, the return has been 29.78%.

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 ₹8,941 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.