Sundaram Aggressive Hybrid Fund Growth Return

  • 1M
  • 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)

₹9,272 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(%)
1M-5.53-1.30126.25
6M4.714.23126.25
1Y-3.674.05126.25
3Y7.1413.81126.25

Portfolio Analysis

  • Equity: 72.48%
  • Debt: 27.51%
  • Others
As on: 2026-08-31
View allocation % by

1. ICICI Bank Ltd5.14%
2. HDFC Bank Ltd2.75%
3. Kotak Mahindra Bank Ltd2.00%

1. Coforge Ltd2.10%
2. Oracle Financial Services Software Ltd1.77%
3. Fractal Analytics Ltd1.44%
4. Billionbrains Garage Ventures Ltd1.16%

1. One 97 Communications Ltd1.96%
2. PB Fintech Ltd1.83%

1. Larsen & Toubro Ltd3.43%

1. Sun Pharmaceutical Industries Ltd1.14%
2. Mankind Pharma Ltd0.82%
3. Granules India Ltd0.78%
4. Alkem Laboratories Ltd0.65%

1. Reliance Industries Ltd3.12%

1. Bharti Airtel Ltd3.09%

1. Hindalco Industries Ltd1.61%
2. Vedanta Aluminium Metal Ltd1.35%

1. Cholamandalam Investment and Finance Company Ltd1.73%
2. Poonawalla Fincorp Ltd1.22%

1. Mahindra & Mahindra Ltd2.59%

1. TVS Motor Company Ltd1.71%
2. Bajaj Auto Ltd0.86%

1. Eternal Ltd (Previously Zomato Ltd)2.18%

1. Delhivery Ltd0.96%
2. Horizon Industrial Parks Ltd0.96%

1. Embassy Office Parks (REIT)1.20%
2. Brookfield India Real Estate Trust REIT0.63%

1. CRISIL Ltd0.84%
2. Indegene Limited0.68%

1. Amber Enterprises India Ltd1.36%

1. Bajaj Finserv Ltd1.30%

1. Force Motors Ltd0.87%
2. Ashok Leyland Ltd0.39%

1. Cummins India Ltd1.25%

1. Aster DM Healthcare Ltd1.19%

1. Coromandel International Ltd1.18%

1. Ultratech Cement Ltd0.95%
2. JK Cement Ltd0.18%

1. UNO Minda Ltd1.04%

1. Altius Telecom Infrastructure Trust INVIT1.02%

1. Multi Commodity Exchange of India Ltd1.01%

1. MTAR Technologies Ltd1.01%
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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 ₹9,272 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
Groww Aggressive Hybrid Fund Growth053 CR3.03
PGIM India Aggressive Hybrid Equity Fund Growth0204 CR2.58
Sundaram Aggressive Hybrid Fund Growth29,272 CR2.24
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth04,072 CR
Fund Name1Y3Y
This FundGroww Aggressive Hybrid Fund Growth-3.903821.9915
This FundPGIM India Aggressive Hybrid Equity Fund Growth-3.954222.1413
This FundSundaram Aggressive Hybrid Fund Growth-3.669722.9887
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 : -5.53%
  • 6 Months : 4.71%
  • 1 Year : -3.67%
  • 3 Years : 7.14%
Returns of Sundaram Aggressive Hybrid Fund Growth are updated daily based on NAV of ₹ 152.8464 as on Oct 01,2026. Since inception, the return has been 22.99%.

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 ₹9,272 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.
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