Sundaram Aggressive Hybrid Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Sundaram Aggressive Hybrid Fund Growth Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹8,629 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
Summary
Sundaram Aggressive Hybrid Fund Growth NAV is ₹158.5177 as of 23 Jun, 2026. Sundaram Aggressive Hybrid Fund Growth has delivered 33.85% returns since its launch. The minimum SIP investment amount in Sundaram Aggressive Hybrid Fund Growth is ₹100. The AUM of Sundaram Aggressive Hybrid Fund Growth is ₹8,629 Cr. The expense ratio of the fund is 2.24%, and its benchmark is Crisil Balanced Fund Index. The current exit load of the fund 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 last 1M months, Sundaram Aggressive Hybrid Fund Growth has delivered 2.27% returns.
Sundaram Aggressive Hybrid Fund Growth Calculate Returns
You would have got
Your Investment Amount
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 2.27 | 0.78 | 126.25 |
| 6M | -3.27 | 2.13 | 126.25 |
| 1Y | -0.55 | 4.89 | 126.25 |
| 3Y | 10.21 | 14.60 | 126.25 |
Portfolio Analysis
- Equity: 74.65%
- Debt: 25.36%
- Others
As on: 2026-05-31
View allocation % by
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 ₹8,629 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Shriram Aggressive Hybrid Fund Growth | 0 | 48.99 CR | 2.42 |
| Motilal Oswal Equity Hybrid Fund Growth | 1 | 417.89 CR | 2.42 |
| Sundaram Aggressive Hybrid Fund Growth | 2 | 8629.36 CR | 2.24 |
| Nippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 0 | 3937.15 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundShriram Aggressive Hybrid Fund Growth | 2.3824 | 31.9826 |
| This FundMotilal Oswal Equity Hybrid Fund Growth | 17.7184 | 33.406 |
| This FundSundaram Aggressive Hybrid Fund Growth | -0.5497 | 33.8511 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 126.2548 | 126.2548 |
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 : 2.27%
- 6 Months : -3.27%
- 1 Year : -0.55%
- 3 Years : 10.21%
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 ₹8,629 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.
