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Sundaram Aggressive Hybrid Fund Growth Return

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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)

₹8,484 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 ₹155.1189 as of 30 May, 2026. Sundaram Aggressive Hybrid Fund Growth has delivered 35.32% 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 ₹8,484 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 -0.54% returns.

Sundaram Aggressive Hybrid Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.541.91126.25
6M-5.953.24126.25
1Y-1.787.58126.25
3Y10.6120.01126.25

Portfolio Analysis

  • Equity: 72.23%
  • Debt: 27.80%
  • Others
As on: 2026-04-30
View allocation % by

1. HDFC Bank Ltd6.09%
2. ICICI Bank Ltd4.93%
3. Kotak Mahindra Bank Ltd2.39%

1. HCL Technologies Ltd1.52%
2. Infosys Ltd1.37%
3. Fractal Analytics Ltd1.31%
4. Coforge Ltd1.22%
5. Billionbrains Garage Ventures Ltd1.17%

1. Reliance Industries Ltd4.36%

1. Bajaj Finance Ltd2.17%
2. Cholamandalam Investment and Finance Company Ltd1.60%

1. Larsen & Toubro Ltd3.71%

1. Bharti Airtel Ltd3.65%

1. Mahindra & Mahindra Ltd2.50%
2. Maruti Suzuki India Ltd0.74%

1. PB Fintech Ltd1.54%
2. One 97 Communications Ltd0.94%

1. TVS Motor Company Ltd1.26%
2. Bajaj Auto Ltd0.79%

1. Embassy Office Parks (REIT)1.27%
2. Brookfield India Real Estate Trust REIT0.66%

1. Ultratech Cement Ltd1.06%
2. JK Cement Ltd0.73%

1. State Bank of India1.76%

1. Bharat Electronics Ltd1.66%

1. Tata Steel Ltd1.44%
2. Vedanta Iron and Steel Ltd.0.18%

1. Mankind Pharma Ltd0.83%
2. Sun Pharmaceutical Industries Ltd0.73%

1. TATA Power Company Ltd1.51%

1. Hindustan UniLever Ltd1.42%

1. Cummins India Ltd1.42%

1. Coromandel International Ltd1.34%

1. Amber Enterprises India Ltd1.27%

1. CRISIL Ltd0.61%
2. Indegene Limited0.45%

1. Jubilant Foodworks Ltd1.01%

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 ₹8,484 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
Shriram Aggressive Hybrid Fund Growth048.94 CR2.42
Sundaram Aggressive Hybrid Fund Growth28484.02 CR2.24
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth03958.21 CR
Fund Name1Y3Y
This FundShriram Aggressive Hybrid Fund Growth1.704634.0093
This FundSundaram Aggressive Hybrid Fund Growth-1.778335.3197
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 : -0.54%
  • 6 Months : -5.95%
  • 1 Year : -1.78%
  • 3 Years : 10.61%
Returns of Sundaram Aggressive Hybrid Fund Growth are updated daily based on NAV of ₹ 155.1189 as on May 29,2026. Since inception, the return has been 35.32%.

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 ₹8,484 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.