Mutual Funds

Sundaram Aggressive Hybrid Fund(G)
Hybrid | High | Hybrid - Aggressive Hybrid Fund

161.03 +1.10
NAV(₹) as on 6/6/2025

0.69%
1D

10.16%
1Y

15.05%
3Y

18.36%
5Y

Sundaram Aggressive Hybrid Fund(G)
Growth Chart of the Scheme

Scheme Details
Expense Ratio: 1.81	Launch Date: 14 Jan 2000
Exit Load: Nil upto 25% of units within 1Y, 1% in excess of limit within 1Y, Nil after 1Y	AUM: ₹ 5,924.35 Crs
Lock-in: Nil	Investing Style: Large Growth
Portfolio Price To Book Value: 5.81	Min. Investment: SIP : ₹ 100.0 Lumpsum : ₹ 100.0
Scheme Benchmark: NA
Fund Manager: S. Bharath ,Clyton Richard Fernandes ,Sandeep Agarwal

FUND OBJECTIVE

The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities

LATEST ASSET & PORTFOLIO ALLOCATION		Others		Debt		Equity
as on 30/4/2025		7.12 %		21.99 %		70.89 %

TOP HOLDINGS

HDFC Bank Ltd. - Equity

5.63 %

ICICI Bank Ltd. - Equity

5.62 %

Reliance Industries - Equity

5.46 %

Bharti Airtel Ltd. - Equity

3.29 %

Tri-Party Repo (TREP - Cash

2.92 %

State Bank Of India - Equity

2.82 %

Axis Bank Ltd. - Equity

2.35 %

See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Private

15.82 %

Refineries

6.71 %

IT - Software

6.18 %

Pharmaceuticals & Drugs

4.36 %

Telecommunication - Service

3.81 %

Automobiles - Passenger Cars

3.00 %

Bank - Public

2.82 %

See All Sectors

5 YEAR HISTORY

Financial Year	2020-21	2021-22	2022-23	2023-24	2024-25
NAV (31/3/2025)	93.91	110.76	110.77	141.97	152.34
Net Assets (Rs Crores)	1,05,860.7	3,04,508.83	2,99,288.87	4,43,603.5	5,61,898.86
Scheme Returns(%)(Absolute)	54.58	16.78	-0.60	27.87	6.66
B'mark Returns(%)(Absolute)	NA	NA	NA	NA	NA
Category Rank	18/35	14/35	21/33	17/32	18/30

RISKOMETER
Level of Risk in the Scheme

Clients will understand that their principal will be at High risk.

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Fund Details	Inception Date	Aum(₹ Crs)	1Y	3Y	5Y	Since Inception
Shriram Aggressive Hybrid Fund-Reg(G) Hybrid - Aggressive Hybrid Fund \| Very High \| 31.20 +0.17	6/12/2013	₹ 47.18	0.58%	12.45%	14.50%	10.40%
Axis Aggressive Hybrid Fund-Reg(G) Hybrid - Aggressive Hybrid Fund \| Very High \| 20.44 +0.10	9/8/2018	₹ 1,548.82	11.76%	12.53%	15.47%	11.03%
Groww Aggressive Hybrid Fund-Reg(G) Hybrid - Aggressive Hybrid Fund \| Very High \| 20.64 +0.11	13/12/2018	₹ 45.61	4.06%	14.01%	16.53%	11.82%
Tata Hybrid Equity Fund-Reg(G) Hybrid - Aggressive Hybrid Fund \| Very High \| 433.70 +2.54	5/1/1996	₹ 4,011.98	6.73%	14.13%	17.75%	14.73%
Navi Aggressive Hybrid Fund-Reg(G) Hybrid - Aggressive Hybrid Fund \| Very High \| 20.29 +0.13	30/4/2018	₹ 114.76	8.66%	14.27%	15.81%	10.47%
PGIM India Hybrid Equity Fund(G) Hybrid - Aggressive Hybrid Fund \| Very High \| 129.64 +0.84	10/2/2004	₹ 210.82	11.09%	14.35%	15.91%	12.75%
Aditya Birla SL Equity Hybrid '95 Fund(G) Hybrid - Aggressive Hybrid Fund \| Very High \| 1520.35 +12.32	10/2/1995	₹ 7,318.69	9.60%	14.90%	18.72%	18.01%
LIC MF Aggressive Hybrid Fund(G) Hybrid - Aggressive Hybrid Fund \| Very High \| 196.87 +1.30	31/3/1998	₹ 530.29	10.25%	15.00%	15.20%	9.03%
Sundaram Aggressive Hybrid Fund(G) Hybrid - Aggressive Hybrid Fund \| High \| 161.03 +1.10	14/1/2000	₹ 5,924.35	10.16%	15.05%	18.36%	11.56%
Union Aggressive Hybrid Fund-Reg(G) Hybrid - Aggressive Hybrid Fund \| Very High \| 17.97 +0.11	18/12/2020	₹ 634.93	10.11%	15.13%	-	14.02%