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

159.57 -1.07
NAV(₹) as on 1/8/2025

-0.66%
1D

0.64%
1Y

13.00%
3Y

16.43%
5Y

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

Scheme Details
Expense Ratio: 1.79	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: ₹ 6,428.51 Crs
Lock-in: Nil	Investing Style: Large Growth
Portfolio Price To Book Value: 6.16	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 30/6/2025		8.65 %		20.39 %		70.96 %

TOP HOLDINGS

HDFC Bank Ltd.

7.27 %

Reliance Industries Ltd.

5.36 %

ICICI Bank Ltd.

5.32 %

07.10% GOI - 08-Apr-2034

4.88 %

Bharti Airtel Ltd.

3.39 %

See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Private

17.24 %

Refineries

6.42 %

IT - Software

5.28 %

Telecommunication - Service

3.88 %

Finance - NBFC

2.99 %

Automobiles - Passenger Cars

2.94 %

Bank - Public

2.86 %

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
Axis Aggressive Hybrid Fund-Reg(G) Hybrid - Aggressive Hybrid Fund \| Very High \| 20.32 +-0.19	9/8/2018	₹ 1,594.48	1.50%	10.52%	13.80%	10.69%
Shriram Aggressive Hybrid Fund-Reg(G) Hybrid - Aggressive Hybrid Fund \| Very High \| 31.00 +-0.30	6/12/2013	₹ 49.61	-6.25%	10.62%	12.90%	10.20%
Tata Aggressive Hybrid Fund-Reg(G) Hybrid - Aggressive Hybrid Fund \| Very High \| 431.79 +-3.28	5/1/1996	₹ 4,130.72	-2.28%	12.18%	16.13%	14.63%
Groww Aggressive Hybrid Fund-Reg(G) Hybrid - Aggressive Hybrid Fund \| Very High \| 20.58 +-0.12	13/12/2018	₹ 48.17	-1.56%	12.65%	15.09%	11.49%
PGIM India Aggressive Hybrid Equity Fund(G) Hybrid - Aggressive Hybrid Fund \| Very High \| 129.33 +-1.10	10/2/2004	₹ 219.74	4.51%	12.90%	14.33%	12.64%
Aditya Birla SL Equity Hybrid '95 Fund(G) Hybrid - Aggressive Hybrid Fund \| Very High \| 1505.83 +-12.97	10/2/1995	₹ 7,649.51	0.69%	12.95%	16.78%	17.87%
Navi Aggressive Hybrid Fund-Reg(G) Hybrid - Aggressive Hybrid Fund \| Very High \| 20.29 +-0.16	30/4/2018	₹ 125.47	0.60%	12.98%	14.74%	10.24%
Sundaram Aggressive Hybrid Fund(G) Hybrid - Aggressive Hybrid Fund \| High \| 159.57 +-1.07	14/1/2000	₹ 6,428.51	0.64%	13.00%	16.43%	11.44%
LIC MF Aggressive Hybrid Fund(G) Hybrid - Aggressive Hybrid Fund \| Very High \| 194.50 +-1.29	31/3/1998	₹ 544.52	1.08%	13.05%	13.92%	8.95%
Quant Aggressive Hybrid Fund(G) Hybrid - Aggressive Hybrid Fund \| Very High \| 415.21 +-4.05	4/4/2001	₹ 2,170.31	-6.81%	13.06%	22.71%	16.51%