Mutual Funds

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

154.88 +1.80
NAV(₹) as on 17/4/2025

1.18%
1D

9.35%
1Y

11.75%
3Y

18.25%
5Y

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

Scheme Details
Expense Ratio: 1.84	Launch Date: 14 Jan 2000
Exit Load:	AUM: ₹ 5,618.99 Crs
Lock-in: Nil	Investing Style: Large Growth
Portfolio Price To Book Value: 5.61	Min. Investment: SIP : ₹ NA 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 31/3/2025		4.62 %		23.26 %		72.11 %

TOP HOLDINGS

HDFC Bank Ltd. - Equity

5.79 %

ICICI Bank Ltd. - Equity

4.74 %

Reliance Industries - Equity

4.73 %

Sundaram Money Marke - MFU

3.62 %

Bharti Airtel Ltd. - Equity

3.23 %

State Bank Of India - Equity

2.86 %

Infosys Ltd. - Equity

2.60 %

See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Private

14.99 %

IT - Software

6.95 %

Refineries

5.92 %

Pharmaceuticals & Drugs

4.39 %

Telecommunication - Service

3.67 %

Bank - Public

3.37 %

Automobiles - Passenger Cars

2.91 %

See All Sectors

5 YEAR HISTORY

Financial Year	2020-21	2021-22	2022-23	2023-24	2024-25
NAV (31/3/2025)	93.32	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)	51.15	17.51	-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 \| 19.60 +0.20	9/8/2018	₹ 1,520.96	11.30%	8.52%	15.87%	10.58%
Aditya Birla SL Equity Hybrid '95 Fund(G) Hybrid - Aggressive Hybrid Fund \| Very High \| 1433.24 +16.83	10/2/1995	₹ 7,192.72	8.56%	9.48%	18.20%	17.87%
Shriram Aggressive Hybrid Fund-Reg(G) Hybrid - Aggressive Hybrid Fund \| Very High \| 30.26 +0.31	6/12/2013	₹ 46.13	1.51%	9.91%	14.87%	10.23%
LIC MF Aggressive Hybrid Fund(G) Hybrid - Aggressive Hybrid Fund \| Very High \| 183.21 +1.40	31/3/1998	₹ 497.21	7.67%	10.53%	14.50%	8.84%
PGIM India Hybrid Equity Fund(G) Hybrid - Aggressive Hybrid Fund \| Very High \| 124.15 +1.46	10/2/2004	₹ 203.58	9.81%	10.59%	16.68%	12.61%
Groww Aggressive Hybrid Fund-Reg(G) Hybrid - Aggressive Hybrid Fund \| Very High \| 19.85 +0.23	13/12/2018	₹ 44.62	4.66%	10.63%	16.52%	11.40%
HSBC Aggressive Hybrid Fund-Reg(G) Hybrid - Aggressive Hybrid Fund \| Very High \| 50.11 +0.44	7/2/2011	₹ 5,021.82	4.41%	10.73%	17.21%	12.02%
Navi Aggressive Hybrid Fund-Reg(G) Hybrid - Aggressive Hybrid Fund \| Very High \| 19.35 +0.13	30/4/2018	₹ 115.62	8.01%	10.74%	16.31%	9.93%
Union Aggressive Hybrid Fund-Reg(G) Hybrid - Aggressive Hybrid Fund \| Very High \| 16.99 +0.19	18/12/2020	₹ 618.56	7.06%	10.96%	-	13.02%
Quant Absolute Fund(G) Hybrid - Aggressive Hybrid Fund \| Very High \| 396.95 +4.39	4/4/2001	₹ 2,000.44	-1.93%	11.05%	26.98%	16.51%