Sundaram-Aggressive-Hybrid-Fund-Growth
| Category: Hybrid: Aggressive |
| Launch Date: 01-01-2013 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Hybrid 35+65 - Aggressive Index |
| Expense Ratio: 2.11% As on (31-07-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 9,147.19 Cr As on (31-07-2026) |
| Turn over: 87.3% |
163.2374
0.11 (0.066%)
10.42%
CRISIL Hybrid 35+65 - Aggressive Index 11.94%
PERFORMANCE of Sundaram-Aggressive-Hybrid-Fund-Growth
Scheme Performance (%)
Data as on - 11-08-2026Yearly Performance (%)
Fund Managers
Bharath S, Clyton Richard Fernandes, Dwijendra Srivastava, Sandeep Agarwal, Shalav Saket
Investment Objective
To provide long-term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities
NAV & Lumpsum details( Invested amount 1,00,000)
| NAV Date | NAV | Units | Market Value |
Returns (%) |
|---|
RETURNS CALCULATOR for Sundaram-Aggressive-Hybrid-Fund-Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of Sundaram-Aggressive-Hybrid-Fund-Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Sundaram-Aggressive-Hybrid-Fund-Growth | 8.82 | 0.41 | 4.01 | 0.35 | 7.21 | 7.17 |
| Hybrid: Aggressive | - | - | - | - | - | - |
PEER COMPARISION of Sundaram-Aggressive-Hybrid-Fund-Growth
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Sundaram Aggressive Hybrid Fund Growth | 01-01-2013 | 2.36 | 2.19 | 9.91 | 9.26 | 10.73 |
| Bank Of India Mid & Small Cap Equity & DEBT Fund - Regular Plan Growth | 05-07-2016 | 14.16 | 5.58 | 17.24 | 14.86 | 15.35 |
| Quant Aggressive Hybrid Fund - Growth Option - Regular Plan | 21-03-2001 | 13.65 | 3.87 | 13.41 | 12.71 | 15.57 |
| Navi Aggressive Hybrid Fund - Regular Plan - Growth | 23-04-2018 | 12.0 | 6.38 | 11.5 | 10.92 | 0.0 |
| Bandhan Aggressive Hybrid Fund-Regular Plan Growth | 05-12-2016 | 10.65 | 8.78 | 14.57 | 11.6 | 0.0 |
| HSBC Aggressive Hybrid Fund - Regular Growth | 01-01-2013 | 7.93 | 4.62 | 13.45 | 10.86 | 10.94 |
| SBI Equity Hybrid Fund - Regular Plan -Growth | 01-12-1995 | 7.48 | 8.05 | 13.06 | 10.82 | 11.94 |
| Kotak Aggressive Hybrid Fund - Regular Plan -Growth | 25-11-1999 | 6.94 | 5.08 | 13.23 | 12.27 | 12.49 |
| Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth | 02-07-2015 | 6.02 | 4.62 | 11.04 | 9.92 | 11.95 |
| ICICI Prudential Equity & Debt Fund - Growth | 05-11-1999 | 6.0 | 5.3 | 14.75 | 15.88 | 15.0 |
PORTFOLIO ANALYSIS of Sundaram-Aggressive-Hybrid-Fund-Growth
Asset Allocation (%)
| Allocation | Percentage (%) |
|---|
Market Cap Distribution
Small Cap
9.25%
Others
27.89%
Large Cap
49.49%
Mid Cap
13.37%
Total
100%
