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sundaram aggressive hybrid fund direct plan growth
Sundaram Aggressive Hybrid Fund Direct Plan Growth

Sundaram Aggressive Hybrid Fund Direct Plan Growth

  • High Risk
  • Allocation
  • Aggressive Allocation
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NAV as on Aug 18, 2025
i
Price per unit of the scheme.
184.69920.87%1 Day Change
-0.47%
Minimum Investment₹100
Expense Ratio0.76%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
4
Scheme Rating

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Aug 18, 2025
Compare fund’s performance against category average across different time periods
10Out of 30 funds in the category
Category Avg Return
-0.40%
Fund Return -0.47%
Low-0.47%High
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

This Fund
Sundaram Aggressive Hybrid Fund Direct Plan Growth
VS


No Data Found.
*For the other fund, rescaled NAVs are used
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bt_logoRETURN CALCULATOR

Check the return on your investment in the fund
Sundaram Aggressive Hybrid Fund Direct Plan Growth
Investment Type
Monthly Investment
Time Period (yrs)
Annual Return in %
  • Invested Amount
    3,60,000
  • Return
    78,017
  • Current Value
    4,38,017

bt_logoFUND MANAGER

S. Bharath
S. Bharath
i
Lead Fund Manager.
Jan 1, 2022 - Present
  • Fund Manager Rank21Out of 30
    i
    Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
  • Schemes managed9
  • Total AUM38,883.53 Cr
  • Highest Return In 1 Yr10.96 %
Other Funds
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1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 1,512.31
-0.21%
-1.77%
Very High Risk
12,818.10Cr
₹ 184.70
-0.47%
-0.69%
High Risk
6,428.51Cr
₹ 32.40
-1.15%
-0.52%
Moderately High risk
27.22Cr
Sundaram Mid Cap - Direct Plan - Growth Option
Very High Risk
  • NAV₹ 1,512.31
  • Fund Size12,818.10Cr
Fund Return-0.21%
Category Return-1.77%
Sundaram Aggressive Hybrid Fund Direct Plan Growth
High Risk
  • NAV₹ 184.70
  • Fund Size6,428.51Cr
Fund Return-0.47%
Category Return-0.69%
Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option
Moderately High risk
  • NAV₹ 32.40
  • Fund Size27.22Cr
Fund Return-1.15%
Category Return-0.52%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Dwijendra Srivastava
Dwijendra Srivastava
i
Lead Fund Manager.
Jan 1, 2022 - Present
  • Schemes managed15
  • Total AUM23,449.64 Cr
  • Highest Return In 1 Yr8.93 %
Other Funds
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1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 77.36
-0.30%
-0.07%
Moderate Risk
43.26Cr
₹ 44.04
0.09%
0.02%
Moderate Risk
468.41Cr
₹ 184.70
-0.47%
-0.69%
High Risk
6,428.51Cr
Sundaram Medium Term Bond - Direct Plan - Growth Option
Moderate Risk
  • NAV₹ 77.36
  • Fund Size43.26Cr
Fund Return-0.30%
Category Return-0.07%
Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
Moderate Risk
  • NAV₹ 44.04
  • Fund Size468.41Cr
Fund Return0.09%
Category Return0.02%
Sundaram Aggressive Hybrid Fund Direct Plan Growth
High Risk
  • NAV₹ 184.70
  • Fund Size6,428.51Cr
Fund Return-0.47%
Category Return-0.69%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Ravi Gopalakrishnan
Ravi Gopalakrishnan
i
Lead Fund Manager.
May 16, 2022 - Present
  • Schemes managed8
  • Total AUM29,477.10 Cr
  • Highest Return In 1 Yr10.96 %
Other Funds
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1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 95.56
-0.27%
-1.15%
Very High Risk
6,892.55Cr
--
₹ 22.69
-0.13%
-0.36%
Very High Risk
3,471.13Cr
₹ 177.43
-0.30%
-1.13%
Very High Risk
1,112.64Cr
Sundaram large and Mid Cap - Direct Plan - Growth Option
Very High Risk
  • NAV₹ 95.56
  • Fund Size6,892.55Cr
Fund Return-0.27%
Category Return-1.15%
Sundaram Large Cap Fund Dir Gr
Very High Risk--
  • NAV₹ 22.69
  • Fund Size3,471.13Cr
Fund Return-0.13%
Category Return-0.36%
Sundaram Focused Fund- Direct Plan - Growth Option
Very High Risk
  • NAV₹ 177.43
  • Fund Size1,112.64Cr
Fund Return-0.30%
Category Return-1.13%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Sandeep Agarwal
Sandeep Agarwal
i
Lead Fund Manager.
Jan 1, 2022 - Present
  • Schemes managed11
  • Total AUM18,398.57 Cr
  • Highest Return In 1 Yr8.93 %
Other Funds
  • table
  • card
1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 77.36
-0.30%
-0.07%
Moderate Risk
43.26Cr
₹ 44.04
0.09%
0.02%
Moderate Risk
468.41Cr
₹ 184.70
-0.47%
-0.69%
High Risk
6,428.51Cr
Sundaram Medium Term Bond - Direct Plan - Growth Option
Moderate Risk
  • NAV₹ 77.36
  • Fund Size43.26Cr
Fund Return-0.30%
Category Return-0.07%
Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
Moderate Risk
  • NAV₹ 44.04
  • Fund Size468.41Cr
Fund Return0.09%
Category Return0.02%
Sundaram Aggressive Hybrid Fund Direct Plan Growth
High Risk
  • NAV₹ 184.70
  • Fund Size6,428.51Cr
Fund Return-0.47%
Category Return-0.69%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Clyton Fernandes
Clyton Fernandes
i
Lead Fund Manager.
Oct 4, 2024 - Present
  • Schemes managed3
  • Total AUM9,117.18 Cr
  • Highest Return In 1 Yr7.24 %
Other Funds
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1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 184.70
-0.47%
-0.69%
High Risk
6,428.51Cr
₹ 41.25
-0.37%
-0.61%
High Risk
1,596.76Cr
₹ 82.07
0.13%
0.20%
Moderate Risk
1,091.91Cr
Sundaram Aggressive Hybrid Fund Direct Plan Growth
High Risk
  • NAV₹ 184.70
  • Fund Size6,428.51Cr
Fund Return-0.47%
Category Return-0.69%
Sundaram Balanced Advantage Fund - Direct Plan - Growth Option
High Risk
  • NAV₹ 41.25
  • Fund Size1,596.76Cr
Fund Return-0.37%
Category Return-0.61%
Sundaram Equity Savings - Direct Plan - Growth Option
Moderate Risk
  • NAV₹ 82.07
  • Fund Size1,091.91Cr
Fund Return0.13%
Category Return0.20%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

bt_logoDETAILED PORTFOLIO

As on Jul, 2025
EQUITY (69.59%)
DEBT (20.15%)
CASH (10.26%)
Allocation by Market Cap
Large Cap(55.38%)
Mid Cap(9.07%)
Small Cap(3.65%)
Industry Holdings
  • Banks Regional27.99%
  • Oil Gas Refining Marketing7.89%
  • Credit Services6.01%
  • Auto Manufacturers5.62%
  • Information Technology Services5.29%
  • Telecom Services4.71%
Stock Holdings
  • HDFC Bank Ltd7.38%
  • ICICI Bank Ltd6.43%
  • Reliance Industries Ltd4.94%
  • Bharti Airtel Ltd3.15%
  • State Bank of India2.82%
  • Kotak Mahindra Bank Ltd2.38%

bt_logoPERFORMANCE MEASURES

Fund evaluation across critical parameters for better decision making. Study period is 3 years.
  • Consistency
    i
    It represents the consistency of a fund in beating its benchmark.
  • Downside Risk
    i
    Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
  • Risk Adjusted Return
    i
    Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
  • Volatility
    i
    Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
  • Upside Capture Ratio
    i
    Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
  • Downside Capture Ratio
    i
    Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

bt_logoHISTORICAL RISK MEASURES

Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
  • Alpha: Excess return of the fund over benchmark
    i
    Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
    0.95
    This Fund
    VS
    1.82
    Category Avg
  • R-Squared: How well the fund tracks benchmark
    i
    R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
    92.58
    This Fund
    VS
    86.76
    Category Avg
  • Beta: Risk of the fund in relation to benchmark
    i
    Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
    1.06
    This Fund
    VS
    1.06
    Category Avg
  • Sharpe Ratio: Risk adjusted return of the fund
    i
    Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
    0.81
    This Fund
    VS
    0.87
    Category Avg
  • Sortino Ratio: Return per unit of bad risk
    i
    A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
    1.30
    This Fund
    VS
    1.43
    Category Avg
  • Standard Devation: Volatility of the fund
    i
    Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
    9.76
    This Fund
    VS
    10.13
    Category Avg
Benchmark used in calculation : S&P BSE 500 India TR INR

bt_logoPEER ANALYSIS

1M
3M
6M
1Y
3Y
5Y
  • card
  • table
Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
₹ 63.65
1.59%
-0.69%
Very High Risk
₹ 5,565.90 Cr
₹ 19.65
1.22%
1.07%
Very High Risk
₹ 428.38 Cr
₹ 437.80
0.80%
-0.69%
Very High Risk
₹ 44,552.28 Cr
₹ 29.37
0.52%
-0.69%
Very High Risk
₹ 988.65 Cr
₹ 23.22
0.48%
-0.69%
Very High Risk
₹ 48.17 Cr
₹ 156.38
0.32%
-0.69%
Very High Risk
₹ 219.74 Cr
HSBC Aggressive Hybrid Fund Direct Plan Growth Option
Very High Risk
  • NAV₹ 63.65
  • Fund Size₹ 5,565.90 Cr
Fund Return1.59%
Category Return-0.69%
Motilal Oswal Equity Hybrid Fund Direct Growth
Very High Risk
  • NAV₹ 19.65
  • Fund Size₹ 428.38 Cr
Fund Return1.22%
Category Return1.07%
ICICI Prudential Equity & Debt Fund Direct Plan Growth
Very High Risk
  • NAV₹ 437.80
  • Fund Size₹ 44,552.28 Cr
Fund Return0.80%
Category Return-0.69%
Bandhan Hybrid Equity Fund Direct Plan Growth
Very High Risk
  • NAV₹ 29.37
  • Fund Size₹ 988.65 Cr
Fund Return0.52%
Category Return-0.69%
Groww Aggressive Hybrid Fund Direct Growth
Very High Risk
  • NAV₹ 23.22
  • Fund Size₹ 48.17 Cr
Fund Return0.48%
Category Return-0.69%
PGIM India Hybrid Equity Fund Direct Plan Growth
Very High Risk
  • NAV₹ 156.38
  • Fund Size₹ 219.74 Cr
Fund Return0.32%
Category Return-0.69%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

bt_logoTOP FUNDS FROM THIS AMC

1M
3M
6M
1Y
3Y
5Y
  • card
  • table
Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
--
₹ 39.51
3.85%
--
Very High Risk
₹ 122.90 Cr
₹ 108.19
1.31%
--
Very High Risk
₹ 1,595.84 Cr
--
₹ 2,348.24
0.47%
0.39%
Moderate Risk
₹ 5,649.11 Cr
--
₹ 15.35
0.47%
0.40%
Low to Moderate Risk
₹ 254.53 Cr
₹ 2,956.78
0.46%
0.40%
Low to Moderate Risk
₹ 2,367.80 Cr
--
₹ 1,385.62
0.45%
--
Low Risk
₹ 661.60 Cr
Sundaram Global Brand Fund Direct Plan Growth Option
Very High Risk--
  • NAV₹ 39.51
  • Fund Size₹ 122.90 Cr
1 Month Return3.85%
Category Return--
Sundaram Consumption Fund Direct Plan - Growth Option
Very High Risk
  • NAV₹ 108.19
  • Fund Size₹ 1,595.84 Cr
1 Month Return1.31%
Category Return--
Sundaram Liquid Fund -Direct Plan - Growth Option
Moderate Risk--
  • NAV₹ 2,348.24
  • Fund Size₹ 5,649.11 Cr
1 Month Return0.47%
Category Return0.39%
Sundaram Arbitrage Fund - Direct Plan - Growth
Low to Moderate Risk--
  • NAV₹ 15.35
  • Fund Size₹ 254.53 Cr
1 Month Return0.47%
Category Return0.40%
Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option
Low to Moderate Risk
  • NAV₹ 2,956.78
  • Fund Size₹ 2,367.80 Cr
1 Month Return0.46%
Category Return0.40%
Sundaram Overnight Fund Direct Growth
Low Risk--
  • NAV₹ 1,385.62
  • Fund Size₹ 661.60 Cr
1 Month Return0.45%
Category Return--
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

bt_logoABOUT THE AMC

company icon
Sundaram Asset Management Company Ltd
Sundaram Asset Management Company Ltd manages assets worth ₹ 71,226.78 crores. It’s current offering of mutual fund schemes includes 33 equity, 10 debt and 5 hybrid schemes.
phone icon
Phone
+91 44 28583362/3367
mail icon
Email
customer@principalindia.com
aum
AUM
71,226.78 Cr (
As on Jun 30, 2025
)
location
Address
Sundaram Towers, Chennai,600 014

bt_logoFAQ's

What is the category of Sundaram Aggressive Hybrid Fund Direct Plan Growth ?
The category of Sundaram Aggressive Hybrid Fund Direct Plan Growth is Allocation - Aggressive Allocation
What is the current NAV of Sundaram Aggressive Hybrid Fund Direct Plan Growth ?
The current NAV of Sundaram Aggressive Hybrid Fund Direct Plan Growth as on Aug 18, 2025 is ₹184.70
How safe is Sundaram Aggressive Hybrid Fund Direct Plan Growth ?
The risk level of Sundaram Aggressive Hybrid Fund Direct Plan Growth is High.
What are short term returns given by Sundaram Aggressive Hybrid Fund Direct Plan Growth ?
The return given by Sundaram Aggressive Hybrid Fund Direct Plan Growth in 1 month is -0.47%, 3 months is 0.58%, 6 months is 9.63%, and 1 year is 3.66%
What are the long term returns given by Sundaram Aggressive Hybrid Fund Direct Plan Growth ?
The return given by Sundaram Aggressive Hybrid Fund Direct Plan Growth in 3 years is 13.50% and 5 years is 17.49%.
What is the expense ratio of Sundaram Aggressive Hybrid Fund Direct Plan Growth ?
The expense ratio of Sundaram Aggressive Hybrid Fund Direct Plan Growth is 0.76%
What is the AUM of Sundaram Aggressive Hybrid Fund Direct Plan Growth ?
The assets under Management (AUM) of Sundaram Aggressive Hybrid Fund Direct Plan Growth is Rs 6,428.51 crores.
What is the minimum investment in Sundaram Aggressive Hybrid Fund Direct Plan Growth ?
The minimum Lumpsum investment in Sundaram Aggressive Hybrid Fund Direct Plan Growth is ₹100.00 and the minimum SIP investment in Sundaram Aggressive Hybrid Fund Direct Plan Growth is ₹100.00
What is the asset allocation of Sundaram Aggressive Hybrid Fund Direct Plan Growth?
Sundaram Aggressive Hybrid Fund Direct Plan Growth has an exposure of 69.59% in Equity, 20.15% in Debt and 10.26% in Cash & Money Market Securities