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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 Jul 22, 2025
i
Price per unit of the scheme.
185.6078-0.24%1 Day Change
1.03%
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 Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
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
    0
  • Return
    0
  • Current Value
    0

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 Yr15.29 %
Other Funds
  • table
  • card
1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 1,516.22
2.62%
2.79%
Very High Risk
12,818.10Cr
₹ 185.61
1.03%
1.31%
High Risk
6,428.51Cr
₹ 32.80
0.66%
0.72%
Moderately High risk
27.22Cr
Sundaram Mid Cap - Direct Plan - Growth Option
Very High Risk
  • NAV₹ 1,516.22
  • Fund Size12,818.10Cr
Fund Return2.62%
Category Return2.79%
Sundaram Aggressive Hybrid Fund Direct Plan Growth
High Risk
  • NAV₹ 185.61
  • Fund Size6,428.51Cr
Fund Return1.03%
Category Return1.31%
Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option
Moderately High risk
  • NAV₹ 32.80
  • Fund Size27.22Cr
Fund Return0.66%
Category Return0.72%
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 Yr9.70 %
Other Funds
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1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 77.66
0.56%
0.73%
Moderate Risk
43.26Cr
₹ 44.04
0.67%
0.61%
Moderate Risk
468.41Cr
₹ 185.61
1.03%
1.31%
High Risk
6,428.51Cr
Sundaram Medium Term Bond - Direct Plan - Growth Option
Moderate Risk
  • NAV₹ 77.66
  • Fund Size43.26Cr
Fund Return0.56%
Category Return0.73%
Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
Moderate Risk
  • NAV₹ 44.04
  • Fund Size468.41Cr
Fund Return0.67%
Category Return0.61%
Sundaram Aggressive Hybrid Fund Direct Plan Growth
High Risk
  • NAV₹ 185.61
  • Fund Size6,428.51Cr
Fund Return1.03%
Category Return1.31%
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 Yr15.29 %
Other Funds
  • table
  • card
1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 96.08
2.27%
2.06%
Very High Risk
6,892.55Cr
--
₹ 22.81
0.29%
0.68%
Very High Risk
3,471.13Cr
₹ 178.99
1.68%
1.70%
Very High Risk
1,112.64Cr
Sundaram large and Mid Cap - Direct Plan - Growth Option
Very High Risk
  • NAV₹ 96.08
  • Fund Size6,892.55Cr
Fund Return2.27%
Category Return2.06%
Sundaram Large Cap Fund Dir Gr
Very High Risk--
  • NAV₹ 22.81
  • Fund Size3,471.13Cr
Fund Return0.29%
Category Return0.68%
Sundaram Focused Fund- Direct Plan - Growth Option
Very High Risk
  • NAV₹ 178.99
  • Fund Size1,112.64Cr
Fund Return1.68%
Category Return1.70%
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 Yr9.70 %
Other Funds
  • table
  • card
1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 77.66
0.56%
0.73%
Moderate Risk
43.26Cr
₹ 44.04
0.67%
0.61%
Moderate Risk
468.41Cr
₹ 185.61
1.03%
1.31%
High Risk
6,428.51Cr
Sundaram Medium Term Bond - Direct Plan - Growth Option
Moderate Risk
  • NAV₹ 77.66
  • Fund Size43.26Cr
Fund Return0.56%
Category Return0.73%
Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
Moderate Risk
  • NAV₹ 44.04
  • Fund Size468.41Cr
Fund Return0.67%
Category Return0.61%
Sundaram Aggressive Hybrid Fund Direct Plan Growth
High Risk
  • NAV₹ 185.61
  • Fund Size6,428.51Cr
Fund Return1.03%
Category Return1.31%
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 Yr9.02 %
Other Funds
  • table
  • card
1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 185.61
1.03%
1.31%
High Risk
6,428.51Cr
₹ 82.04
0.61%
0.73%
Moderate Risk
1,091.91Cr
Sundaram Aggressive Hybrid Fund Direct Plan Growth
High Risk
  • NAV₹ 185.61
  • Fund Size6,428.51Cr
Fund Return1.03%
Category Return1.31%
Sundaram Balanced Advantage Fund - Direct Plan - Growth Option
High Risk
  • NAV₹ 41.42
  • Fund Size1,596.76Cr
Fund Return0.99%
Category Return1.16%
Sundaram Equity Savings - Direct Plan - Growth Option
Moderate Risk
  • NAV₹ 82.04
  • Fund Size1,091.91Cr
Fund Return0.61%
Category Return0.73%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

bt_logoDETAILED PORTFOLIO

As on Jun, 2025
EQUITY (67.31%)
DEBT (20.67%)
CASH (12.01%)
Allocation by Market Cap
Large Cap(53.58%)
Mid Cap(9.04%)
Small Cap(4.97%)
Other Cap(0.01%)
Industry Holdings
  • Banks Regional28.32%
  • Oil Gas Refining Marketing9.05%
  • Information Technology Services8.41%
  • Auto Manufacturers6.12%
  • Telecom Services5.46%
  • Credit Services4.21%
Stock Holdings
  • HDFC Bank Ltd7.27%
  • Reliance Industries Ltd5.36%
  • ICICI Bank Ltd5.32%
  • Bharti Airtel Ltd3.39%
  • State Bank of India2.86%
  • Kotak Mahindra Bank Ltd2.35%

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.
    0.65
    This Fund
    VS
    1.66
    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.
    93.08
    This Fund
    VS
    87.54
    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.
    1.05
    This Fund
    VS
    1.05
    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.
    1.04
    This Fund
    VS
    1.10
    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.
    1.75
    This Fund
    VS
    1.92
    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.
    10.13
    This Fund
    VS
    10.51
    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
₹ 23.74
3.97%
1.31%
Very High Risk
₹ 125.47 Cr
₹ 42.29
2.95%
1.31%
Very High Risk
₹ 1,249.57 Cr
₹ 29.47
2.94%
1.31%
Very High Risk
₹ 988.65 Cr
₹ 73.91
2.46%
1.31%
Very High Risk
₹ 7,808.18 Cr
₹ 63.56
2.29%
1.31%
Very High Risk
₹ 5,565.90 Cr
₹ 156.67
2.13%
1.31%
Very High Risk
₹ 219.74 Cr
Navi Equity Hybrid Fund Direct Growth
Very High Risk
  • NAV₹ 23.74
  • Fund Size₹ 125.47 Cr
Fund Return3.97%
Category Return1.31%
Bank of India Mid & Small Cap Equity & Debt Fund Direct Growth
Very High Risk
  • NAV₹ 42.29
  • Fund Size₹ 1,249.57 Cr
Fund Return2.95%
Category Return1.31%
Bandhan Hybrid Equity Fund Direct Plan Growth
Very High Risk
  • NAV₹ 29.47
  • Fund Size₹ 988.65 Cr
Fund Return2.94%
Category Return1.31%
Kotak Equity Hybrid Direct Growth
Very High Risk
  • NAV₹ 73.91
  • Fund Size₹ 7,808.18 Cr
Fund Return2.46%
Category Return1.31%
HSBC Aggressive Hybrid Fund Direct Plan Growth Option
Very High Risk
  • NAV₹ 63.56
  • Fund Size₹ 5,565.90 Cr
Fund Return2.29%
Category Return1.31%
PGIM India Hybrid Equity Fund Direct Plan Growth
Very High Risk
  • NAV₹ 156.67
  • Fund Size₹ 219.74 Cr
Fund Return2.13%
Category Return1.31%
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)
₹ 294.46
5.32%
4.97%
Very High Risk
₹ 3,438.89 Cr
--
₹ 38.49
4.73%
--
Very High Risk
₹ 122.90 Cr
₹ 427.92
3.11%
2.49%
Very High Risk
₹ 2,853.08 Cr
₹ 1,516.22
2.62%
2.79%
Very High Risk
₹ 12,818.10 Cr
--
₹ 15.64
2.38%
1.99%
Very High Risk
₹ 2,107.86 Cr
₹ 96.08
2.27%
2.06%
Very High Risk
₹ 6,892.55 Cr
Sundaram Small Cap Fund - Direct Plan - Growth Option
Very High Risk
  • NAV₹ 294.46
  • Fund Size₹ 3,438.89 Cr
1 Month Return5.32%
Category Return4.97%
Sundaram Global Brand Fund Direct Plan Growth Option
Very High Risk--
  • NAV₹ 38.49
  • Fund Size₹ 122.90 Cr
1 Month Return4.73%
Category Return--
Sundaram Multi Cap Fund-Direct Plan - Option
Very High Risk
  • NAV₹ 427.92
  • Fund Size₹ 2,853.08 Cr
1 Month Return3.11%
Category Return2.49%
Sundaram Mid Cap - Direct Plan - Growth Option
Very High Risk
  • NAV₹ 1,516.22
  • Fund Size₹ 12,818.10 Cr
1 Month Return2.62%
Category Return2.79%
Sundaram Flexi Cap Fund Direct Growth
Very High Risk--
  • NAV₹ 15.64
  • Fund Size₹ 2,107.86 Cr
1 Month Return2.38%
Category Return1.99%
Sundaram large and Mid Cap - Direct Plan - Growth Option
Very High Risk
  • NAV₹ 96.08
  • Fund Size₹ 6,892.55 Cr
1 Month Return2.27%
Category Return2.06%
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 Jul 22, 2025 is ₹185.61
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 1.03%, 3 months is 3.69%, 6 months is 7.68%, and 1 year is 5.42%
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 15.90% and 5 years is 18.20%.
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 67.31% in Equity, 20.67% in Debt and 12.01% in Cash & Money Market Securities