Sundaram Aggressive Hybrid Fund Growth

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Sundaram Aggressive Hybrid Fund Growth

High Risk
Allocation
Aggressive Allocation

NAV as on Mar 24, 2025

Price per unit of the scheme.

₹ 153.3544 0.98% 1 Day Change

4.64%

Minimum Investment ₹100

Expense Ratio 1.93%

FUND RATING

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

Scheme Rating

*Morningstar Rating Methodology i

RISK-O-METER

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

FUND PERFORMANCE

(As On --)

Compare fund’s performance against category average across different time periods

1M 3M 6M 1Y 3Y 5Y

-- Out of -- funds in the category

Category Avg Return
--

Fund Return

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

FUND COMPARISON

1M 3M 6M 1Y 3Y 5Y

This Fund

Sundaram Aggressive Hybrid Fund Growth

Allocation: Aggressive Allocation Average NAV

Topper in Allocation: Aggressive Allocation

DSP Equity & Bond Fund Direct Plan Growth

All Fund

*For the other fund, rescaled NAVs are used

RETURN CALCULATOR

Check the return on your investment in the fund

Sundaram Aggressive Hybrid Fund Growth

Investment Type

MONTHLY SIP ONE -TIME

Monthly Investment

Time Period (yrs)

Annual Return in %

Invested Amount

₹0
Return

₹0

Current Value

₹0

FUND SUMMARY

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

Expense Ratio

1.93 %

Category Avg Expense Ratio

1.07%

Minimum Investment (Lumpsum/SIP)

₹100/₹100

Lock In (Years)

No Lock-in

Fund Size

₹ 5,236.37 Cr(As on Feb, 2025)

Inception Date

Jan 14, 2000

Turnover

61.00 %

Exit Load

Nil - If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or transfer by way of STP or withdrawal by way of SWP after 365 days from the date of allotment - Nil.

ABOUT THE FUND

Objective: The Investment objective of the Scheme is to provide long-term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities.

Sundaram Aggressive Hybrid Fund Growth is an Allocation - Aggressive Allocation fund. The fund was launched in Jan 14, 2000. Its risk level is High. The NAV of the fund as on Mar 24, 2025 is ₹153.35. Its expense ratio is 1.93 %. The fund has an AUM of ₹5,236.37 Cr.The fund is managed by Dwijendra Srivastava, S. Bharath, Ravi Gopalakrishnan, Sandeep Agarwal, Clyton Fernandes. The minimum initial investment is ₹100 in Lumpsum mode.

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FUND MANAGER

S. Bharath

Lead Fund Manager.

Jan 1, 2022- Present

Fund Manager Rank 31 Out of 33
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 managed 9
Total AUM ₹ 32,530.23 Cr
Highest Return In 1 Yr 16.04 %

Other Funds

table
card

1M 3M 6M 1Y 3Y 5Y

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Mid Cap - Direct Plan - Growth Option

₹1,357.25

5.60%

4.79%

Very High Risk

₹10,450.74Cr

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹175.16

4.73%

3.48%

High Risk

₹5,236.37Cr

Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option

₹31.77

1.70%

1.67%

Moderately High risk

₹26.70Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Mid Cap - Direct Plan - Growth Option

₹1,357.25

-9.00%

-9.33%

Very High Risk

₹10,450.74Cr

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹175.16

-2.27%

-3.99%

High Risk

₹5,236.37Cr

Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option

₹31.77

0.78%

0.21%

Moderately High risk

₹26.70Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Mid Cap - Direct Plan - Growth Option

₹1,357.25

-13.23%

-14.17%

Very High Risk

₹10,450.74Cr

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹175.16

-7.10%

-8.48%

High Risk

₹5,236.37Cr

Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option

₹31.77

0.01%

0.48%

Moderately High risk

₹26.70Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Mid Cap - Direct Plan - Growth Option

₹1,357.25

16.04%

12.39%

Very High Risk

₹10,450.74Cr

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹175.16

10.50%

9.10%

High Risk

₹5,236.37Cr

Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option

₹31.77

7.60%

8.11%

Moderately High risk

₹26.70Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Mid Cap - Direct Plan - Growth Option

₹1,357.25

22.92%

19.68%

Very High Risk

₹10,450.74Cr

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹175.16

13.29%

13.43%

High Risk

₹5,236.37Cr

Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option

₹31.77

8.06%

8.74%

Moderately High risk

₹26.70Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Mid Cap - Direct Plan - Growth Option

₹1,357.25

33.50%

33.22%

Very High Risk

₹10,450.74Cr

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹175.16

22.93%

23.24%

High Risk

₹5,236.37Cr

Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option

₹31.77

11.70%

11.33%

Moderately High risk

₹26.70Cr

1M 3M 6M 1Y 3Y 5Y

Sundaram Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV ₹1,357.25
Fund Size ₹10,450.74Cr

Fund Return 5.60%

Category Return 4.79%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹175.16
Fund Size ₹5,236.37Cr

Fund Return 4.73%

Category Return 3.48%

Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option

Moderately High risk

NAV ₹31.77
Fund Size ₹26.70Cr

Fund Return 1.70%

Category Return 1.67%

Sundaram Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV ₹1,357.25
Fund Size ₹10,450.74Cr

Fund Return -9.00%

Category Return -9.33%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹175.16
Fund Size ₹5,236.37Cr

Fund Return -2.27%

Category Return -3.99%

Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option

Moderately High risk

NAV ₹31.77
Fund Size ₹26.70Cr

Fund Return 0.78%

Category Return 0.21%

Sundaram Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV ₹1,357.25
Fund Size ₹10,450.74Cr

Fund Return -13.23%

Category Return -14.17%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹175.16
Fund Size ₹5,236.37Cr

Fund Return -7.10%

Category Return -8.48%

Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option

Moderately High risk

NAV ₹31.77
Fund Size ₹26.70Cr

Fund Return -0.01%

Category Return 0.48%

Sundaram Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV ₹1,357.25
Fund Size ₹10,450.74Cr

Fund Return 16.04%

Category Return 12.39%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹175.16
Fund Size ₹5,236.37Cr

Fund Return 10.50%

Category Return 9.10%

Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option

Moderately High risk

NAV ₹31.77
Fund Size ₹26.70Cr

Fund Return 7.60%

Category Return 8.11%

Sundaram Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV ₹1,357.25
Fund Size ₹10,450.74Cr

Fund Return 22.92%

Category Return 19.68%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹175.16
Fund Size ₹5,236.37Cr

Fund Return 13.29%

Category Return 13.43%

Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option

Moderately High risk

NAV ₹31.77
Fund Size ₹26.70Cr

Fund Return 8.06%

Category Return 8.74%

Sundaram Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV ₹1,357.25
Fund Size ₹10,450.74Cr

Fund Return 33.50%

Category Return 33.22%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹175.16
Fund Size ₹5,236.37Cr

Fund Return 22.93%

Category Return 23.24%

Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option

Moderately High risk

NAV ₹31.77
Fund Size ₹26.70Cr

Fund Return 11.70%

Category Return 11.33%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Dwijendra Srivastava

Jan 1, 2022- Present

Schemes managed 15
Total AUM ₹ 21,841.72 Cr
Highest Return In 1 Yr 11.66 %

Other Funds

table
card

1M 3M 6M 1Y 3Y 5Y

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Medium Term Bond - Direct Plan - Growth Option

₹75.23

0.76%

0.57%

Moderate Risk

₹43.35Cr

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

₹42.50

0.81%

0.60%

Moderate Risk

₹337.32Cr

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹175.16

4.73%

3.48%

High Risk

₹5,236.37Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Medium Term Bond - Direct Plan - Growth Option

₹75.23

1.89%

1.74%

Moderate Risk

₹43.35Cr

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

₹42.50

2.05%

1.63%

Moderate Risk

₹337.32Cr

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹175.16

-2.27%

-3.99%

High Risk

₹5,236.37Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Medium Term Bond - Direct Plan - Growth Option

₹75.23

3.15%

3.18%

Moderate Risk

₹43.35Cr

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

₹42.50

3.57%

3.04%

Moderate Risk

₹337.32Cr

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹175.16

-7.10%

-8.48%

High Risk

₹5,236.37Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Medium Term Bond - Direct Plan - Growth Option

₹75.23

7.41%

7.69%

Moderate Risk

₹43.35Cr

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

₹42.50

8.26%

7.19%

Moderate Risk

₹337.32Cr

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹175.16

10.50%

9.10%

High Risk

₹5,236.37Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Medium Term Bond - Direct Plan - Growth Option

₹75.23

5.51%

6.56%

Moderate Risk

₹43.35Cr

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

₹42.50

6.38%

6.15%

Moderate Risk

₹337.32Cr

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹175.16

13.29%

13.43%

High Risk

₹5,236.37Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Medium Term Bond - Direct Plan - Growth Option

₹75.23

5.87%

7.13%

Moderate Risk

₹43.35Cr

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

₹42.50

6.24%

6.64%

Moderate Risk

₹337.32Cr

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹175.16

22.93%

23.24%

High Risk

₹5,236.37Cr

1M 3M 6M 1Y 3Y 5Y

Sundaram Medium Term Bond - Direct Plan - Growth Option

Moderate Risk

NAV ₹75.23
Fund Size ₹43.35Cr

Fund Return 0.76%

Category Return 0.57%

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

Moderate Risk

NAV ₹42.50
Fund Size ₹337.32Cr

Fund Return 0.81%

Category Return 0.60%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹175.16
Fund Size ₹5,236.37Cr

Fund Return 4.73%

Category Return 3.48%

Sundaram Medium Term Bond - Direct Plan - Growth Option

Moderate Risk

NAV ₹75.23
Fund Size ₹43.35Cr

Fund Return 1.89%

Category Return 1.74%

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

Moderate Risk

NAV ₹42.50
Fund Size ₹337.32Cr

Fund Return 2.05%

Category Return 1.63%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹175.16
Fund Size ₹5,236.37Cr

Fund Return -2.27%

Category Return -3.99%

Sundaram Medium Term Bond - Direct Plan - Growth Option

Moderate Risk

NAV ₹75.23
Fund Size ₹43.35Cr

Fund Return 3.15%

Category Return 3.18%

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

Moderate Risk

NAV ₹42.50
Fund Size ₹337.32Cr

Fund Return 3.57%

Category Return 3.04%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹175.16
Fund Size ₹5,236.37Cr

Fund Return -7.10%

Category Return -8.48%

Sundaram Medium Term Bond - Direct Plan - Growth Option

Moderate Risk

NAV ₹75.23
Fund Size ₹43.35Cr

Fund Return 7.41%

Category Return 7.69%

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

Moderate Risk

NAV ₹42.50
Fund Size ₹337.32Cr

Fund Return 8.26%

Category Return 7.19%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹175.16
Fund Size ₹5,236.37Cr

Fund Return 10.50%

Category Return 9.10%

Sundaram Medium Term Bond - Direct Plan - Growth Option

Moderate Risk

NAV ₹75.23
Fund Size ₹43.35Cr

Fund Return 5.51%

Category Return 6.56%

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

Moderate Risk

NAV ₹42.50
Fund Size ₹337.32Cr

Fund Return 6.38%

Category Return 6.15%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹175.16
Fund Size ₹5,236.37Cr

Fund Return 13.29%

Category Return 13.43%

Sundaram Medium Term Bond - Direct Plan - Growth Option

Moderate Risk

NAV ₹75.23
Fund Size ₹43.35Cr

Fund Return 5.87%

Category Return 7.13%

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

Moderate Risk

NAV ₹42.50
Fund Size ₹337.32Cr

Fund Return 6.24%

Category Return 6.64%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹175.16
Fund Size ₹5,236.37Cr

Fund Return 22.93%

Category Return 23.24%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Ravi Gopalakrishnan

May 16, 2022- Present

Schemes managed 8
Total AUM ₹ 24,815.71 Cr
Highest Return In 1 Yr 14.78 %

Other Funds

table
card

1M 3M 6M 1Y 3Y 5Y

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram large and Mid Cap - Direct Plan - Growth Option

₹88.86

6.03%

4.51%

Very High Risk

₹5,861.32Cr

Sundaram Large Cap Fund Dir Gr

₹21.56

3.12%

4.91%

Very High Risk

₹3,127.57Cr

Sundaram Focused Fund- Direct Plan - Growth Option

₹166.57

2.03%

4.46%

Very High Risk

₹1,007.19Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram large and Mid Cap - Direct Plan - Growth Option

₹88.86

-6.72%

-7.15%

Very High Risk

₹5,861.32Cr

Sundaram Large Cap Fund Dir Gr

₹21.56

-2.56%

-2.44%

Very High Risk

₹3,127.57Cr

Sundaram Focused Fund- Direct Plan - Growth Option

₹166.57

-5.98%

-5.79%

Very High Risk

₹1,007.19Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram large and Mid Cap - Direct Plan - Growth Option

₹88.86

-10.91%

-12.41%

Very High Risk

₹5,861.32Cr

Sundaram Large Cap Fund Dir Gr

₹21.56

-9.53%

-10.33%

Very High Risk

₹3,127.57Cr

Sundaram Focused Fund- Direct Plan - Growth Option

₹166.57

-11.87%

-12.40%

Very High Risk

₹1,007.19Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram large and Mid Cap - Direct Plan - Growth Option

₹88.86

11.78%

11.22%

Very High Risk

₹5,861.32Cr

Sundaram Large Cap Fund Dir Gr

₹21.56

6.50%

8.06%

Very High Risk

₹3,127.57Cr

Sundaram Focused Fund- Direct Plan - Growth Option

₹166.57

8.52%

9.11%

Very High Risk

₹1,007.19Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram large and Mid Cap - Direct Plan - Growth Option

₹88.86

15.17%

16.94%

Very High Risk

₹5,861.32Cr

Sundaram Large Cap Fund Dir Gr

₹21.56

13.23%

13.51%

Very High Risk

₹3,127.57Cr

Sundaram Focused Fund- Direct Plan - Growth Option

₹166.57

13.31%

14.71%

Very High Risk

₹1,007.19Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram large and Mid Cap - Direct Plan - Growth Option

₹88.86

28.57%

29.53%

Very High Risk

₹5,861.32Cr

Sundaram Large Cap Fund Dir Gr

₹21.56

25.82%

Very High Risk

₹3,127.57Cr

Sundaram Focused Fund- Direct Plan - Growth Option

₹166.57

26.01%

26.67%

Very High Risk

₹1,007.19Cr

1M 3M 6M 1Y 3Y 5Y

Sundaram large and Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV ₹88.86
Fund Size ₹5,861.32Cr

Fund Return 6.03%

Category Return 4.51%

Sundaram Large Cap Fund Dir Gr

Very High Risk --

NAV ₹21.56
Fund Size ₹3,127.57Cr

Fund Return 3.12%

Category Return 4.91%

Sundaram Focused Fund- Direct Plan - Growth Option

Very High Risk

NAV ₹166.57
Fund Size ₹1,007.19Cr

Fund Return 2.03%

Category Return 4.46%

Sundaram large and Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV ₹88.86
Fund Size ₹5,861.32Cr

Fund Return -6.72%

Category Return -7.15%

Sundaram Large Cap Fund Dir Gr

Very High Risk --

NAV ₹21.56
Fund Size ₹3,127.57Cr

Fund Return -2.56%

Category Return -2.44%

Sundaram Focused Fund- Direct Plan - Growth Option

Very High Risk

NAV ₹166.57
Fund Size ₹1,007.19Cr

Fund Return -5.98%

Category Return -5.79%

Sundaram large and Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV ₹88.86
Fund Size ₹5,861.32Cr

Fund Return -10.91%

Category Return -12.41%

Sundaram Large Cap Fund Dir Gr

Very High Risk --

NAV ₹21.56
Fund Size ₹3,127.57Cr

Fund Return -9.53%

Category Return -10.33%

Sundaram Focused Fund- Direct Plan - Growth Option

Very High Risk

NAV ₹166.57
Fund Size ₹1,007.19Cr

Fund Return -11.87%

Category Return -12.40%

Sundaram large and Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV ₹88.86
Fund Size ₹5,861.32Cr

Fund Return 11.78%

Category Return 11.22%

Sundaram Large Cap Fund Dir Gr

Very High Risk --

NAV ₹21.56
Fund Size ₹3,127.57Cr

Fund Return 6.50%

Category Return 8.06%

Sundaram Focused Fund- Direct Plan - Growth Option

Very High Risk

NAV ₹166.57
Fund Size ₹1,007.19Cr

Fund Return 8.52%

Category Return 9.11%

Sundaram large and Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV ₹88.86
Fund Size ₹5,861.32Cr

Fund Return 15.17%

Category Return 16.94%

Sundaram Large Cap Fund Dir Gr

Very High Risk --

NAV ₹21.56
Fund Size ₹3,127.57Cr

Fund Return 13.23%

Category Return 13.51%

Sundaram Focused Fund- Direct Plan - Growth Option

Very High Risk

NAV ₹166.57
Fund Size ₹1,007.19Cr

Fund Return 13.31%

Category Return 14.71%

Sundaram large and Mid Cap - Direct Plan - Growth Option

Very High Risk

NAV ₹88.86
Fund Size ₹5,861.32Cr

Fund Return 28.57%

Category Return 29.53%

Sundaram Large Cap Fund Dir Gr

Very High Risk --

NAV ₹21.56
Fund Size ₹3,127.57Cr

Fund Return --

Category Return 25.82%

Sundaram Focused Fund- Direct Plan - Growth Option

Very High Risk

NAV ₹166.57
Fund Size ₹1,007.19Cr

Fund Return 26.01%

Category Return 26.67%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Sandeep Agarwal

Jan 1, 2022- Present

Schemes managed 11
Total AUM ₹ 17,319.78 Cr
Highest Return In 1 Yr 10.50 %

Other Funds

table
card

1M 3M 6M 1Y 3Y 5Y

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Medium Term Bond - Direct Plan - Growth Option

₹75.23

0.76%

0.57%

Moderate Risk

₹43.35Cr

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

₹42.50

0.81%

0.60%

Moderate Risk

₹337.32Cr

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹175.16

4.73%

3.48%

High Risk

₹5,236.37Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Medium Term Bond - Direct Plan - Growth Option

₹75.23

1.89%

1.74%

Moderate Risk

₹43.35Cr

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

₹42.50

2.05%

1.63%

Moderate Risk

₹337.32Cr

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹175.16

-2.27%

-3.99%

High Risk

₹5,236.37Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Medium Term Bond - Direct Plan - Growth Option

₹75.23

3.15%

3.18%

Moderate Risk

₹43.35Cr

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

₹42.50

3.57%

3.04%

Moderate Risk

₹337.32Cr

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹175.16

-7.10%

-8.48%

High Risk

₹5,236.37Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Medium Term Bond - Direct Plan - Growth Option

₹75.23

7.41%

7.69%

Moderate Risk

₹43.35Cr

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

₹42.50

8.26%

7.19%

Moderate Risk

₹337.32Cr

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹175.16

10.50%

9.10%

High Risk

₹5,236.37Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Medium Term Bond - Direct Plan - Growth Option

₹75.23

5.51%

6.56%

Moderate Risk

₹43.35Cr

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

₹42.50

6.38%

6.15%

Moderate Risk

₹337.32Cr

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹175.16

13.29%

13.43%

High Risk

₹5,236.37Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Medium Term Bond - Direct Plan - Growth Option

₹75.23

5.87%

7.13%

Moderate Risk

₹43.35Cr

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

₹42.50

6.24%

6.64%

Moderate Risk

₹337.32Cr

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹175.16

22.93%

23.24%

High Risk

₹5,236.37Cr

1M 3M 6M 1Y 3Y 5Y

Sundaram Medium Term Bond - Direct Plan - Growth Option

Moderate Risk

NAV ₹75.23
Fund Size ₹43.35Cr

Fund Return 0.76%

Category Return 0.57%

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

Moderate Risk

NAV ₹42.50
Fund Size ₹337.32Cr

Fund Return 0.81%

Category Return 0.60%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹175.16
Fund Size ₹5,236.37Cr

Fund Return 4.73%

Category Return 3.48%

Sundaram Medium Term Bond - Direct Plan - Growth Option

Moderate Risk

NAV ₹75.23
Fund Size ₹43.35Cr

Fund Return 1.89%

Category Return 1.74%

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

Moderate Risk

NAV ₹42.50
Fund Size ₹337.32Cr

Fund Return 2.05%

Category Return 1.63%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹175.16
Fund Size ₹5,236.37Cr

Fund Return -2.27%

Category Return -3.99%

Sundaram Medium Term Bond - Direct Plan - Growth Option

Moderate Risk

NAV ₹75.23
Fund Size ₹43.35Cr

Fund Return 3.15%

Category Return 3.18%

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

Moderate Risk

NAV ₹42.50
Fund Size ₹337.32Cr

Fund Return 3.57%

Category Return 3.04%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹175.16
Fund Size ₹5,236.37Cr

Fund Return -7.10%

Category Return -8.48%

Sundaram Medium Term Bond - Direct Plan - Growth Option

Moderate Risk

NAV ₹75.23
Fund Size ₹43.35Cr

Fund Return 7.41%

Category Return 7.69%

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

Moderate Risk

NAV ₹42.50
Fund Size ₹337.32Cr

Fund Return 8.26%

Category Return 7.19%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹175.16
Fund Size ₹5,236.37Cr

Fund Return 10.50%

Category Return 9.10%

Sundaram Medium Term Bond - Direct Plan - Growth Option

Moderate Risk

NAV ₹75.23
Fund Size ₹43.35Cr

Fund Return 5.51%

Category Return 6.56%

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

Moderate Risk

NAV ₹42.50
Fund Size ₹337.32Cr

Fund Return 6.38%

Category Return 6.15%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹175.16
Fund Size ₹5,236.37Cr

Fund Return 13.29%

Category Return 13.43%

Sundaram Medium Term Bond - Direct Plan - Growth Option

Moderate Risk

NAV ₹75.23
Fund Size ₹43.35Cr

Fund Return 5.87%

Category Return 7.13%

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

Moderate Risk

NAV ₹42.50
Fund Size ₹337.32Cr

Fund Return 6.24%

Category Return 6.64%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹175.16
Fund Size ₹5,236.37Cr

Fund Return 22.93%

Category Return 23.24%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Clyton Fernandes

Oct 4, 2024- Present

Schemes managed 2
Total AUM ₹ 6,671.22 Cr
Highest Return In 1 Yr 10.50 %

Other Funds

table
card

1M 3M 6M 1Y 3Y 5Y

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹175.16

4.73%

3.48%

High Risk

₹5,236.37Cr

Sundaram Balanced Advantage Fund - Direct Plan - Growth Option

₹39.22

3.38%

2.79%

High Risk

₹1,434.84Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹175.16

-2.27%

-3.99%

High Risk

₹5,236.37Cr

Sundaram Balanced Advantage Fund - Direct Plan - Growth Option

₹39.22

-1.45%

-2.44%

High Risk

₹1,434.84Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹175.16

-7.10%

-8.48%

High Risk

₹5,236.37Cr

Sundaram Balanced Advantage Fund - Direct Plan - Growth Option

₹39.22

-4.91%

-5.92%

High Risk

₹1,434.84Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹175.16

10.50%

9.10%

High Risk

₹5,236.37Cr

Sundaram Balanced Advantage Fund - Direct Plan - Growth Option

₹39.22

9.13%

6.56%

High Risk

₹1,434.84Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹175.16

13.29%

13.43%

High Risk

₹5,236.37Cr

Sundaram Balanced Advantage Fund - Direct Plan - Growth Option

₹39.22

11.98%

11.43%

High Risk

₹1,434.84Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹175.16

22.93%

23.24%

High Risk

₹5,236.37Cr

Sundaram Balanced Advantage Fund - Direct Plan - Growth Option

₹39.22

14.59%

17.17%

High Risk

₹1,434.84Cr

1M 3M 6M 1Y 3Y 5Y

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹175.16
Fund Size ₹5,236.37Cr

Fund Return 4.73%

Category Return 3.48%

Sundaram Balanced Advantage Fund - Direct Plan - Growth Option

High Risk

NAV ₹39.22
Fund Size ₹1,434.84Cr

Fund Return 3.38%

Category Return 2.79%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹175.16
Fund Size ₹5,236.37Cr

Fund Return -2.27%

Category Return -3.99%

Sundaram Balanced Advantage Fund - Direct Plan - Growth Option

High Risk

NAV ₹39.22
Fund Size ₹1,434.84Cr

Fund Return -1.45%

Category Return -2.44%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹175.16
Fund Size ₹5,236.37Cr

Fund Return -7.10%

Category Return -8.48%

Sundaram Balanced Advantage Fund - Direct Plan - Growth Option

High Risk

NAV ₹39.22
Fund Size ₹1,434.84Cr

Fund Return -4.91%

Category Return -5.92%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹175.16
Fund Size ₹5,236.37Cr

Fund Return 10.50%

Category Return 9.10%

Sundaram Balanced Advantage Fund - Direct Plan - Growth Option

High Risk

NAV ₹39.22
Fund Size ₹1,434.84Cr

Fund Return 9.13%

Category Return 6.56%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹175.16
Fund Size ₹5,236.37Cr

Fund Return 13.29%

Category Return 13.43%

Sundaram Balanced Advantage Fund - Direct Plan - Growth Option

High Risk

NAV ₹39.22
Fund Size ₹1,434.84Cr

Fund Return 11.98%

Category Return 11.43%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV ₹175.16
Fund Size ₹5,236.37Cr

Fund Return 22.93%

Category Return 23.24%

Sundaram Balanced Advantage Fund - Direct Plan - Growth Option

High Risk

NAV ₹39.22
Fund Size ₹1,434.84Cr

Fund Return 14.59%

Category Return 17.17%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

DETAILED PORTFOLIO

As on Feb 2025

EQUITY (69.17%)

DEBT (23.85%)

CASH (6.97%)

OTHERS (0.01%)

Allocation by Market Cap

PERFORMANCE 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.

--

HISTORICAL 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.

0.48

This Fund

VS

1.03

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.

1.03

This Fund

VS

1.06

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.

0.57

This Fund

VS

0.82

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.

92.86

This Fund

VS

88.40

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.

0.37

This Fund

VS

0.51

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.

10.29

This Fund

VS

10.91

Category Avg

Benchmark used in calculation : CRISIL Hybrid 35+65 - Agg TR INR

PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y

table
card

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Bank of India Mid & Small Cap Equity & Debt Fund Regular Growth

₹35.44

6.04%

3.48%

Very High Risk

₹974.20 Cr

Bandhan Hybrid Equity Fund Regular Plan Growth

₹24.02

5.30%

3.48%

Very High Risk

₹751.52 Cr

Mirae Asset Hybrid Equity Fund -Regular Plan-Growth

₹30.25

5.26%

3.48%

Very High Risk

₹8,170.45 Cr

ICICI Prudential Equity & Debt Fund Growth

₹370.49

4.90%

3.48%

Very High Risk

₹38,507.07 Cr

Sundaram Aggressive Hybrid Fund Growth

₹153.35

4.64%

3.48%

High Risk

₹5,236.37 Cr

Axis Equity Hybrid Fund Regular Growth

₹19.46

4.62%

3.48%

Very High Risk

₹1,440.65 Cr

Bank of India Mid & Small Cap Equity & Debt Fund Regular Growth

VERY HIGH RISK

NAV ₹35.44
Fund Size ₹974.20 Cr

Fund Return 6.04%

Category Return 3.48%

Bandhan Hybrid Equity Fund Regular Plan Growth

VERY HIGH RISK

NAV ₹24.02
Fund Size ₹751.52 Cr

Fund Return 5.30%

Category Return 3.48%

Mirae Asset Hybrid Equity Fund -Regular Plan-Growth

VERY HIGH RISK

NAV ₹30.25
Fund Size ₹8,170.45 Cr

Fund Return 5.26%

Category Return 3.48%

ICICI Prudential Equity & Debt Fund Growth

VERY HIGH RISK

NAV ₹370.49
Fund Size ₹38,507.07 Cr

Fund Return 4.90%

Category Return 3.48%

Sundaram Aggressive Hybrid Fund Growth

HIGH RISK

NAV ₹153.35
Fund Size ₹5,236.37 Cr

Fund Return 4.64%

Category Return 3.48%

Axis Equity Hybrid Fund Regular Growth

VERY HIGH RISK

NAV ₹19.46
Fund Size ₹1,440.65 Cr

Fund Return 4.62%

Category Return 3.48%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Top funds from this amc

1M 3M 6M 1Y 3Y 5Y

table
card

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

Sundaram Infrastructure Advantage Fund Direct Growth

₹92.13

7.71%

7.35%

Very High Risk

₹803.89 Cr

Sundaram Financial Services Opportunities Fund Direct Plan Growth Option

₹107.68

6.84%

6.63%

Very High Risk

₹1,325.29 Cr

Sundaram large and Mid Cap - Direct Plan - Growth Option

₹88.86

6.03%

4.51%

Very High Risk

₹5,861.32 Cr

Sundaram Multi Cap Fund-Direct Plan - Option

₹389.46

5.68%

5.05%

Very High Risk

₹2,416.58 Cr

Sundaram Mid Cap - Direct Plan - Growth Option

₹1,357.25

5.60%

4.79%

Very High Risk

₹10,450.74 Cr

Sundaram Dividend Yield Fund - Direct Plan - Growth Option

₹140.09

5.35%

3.53%

Very High Risk

₹806.50 Cr

Sundaram Infrastructure Advantage Fund Direct Growth

VERY HIGH RISK

NAV ₹92.13
Fund Size ₹803.89 Cr

Fund Return 7.71%

Category Return 7.35%

Sundaram Financial Services Opportunities Fund Direct Plan Growth Option

VERY HIGH RISK

NAV ₹107.68
Fund Size ₹1,325.29 Cr

Fund Return 6.84%

Category Return 6.63%

Sundaram large and Mid Cap - Direct Plan - Growth Option

VERY HIGH RISK

NAV ₹88.86
Fund Size ₹5,861.32 Cr

Fund Return 6.03%

Category Return 4.51%

Sundaram Multi Cap Fund-Direct Plan - Option

VERY HIGH RISK

NAV ₹389.46
Fund Size ₹2,416.58 Cr

Fund Return 5.68%

Category Return 5.05%

Sundaram Mid Cap - Direct Plan - Growth Option

VERY HIGH RISK

NAV ₹1,357.25
Fund Size ₹10,450.74 Cr

Fund Return 5.60%

Category Return 4.79%

Sundaram Dividend Yield Fund - Direct Plan - Growth Option

VERY HIGH RISK

NAV ₹140.09
Fund Size ₹806.50 Cr

Fund Return 5.35%

Category Return 3.53%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

ABOUT THE AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth ₹ 61,992.70 crores. It’s current offering of mutual fund schemes includes 32 equity, 10 debt and 5 hybrid schemes.

Phone

+91 44 28583362/3367

customer@principalindia.com

AUM

₹ 61,992.70 Cr (

As on Feb 2025

)

Address

Sundaram Towers, ,Chennai ,600 014

FAQ’S

What is the category of Sundaram Aggressive Hybrid Fund Growth ?

The category of Sundaram Aggressive Hybrid Fund Growth is Allocation - Aggressive Allocation

What is the current NAV of Sundaram Aggressive Hybrid Fund Growth ?

The current NAV of Sundaram Aggressive Hybrid Fund Growth (as on Mar 24, 2025) is ₹ 153.35

How safe is Sundaram Aggressive Hybrid Fund Growth?

The risk level of Sundaram Aggressive Hybrid Fund Growth is High .

What are short term returns given by Sundaram Aggressive Hybrid Fund Growth?

The return given by Sundaram Aggressive Hybrid Fund Growth in 1 month is 4.64%, 3 months is -2.53%, 6 months is -7.61%, and 1 year is 9.26%.

What are the long term returns given by Sundaram Aggressive Hybrid Fund Growth?

The return given by Sundaram Aggressive Hybrid Fund Growth in 3 years is 11.96% and 5 years is 21.47%.

What is the expense ratio of Sundaram Aggressive Hybrid Fund Growth?

The expense ratio of Sundaram Aggressive Hybrid Fund Growth is 1.93 %

What is the AUM of Sundaram Aggressive Hybrid Fund Growth

The assets under Management (AUM) of Sundaram Aggressive Hybrid Fund Growth is Rs 5,236.37 crores.

What is the minimum investment in Sundaram Aggressive Hybrid Fund Growth?

The minimum Lumpsum investment in Sundaram Aggressive Hybrid Fund Growth is ₹100 and the minimum SIP investment in Sundaram Aggressive Hybrid Fund Growth is ₹100

What is the asset allocation of Sundaram Aggressive Hybrid Fund Growth?

The Sundaram Aggressive Hybrid Fund Growth has an exposure of 69.17% in Equity, 23.85% in Debt and 6.97% in Cash & Money Market Securities

COMPANIES

INDICES ANALYSIS

AMCs

MUTUAL FUNDS

NEWS

Sundaram Aggressive Hybrid Fund Growth

FUND RATING

RISK-O-METER

FUND PERFORMANCE

FUND COMPARISON

RETURN CALCULATOR

FUND SUMMARY

ABOUT THE FUND

FUND MANAGER

DETAILED PORTFOLIO

PERFORMANCE MEASURES

HISTORICAL RISK MEASURES

PEER ANALYSIS

Top funds from this amc

ABOUT THE AMC

FAQ’S

CALCULATORS

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