Business Today
Subscribe
PMS TodayUS NewsIndiaUPSTARTWeatherBT ShortsNRIEducationElection
BT GolfBT MindrushBT Best Banks
Search

COMPANIES

No Data Found

NEWS

No Data Found
Advertisement
News
mutual funds
sundaram aggressive hybrid fund growth
Sundaram Aggressive Hybrid Fund Growth

Sundaram Aggressive Hybrid Fund Growth

  • High Risk
  • Allocation
  • Aggressive Allocation
Share
  • Whatsapp
  • Twitter
  • Facebook
NAV as on Jul 4, 2025
i
Price per unit of the scheme.
₹ 162.78980.26%1 Day Change
2.19%
Minimum Investment₹100
Expense Ratio1.93%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
3
Scheme Rating
*Morningstar Rating Methodologyi
i

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

1M3M6M1Y3Y5Y
This Fund
Sundaram Aggressive Hybrid Fund Growth
VS
Allocation: Aggressive Allocation Average NAV
    Topper in Allocation: Aggressive Allocation
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
    Share
    • Whatsapp
    • Twitter
    • Facebook

    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Sundaram Aggressive Hybrid Fund Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND 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
    ₹ 6,146.43 Cr(As on May, 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    Nil - If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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.

    bt_logoABOUT 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 inJan 14, 2000. Its risk level is . The NAV of the fund as onJul 04, 2025 is ₹162.79. Its expense ratio is 1.93 %. The fund has an AUM of ₹6,146.43 Cr.The fund is managed byDwijendra Srivastava,S. Bharath,Ravi Gopalakrishnan,Sandeep Agarwal,Clyton Fernandes.
    The minimum initial investment is  ₹100 in Lumpsum mode.

    SUBSCRIBE TO
    BUSINESS TODAY MAGAZINE
    Subscribe Now
    Already a subscriber?Login

    bt_logoFUND MANAGER

    S. Bharath
    S. Bharath
    i
    Lead Fund Manager.
    Jan 1, 2022 - Present
    • Fund Manager Rank32Out 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 managed9
    • Total AUM₹ 37,446.33 Cr
    • Highest Return In 1 Yr16.36 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Mid Cap - Direct Plan - Growth Option
    ₹ 1,518.34
    2.55%
    3.42%
    Very High Risk
    ₹12,344.49Cr
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    ₹ 186.51
    2.28%
    2.46%
    High Risk
    ₹6,146.43Cr
    Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option
    ₹ 32.82
    0.24%
    0.36%
    Moderately High risk
    ₹27.30Cr
    Sundaram Mid Cap - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 1,518.34
    • Fund Size₹12,344.49Cr
    Fund Return2.55%
    Category Return3.42%
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    High Risk
    • NAV₹ 186.51
    • Fund Size₹6,146.43Cr
    Fund Return2.28%
    Category Return2.46%
    Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option
    Moderately High risk
    • NAV₹ 32.82
    • Fund Size₹27.30Cr
    Fund Return0.24%
    Category Return0.36%
    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 AUM₹ 23,982.50 Cr
    • Highest Return In 1 Yr9.83 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Medium Term Bond - Direct Plan - Growth Option
    ₹ 77.47
    0.12%
    0.13%
    Moderate Risk
    ₹43.10Cr
    Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
    ₹ 43.91
    0.25%
    0.12%
    Moderate Risk
    ₹471.42Cr
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    ₹ 186.51
    2.28%
    2.46%
    High Risk
    ₹6,146.43Cr
    Sundaram Medium Term Bond - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 77.47
    • Fund Size₹43.10Cr
    Fund Return0.12%
    Category Return0.13%
    Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 43.91
    • Fund Size₹471.42Cr
    Fund Return0.25%
    Category Return0.12%
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    High Risk
    • NAV₹ 186.51
    • Fund Size₹6,146.43Cr
    Fund Return2.28%
    Category Return2.46%
    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 AUM₹ 28,385.19 Cr
    • Highest Return In 1 Yr16.36 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram large and Mid Cap - Direct Plan - Growth Option
    ₹ 96.44
    3.75%
    3.38%
    Very High Risk
    ₹6,671.01Cr
    Sundaram Large Cap Fund Dir Gr
    --
    ₹ 23.10
    3.47%
    3.37%
    Very High Risk
    ₹3,396.32Cr
    Sundaram Focused Fund- Direct Plan - Growth Option
    ₹ 181.24
    5.10%
    3.17%
    Very High Risk
    ₹1,080.96Cr
    Sundaram large and Mid Cap - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 96.44
    • Fund Size₹6,671.01Cr
    Fund Return3.75%
    Category Return3.38%
    Sundaram Large Cap Fund Dir Gr
    Very High Risk--
    • NAV₹ 23.10
    • Fund Size₹3,396.32Cr
    Fund Return3.47%
    Category Return3.37%
    Sundaram Focused Fund- Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 181.24
    • Fund Size₹1,080.96Cr
    Fund Return5.10%
    Category Return3.17%
    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 AUM₹ 19,015.25 Cr
    • Highest Return In 1 Yr9.83 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Medium Term Bond - Direct Plan - Growth Option
    ₹ 77.47
    0.12%
    0.13%
    Moderate Risk
    ₹43.10Cr
    Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
    ₹ 43.91
    0.25%
    0.12%
    Moderate Risk
    ₹471.42Cr
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    ₹ 186.51
    2.28%
    2.46%
    High Risk
    ₹6,146.43Cr
    Sundaram Medium Term Bond - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 77.47
    • Fund Size₹43.10Cr
    Fund Return0.12%
    Category Return0.13%
    Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 43.91
    • Fund Size₹471.42Cr
    Fund Return0.25%
    Category Return0.12%
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    High Risk
    • NAV₹ 186.51
    • Fund Size₹6,146.43Cr
    Fund Return2.28%
    Category Return2.46%
    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 AUM₹ 8,759.10 Cr
    • Highest Return In 1 Yr9.37 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    ₹ 186.51
    2.28%
    2.46%
    High Risk
    ₹6,146.43Cr
    Sundaram Balanced Advantage Fund - Direct Plan - Growth Option
    ₹ 41.56
    1.99%
    2.04%
    High Risk
    ₹1,563.39Cr
    Sundaram Equity Savings - Direct Plan - Growth Option
    ₹ 82.18
    1.34%
    1.21%
    Moderate Risk
    ₹1,049.28Cr
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    High Risk
    • NAV₹ 186.51
    • Fund Size₹6,146.43Cr
    Fund Return2.28%
    Category Return2.46%
    Sundaram Balanced Advantage Fund - Direct Plan - Growth Option
    High Risk
    • NAV₹ 41.56
    • Fund Size₹1,563.39Cr
    Fund Return1.99%
    Category Return2.04%
    Sundaram Equity Savings - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 82.18
    • Fund Size₹1,049.28Cr
    Fund Return1.34%
    Category Return1.21%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on May, 2025
    EQUITY (68.50%)
    DEBT (21.24%)
    CASH (10.26%)
    Allocation by Market Cap
    Large Cap(54.59%)
    Mid Cap(9.13%)
    Small Cap(5.06%)
    Industry Holdings
    • Banks Regional28.52%
    • Oil Gas Refining Marketing9.49%
    • Information Technology Services9.16%
    • Drug Manufacturers Specialty Generic5.60%
    • Auto Manufacturers5.49%
    • Telecom Services5.18%
    Stock Holdings
    • HDFC Bank Ltd7.11%
    • Reliance Industries Ltd5.61%
    • ICICI Bank Ltd5.56%
    • Bharti Airtel Ltd3.27%
    • State Bank of India3.25%
    • Infosys Ltd2.31%

    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.
      -0.53
      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.
      93.09
      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.
      0.92
      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.
      1.51
      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.
      10.12
      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
    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)
    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 ₹ 70,114.37 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
    ₹ 70,114.37 Cr (
    As on May 31, 2025
    )
    location
    Address
    Sundaram Towers, Chennai,600 014

    bt_logoFAQ'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 Jul 04, 2025 is ₹162.79
    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 2.19%, 3 months is 8.45%, 6 months is 2.00%, and 1 year is 5.15%
    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 16.29% and 5 years is 17.78%.
    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 6,146.43 crores.
    What is the minimum investment in Sundaram Aggressive Hybrid Fund Growth ?
    The minimum Lumpsum investment in Sundaram Aggressive Hybrid Fund Growth is ₹100.00 and the minimum SIP investment in Sundaram Aggressive Hybrid Fund Growth is ₹100.00
    What is the asset allocation of Sundaram Aggressive Hybrid Fund Growth?
    Sundaram Aggressive Hybrid Fund Growth has an exposure of 68.50% in Equity, 21.24% in Debt and 10.26% in Cash & Money Market Securities

    bt_logoCALCULATORS

    calculatorIncome Tax Calculatorsip calculatorSIP Calculatorfd calculatorFD Calculatordividend yield calculatorDividend Yield Calculatorlump sum calculatorLump-Sum Calculatorcagr calculator CAGR Calculatortop up sip calculatorTop-Up Calculatorlatter factor calculatorLatte Factor Calculator

    bt_logoTop Stories