# Sundaram Aggressive Hybrid Fund

Sundaram Asset Management Company Ltd · Aggressive Hybrid · Regular plan, Growth

Full page with charts: https://discovermf.com/funds/sundaram-aggressive-hybrid-fund-149599
Figures as of 3 Nov 2026, from DiscoverMF. Information, not investment advice. Past returns do not indicate future returns. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.

## In short

- **What it invests in:** Mostly shares, some bonds. Its latest portfolio: 86% shares, 9% bonds and money market, 4% cash and 1% other investments.
- **₹10,000 a month:** For the last 3 years: ₹3.6 lakh put in, worth ₹3.66 lakh on 3 Nov 2026.
- **Next to similar funds:** Over the last 3 years it earned 7.9% a year; similar funds earned 9.9% a year on average.
- **How bumpy:** High: big ups and downs. It made money in 84 of every 100 one-year stretches; its worst 12 months saw a fall of 9.5%.
- **Expense ratio:** 2.13% a year. Similar funds: 2.15% on average.
- **Fees and minimums:** A SIP from ₹100 a month. A fee may apply if you sell soon after buying; the full terms are under Cost.

Past returns do not tell you future returns.

## Key facts

- **NAV:** ₹155.69 on 3 Nov 2026
- **Fund size:** ₹8,807 cr (2 Nov 2026)
- **Expense ratio:** 2.13% a year (typical in its category 2.15%)
- **Riskometer:** High
- **Benchmark:** CRISIL Hybrid 35+65 - Aggressive Index
- **Category:** [Aggressive Hybrid](https://discovermf.com/categories/aggressive-hybrid.md)
- **Fund house:** [Sundaram Asset Management Company Ltd](https://discovermf.com/fund-houses/sundaram)
- **Launched:** 1 Jan 2000 (prices here start 3 Jan 2022)
- **Exit load:** W.E.F Dec 31, 2021-Nil - If up to 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment. Any redemption or withdrawals by way of SWP in excess of the above mentioned limit would be subject to exit load of 1% of the applicable NAV will be charged, if the units are redeemed within 365 days from the date of allotment. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil. Generally, the exit load will be calculated on First in First out (FIFO) basis.
- **Minimum investment:** ₹100 to start, ₹100 a month by SIP
- **AMFI scheme code:** 149599

## Returns

| Period | Fund | Category average | Benchmark | Rank in category |
| --- | --- | --- | --- | --- |
| 1 month | +1.9% | — | — | — |
| 3 months | -3.7% | — | — | — |
| 6 months | -1.2% | — | — | — |
| 1 year | -5.8% | -2.4% | -3.1% | 25 of 29 |
| 3 years (a year) | +7.9% | +9.9% | +9.0% | 24 of 29 |
| 5 years (a year) | — | +8.3% | +7.5% | — |
| Since 3 Jan 2022 (a year) | +6.8% | — | — | — |

### Calendar years

| Year | Fund | Benchmark |
| --- | --- | --- |
| 2026 | -5.8% | — |
| 2025 | +4.5% | — |
| 2024 | +17.1% | — |
| 2023 | +16.8% | — |

### A ₹10,000 monthly SIP

On the first price of each month, valued at the NAV of 3 Nov 2026.

| Started | Put in | Worth | Yearly return (XIRR) |
| --- | --- | --- | --- |
| 3 years ago | ₹3.6 lakh | ₹3.66 lakh | +1.2% |

## Risk

| Measure | Fund | Category average |
| --- | --- | --- |
| Volatility, last year | 10.8% | 11.0% |
| Worst fall, last year | -11.9% | — |
| Worst fall, last 3 years | -13.5% | — |
| Sharpe ratio, 3 years | 0.19 | — |
| Sortino ratio, 3 years | 0.26 | — |
| Beta, 3 years | — | — |
| Alpha, 3 years | — | — |

## Portfolio, September 2026

121 holdings. Equity 85.7%, Debt 9.0%, Cash and equivalents 3.8%, Other 1.4%.

### Largest holdings

| Holding | Sector or type | Weight |
| --- | --- | --- |
| ICICI Bank Ltd | Banks | 4.93% |
| Reliance Industries Ltd | Petroleum Products | 3.66% |
| Larsen & Toubro Ltd | Construction | 3.36% |
| Bharti Airtel Ltd | Telecom - Services | 3.29% |
| TREPS | Cash | 3.21% |
| HDFC Bank Ltd | Banks | 2.90% |
| 6.48% Central Government Securities 06/10/2035 | Debt | 2.82% |
| Eternal Ltd (Previously Zomato Ltd) | Retailing | 2.61% |
| TVS Motor Company Ltd | Automobiles | 2.12% |
| Kotak Mahindra Bank Ltd | Banks | 2.10% |

### Largest sectors

| Sector | Weight |
| --- | --- |
| Banks | 9.9% |
| Finance | 6.0% |
| Automobiles | 5.6% |
| Pharmaceuticals & Biotechnology | 5.2% |
| Telecom - Services | 4.4% |

## Managers

- [Bharath S](https://discovermf.com/fund-managers/bharath-s)
- [Clyton Richard Fernandes](https://discovermf.com/fund-managers/clyton-richard-fernandes)
- [Kumaresh Ramakrishnan](https://discovermf.com/fund-managers/kumaresh-ramakrishnan)
- [Shalav Saket](https://discovermf.com/fund-managers/shalav-saket)

## Objective

To provide long-term appreciation and current income by investing in a portfolio of equity, equity related securities and
fixed income securities