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Sundaram Aggressive Hybrid Fund Growth

Fund House: Sundaram Mutual Fund
Category: Hybrid: Aggressive
Launch Date: 01-01-2013
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
TER: 1.73% As on (31-05-2026)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 8,618.51 Cr As on 31-05-2026(Source:AMFI)
Turn over: 87.3% | Exit Load: Nil upto 25% of units within 1Y, 1% in excess of limit within 1Y, Nil after 1Y
NAV as on 10-07-2026

159.7762

1.46 (0.9157%)

CAGR Since Inception

10.36%

Benchmark: 11.91%

PERFORMANCE

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AK Hybrid Aggressive TRI
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Gold
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PPF
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RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
-7 Years -3 Months
-2 Years -3 Months
1 Years 6 Months
8 Years 5 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

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

Current Asset Allocation (%)

Indicators

Standard Deviation 11.47
Sharpe Ratio 0.41
Alpha 4.01
Beta 0.35
Yield to Maturity 7.21
Average Maturity 7.17

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
Sundaram Aggressive Hybrid Fund Growth 01-01-2013 -1.77 1.47 9.85 9.34 10.82
Quant Aggressive Hybrid Fund - Growth Option - Regular Plan 21-03-2001 9.92 3.83 14.24 13.56 15.75
Bank Of India Mid & Small Cap Equity & DEBT Fund - Regular Plan Growth 05-07-2016 8.27 4.88 18.86 14.76 -
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 7.14 8.5 14.3 11.96 -
Navi Aggressive Hybrid Fund - Regular Plan - Growth 23-04-2018 5.58 5.37 11.52 10.81 -
HSBC Aggressive Hybrid Fund - Regular Growth 01-01-2013 5.53 3.31 13.32 10.96 10.96
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 25-11-1999 4.26 4.57 13.58 12.3 12.74
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 3.66 5.57 15.87 16.81 15.3
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 3.01 6.61 13.13 11.07 12.09
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 2.75 4.3 11.37 10.29 12.25

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

9.25%

Others

27.89%

Large Cap

49.49%

Mid Cap

13.37%

Scheme Documents

May 2026

Monthly Portfolio Disclosure Equity & Fund of Funds - May - 2026

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