Bandhan Aggressive Hybrid Fund vs Sundaram Aggressive Hybrid Fund
Direct Plan, Growth option · Data as on 30-10-2026
Bandhan Aggressive Hybrid Fund and Sundaram Aggressive Hybrid Fund are both Aggressive Hybrid funds. In the 3 years to 30-10-2026, Bandhan Aggressive Hybrid Fund (Direct) returned 14.3% a year and Sundaram Aggressive Hybrid Fund (Direct) returned 8.6% a year. Bandhan Aggressive Hybrid Fund charges 0.87% a year and Sundaram Aggressive Hybrid Fund 1.15% (Direct plans). Their portfolios overlap 35.3%: they hold 30 of the same securities.
Bandhan Aggressive Hybrid Fund
Aggressive Hybrid
- 3 year return
- 14.3%
- Expense ratio
- 0.87%
- NAV
- ₹31.10
Sundaram Aggressive Hybrid Fund
Aggressive Hybrid
- 3 year return
- 8.6%
- Expense ratio
- 1.15%
- NAV
- ₹177.46
Which is better, Bandhan Aggressive Hybrid or Sundaram Aggressive Hybrid? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Bandhan Aggressive Hybrid returned more over 3 years: 14.3% a year against 8.6%.
- Bandhan Aggressive Hybrid returned more over 1 year: 1.1% against −6.7%.
- Bandhan Aggressive Hybrid costs less: 0.87% a year against 1.15% (Direct plans).
- Sundaram Aggressive Hybrid swung less over 3 years: a standard deviation of 10.1% a year against 11.9%.
- Sundaram Aggressive Hybrid fell less in its worst fall since 03-01-2022: −13.1% against −15.5%.
- Bandhan Aggressive Hybrid holds more in large companies: 55.0% of the fund in large caps against 40.0%.
- Sundaram Aggressive Hybrid is the larger fund: ₹8,793 Cr against ₹2,610 Cr.
- Their portfolios overlap 35.3%: 30 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Bandhan Aggressive Hybrid Fund | Sundaram Aggressive Hybrid Fund |
|---|---|---|
| Fund house | Bandhan Mutual Fund | Sundaram Mutual Fund |
| Category | Aggressive Hybrid | Aggressive Hybrid |
| AUM | ₹2,610 Cr (31-08-2026) | ₹8,793 Cr (30-09-2026) |
| NAV | ₹31.10 (Direct) | ₹177.46 (Direct) |
| Expense ratio (Direct) | 0.87% | 1.15% |
| Expense ratio (Regular) | 2.24% | 2.15% |
| Riskometer | Very High | High |
| Benchmark | CRISIL Hybrid 35+65 - Aggressive Index | CRISIL Hybrid 35+65 - Aggressive Index |
| Launch date | 30-12-2016 | 01-01-2000 |
| Minimum investment | ₹1,000 | New Investor/Existing – Rs.100/- for both Monthly IDCW and Growth Option and any amount thereafter under each Plan/ option. |
| Lock in | None | None |
| Fund managers | Harshal Joshi, Prateek Poddar | Bharath S, Clyton Richard Fernandes, Kumaresh Ramakrishnan, Shalav Saket |
| Exit load | Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months. | 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. |
Bandhan Aggressive Hybrid vs Sundaram Aggressive Hybrid: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Bandhan Aggressive Hybrid Fund (Direct) | −0.21% | −2.41% | +2.77% | +1.12% | +14.34% | +10.86% | -- |
| Sundaram Aggressive Hybrid Fund (Direct) | −0.75% | −4.13% | −2.22% | −6.69% | +8.63% | -- | -- |
| Aggressive Hybrid average | −0.88% | −3.67% | −0.27% | −3.33% | +10.77% | -- | -- |
Category average: the average of the 29 Aggressive Hybrid funds, same plan type.
Bandhan Aggressive Hybrid vs Sundaram Aggressive Hybrid: Year-wise Returns
| Year | BandhanBandhan Aggressive Hybrid | SundaramSundaram Aggressive Hybrid |
|---|---|---|
| 2026to date | +1.29% | −6.76% |
| 2025 | +9.12% | +5.61% |
| 2024 | +22.57% | +18.46% |
| 2023 | +21.95% | +18.21% |
| 2022 | +0.22% | -- |
| 2021 | +32.44% | -- |
Bandhan Aggressive Hybrid vs Sundaram Aggressive Hybrid: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 455 of them, one for each trading day from 03-01-2025 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Bandhan Aggressive Hybrid Fund (Direct)
Sundaram Aggressive Hybrid Fund (Direct)
to
Feb 2025Jun 2022
to
Jun 2025Oct 2022
to
Oct 2025Jan 2023
to
Jan 2026May 2023
to
May 2026Sept 2023
to
Sept 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bandhan Aggressive Hybrid | 0.0 | 0.0 | 0.0 | 26.2 | 72.3 | 1.5 | 0.0 | 16.1% | 16.3% | 11.3% | 20.5% |
| Sundaram Aggressive Hybrid | 0.0 | 0.0 | 8.7 | 77.5 | 13.8 | 0.0 | 0.0 | 13.0% | 13.2% | 7.6% | 18.2% |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. Every fund is measured over the days all of them have, from 03-01-2022. Past returns do not promise future returns.
Bandhan Aggressive Hybrid vs Sundaram Aggressive Hybrid: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 03-01-2022 to 30-10-2026: 58 instalments, ₹5,80,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Bandhan Aggressive HybridBandhan Aggressive Hybrid Fund (Direct) | ₹5,80,000 | ₹7,71,370 | ₹1,91,370 | 11.8% |
| Sundaram Aggressive HybridSundaram Aggressive Hybrid Fund (Direct) | ₹5,80,000 | ₹6,75,172 | ₹95,172 | 6.2% |
Bandhan Aggressive HybridBandhan Aggressive Hybrid Fund (Direct)
Sundaram Aggressive HybridSundaram Aggressive Hybrid Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Bandhan Aggressive Hybrid vs Sundaram Aggressive Hybrid: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Bandhan Aggressive Hybrid Fund (Direct) | Sundaram Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | +1.12% | −6.69% |
| Standard deviation | 11.61% | 10.70% |
| Sharpe ratio | -0.36 | -1.12 |
| Sortino ratio | -0.48 | -1.48 |
| Maximum drawdown | −10.3% (30-03-2026) | −11.6% (30-03-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Bandhan Aggressive Hybrid Fund (Direct) | Sundaram Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | +14.34% | +8.63% |
| Standard deviation | 11.86% | 10.09% |
| Sharpe ratio | 0.70 | 0.26 |
| Sortino ratio | 0.95 | 0.35 |
| Maximum drawdown | −13.4% (28-02-2025) | −13.1% (28-02-2025) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Bandhan Aggressive Hybrid Fund (Direct) | Sundaram Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | +12.22% | +7.60% |
| Standard deviation | 12.27% | 10.05% |
| Sharpe ratio | 0.56 | 0.17 |
| Sortino ratio | 0.75 | 0.23 |
| Maximum drawdown | −31.6% (23-03-2020) | −13.1% (28-02-2025) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 02-01-2017 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Bandhan Aggressive Hybrid Fund (Direct)
Sundaram Aggressive Hybrid Fund (Direct)
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Bandhan Aggressive Hybrid Fund (Direct) | −15.5% | 17-01-2022 | 20-06-2022 | 12-05-2023 | 11 months | −4.7% |
| Sundaram Aggressive Hybrid Fund (Direct) | −13.1% | 26-09-2024 | 28-02-2025 | 17-10-2025 | 8 months | −7.6% |
From daily values since 03-01-2022, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Bandhan Aggressive Hybrid Fund (Direct)
Sundaram Aggressive Hybrid Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Bandhan Aggressive Hybrid Fund (Direct)
Sundaram Aggressive Hybrid Fund (Direct)
Bandhan Aggressive Hybrid vs Sundaram Aggressive Hybrid: Portfolio Overlap
From each fund's latest monthly portfolio: Bandhan Aggressive Hybrid Fund, August 2026; Sundaram Aggressive Hybrid Fund, September 2026
Holdings in common
- Overlap
- 35.3%
- Held by both
- 30
- Only in Bandhan Aggressive Hybrid
- 78
- Only in Sundaram Aggressive Hybrid
- 88
| Security | % of Bandhan Aggressive Hybrid | % of Sundaram Aggressive Hybrid |
|---|---|---|
| ICICI Bank Limited | 5.77% | 4.93% |
| Reliance Industries Limited | 3.80% | 3.66% |
| HDFC Bank Limited | 4.44% | 2.90% |
| Eternal Limited | 2.14% | 2.61% |
| Larsen & Toubro Limited | 2.06% | 3.36% |
| One 97 Communications Limited | 1.73% | 1.76% |
| Mahindra & Mahindra Limited | 2.15% | 1.54% |
| Bharti Airtel Limited | 1.34% | 3.29% |
| Bajaj Finserv Limited | 1.98% | 1.31% |
| Sun Pharmaceutical Industries Limited | 1.93% | 1.10% |
| SBI Life Insurance Company Limited | 1.09% | 1.12% |
| Coforge Limited | 1.06% | 1.47% |
| TVS Motor Company Limited | 0.98% | 2.12% |
| 7.53% National Bank For Agriculture and Rural Development | 0.96% | 0.96% |
| Poonawalla Fincorp Limited | 0.90% | 1.23% |
| Vedanta Aluminium Metal Limited | 0.87% | 1.44% |
| UltraTech Cement Limited | 0.85% | 0.95% |
| MTAR Technologies Limited | 0.72% | 1.17% |
| Billionbrains Garage Ventures Ltd | 0.70% | 1.17% |
| Kotak Mahindra Bank Limited | 0.67% | 2.10% |
| Cholamandalam Investment and Finance Company Ltd | 0.58% | 1.82% |
| Bajaj Auto Limited | 0.51% | 0.81% |
| 7.48% National Bank For Agriculture and Rural Development | 1.60% | 0.51% |
| Amber Enterprises India Limited | 0.45% | 1.26% |
| 6.66% National Bank For Agriculture and Rural Development | 0.94% | 0.39% |
| 7.62% National Bank For Agriculture and Rural Development | 0.96% | 0.28% |
| 7.3% GOI (MD 19/06/2053) | 2.04% | 0.27% |
| Cummins India Limited | 0.27% | 1.23% |
| Multi Commodity Exchange of India Limited | 0.27% | 1.04% |
| 7.34% REC Limited | 0.76% | 0.22% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 35.3% means 35.3% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Bandhan Aggressive Hybrid Fund
| Security | % of fund |
|---|---|
| State Bank of India | 3.14% |
| 7.07% Bajaj Finance Limited | 2.82% |
| NTPC Limited | 2.77% |
| Infosys Limited | 2.03% |
| JSW Steel Limited | 1.96% |
Largest holdings only in Sundaram Aggressive Hybrid Fund
| Security | % of fund |
|---|---|
| 6.48% Central Government Securities 06/10/2035 | 2.82% |
| Hindalco Industries Ltd | 1.68% |
| Oracle Financial Services Software Ltd | 1.58% |
| Sundaram Liquid Fund - Direct Growth | 1.42% |
| Fractal Analytics Ltd | 1.32% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Bandhan Aggressive Hybrid | Sundaram Aggressive Hybrid |
|---|---|---|
| Equity | 79.6% | 71.3% |
| Debt | 18.6% | 20.4% |
| Cash and others | 1.8% | 8.3% |
Market cap of stocks
| Market cap | Bandhan Aggressive Hybrid | Sundaram Aggressive Hybrid |
|---|---|---|
| Large Cap | 55.0% | 40.0% |
| Mid Cap | 10.8% | 16.4% |
| Small Cap | 13.5% | 13.1% |
| Not on AMFI's list | 0.4% | 1.7% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Bandhan Aggressive Hybrid | Sundaram Aggressive Hybrid |
|---|---|---|
| Banks | 16.6% | 9.9% |
| Finance | 4.4% | 6.0% |
| Automobiles | 4.2% | 5.6% |
| Pharmaceuticals & Biotechnology | 5.0% | 5.2% |
| It - Software | 0.0% | 4.4% |
| IT - Software | 4.2% | 0.0% |
| Retailing | 3.8% | 2.6% |
| Petroleum Products | 3.8% | 3.7% |
The six largest sectors of each fund's stocks, % of the fund.
Bandhan Aggressive Hybrid vs Sundaram Aggressive Hybrid: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Bandhan Aggressive Hybrid Fund | Sundaram Aggressive Hybrid Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.87% | 1.15% |
| Base expense ratio (Direct) | 0.51% | 0.64% |
| Total expense ratio (Regular) | 2.24% | 2.15% |
| Base expense ratio (Regular) | 1.69% | 1.52% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare Bandhan Aggressive Hybrid with
Bandhan Aggressive Hybrid Fund vs Sundaram Aggressive Hybrid Fund: Frequently Asked Questions
What is the difference between Bandhan Aggressive Hybrid Fund and Sundaram Aggressive Hybrid Fund?
Both are Aggressive Hybrid funds, run by Bandhan Mutual Fund and Sundaram Mutual Fund. Their portfolios overlap 35.3%. Bandhan Aggressive Hybrid Fund charges 0.87% a year and Sundaram Aggressive Hybrid Fund 1.15%.
Which has given higher returns, Bandhan Aggressive Hybrid Fund or Sundaram Aggressive Hybrid Fund?
Over 1 year: Bandhan Aggressive Hybrid Fund +1.12%, Sundaram Aggressive Hybrid Fund −6.69%. Over 3 years: Bandhan Aggressive Hybrid Fund +14.34% a year, Sundaram Aggressive Hybrid Fund +8.63% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Bandhan Aggressive Hybrid Fund or Sundaram Aggressive Hybrid Fund?
Bandhan Aggressive Hybrid Fund charges less: 0.87% a year against 1.15%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Bandhan Aggressive Hybrid Fund and Sundaram Aggressive Hybrid Fund overlap?
35.3%. They hold 30 of the same securities, the largest shared ones being ICICIBANK, RELIANCE, HDFCBANK. From each fund's latest monthly portfolio.
Which is riskier, Bandhan Aggressive Hybrid Fund or Sundaram Aggressive Hybrid Fund?
On SEBI's riskometer, Bandhan Aggressive Hybrid Fund is rated Very High and Sundaram Aggressive Hybrid Fund High. Over 3 years, the standard deviation of daily returns was 11.86% and 10.09% a year.
Which is better for SIP, Bandhan Aggressive Hybrid Fund or Sundaram Aggressive Hybrid Fund?
Over the last 3 years, a monthly SIP of ₹10,000 from 03-10-2023 to 30-10-2026 grew to ₹4,23,469 in Bandhan Aggressive Hybrid Fund (XIRR 8.7% a year) and ₹3,78,335 in Sundaram Aggressive Hybrid Fund (XIRR 1.4% a year). Both received 37 instalments. Past returns do not promise future returns.
Can I invest in both Bandhan Aggressive Hybrid Fund and Sundaram Aggressive Hybrid Fund?
Yes. 35.3% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages Bandhan Aggressive Hybrid Fund and Sundaram Aggressive Hybrid Fund?
Bandhan Aggressive Hybrid Fund: Harshal Joshi, Prateek Poddar. Sundaram Aggressive Hybrid Fund: Bharath S, Clyton Richard Fernandes, Kumaresh Ramakrishnan, Shalav Saket.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.