ICICI Prudential Aggressive Hybrid Fund vs Sundaram Aggressive Hybrid Fund
Direct Plan, Growth option · Data as on 30-10-2026
ICICI Prudential Aggressive Hybrid Fund and Sundaram Aggressive Hybrid Fund are both Aggressive Hybrid funds. In the 3 years to 30-10-2026, ICICI Prudential Aggressive Hybrid Fund (Direct) returned 12.3% a year and Sundaram Aggressive Hybrid Fund (Direct) returned 8.6% a year. ICICI Prudential Aggressive Hybrid Fund charges 1.08% a year and Sundaram Aggressive Hybrid Fund 1.15% (Direct plans). Their portfolios overlap 26.7%: they hold 28 of the same securities.
ICICI Prudential Aggressive Hybrid Fund
Aggressive Hybrid
- 3 year return
- 12.3%
- Expense ratio
- 1.08%
- NAV
- ₹433.28
Sundaram Aggressive Hybrid Fund
Aggressive Hybrid
- 3 year return
- 8.6%
- Expense ratio
- 1.15%
- NAV
- ₹177.46
Which is better, ICICI Prudential 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.
- ICICI Prudential Aggressive Hybrid returned more over 3 years: 12.3% a year against 8.6%.
- ICICI Prudential Aggressive Hybrid returned more over 1 year: −4.7% against −6.7%.
- ICICI Prudential Aggressive Hybrid costs less: 1.08% a year against 1.15% (Direct plans).
- ICICI Prudential Aggressive Hybrid swung less over 3 years: a standard deviation of 9.9% a year against 10.1%.
- ICICI Prudential Aggressive Hybrid fell less in its worst fall since 03-01-2022: −11.2% against −13.1%.
- ICICI Prudential Aggressive Hybrid holds more in large companies: 57.0% of the fund in large caps against 40.0%.
- ICICI Prudential Aggressive Hybrid is the larger fund: ₹50,706 Cr against ₹8,793 Cr.
- Their portfolios overlap 26.7%: 28 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 | ICICI Prudential Aggressive Hybrid Fund | Sundaram Aggressive Hybrid Fund |
|---|---|---|
| Fund house | ICICI Prudential Mutual Fund | Sundaram Mutual Fund |
| Category | Aggressive Hybrid | Aggressive Hybrid |
| AUM | ₹50,706 Cr (30-09-2026) | ₹8,793 Cr (30-09-2026) |
| NAV | ₹433.28 (Direct) | ₹177.46 (Direct) |
| Expense ratio (Direct) | 1.08% | 1.15% |
| Expense ratio (Regular) | 1.61% | 2.15% |
| Riskometer | Not available | High |
| Benchmark | CRISIL Hybrid 35+65 - Aggressive Index | CRISIL Hybrid 35+65 - Aggressive Index |
| Launch date | 03-11-1999 | 01-01-2000 |
| Minimum investment | ₹5,000 | 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 | Sankaran Naren, Mittul Kalawadia, Manish Banthia, Akhil Kakkar, Sharmila D'silva, Nitya Mishra | Bharath S, Clyton Richard Fernandes, Kumaresh Ramakrishnan, Shalav Saket |
| Exit load | Exit load for units in excess of 30% of the investment,1% will be charged for redemption within 365 days | 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. |
ICICI Prudential 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 |
|---|---|---|---|---|---|---|---|
| ICICI Prudential Aggressive Hybrid Fund (Direct) | −1.28% | −4.69% | −2.78% | −4.70% | +12.29% | +12.89% | +14.60% |
| 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.
ICICI Prudential Aggressive Hybrid vs Sundaram Aggressive Hybrid: Year-wise Returns
| Year | ICICI PrudentialICICI Prudential Aggressive Hybrid | SundaramSundaram Aggressive Hybrid |
|---|---|---|
| 2026to date | −5.26% | −6.76% |
| 2025 | +13.99% | +5.61% |
| 2024 | +17.89% | +18.46% |
| 2023 | +28.96% | +18.21% |
| 2022 | +12.32% | -- |
| 2021 | +42.40% | -- |
ICICI Prudential Aggressive Hybrid vs Sundaram Aggressive Hybrid: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 449 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.
ICICI Prudential 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ICICI Prudential Aggressive Hybrid | 0.0 | 0.0 | 0.0 | 9.6 | 61.0 | 29.4 | 0.0 | 18.5% | 18.9% | 11.6% | 24.2% |
| 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.
ICICI Prudential 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 |
|---|---|---|---|---|
| ICICI Prudential Aggressive HybridICICI Prudential Aggressive Hybrid Fund (Direct) | ₹5,80,000 | ₹7,46,869 | ₹1,66,869 | 10.4% |
| Sundaram Aggressive HybridSundaram Aggressive Hybrid Fund (Direct) | ₹5,80,000 | ₹6,75,172 | ₹95,172 | 6.2% |
ICICI Prudential Aggressive HybridICICI Prudential 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.
ICICI Prudential 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 | ICICI Prudential Aggressive Hybrid Fund (Direct) | Sundaram Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | −4.70% | −6.69% |
| Standard deviation | 10.20% | 10.70% |
| Sharpe ratio | -0.98 | -1.12 |
| Sortino ratio | -1.30 | -1.48 |
| Maximum drawdown | −9.4% (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 | ICICI Prudential Aggressive Hybrid Fund (Direct) | Sundaram Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | +12.29% | +8.63% |
| Standard deviation | 9.89% | 10.09% |
| Sharpe ratio | 0.63 | 0.26 |
| Sortino ratio | 0.88 | 0.35 |
| Maximum drawdown | −11.2% (04-03-2025) | −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 | ICICI Prudential Aggressive Hybrid Fund (Direct) | Sundaram Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | +15.86% | +7.60% |
| Standard deviation | 11.71% | 10.05% |
| Sharpe ratio | 0.84 | 0.17 |
| Sortino ratio | 1.15 | 0.23 |
| Maximum drawdown | −30.7% (23-03-2020) | −13.1% (28-02-2025) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 02-01-2013 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.
ICICI Prudential 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 |
|---|---|---|---|---|---|---|
| ICICI Prudential Aggressive Hybrid Fund (Direct) | −11.2% | 27-09-2024 | 04-03-2025 | 25-06-2025 | 4 months | −6.1% |
| 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.
ICICI Prudential 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.
ICICI Prudential Aggressive Hybrid Fund (Direct)
Sundaram Aggressive Hybrid Fund (Direct)
ICICI Prudential Aggressive Hybrid vs Sundaram Aggressive Hybrid: Portfolio Overlap
From each fund's latest monthly portfolio: ICICI Prudential Aggressive Hybrid Fund, September 2026; Sundaram Aggressive Hybrid Fund, September 2026
Holdings in common
- Overlap
- 26.7%
- Held by both
- 28
- Only in ICICI Prudential Aggressive Hybrid
- 199
- Only in Sundaram Aggressive Hybrid
- 90
| Security | % of ICICI Prudential Aggressive Hybrid | % of Sundaram Aggressive Hybrid |
|---|---|---|
| ICICI Bank Ltd. | 4.90% | 4.93% |
| Reliance Industries Ltd. | 4.38% | 3.66% |
| HDFC Bank Ltd. | 5.94% | 2.90% |
| TVS Motor Company Ltd. | 3.22% | 2.12% |
| Bharti Airtel Ltd. | 1.57% | 3.29% |
| Eternal Ltd. | 1.40% | 2.61% |
| SBI Life Insurance Company Ltd. | 1.19% | 1.12% |
| Sun Pharmaceutical Industries Ltd. | 3.53% | 1.10% |
| EMBASSY OFFICE PARKS REIT | 1.09% | 1.25% |
| Interglobe Aviation Ltd. | 2.43% | 0.88% |
| Larsen & Toubro Ltd. | 0.78% | 3.36% |
| Ultratech Cement Ltd. | 0.78% | 0.95% |
| Cummins India Ltd. | 0.74% | 1.23% |
| Kotak Mahindra Bank Ltd. | 0.64% | 2.10% |
| Government Securities | 2.68% | 0.45% |
| Mahindra & Mahindra Ltd. | 0.43% | 1.54% |
| Small Industries Development Bank Of India. | 0.29% | 0.28% |
| Small Industries Development Bank Of India. | 0.25% | 0.28% |
| NABARD | 0.25% | 0.28% |
| Bajaj Finserv Ltd. | 0.24% | 1.31% |
| Power Finance Corporation Ltd. | 0.20% | 0.45% |
| NABARD | 0.19% | 0.28% |
| Brookfield India Real Estate Trust REIT | 0.19% | 0.66% |
| Coromandel International Ltd. | 0.13% | 1.15% |
| Altius Telecom Infrastructure Trust | 0.11% | 1.10% |
| PB Fintech Ltd. | 0.11% | 1.09% |
| NABARD | 0.10% | 0.51% |
| NABARD | 0.10% | 0.51% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 26.7% means 26.7% 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 ICICI Prudential Aggressive Hybrid Fund
| Security | % of fund |
|---|---|
| NTPC Ltd. | 3.31% |
| Life Insurance Corporation of India | 2.88% |
| Avenue Supermarts Ltd. | 2.70% |
| Axis Bank Ltd. | 2.55% |
| Hindustan Unilever Ltd. | 1.63% |
Largest holdings only in Sundaram Aggressive Hybrid Fund
| Security | % of fund |
|---|---|
| 6.48% Central Government Securities 06/10/2035 | 2.82% |
| Cholamandalam Investment and Finance Company Ltd | 1.82% |
| One 97 Communications Ltd | 1.76% |
| Hindalco Industries Ltd | 1.68% |
| Oracle Financial Services Software Ltd | 1.58% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | ICICI Prudential Aggressive Hybrid | Sundaram Aggressive Hybrid |
|---|---|---|
| Equity | 71.6% | 71.3% |
| Debt | 22.4% | 20.4% |
| Cash and others | 6.0% | 8.3% |
Market cap of stocks
| Market cap | ICICI Prudential Aggressive Hybrid | Sundaram Aggressive Hybrid |
|---|---|---|
| Large Cap | 57.0% | 40.0% |
| Mid Cap | 6.6% | 16.4% |
| Small Cap | 7.7% | 13.1% |
| Not on AMFI's list | 0.3% | 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 | ICICI Prudential Aggressive Hybrid | Sundaram Aggressive Hybrid |
|---|---|---|
| Banks | 16.0% | 9.9% |
| Finance | 0.8% | 6.0% |
| Retailing | 6.0% | 2.6% |
| Insurance | 5.7% | 1.1% |
| Automobiles | 5.1% | 5.6% |
| Petroleum Products | 5.5% | 3.7% |
| Pharmaceuticals & Biotechnology | 4.5% | 5.2% |
| It - Software | 1.2% | 4.4% |
The six largest sectors of each fund's stocks, % of the fund.
ICICI Prudential Aggressive Hybrid vs Sundaram Aggressive Hybrid: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | ICICI Prudential Aggressive Hybrid Fund | Sundaram Aggressive Hybrid Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.08% | 1.15% |
| Base expense ratio (Direct) | 0.79% | 0.64% |
| Total expense ratio (Regular) | 1.61% | 2.15% |
| Base expense ratio (Regular) | 1.24% | 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
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Compare Sundaram Aggressive Hybrid with
ICICI Prudential Aggressive Hybrid Fund vs Sundaram Aggressive Hybrid Fund: Frequently Asked Questions
What is the difference between ICICI Prudential Aggressive Hybrid Fund and Sundaram Aggressive Hybrid Fund?
Both are Aggressive Hybrid funds, run by ICICI Prudential Mutual Fund and Sundaram Mutual Fund. Their portfolios overlap 26.7%. ICICI Prudential Aggressive Hybrid Fund charges 1.08% a year and Sundaram Aggressive Hybrid Fund 1.15%.
Which has given higher returns, ICICI Prudential Aggressive Hybrid Fund or Sundaram Aggressive Hybrid Fund?
Over 1 year: ICICI Prudential Aggressive Hybrid Fund −4.70%, Sundaram Aggressive Hybrid Fund −6.69%. Over 3 years: ICICI Prudential Aggressive Hybrid Fund +12.29% 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, ICICI Prudential Aggressive Hybrid Fund or Sundaram Aggressive Hybrid Fund?
ICICI Prudential Aggressive Hybrid Fund charges less: 1.08% a year against 1.15%. These are the Direct plans' total expense ratios reported to AMFI.
How much do ICICI Prudential Aggressive Hybrid Fund and Sundaram Aggressive Hybrid Fund overlap?
26.7%. They hold 28 of the same securities, the largest shared ones being ICICIBANK, RELIANCE, HDFCBANK. From each fund's latest monthly portfolio.
Which is better for SIP, ICICI Prudential 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 ₹3,95,490 in ICICI Prudential Aggressive Hybrid Fund (XIRR 4.3% 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 ICICI Prudential Aggressive Hybrid Fund and Sundaram Aggressive Hybrid Fund?
Yes. 26.7% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages ICICI Prudential Aggressive Hybrid Fund and Sundaram Aggressive Hybrid Fund?
ICICI Prudential Aggressive Hybrid Fund: Sankaran Naren, Mittul Kalawadia, Manish Banthia, Akhil Kakkar, Sharmila D'silva, Nitya Mishra. 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.