Sundaram Aggressive Hybrid Fund vs Sundaram Dynamic Asset Allocation Fund
Direct Plan, Growth option · Data as on 30-10-2026
Sundaram Aggressive Hybrid Fund is an Aggressive Hybrid fund and Sundaram Dynamic Asset Allocation Fund is a Balanced Advantage fund. In the 3 years to 30-10-2026, Sundaram Aggressive Hybrid Fund (Direct) returned 8.6% a year and Sundaram Dynamic Asset Allocation Fund (Direct) returned 7.8% a year. Sundaram Aggressive Hybrid Fund charges 1.15% a year and Sundaram Dynamic Asset Allocation Fund 1.12% (Direct plans). Their portfolios overlap 73.0%: they hold 65 of the same securities.
Sundaram Aggressive Hybrid Fund
Aggressive Hybrid
- 3 year return
- 8.6%
- Expense ratio
- 1.15%
- NAV
- ₹177.46
Sundaram Dynamic Asset Allocation Fund
Balanced Advantage
- 3 year return
- 7.8%
- Expense ratio
- 1.12%
- NAV
- ₹40.33
Which is better, Sundaram Aggressive Hybrid or Sundaram Dynamic Asset Allocation? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Sundaram Aggressive Hybrid returned more over 3 years: 8.6% a year against 7.8%.
- Sundaram Dynamic Asset Allocation returned more over 1 year: −5.0% against −6.7%.
- Sundaram Dynamic Asset Allocation costs less: 1.12% a year against 1.15% (Direct plans).
- Sundaram Dynamic Asset Allocation swung less over 3 years: a standard deviation of 8.4% a year against 10.1%.
- Sundaram Dynamic Asset Allocation fell less in its worst fall since 03-01-2022: −9.7% against −13.1%.
- Sundaram Aggressive Hybrid is the larger fund: ₹8,793 Cr against ₹1,596 Cr.
- Their portfolios overlap 73.0%: 65 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 | Sundaram Aggressive Hybrid Fund | Sundaram Dynamic Asset Allocation Fund |
|---|---|---|
| Fund house | Sundaram Mutual Fund | Sundaram Mutual Fund |
| Category | Aggressive Hybrid | Balanced Advantage |
| AUM | ₹8,793 Cr (30-09-2026) | ₹1,596 Cr (30-09-2026) |
| NAV | ₹177.46 (Direct) | ₹40.33 (Direct) |
| Expense ratio (Direct) | 1.15% | 1.12% |
| Expense ratio (Regular) | 2.15% | 2.54% |
| Riskometer | High | High |
| Benchmark | CRISIL Hybrid 35+65 - Aggressive Index | NIFTY 50 Hybrid Composite Debt 50:50 Index |
| Launch date | 01-01-2000 | 01-12-2010 |
| Minimum investment | New Investor/Existing – Rs.100/- for both Monthly IDCW and Growth Option and any amount thereafter under each Plan/ option. | 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 | Bharath S, Clyton Richard Fernandes, Kumaresh Ramakrishnan, Shalav Saket | Bharath, Clyton Richard Fernandes, Kumaresh Ramakrishnan |
| 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. | Exit Load: W.E.F Dec 31, 2021 -Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. Any redemptions or withdrawals by way of SWP in excess of the above mentioned limit would be subject to an exit load of 1 % of the applicable NAV will be charged, if the units are redeemed within 365 days from the date of allotment of units. 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. |
Sundaram Aggressive Hybrid vs Sundaram Dynamic Asset Allocation: 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 |
|---|---|---|---|---|---|---|---|
| Sundaram Aggressive Hybrid Fund (Direct) | −0.75% | −4.13% | −2.22% | −6.69% | +8.63% | -- | -- |
| Sundaram Dynamic Asset Allocation Fund (Direct) | −0.69% | −3.73% | −1.70% | −4.99% | +7.83% | -- | -- |
| Aggressive Hybrid average | −0.88% | −3.67% | −0.27% | −3.33% | +10.77% | -- | -- |
| Balanced Advantage average | −0.55% | −2.88% | +0.08% | −2.08% | +9.14% | -- | -- |
Category average: the average of the 29 Aggressive Hybrid funds and the 38 Balanced Advantage funds, same plan type.
Sundaram Aggressive Hybrid vs Sundaram Dynamic Asset Allocation: Year-wise Returns
| Year | Aggressive HybridSundaram Aggressive Hybrid | Dynamic Asset AllocationSundaram Dynamic Asset Allocation |
|---|---|---|
| 2026to date | −6.76% | −5.15% |
| 2025 | +5.61% | +6.67% |
| 2024 | +18.46% | +14.28% |
| 2023 | +18.21% | +15.81% |
Sundaram Aggressive Hybrid vs Sundaram Dynamic Asset Allocation: 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.
Sundaram Aggressive Hybrid Fund (Direct)
Sundaram Dynamic Asset Allocation 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sundaram Dynamic Asset Allocation | 0.0 | 0.0 | 18.0 | 78.0 | 4.0 | 0.0 | 0.0 | 11.6% | 11.7% | 7.0% | 15.9% |
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.
Sundaram Aggressive Hybrid vs Sundaram Dynamic Asset Allocation: 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 |
|---|---|---|---|---|
| Sundaram Aggressive HybridSundaram Aggressive Hybrid Fund (Direct) | ₹5,80,000 | ₹6,75,172 | ₹95,172 | 6.2% |
| Sundaram Dynamic Asset AllocationSundaram Dynamic Asset Allocation Fund (Direct) | ₹5,80,000 | ₹6,70,937 | ₹90,937 | 6.0% |
Sundaram Aggressive HybridSundaram Aggressive Hybrid Fund (Direct)
Sundaram Dynamic Asset AllocationSundaram Dynamic Asset Allocation 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.
Sundaram Aggressive Hybrid vs Sundaram Dynamic Asset Allocation: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Sundaram Aggressive Hybrid Fund (Direct) | Sundaram Dynamic Asset Allocation Fund (Direct) |
|---|---|---|
| Return (CAGR) | −6.69% | −4.99% |
| Standard deviation | 10.70% | 9.43% |
| Sharpe ratio | -1.12 | -1.09 |
| Sortino ratio | -1.48 | -1.45 |
| Maximum drawdown | −11.6% (30-03-2026) | −9.7% (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 | Sundaram Aggressive Hybrid Fund (Direct) | Sundaram Dynamic Asset Allocation Fund (Direct) |
|---|---|---|
| Return (CAGR) | +8.63% | +7.83% |
| Standard deviation | 10.09% | 8.40% |
| Sharpe ratio | 0.26 | 0.22 |
| Sortino ratio | 0.35 | 0.29 |
| Maximum drawdown | −13.1% (28-02-2025) | −9.7% (30-03-2026) |
| 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 | Sundaram Aggressive Hybrid Fund (Direct) | Sundaram Dynamic Asset Allocation Fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.60% | +7.67% |
| Standard deviation | 10.05% | 8.10% |
| Sharpe ratio | 0.17 | 0.22 |
| Sortino ratio | 0.23 | 0.30 |
| Maximum drawdown | −13.1% (28-02-2025) | −9.7% (30-03-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 03-01-2022 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.
Sundaram Aggressive Hybrid Fund (Direct)
Sundaram Dynamic Asset Allocation Fund (Direct)
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Sundaram Aggressive Hybrid Fund (Direct) | −13.1% | 26-09-2024 | 28-02-2025 | 17-10-2025 | 8 months | −7.6% |
| Sundaram Dynamic Asset Allocation Fund (Direct) | −9.7% | 28-11-2025 | 30-03-2026 | Not yet | -- | −5.8% |
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.
Sundaram Aggressive Hybrid Fund (Direct)
Sundaram Dynamic Asset Allocation 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.
Sundaram Aggressive Hybrid Fund (Direct)
Sundaram Dynamic Asset Allocation Fund (Direct)
Sundaram Aggressive Hybrid vs Sundaram Dynamic Asset Allocation: Portfolio Overlap
From each fund's latest monthly portfolio: Sundaram Aggressive Hybrid Fund, September 2026; Sundaram Dynamic Asset Allocation Fund, September 2026
Holdings in common
- Overlap
- 73.0%
- Held by both
- 65
- Only in Sundaram Aggressive Hybrid
- 53
- Only in Sundaram Dynamic Asset Allocation
- 9
| Security | % of Sundaram Aggressive Hybrid | % of Sundaram Dynamic Asset Allocation |
|---|---|---|
| ICICI Bank Ltd | 4.93% | 7.12% |
| Reliance Industries Ltd | 3.66% | 5.12% |
| Bharti Airtel Ltd | 3.29% | 3.86% |
| Larsen & Toubro Ltd | 3.36% | 2.98% |
| HDFC Bank Ltd | 2.90% | 3.79% |
| 6.48% Central Government Securities 06/10/2035 | 2.82% | 3.53% |
| Eternal Ltd (Previously Zomato Ltd) | 2.61% | 4.20% |
| Kotak Mahindra Bank Ltd | 2.10% | 3.24% |
| TVS Motor Company Ltd | 2.12% | 1.86% |
| Cholamandalam Investment and Finance Company Ltd | 1.82% | 1.95% |
| One 97 Communications Ltd | 1.76% | 1.55% |
| Hindalco Industries Ltd | 1.68% | 1.47% |
| Oracle Financial Services Software Ltd | 1.58% | 1.38% |
| Mahindra & Mahindra Ltd | 1.54% | 1.34% |
| Bajaj Finserv Ltd | 1.31% | 2.20% |
| Vedanta Aluminium Metal Ltd | 1.44% | 1.29% |
| Coforge Ltd | 1.47% | 1.27% |
| Embassy Office Parks REIT | 1.25% | 1.98% |
| Fractal Analytics Ltd | 1.32% | 1.16% |
| Amber Enterprises India Ltd | 1.26% | 1.11% |
| Poonawalla Fincorp Ltd | 1.23% | 1.09% |
| Granules India Ltd | 1.20% | 1.07% |
| Cummins India Ltd | 1.23% | 1.06% |
| Aster DM Healthcare Ltd | 1.16% | 1.06% |
| MTAR Technologies Ltd | 1.17% | 1.05% |
| Coromandel International Ltd | 1.15% | 1.04% |
| Billionbrains Garage Ventures Ltd | 1.17% | 1.04% |
| SBI Life Insurance Company Ltd | 1.12% | 0.99% |
| Sun Pharmaceutical Industries Ltd | 1.10% | 0.97% |
| PB Fintech Ltd | 1.09% | 0.97% |
| Force Motors Ltd | 1.08% | 0.95% |
| Multi Commodity Exchange of India Ltd | 1.04% | 0.92% |
| UNO Minda Ltd | 1.00% | 0.89% |
| JSW Infrastructure Ltd | 0.99% | 0.87% |
| Ultratech Cement Ltd | 0.95% | 0.84% |
| Delhivery Ltd | 0.91% | 0.84% |
| Horizon Industrial Parks Ltd | 0.89% | 0.79% |
| Interglobe Aviation Ltd | 0.88% | 0.78% |
| Mankind Pharma Ltd | 0.89% | 0.77% |
| Home First Finance Company Ltd | 0.84% | 0.75% |
| CCL Products (India) Ltd | 0.82% | 0.74% |
| CRISIL Ltd | 0.82% | 0.73% |
| Bajaj Auto Ltd | 0.81% | 0.69% |
| Brookfield India Real Estate Trust REIT | 0.66% | 0.76% |
| Gland Pharma Ltd | 0.72% | 0.64% |
| Ashok Leyland Ltd | 0.71% | 0.62% |
| Alkem Laboratories Ltd | 0.67% | 0.62% |
| Indegene Limited | 0.70% | 0.61% |
| Mrs. Bectors Food Specialities Ltd | 0.69% | 0.59% |
| 7.23% Central Government Securities 15/04/2039 | 0.57% | 1.25% |
| Prudent Corporate Advisory Services Ltd | 0.66% | 0.56% |
| Lupin Ltd | 0.63% | 0.56% |
| Clean Science & Technology Ltd | 0.51% | 0.51% |
| Cochin Shipyard Ltd | 0.54% | 0.50% |
| TD Power Systems Ltd | 0.56% | 0.50% |
| 6.94% Central Government Securities 11/05/2036 | 0.45% | 2.47% |
| Thermax Ltd | 0.49% | 0.44% |
| National Bank for Agriculture & Rural Development - 6.66% - 12/10/2028 | 0.39% | 0.92% |
| Elecon Engineering Company Ltd | 0.43% | 0.38% |
| National Bank for Agriculture & Rural Development - 7.62% - 31/01/2028 | 0.28% | 0.94% |
| National Bank for Agriculture & Rural Development - 7.1% - 29/03/2029 | 0.28% | 1.54% |
| 7.34% Central Government Securities 22/04/2064 | 0.27% | 0.89% |
| Dhoot Transmission Ltd | 0.27% | 0.24% |
| Indian Railway Finance Corporation Ltd - 7.74% - 15/04/2038 | 0.17% | 0.62% |
| PNB Housing Finance Ltd - 7.28% - 05/06/2028 | 0.16% | 0.62% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 73.0% means 73.0% 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 Sundaram Aggressive Hybrid Fund
| Security | % of fund |
|---|---|
| Sundaram Liquid Fund - Direct Growth | 1.42% |
| Altius Telecom Infrastructure Trust | 1.10% |
| National Bank for Agriculture & Rural Development - 7.53% - 24/03/2028 | 0.96% |
| National Bank for Agriculture & Rural Development - 05/03/2027 | 0.83% |
| Bank of Baroda - 07/12/2026 | 0.56% |
Largest holdings only in Sundaram Dynamic Asset Allocation Fund
| Security | % of fund |
|---|---|
| 7.32% Government Securities-13/11/2030 | 1.91% |
| 7.38% Central Government Securities 20/06/2027 | 1.90% |
| REC LTD - 7.58% - 31/05/2029 | 1.56% |
| Bajaj Finance Ltd | 0.68% |
| 7.17% Government Securities - 17/04/20230 | 0.63% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Sundaram Aggressive Hybrid | Sundaram Dynamic Asset Allocation |
|---|---|---|
| Equity | 71.3% | 76.3% |
| Debt | 20.4% | 18.8% |
| Cash and others | 8.3% | 4.9% |
Market cap of stocks
| Market cap | Sundaram Aggressive Hybrid | Sundaram Dynamic Asset Allocation |
|---|---|---|
| Large Cap | 40.0% | 48.5% |
| Mid Cap | 16.4% | 14.5% |
| Small Cap | 13.1% | 11.7% |
| Not on AMFI's list | 1.7% | 1.5% |
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 | Sundaram Aggressive Hybrid | Sundaram Dynamic Asset Allocation |
|---|---|---|
| Banks | 9.9% | 14.7% |
| Finance | 6.0% | 7.4% |
| Automobiles | 5.6% | 4.8% |
| Pharmaceuticals & Biotechnology | 5.2% | 4.6% |
| Petroleum Products | 3.7% | 5.1% |
| It - Software | 4.4% | 3.8% |
| Retailing | 2.6% | 4.2% |
The six largest sectors of each fund's stocks, % of the fund.
Sundaram Aggressive Hybrid vs Sundaram Dynamic Asset Allocation: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Sundaram Aggressive Hybrid Fund | Sundaram Dynamic Asset Allocation Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.15% | 1.12% |
| Base expense ratio (Direct) | 0.64% | 0.58% |
| Total expense ratio (Regular) | 2.15% | 2.54% |
| Base expense ratio (Regular) | 1.52% | 1.81% |
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 Sundaram Aggressive Hybrid with
Compare Sundaram Dynamic Asset Allocation with
- Sundaram Dynamic Asset Allocation vs quant Dynamic Asset Allocation
- Sundaram Dynamic Asset Allocation vs Aditya Birla Sun Life Balanced Advantage
- Sundaram Dynamic Asset Allocation vs Baroda BNP Paribas Balanced Advantage
- Sundaram Dynamic Asset Allocation vs Axis Balanced Advantage
- Sundaram Dynamic Asset Allocation vs WhiteOak Capital Balanced Advantage
Sundaram Aggressive Hybrid Fund vs Sundaram Dynamic Asset Allocation Fund: Frequently Asked Questions
What is the difference between Sundaram Aggressive Hybrid Fund and Sundaram Dynamic Asset Allocation Fund?
Sundaram Aggressive Hybrid Fund is an Aggressive Hybrid fund, Sundaram Dynamic Asset Allocation Fund is a Balanced Advantage fund, run by Sundaram Mutual Fund. Their portfolios overlap 73.0%. Sundaram Aggressive Hybrid Fund charges 1.15% a year and Sundaram Dynamic Asset Allocation Fund 1.12%.
Which has given higher returns, Sundaram Aggressive Hybrid Fund or Sundaram Dynamic Asset Allocation Fund?
Over 1 year: Sundaram Aggressive Hybrid Fund −6.69%, Sundaram Dynamic Asset Allocation Fund −4.99%. Over 3 years: Sundaram Aggressive Hybrid Fund +8.63% a year, Sundaram Dynamic Asset Allocation Fund +7.83% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Sundaram Aggressive Hybrid Fund or Sundaram Dynamic Asset Allocation Fund?
Sundaram Dynamic Asset Allocation Fund charges less: 1.12% a year against 1.15%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Sundaram Aggressive Hybrid Fund and Sundaram Dynamic Asset Allocation Fund overlap?
73.0%. They hold 65 of the same securities, the largest shared ones being ICICIBANK, RELIANCE, BHARTIARTL. From each fund's latest monthly portfolio.
Which is riskier, Sundaram Aggressive Hybrid Fund or Sundaram Dynamic Asset Allocation Fund?
On SEBI's riskometer, Sundaram Aggressive Hybrid Fund is rated High and Sundaram Dynamic Asset Allocation Fund High. Over 3 years, the standard deviation of daily returns was 10.09% and 8.40% a year.
Which is better for SIP, Sundaram Aggressive Hybrid Fund or Sundaram Dynamic Asset Allocation Fund?
Over the last 3 years, a monthly SIP of ₹10,000 from 03-10-2023 to 30-10-2026 grew to ₹3,78,335 in Sundaram Aggressive Hybrid Fund (XIRR 1.4% a year) and ₹3,81,965 in Sundaram Dynamic Asset Allocation Fund (XIRR 2.0% a year). Both received 37 instalments. Past returns do not promise future returns.
Can I invest in both Sundaram Aggressive Hybrid Fund and Sundaram Dynamic Asset Allocation Fund?
Yes. 73.0% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages Sundaram Aggressive Hybrid Fund and Sundaram Dynamic Asset Allocation Fund?
Sundaram Aggressive Hybrid Fund: Bharath S, Clyton Richard Fernandes, Kumaresh Ramakrishnan, Shalav Saket. Sundaram Dynamic Asset Allocation Fund: Bharath, Clyton Richard Fernandes, Kumaresh Ramakrishnan.
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.