Sundaram Aggressive Hybrid Fund is an Aggressive Hybrid fund run by Sundaram Mutual Fund. On 30-09-2026, it managed ₹8,793 Cr of investors' money. In the 3 years to 30-10-2026, its Direct plan returned 8.6% a year and its Regular plan returned 7.5% a year.
NAV (Direct plan)
₹177.46
▲ 0.00% · 30-10-2026
NAV (Regular plan)
₹152.75
▲ 0.00% · 30-10-2026
Expense ratio
1.15%Direct2.15%Regular
1.15%
A year
Riskometer
High
Set by the fund house
3 year return
8.6%Direct7.5%Regular
8.6%
A year
Sundaram Aggressive Hybrid Fund NAV Today
NAV on 30-10-2026: Direct Plan Growth ₹177.46 (up 0.00% that day); Regular Plan Growth ₹152.75 (up 0.00% that day).
This fund (Direct plan)
₹177.4567
Sundaram Aggressive Hybrid Fund Returns vs Aggressive Hybrid Funds
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
Trailing returns
Period
1M
3M
6M
1Y
3Y
5Y
10Y
This fund (Direct)
−0.75%
−4.13%
−2.22%
−6.69%
+8.63%
--
--
This fund (Regular)
−0.83%
−4.38%
−2.72%
−7.65%
+7.45%
--
--
Aggressive Hybrid average
−0.88%
−3.67%
−0.27%
−3.33%
+10.77%
--
--
Best in Aggressive Hybrid
+0.69%
−1.49%
+4.96%
+6.64%
+15.44%
--
--
Worst in Aggressive Hybrid
−4.69%
−6.30%
−4.03%
−8.91%
+6.27%
--
--
Rank in Aggressive Hybrid
18/29
18/29
23/28
24/28
26/28
--
--
Category rows compare the Direct plans of 29 Aggressive Hybrid funds. Rank 1 is the highest return. This fund's benchmark is CRISIL Hybrid 35+65 - Aggressive Index. Returns of that index are not available to us, so the category average is the comparison.
Sundaram Aggressive Hybrid Fund Year-wise Returns
Return of each calendar year
Year
Direct
Regular
2026to date
−6.76%
−7.55%
2025
+5.61%
+4.46%
2024
+18.46%
+17.11%
2023
+18.21%
+16.80%
Sundaram Aggressive Hybrid Fund Rolling Returns
The return of every holding period in the fund's history, not only the one that ends today
Rolling returns
Each point is the yearly return of one 3-year holding period, plotted on the day it ended. There are 449 periods, one for each trading day from 03-01-2025 to 30-10-2026.
0%5%10%15%20%25%
Sundaram Aggressive Hybrid Fund (Direct)
Category average, 29 Aggressive Hybrid funds
Feb 2022 to Feb 2025Jun 2022 to Jun 2025Oct 2022 to Oct 2025Jan 2023 to Jan 2026May 2023 to May 2026Sept 2023 to Sept 2026
Sundaram Aggressive Hybrid Fund (Direct)Category average, 29 Aggressive Hybrid funds
0%
0%
Below 0%
0%
0%
0-5%
9%
0%
5-10%
78%
51%
10-15%
14%
47%
15-20%
0%
1%
20-25%
0%
0%
Above 25%
Every holding period at a glance
Period
Periods
Median
Lowest
Highest
With a loss
Category median
Beat category
1 year
940
10.0%
−8.7%
34.5%
11%
10.6%
11%
2 years
695
15.6%
−2.8%
24.1%
4%
17.0%
0%
3 years
449
13.2%
7.6%
18.2%
0%
14.9%
0%
Every SIP holding period at a glance
Period
Periods
Median
Lowest
Highest
With a loss
Category median
Beat category
1 year
46
9.7%
−12.1%
35.4%
15%
11.3%
17%
2 years
34
12.1%
−3.8%
28.9%
9%
12.4%
3%
3 years
22
12.6%
1.5%
17.9%
0%
13.7%
0%
Lumpsum: the yearly rate (CAGR) from the NAV on a period's first day to the NAV on its last. SIP: the XIRR of the monthly instalments and their value on the last day. "With a loss" counts the periods that ended below the money put in. "Beat category" counts the periods in which the fund did better than the average of the 29 Aggressive Hybrid funds (Direct plans, each weighted the same) over the same days. Past returns do not promise future returns.
Sundaram Aggressive Hybrid Fund Risk
How much it swings, and the falls an investor had to sit through
Risk and return
Measure
Sundaram Aggressive Hybrid Fund (Direct)This fund
Category average
Return (CAGR)
−6.69%
−3.25%
Standard deviation
10.70%
10.76%
Sharpe ratio
-1.12
-0.79
Sortino ratio
-1.48
-1.06
Maximum drawdown
−11.6%
(30-03-2026)
−10.8%
(30-03-2026)
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.
Measure
Sundaram Aggressive Hybrid Fund (Direct)This fund
Category average
Return (CAGR)
+8.63%
+10.85%
Standard deviation
10.09%
10.48%
Sharpe ratio
0.26
0.46
Sortino ratio
0.35
0.62
Maximum drawdown
−13.1%
(28-02-2025)
−13.1%
(28-02-2025)
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.
Measure
Sundaram Aggressive Hybrid Fund (Direct)This fund
Category average
Return (CAGR)
+7.60%
+9.52%
Standard deviation
10.05%
10.35%
Sharpe ratio
0.17
0.35
Sortino ratio
0.23
0.47
Maximum drawdown
−13.1%
(28-02-2025)
−13.6%
(20-06-2022)
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.
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.
−15%−10%−5%0%
Sundaram Aggressive Hybrid Fund (Direct)
Category average, 29 Aggressive Hybrid funds
2023202420252026
Sundaram Aggressive Hybrid Fund (Direct)Category average, 29 Aggressive Hybrid funds
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%
Category average
−13.6%
17-01-2022
20-06-2022
13-09-2022
3 months
−5.2%
From the Direct plan's daily NAV since 03-01-2022, adjusted for unit splits, and the average of the 29 Aggressive Hybrid funds (Direct plans, each weighted the same) over the same days. "Time to climb back" runs from the bottom to the first day back at the old high.
Sundaram Aggressive Hybrid Fund vs Other Aggressive Hybrid Funds
The five Aggressive Hybrid funds with the best three year return, and this fund. Direct plans.
AUM is each fund's size at the end of its last reported month, from its own portfolio file. We calculate the risk ratios from daily NAVs over the last three years. The risk-free return is what NSE's overnight rate index earned over the same years. Alpha and beta compare each fund with its own benchmark's TRI. "--" means we have no figure: for alpha and beta, no daily series for that benchmark.
Sundaram Aggressive Hybrid Fund Expense Ratio and Costs
What each plan charges a year, in force from 19-10-2026
Plan
Base expense ratio
Brokerage
Transaction costs
Levies and GST
Total expense ratio
Aggressive Hybrid median
Cost rank (1 = cheapest)
Direct
0.64%
0.09%
0.01%
0.41%
1.15%
1.08%
20/30
Regular
1.52%
0.09%
0.01%
0.53%
2.15%
2.20%
14/30
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, the cost of executing trades, and statutory levies with GST. From AMFI's expense ratio file. Cost rank: where this plan comes when the Aggressive Hybrid funds' plans of the same type are sorted from the lowest total expense ratio to the highest.
Direct vs Regular: what the gap cost
Both plans own the same portfolio, so the difference in what they earned is the Regular plan's extra cost, taken out of its NAV.
Over the last
Regular
Direct
Direct earned more by
₹1 lakh became (Regular)
₹1 lakh became (Direct)
1 year
−7.65%
−6.69%
0.96%
₹92,350
₹93,310
3 years
7.45%
8.63%
1.18% a year
₹1,24,056
₹1,28,189
Returns over more than 1 year are a rate a year (CAGR). ₹1 lakh invested once at the start of each period, valued on the last NAV.
Sundaram Aggressive Hybrid Fund SIP Calculator
What a one-time or monthly investment in this fund would be worth today, from its own NAV history
Growth of an investment
Step up each year
PeriodFor
₹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
Direct planSundaram Aggressive Hybrid Fund (Direct)
₹5,80,000
₹6,75,172
₹95,172
6.2%
Regular planSundaram Aggressive Hybrid Fund (Regular)
Direct planSundaram Aggressive Hybrid Fund (Direct)Regular planSundaram Aggressive Hybrid Fund (Regular)Category averageCategory average, 29 Aggressive Hybrid fundsAmount invested
From each plan's published NAV (Growth option) and the category average, 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 Fund Asset Allocation
Asset allocation as on 30-09-2026
What the fund holds
71.3%Equity
Asset
Fund
Category
Equity
71.3%
73.0%
Debt
20.4%
20.2%
Cash and others
8.3%
6.9%
Market cap of stocks
Market cap
Fund
Category
Large Cap
40.0%
44.4%
Mid Cap
16.4%
15.1%
Small Cap
13.1%
12.1%
Not on AMFI's list
1.7%
1.3%
Share of the whole fund. Category: the average of the Aggressive Hybrid funds that hold stocks. Groups follow AMFI's latest list, as SEBI defines them: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Credit rating
Bonds and money market papers by credit rating, % of the fund. Category: the average of 29 Aggressive Hybrid funds.
Rating
Fund
Category
Sovereign
5.5%
5.4%
AAA and A1+
14.1%
11.3%
AA
0.9%
3.0%
Sundaram Aggressive Hybrid Fund Sector Allocation
Sector allocation of the fund's stocks as on 30-09-2026
Largest sectors
Banks9.9%
Finance6.0%
Automobiles5.6%
Pharmaceuticals & Biotechnology5.2%
It - Software4.4%
Petroleum Products3.7%
Construction3.4%
Telecom - Services3.3%
Non - Ferrous Metals3.1%
Capital Markets2.9%
The ten largest of 29 sectors. The other 19 add up to 23.9%.
Sector changes
Sector
July 2026
August 2026
September 2026
Change
Banks
12.0%
9.9%
9.9%
−2.1%
Finance
5.7%
5.9%
6.0%
+0.3%
Automobiles
5.7%
6.0%
5.6%
−0.1%
Pharmaceuticals & Biotechnology
3.5%
3.4%
5.2%
+1.7%
It - Software
4.8%
5.3%
4.4%
−0.4%
Each sector's share of the fund at the end of each month. The five largest sectors of September 2026. Change: from July 2026 to September 2026, in % of the fund.
Sundaram Aggressive Hybrid Fund Portfolio Holdings
As on 30-09-2026 · 119 holdings · from the fund house's monthly portfolio
Holdings
Sector / Rating
Weight%
Holdings trend
1M change
ICICI Bank Ltd
Banks
4.93%
0.0%
Reliance Industries Ltd
Petroleum Products
3.66%
+19.5%
Larsen & Toubro Ltd
Construction
3.36%
0.0%
Bharti Airtel Ltd
Telecom - Services
3.29%
+4.2%
HDFC Bank Ltd
Banks
2.90%
0.0%
6.48% Central Government Securities 06/10/2035 · Government security
Sovereign
2.82%
Eternal Ltd (Previously Zomato Ltd)
Retailing
2.61%
+16.5%
TVS Motor Company Ltd
Automobiles
2.12%
+24.1%
Kotak Mahindra Bank Ltd
Banks
2.10%
0.0%
Cholamandalam Investment and Finance Company Ltd
Finance
1.82%
+14.4%
One 97 Communications Ltd
Financial Technology (Fintech)
1.76%
−12.6%
Hindalco Industries Ltd
Non - Ferrous Metals
1.68%
+6.6%
Oracle Financial Services Software Ltd
It - Software
1.58%
0.0%
Mahindra & Mahindra Ltd
Automobiles
1.54%
−37.2%
Coforge Ltd
It - Software
1.47%
−24.8%
Vedanta Aluminium Metal Ltd
Non - Ferrous Metals
1.44%
+6.3%
Sundaram Liquid Fund - Direct Growth
1.42%
Fractal Analytics Ltd
It - Software
1.32%
0.0%
Bajaj Finserv Ltd
Finance
1.31%
+11.0%
Amber Enterprises India Ltd
Consumer Durables
1.26%
0.0%
Embassy Office Parks REIT
Realty
1.25%
Poonawalla Fincorp Ltd
Finance
1.23%
0.0%
Cummins India Ltd
Industrial Products
1.23%
0.0%
Granules India Ltd
Pharmaceuticals & Biotechnology
1.20%
+41.8%
MTAR Technologies Ltd
Electrical Equipment
1.17%
0.0%
Billionbrains Garage Ventures Ltd
Capital Markets
1.17%
0.0%
Aster DM Healthcare Ltd
Healthcare Services
1.16%
0.0%
Coromandel International Ltd
Fertilizers & Agrochemicals
1.15%
0.0%
SBI Life Insurance Company Ltd
Insurance
1.12%
New
Altius Telecom Infrastructure Trust
Telecom - Services
1.10%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
1.10%
0.0%
PB Fintech Ltd
Financial Technology (Fintech)
1.09%
0.0%
Force Motors Ltd
Automobiles
1.08%
+21.2%
Multi Commodity Exchange of India Ltd
Capital Markets
1.04%
0.0%
UNO Minda Ltd
Auto Components
1.00%
0.0%
JSW Infrastructure Ltd
Transport Infrastructure
0.99%
0.0%
National Bank for Agriculture & Rural Development - 7.53% - 24/03/2028 · Bond
ICRA AAA
0.96%
Ultratech Cement Ltd
Cement & Cement Products
0.95%
0.0%
Delhivery Ltd
Transport Services
0.91%
0.0%
Horizon Industrial Parks Ltd
Realty
0.89%
0.0%
Mankind Pharma Ltd
Pharmaceuticals & Biotechnology
0.89%
0.0%
Interglobe Aviation Ltd
Transport Services
0.88%
+12.2%
Home First Finance Company Ltd
Finance
0.84%
0.0%
National Bank for Agriculture & Rural Development - 05/03/2027 · Certificate of deposit
CRISIL A1+
0.83%
CCL Products (India) Ltd
Agricultural Food & Other Products
0.82%
0.0%
CRISIL Ltd
Finance
0.82%
0.0%
Bajaj Auto Ltd
Automobiles
0.81%
0.0%
Gland Pharma Ltd
Pharmaceuticals & Biotechnology
0.72%
New
Ashok Leyland Ltd
Agricultural, Commercial & Construction Vehicles
0.71%
+95.7%
Indegene Limited
Healthcare Services
0.70%
0.0%
Mrs. Bectors Food Specialities Ltd
Food Products
0.69%
0.0%
Alkem Laboratories Ltd
Pharmaceuticals & Biotechnology
0.67%
0.0%
Prudent Corporate Advisory Services Ltd
Capital Markets
0.66%
0.0%
Brookfield India Real Estate Trust REIT
Realty
0.66%
Lupin Ltd
Pharmaceuticals & Biotechnology
0.63%
New
7.23% Central Government Securities 15/04/2039 · Government security
Sovereign
0.57%
Bank of Baroda - 07/12/2026 · Certificate of deposit
IND A1+
0.56%
TD Power Systems Ltd
Electrical Equipment
0.56%
0.0%
Punjab National Bank - 05/02/2027 · Certificate of deposit
CRISIL A1+
0.56%
National Bank for Agriculture & Rural Development - 10/03/2027 · Certificate of deposit
CRISIL A1+
0.55%
Cochin Shipyard Ltd
Industrial Manufacturing
0.54%
+66.4%
Clean Science & Technology Ltd
Chemicals & Petrochemicals
0.51%
+36.2%
National Bank for Agriculture & Rural Development - 7.48% - 15/09/2028 · Bond
CRISIL AAA
0.51%
National Bank for Agriculture & Rural Development - 7.44% - 17/07/2029 · Bond
CRISIL AAA
0.51%
Thermax Ltd
Electrical Equipment
0.49%
New
National Bank for Agriculture & Rural Development - 7.01% - 16/03/2029 · Bond
CRISIL AAA
0.48%
Power Finance Corporation Ltd - 6.96% - 02/03/2028 · Bond
CRISIL AAA
0.45%
6.94% Central Government Securities 11/05/2036 · Government security
Sovereign
0.45%
Small Industries Development Bank of India - 09/06/2027 · Commercial paper
CRISIL A1+
0.43%
Elecon Engineering Company Ltd
Electrical Equipment
0.43%
0.0%
National Bank for Agriculture & Rural Development - 6.66% - 12/10/2028 · Bond
ICRA AAA
0.39%
Bharti Telecom Ltd - 7.4% - 01/02/2029 · Bond
CRISIL AAA
0.39%
Cholamandalam Investment and Finance Company Ltd - 8.54% - 12/04/2029 · Bond
ICRA AA+
0.34%
Bajaj Finance Ltd - 7.82% - 31/01/2034 · Bond
CRISIL AAA
0.34%
7.18% Government Securities - 24/07/2037 · Government security
Sovereign
0.34%
Small Industries Development Bank of India - 7.04% - 09/02/2029 · Bond
CRISIL AAA
0.34%
7.10% Central Government Securities 18/04/2029 · Government security
Sovereign
0.29%
Small Industries Development Bank of India - 7.79% - 14/05/2027 · Bond
CRISIL AAA
0.28%
Tata Capital Housing Finance Ltd - 8.2% - 25/09/2029 · Bond
CRISIL AAA
0.28%
LIC Housing Finance Ltd - 7.74% - 22/10/2027 · Bond
CRISIL AAA
0.28%
National Bank for Agriculture & Rural Development - 7.62% - 31/01/2028 · Bond
ICRA AAA
0.28%
7.10% Central Government Securities 08/04/2034 · Government security
Sovereign
0.28%
HDFC Bank Ltd - 7.7% - 16/05/2028 · Bond
ICRA AAA
0.28%
Muthoot Finance Ltd - 8.52% - 07/04/2028 · Bond
CRISIL AA+
0.28%
Power Finance Corporation Ltd - 7.82% - 06/03/2038 · Bond
ICRA AAA
0.28%
Small Industries Development Bank of India - 7.47% - 05/09/2029 · Bond
CRISIL AAA
0.28%
National Bank for Agriculture & Rural Development - 7.1% - 29/03/2029 · Bond
CRISIL AAA
0.28%
National Bank for Agriculture & Rural Development - 7.16% - 14/12/2029 · Bond
ICRA AAA
0.28%
Small Industries Development Bank of India - 7.4% - 18/06/2031 · Bond
CRISIL AAA
0.28%
National Bank for Agriculture & Rural Development - 6.85% - 19/01/2029 · Bond
ICRA AAA
0.28%
Small Industries Development Bank of India - 18/02/2027 · Certificate of deposit
CRISIL A1+
0.28%
State Bank of India - 6.93% - 20/10/2035** - Call Dt : 19-Oct-30 · Bond
ICRA AAA
0.28%
Dhoot Transmission Ltd
Auto Components
0.27%
New
7.30% Government Securities - 19/06/2053 · Government security
Sovereign
0.27%
7.34% Central Government Securities 22/04/2064 · Government security
Sovereign
0.27%
Power Finance Corporation Ltd - 7.75% - 11/06/2030 · Bond
CRISIL AAA
0.23%
Housing & Urban Development Corporation Ltd - 7.23% - 18/07/2029 · Bond
ICRA AAA
0.22%
REC LTD - 7.34% - 30/04/2030 · Bond
CRISIL AAA
0.22%
7.02% Central Government Securities 18/06/2031 · Government security
Sovereign
0.17%
Bharti Telecom Ltd - 8.65% - 05/11/2027 · Bond
CRISIL AAA
0.17%
Power Finance Corporation Ltd - 7.77% - 15/04/2028 · Bond
ICRA AAA
0.17%
LIC Housing Finance Ltd - 8.025% - 23/03/2033 · Bond
CRISIL AAA
0.17%
Indian Railway Finance Corporation Ltd - 7.46% - 18/06/2029 · Bond
CRISIL AAA
0.17%
Muthoot Finance Ltd - 8.4% - 28/08/2028 · Bond
ICRA AA+
0.17%
Power Finance Corporation Ltd - 6.73% - 15/10/2027 · Bond
CRISIL AAA
0.17%
Indian Railway Finance Corporation Ltd - 7.74% - 15/04/2038 · Bond
ICRA AAA
0.17%
Bajaj Finance Ltd - 7.11% - 10/07/2028 · Bond
CRISIL AAA
0.17%
Bank of Baroda - 04/02/2027 · Certificate of deposit
IND A1+
0.17%
Union Bank of India - 16/03/2027 · Certificate of deposit
ICRA A1+
0.17%
PNB Housing Finance Ltd - 7.28% - 05/06/2028 · Bond
IND AAA
0.16%
Indian Railway Finance Corporation Ltd - 01/12/2035 · Bond
CRISIL AAA
0.15%
Can Fin Homes Ltd - 8.09% - 04/01/2027 · Bond
ICRA AAA
0.11%
PNB Housing Finance Ltd - 8.15% - 29/07/2027 · Bond
IND AAA
0.11%
REC LTD - 7.56% - 31/08/2027 · Bond
ICRA AAA
0.11%
Small Industries Development Bank of India - 7.68% - 10/08/2027 · Bond
CRISIL AAA
0.11%
Cholamandalam Investment and Finance Company Ltd - 7.38% - 28/05/2027 · Bond
ICRA AA+
0.11%
HDB Financial Services Ltd - 7.4091% - 05/06/2028 · Bond
CRISIL AAA
0.11%
REC LTD - 7.28% - 31/08/2029 · Bond
CRISIL AAA
0.06%
Chennai Super Kings Ltd
Leisure Services
0.00%
0.0%
Sundaram Aggressive Hybrid Fund Stocks Bought and Sold
All changes are between August 2026 and September 2026
More
Stocks bought and sold in September 2026
Reliance Industries Ltd
↑Added
+19.5%
3.66%
Bharti Airtel Ltd
↑Added
+4.2%
3.29%
Eternal Ltd (Previously Zomato Ltd)
↑Added
+16.5%
2.61%
Mahindra & Mahindra Ltd
↓Reduced
−37.2%
1.54%
TVS Motor Company Ltd
↑Added
+24.1%
2.12%
Coforge Ltd
↓Reduced
−24.8%
1.47%
One 97 Communications Ltd
↓Reduced
−12.6%
1.76%
Cholamandalam Investment and Finance Company Ltd
↑Added
+14.4%
1.82%
Hindalco Industries Ltd
↑Added
+6.6%
1.68%
Vedanta Aluminium Metal Ltd
↑Added
+6.3%
1.44%
Bajaj Finserv Ltd
↑Added
+11.0%
1.31%
Granules India Ltd
↑Added
+41.8%
1.20%
SBI Life Insurance Company Ltd
↑New
New
1.12%
Force Motors Ltd
↑Added
+21.2%
1.08%
Amara Raja Energy & Mobility Ltd
↓Sold out
−100%
was 0.89%
Interglobe Aviation Ltd
↑Added
+12.2%
0.88%
Gland Pharma Ltd
↑New
New
0.72%
Ashok Leyland Ltd
↑Added
+95.7%
0.71%
Affle (India) Ltd
↓Sold out
−100%
was 0.71%
Lupin Ltd
↑New
New
0.63%
Cochin Shipyard Ltd
↑Added
+66.4%
0.54%
Clean Science & Technology Ltd
↑Added
+36.2%
0.51%
Thermax Ltd
↑New
New
0.49%
Dhoot Transmission Ltd
↑New
New
0.27%
JK Cement Ltd
↓Sold out
−100%
was 0.18%
No stocks in this group for September 2026.
A change is counted by the number of shares the fund holds, not by price. A stock can become a smaller part of the fund in a month when the fund bought more of it, if its price fell. Debt papers are left out.
Overlap: for each holding both funds own, the smaller of its two weights, added up. 40% means 40% of each fund's money sits in positions the other also holds. From each fund's latest monthly portfolio, matched by ISIN. Cash and hedged positions are left out. Funds that overlap under 10% are not listed. A high overlap does not make two funds the same: their costs, lock-in and category can differ.
Sundaram Aggressive Hybrid Fund Overview
Fund facts from the scheme summary document, as on 16-10-2026
Expense ratio (Direct)
1.15%
Expense ratio (Regular)
2.15%
Category
Aggressive Hybrid
Risk
High
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
Launch date
01-01-2000
Minimum additional investment
₹100
AUM
₹8,793.32 Cr (30-09-2026)
Lock in
None
Scheme code (Direct)
149601
ISIN (Direct)
INF173K01FE6
Scheme code (Regular)
149599
ISIN (Regular)
INF173K01CL8
NAV history
From 03-01-2022, 4.8 years
Minimum investment
New Investor/Existing – Rs.100/- for both Monthly IDCW and Growth Option and any amount thereafter under each Plan/ option.
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.
Tax on Sundaram Aggressive Hybrid Fund returns
Sundaram Aggressive Hybrid Fund is taxed as an equity fund: 65% or more of it is in Indian stocks.
Units sold within 1 year: the gain is taxed at 20%.
Units held longer: gains above ₹1.25 lakh in a financial year, across all your equity funds and shares, are taxed at 12.5%.
IDCW (dividend) payouts are added to your income and taxed at your slab rate.
A stamp duty of 0.005% is deducted when you invest.
Rules in force from 23-07-2024 (Finance Act 2024). Tax depends on your own income; this is general information, not tax advice.
All plans and options
Plan
Option
NAV
As on
direct
Growth
₹177.4567
30-10-2026
direct
Income Distribution Cum Capital Withdrawal Monthly IDCW
₹36.2555
30-10-2026
regular
Growth
₹152.7499
30-10-2026
regular
Income Distribution Cum Capital Withdrawal Monthly IDCW
₹23.0318
30-10-2026
About Sundaram Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund is a mutual fund from Sundaram Mutual Fund. Its category is Aggressive Hybrid. It was launched on 01-01-2000. Its benchmark is CRISIL Hybrid 35+65 - Aggressive Index. At the end of September 2026 it held 119 securities.
Frequently Asked Questions for Sundaram Aggressive Hybrid Fund
What is the current NAV of Sundaram Aggressive Hybrid Fund?
The Direct plan NAV is ₹177.4567. The Regular plan NAV is ₹152.7499, as on 30-10-2026.
What are the returns of Sundaram Aggressive Hybrid Fund?
The Direct plan returned −6.69% in 1 year, +8.63% a year over 3 years. The Regular plan returned −7.65% in 1 year, +7.45% a year over 3 years. These figures are as on 30-10-2026.
What is the expense ratio of Sundaram Aggressive Hybrid Fund?
The Direct plan charges 1.15% a year. The Regular plan charges 2.15% a year. This is the figure the fund house reported to AMFI, in force from 19-10-2026.
What is the AUM of Sundaram Aggressive Hybrid Fund?
Sundaram Aggressive Hybrid Fund managed ₹8,793.32 Cr on 30-09-2026, as its fund house reported in its monthly portfolio.
What are the top holdings of Sundaram Aggressive Hybrid Fund?
At the end of September 2026 the largest holdings were ICICIBANK (4.93%), RELIANCE (3.66%), LT (3.36%), BHARTIARTL (3.29%), HDFCBANK (2.90%). The fund held 119 securities in all.
What did Sundaram Aggressive Hybrid Fund buy and sell in September 2026?
It bought 5 new stocks: Dhoot Transmission Ltd, Gland Pharma Ltd, SBI Life Insurance Company Ltd, Thermax Ltd, Lupin Ltd. It sold out of 3: Affle (India) Ltd, JK Cement Ltd, Amara Raja Energy & Mobility Ltd. It added shares in 14. It reduced 3.
How do I invest in Sundaram Aggressive Hybrid Fund?
Through Sundaram Mutual Fund's website or app, a mutual fund distributor, or an investment platform. Choose the Direct plan to pay no distributor commission, or the Regular plan to invest through a distributor. The first investment is at least New Investor/Existing – Rs.100/- for both Monthly IDCW and Growth Option and any amount thereafter under each Plan/ option. You can invest once or through a monthly SIP.
Who is the fund manager of Sundaram Aggressive Hybrid Fund?
Bharath S, Clyton Richard Fernandes, Kumaresh Ramakrishnan, Shalav Saket.
Sources: NAV and expense ratio from AMFI. Holdings from the fund house's monthly portfolio statement. Fund facts from its scheme summary document, as on 16-10-2026.
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.
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