Sundaram Aggressive Hybrid Fund Growth

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Hybrid
Aggressive Allocation
Rating 3
Plan

157.88 +0.09 (0.06%) NAV as on 16 Apr, 2026

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)7653.49
CAGR 3.14%
Exit Load1.00%
Expense ratio1.78%
CategoryHybrid
Min Investment100
Min SIP100
Launch Date2000-01-14

Asset Allocation

Holdings As On - 20 April 2026

Holdings

Sectors

Name
Value (Cr)
Holding %

HDFC Bank
480.48
6.28%

ICICI Bank
392.13
5.12%

Reliance Industries
341.07
4.46%

Bharti Airtel
287.46
3.76%

Larsen & Toubro Ltd
269.55
3.52%

Kotak Mahindra Bank
183.81
2.40%

Peer Comparison

Fund Name
UTI Aggressive Hybrid Fund Regular Plan Growth5.29%
Kotak Aggressive Hybrid Regular Growth9.48%
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth8.68%
Aditya Birla Sun Life Equity Hybrid '95 Fund Growth5.8%
Sundaram Aggressive Hybrid Fund Growth3.14%

Risk & Volitility

Alpha -2.98%
Beta 1.07
Sharpe Ratio0.34
Std Deviation 10.95%
Tracking Error 3.32%

About Fund

The Investment objective of the Scheme is to provide long-term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities.

The Sundaram Aggressive Hybrid Fund Growth has an AUM of 7653.49 crores & has delivered CAGR of 10.94% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.78%. The minimum investment in Sundaram Aggressive Hybrid Fund Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Moderate & High respectively.

The top holdings of the fund include HDFC Bank, ICICI Bank, Reliance Industries & Bharti Airtel.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Oil & Gas Operations & Consumer Financial Services.

Some of the similar funds are UTI Aggressive Hybrid Fund Regular Plan Growth, Kotak Aggressive Hybrid Regular Growth, Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth, Aditya Birla Sun Life Equity Hybrid '95 Fund Growth, Sundaram Aggressive Hybrid Fund Growth. Sundaram Aggressive Hybrid Fund Growth has a sharpe ratio of 0.34 & a standard deviation of 10.95%.