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Sundaram Aggressive Hybrid Fund(G)

Sundaram Aggressive Hybrid Fund(G)

161.05878 Sept 2026

Chart

PlanNormal
Returns (6 months)2.13%
Expense ratio2.16%
Min Investment100
AUM9,147.19 Cr
Inception date14 Jan 2000

Return Calculator

₹500₹1,00,00,000
%
1%30%
1YR40YR
Investment Amount₹0
Estimated Returns₹0
Total Amount₹0

Benchmark Returns

BENCHMARK: CRISIL Hybrid 35+65 - Aggressive Index
Annualised returns
NAME
Fund Returns
Benchmark Returns
1W
1M
3M
6M
1Y
3Y
5Y
INCEPTION
NA
-1.02%
5.66%
2.13%
0.61%
8.40%
7.87%
10.98%
-0.56%
-1.02%
5.66%
2.13%
0.61%
8.40%
7.87%
10.98%

Holdings

Name
ICICI Bank Ltd.
ICICI Bank Ltd.
HDFC Bank Ltd.
HDFC Bank Ltd.
Bharti Airtel Ltd.
Bharti Airtel Ltd.
Larsen & Toubro Ltd.
Larsen & Toubro Ltd.
Cash & Cash Equivalent
Cash & Cash Equivalent
Reliance Industries Ltd.
Reliance Industries Ltd.
06.48% GOI 06-Oct-2035
06.48% GOI 06-Oct-2035
Mahindra & Mahindra Ltd.
Mahindra & Mahindra Ltd.
Tri-Party Repo (TREPS)
Tri-Party Repo (TREPS)
Eternal Ltd.
Eternal Ltd.
Kotak Mahindra Bank Ltd.
Kotak Mahindra Bank Ltd.
Coforge Ltd.
Coforge Ltd.
Cholamandalam Investment and Finance Company Ltd.
Cholamandalam Investment and Finance Company Ltd.
Bajaj Finserv Ltd.
Bajaj Finserv Ltd.
Oracle Financial Services Software Ltd.
Oracle Financial Services Software Ltd.
PB Fintech Ltd.
PB Fintech Ltd.
Tata Steel Ltd.
Tata Steel Ltd.
TVS Motor Company Ltd.
TVS Motor Company Ltd.
Vedanta Aluminium Metal Ltd.
Vedanta Aluminium Metal Ltd.
Fractal Analytics Ltd.
Fractal Analytics Ltd.
Cummins India Ltd.
Cummins India Ltd.
Amber Enterprises India Ltd.
Amber Enterprises India Ltd.
Coromandel International Ltd.
Coromandel International Ltd.
One97 Communications Ltd.
One97 Communications Ltd.
Embassy Office Parks REIT
Embassy Office Parks REIT
Billionbrains Garage Ventures Ltd.
Billionbrains Garage Ventures Ltd.
Sun Pharmaceutical Industries Ltd.
Sun Pharmaceutical Industries Ltd.
Bharat Electronics Ltd.
Bharat Electronics Ltd.
Sundaram Money Market Fund-Direct Plan - Growth
Sundaram Money Market Fund-Direct Plan - Growth
Altius Telecom Infrastructure Trust
Altius Telecom Infrastructure Trust
Aster DM Quality Care Ltd.
Aster DM Quality Care Ltd.
Ultratech Cement Ltd.
Ultratech Cement Ltd.
UNO Minda Ltd.
UNO Minda Ltd.
National Bank For Agriculture & Rural Development SR 25E 7.53% (24-Mar-2028)
National Bank For Agriculture & Rural Development SR 25E 7.53% (24-Mar-2028)
Delhivery Ltd.
Delhivery Ltd.
Amara Raja Energy & Mobility Ltd.
Amara Raja Energy & Mobility Ltd.
CCL Products (India) Ltd.
CCL Products (India) Ltd.
Home First Finance Company India Ltd.
Home First Finance Company India Ltd.
Mankind Pharma Ltd.
Mankind Pharma Ltd.
Bajaj Auto Ltd.
Bajaj Auto Ltd.
Multi Commodity Exchange Of India Ltd.
Multi Commodity Exchange Of India Ltd.
Mrs. Bectors Food Specialities Ltd.
Mrs. Bectors Food Specialities Ltd.
Granules India Ltd.
Granules India Ltd.
National Bank For Agriculture & Rural Development (05-Mar-2027)
National Bank For Agriculture & Rural Development (05-Mar-2027)
Interglobe Aviation Ltd.
Interglobe Aviation Ltd.
CRISIL Ltd.
CRISIL Ltd.
HDFC Asset Management Company Ltd.
HDFC Asset Management Company Ltd.
Alkem Laboratories Ltd.
Alkem Laboratories Ltd.
Affle 3i Ltd.
Affle 3i Ltd.
MTAR Technologies Ltd.
MTAR Technologies Ltd.
JK Cement Ltd.
JK Cement Ltd.
Force Motors Ltd.
Force Motors Ltd.
Poonawalla Fincorp Ltd.
Poonawalla Fincorp Ltd.
Prudent Corporate Advisory Services Ltd.
Prudent Corporate Advisory Services Ltd.
Brookfield India Real Estate Trust REIT
Brookfield India Real Estate Trust REIT
Indegene Ltd.
Indegene Ltd.
07.23% GOI - 15-Apr-2039
07.23% GOI - 15-Apr-2039
Punjab National Bank (15-Sep-2026)
Punjab National Bank (15-Sep-2026)
Punjab National Bank (05-Feb-2027)
Punjab National Bank (05-Feb-2027)
National Bank For Agriculture & Rural Development (10-Mar-2027)
National Bank For Agriculture & Rural Development (10-Mar-2027)
National Bank For Agriculture & Rural Development  SR-25G 07.48% (15-Sep-2028)
National Bank For Agriculture & Rural Development SR-25G 07.48% (15-Sep-2028)
GAIL (India) Ltd.
GAIL (India) Ltd.
National Bank For Agriculture & Rural Development SR 26D 7.01% (16-Mar-2029)
National Bank For Agriculture & Rural Development SR 26D 7.01% (16-Mar-2029)
06.94% GOI - 11-May-2036
06.94% GOI - 11-May-2036
TD Power Systems Ltd.
TD Power Systems Ltd.
Tata Consumer Products Ltd.
Tata Consumer Products Ltd.
National Bank For Agriculture & Rural Development SR-26A 06.66% (12-Oct-2028)
National Bank For Agriculture & Rural Development SR-26A 06.66% (12-Oct-2028)
Elecon Engineering Company Ltd.
Elecon Engineering Company Ltd.
Bharti Telecom Ltd. -SR-XXVIII 7.40% (01-Feb-2029)
Bharti Telecom Ltd. -SR-XXVIII 7.40% (01-Feb-2029)
Ashok Leyland Ltd.
Ashok Leyland Ltd.
07.18% GOI - 24-Jul-2037
07.18% GOI - 24-Jul-2037
Cholamandalam Investment and Finance Company Ltd. -SR-639 8.54% (12-Apr-2029)
Cholamandalam Investment and Finance Company Ltd. -SR-639 8.54% (12-Apr-2029)
Bajaj Finance Ltd. 7.82% (31-Jan-2034)
Bajaj Finance Ltd. 7.82% (31-Jan-2034)
Power Finance Corporation Ltd. SR-BS224 7.82% (06-Mar-38)
Power Finance Corporation Ltd. SR-BS224 7.82% (06-Mar-38)
07.10% GOI - 18-Apr-2029
07.10% GOI - 18-Apr-2029
07.10% GOI - 08-Apr-2034
07.10% GOI - 08-Apr-2034
Power Finance Corporation Ltd. SR-237-A 7.60% (13-Apr-2029)
Power Finance Corporation Ltd. SR-237-A 7.60% (13-Apr-2029)
Small Industries Development Bank of India Sr VI 07.79% (14-May-2027)
Small Industries Development Bank of India Sr VI 07.79% (14-May-2027)
HDFC Bank Ltd. SR-US003 7.70% (16-May-2028)
HDFC Bank Ltd. SR-US003 7.70% (16-May-2028)
REC Ltd.-SR-236-B 07.56% (31-Aug-2027)
REC Ltd.-SR-236-B 07.56% (31-Aug-2027)
National Bank For Agriculture & Rural Development SR 23I 7.62% (31-Jan-2028)
National Bank For Agriculture & Rural Development SR 23I 7.62% (31-Jan-2028)
LIC Housing Finance Ltd.-TR-448 7.74% (22-Oct-2027)
LIC Housing Finance Ltd.-TR-448 7.74% (22-Oct-2027)
Small Industries Development Bank of India Sr-III 07.40% (18-Jul-2031)
Small Industries Development Bank of India Sr-III 07.40% (18-Jul-2031)
Small Industries Development Bank of India SR II 07.47% (05-Sep-2029)
Small Industries Development Bank of India SR II 07.47% (05-Sep-2029)
State Bank of India SR-I 06.93% (20-Oct-2035)
State Bank of India SR-I 06.93% (20-Oct-2035)
Power Finance Corporation Ltd. SR-259A 06.96% (02-Mar-2028)
Power Finance Corporation Ltd. SR-259A 06.96% (02-Mar-2028)
Muthoot Finance Ltd. 08.05% (25-Nov-2027)
Muthoot Finance Ltd. 08.05% (25-Nov-2027)
National Bank For Agriculture & Rural Development SR 26E 7.10% (29-Mar-29)
National Bank For Agriculture & Rural Development SR 26E 7.10% (29-Mar-29)
Small Industries Development Bank of India Sr IV 07.04% (09-Feb-2029)
Small Industries Development Bank of India Sr IV 07.04% (09-Feb-2029)
National Bank For Agriculture & Rural Development  SR-26B 06.85% (19-Jan-2029)
National Bank For Agriculture & Rural Development SR-26B 06.85% (19-Jan-2029)
07.30% GOI - 19-Jun-2053
07.30% GOI - 19-Jun-2053
07.34% GOI - 22-Apr-2064
07.34% GOI - 22-Apr-2064
Small Industries Development Bank of India (18-Feb-2027)
Small Industries Development Bank of India (18-Feb-2027)
Cholamandalam Investment & Finance Co. Ltd. 07.5% (30-Sep-2026)
Cholamandalam Investment & Finance Co. Ltd. 07.5% (30-Sep-2026)
National Bank For Agriculture & Rural Development SR 25B 7.64% (06-Dec-2029)
National Bank For Agriculture & Rural Development SR 25B 7.64% (06-Dec-2029)
National Bank For Agriculture & Rural Development  SR-26F 07.44% (17-Jul-2029)
National Bank For Agriculture & Rural Development SR-26F 07.44% (17-Jul-2029)
REC Ltd. -SR-240B 07.34% (30-Apr-2030)
REC Ltd. -SR-240B 07.34% (30-Apr-2030)
Housing & Urban Development Corporation Ltd. -SR-A 7.23% (18-Jul-2029)
Housing & Urban Development Corporation Ltd. -SR-A 7.23% (18-Jul-2029)
Indian Railway Finance Corpn Ltd SR-170B 7.74% (15-Apr-2038)
Indian Railway Finance Corpn Ltd SR-170B 7.74% (15-Apr-2038)
07.02% GOI - 18-Jun-2031
07.02% GOI - 18-Jun-2031
LIC Housing Finance Ltd. -SR-432 08.025% (23-Mar-2033)
LIC Housing Finance Ltd. -SR-432 08.025% (23-Mar-2033)
Indian Railway Finance Corpn Ltd SR-178 7.46% (18-Jun-2029)
Indian Railway Finance Corpn Ltd SR-178 7.46% (18-Jun-2029)
Bharti Telecom Ltd. -SR-XIX 8.65% (05-Nov-2027)
Bharti Telecom Ltd. -SR-XIX 8.65% (05-Nov-2027)
Power Finance Corporation Ltd. SR-BS227B 7.77% (15-Apr-2028)
Power Finance Corporation Ltd. SR-BS227B 7.77% (15-Apr-2028)
LIC Housing Finance Ltd. -TR-412 06.17% (03-Sep-2026)
LIC Housing Finance Ltd. -TR-412 06.17% (03-Sep-2026)
Muthoot Finance Ltd. SR-28A OPT I 08.40% (28-Aug-2028)
Muthoot Finance Ltd. SR-28A OPT I 08.40% (28-Aug-2028)
Power Finance Corporation Ltd. SR-253 06.73% (15-Oct-2027)
Power Finance Corporation Ltd. SR-253 06.73% (15-Oct-2027)
Bajaj Finance Ltd. 07.11% (10-Jul-2028)
Bajaj Finance Ltd. 07.11% (10-Jul-2028)
Bank of Baroda (04-Feb-2027)
Bank of Baroda (04-Feb-2027)
Union Bank Of India (16-Mar-2027)
Union Bank Of India (16-Mar-2027)
PNB Housing Finance Ltd SR-LXXII OPT-B 07.28% (05-June-2028)
PNB Housing Finance Ltd SR-LXXII OPT-B 07.28% (05-June-2028)
Indian Railway Finance Corpn Ltd SR-192 (01-Dec-2035)
Indian Railway Finance Corpn Ltd SR-192 (01-Dec-2035)
07.72% Karnataka SDL - 06-Dec-2035
07.72% Karnataka SDL - 06-Dec-2035
PNB Housing Finance Ltd SR-LXV 8.15% (29-Jul-2027)
PNB Housing Finance Ltd SR-LXV 8.15% (29-Jul-2027)
Small Industries Development Bank of India Sr IX 07.68% (10-Aug-2027)
Small Industries Development Bank of India Sr IX 07.68% (10-Aug-2027)
Can Fin Homes Ltd. SR-2 08.09% (04-Jan-2027)
Can Fin Homes Ltd. SR-2 08.09% (04-Jan-2027)
Cholamandalam Investment & Finance Co. Ltd. -SR 653 07.38% (28-May-2027)
Cholamandalam Investment & Finance Co. Ltd. -SR 653 07.38% (28-May-2027)
HDB Financial Services Limited - SR-228 TR-1 07.4091% (05-Jun-2028)
HDB Financial Services Limited - SR-228 TR-1 07.4091% (05-Jun-2028)
Chennai Super Kings Cricket Ltd.
Chennai Super Kings Cricket Ltd.
Instrument
Share %
Domestic Equities
5.15%
Domestic Equities
4.58%
Domestic Equities
3.41%
Domestic Equities
3.39%
Cash & Cash Equivalents and Net Assets
3.25%
Domestic Equities
3.24%
Government Securities
3.09%
Domestic Equities
2.72%
Cash & Cash Equivalents and Net Assets
2.70%
Domestic Equities
2.37%
Domestic Equities
2.24%
Domestic Equities
1.85%
Domestic Equities
1.74%
Domestic Equities
1.67%
Domestic Equities
1.60%
Domestic Equities
1.58%
Domestic Equities
1.56%
Domestic Equities
1.44%
Domestic Equities
1.43%
Domestic Equities
1.39%
Domestic Equities
1.37%
Domestic Equities
1.35%
Domestic Equities
1.30%
Domestic Equities
1.29%
REITs & InvITs
1.22%
Domestic Equities
1.19%
Domestic Equities
1.16%
Domestic Equities
1.11%
Domestic Mutual Funds Units
1.10%
REITs & InvITs
1.01%
Domestic Equities
1.01%
Domestic Equities
1.00%
Domestic Equities
0.97%
Corporate Debt
0.93%
Domestic Equities
0.93%
Domestic Equities
0.92%
Domestic Equities
0.90%
Domestic Equities
0.87%
Domestic Equities
0.85%
Domestic Equities
0.82%
Domestic Equities
0.81%
Domestic Equities
0.80%
Domestic Equities
0.79%
Certificate of Deposit
0.79%
Domestic Equities
0.79%
Domestic Equities
0.77%
Domestic Equities
0.72%
Domestic Equities
0.71%
Domestic Equities
0.71%
Domestic Equities
0.71%
Domestic Equities
0.70%
Domestic Equities
0.69%
Domestic Equities
0.68%
Domestic Equities
0.67%
REITs & InvITs
0.64%
Domestic Equities
0.58%
Government Securities
0.56%
Certificate of Deposit
0.54%
Certificate of Deposit
0.53%
Certificate of Deposit
0.52%
Corporate Debt
0.49%
Domestic Equities
0.48%
Corporate Debt
0.47%
Government Securities
0.44%
Domestic Equities
0.39%
Domestic Equities
0.38%
Corporate Debt
0.38%
Domestic Equities
0.38%
Corporate Debt
0.38%
Domestic Equities
0.37%
Government Securities
0.34%
Corporate Debt
0.33%
Corporate Debt
0.33%
Corporate Debt
0.28%
Government Securities
0.28%
Government Securities
0.28%
Corporate Debt
0.28%
Corporate Debt
0.27%
Corporate Debt
0.27%
Corporate Debt
0.27%
Corporate Debt
0.27%
Corporate Debt
0.27%
Corporate Debt
0.27%
Corporate Debt
0.27%
Corporate Debt
0.27%
Corporate Debt
0.27%
Corporate Debt
0.27%
Corporate Debt
0.27%
Corporate Debt
0.27%
Corporate Debt
0.27%
Government Securities
0.27%
Government Securities
0.26%
Certificate of Deposit
0.26%
Corporate Debt
0.23%
Corporate Debt
0.22%
Corporate Debt
0.22%
Corporate Debt
0.22%
Corporate Debt
0.22%
Corporate Debt
0.17%
Government Securities
0.17%
Corporate Debt
0.17%
Corporate Debt
0.17%
Corporate Debt
0.17%
Corporate Debt
0.17%
Corporate Debt
0.16%
Corporate Debt
0.16%
Corporate Debt
0.16%
Corporate Debt
0.16%
Certificate of Deposit
0.16%
Certificate of Deposit
0.16%
Corporate Debt
0.15%
Corporate Debt
0.15%
Government Securities
0.11%
Corporate Debt
0.11%
Corporate Debt
0.11%
Corporate Debt
0.11%
Corporate Debt
0.11%
Corporate Debt
0.11%
Domestic Equities
0.00%
Risk Meter
Risk MeterPin
Your investment is at
High
Low
Moderately Low
Moderate
High
Very High Risk
Fund Managers
SB
S. Bharath
CF
Clyton Richard Fernandes
KR
Kumaresh Ramakrishnan
Lock in Period
Nil
Investment cannot be redeemed before this period completes.
Exit Load
Nil upto 25% of units within 1Y, 1% in excess of limit within 1Y, Nil after 1Y

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