pocketful logo light
Sundaram Aggressive Hybrid Fund(G)

Sundaram Aggressive Hybrid Fund(G)

157.797227 Apr 2026

Chart

PlanNormal
Returns (6 months)-4.809%
Expense ratio1.76%
Min Investment100
AUM7,653.49 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
5.41%
-1.65%
-4.81%
1.34%
11.83%
10.76%
11.06%
-0.39%
5.41%
-1.65%
-4.81%
1.34%
11.83%
10.76%
11.06%

Holdings

Name
HDFC Bank Ltd.
HDFC Bank Ltd.
ICICI Bank Ltd.
ICICI Bank Ltd.
Reliance Industries Ltd.
Reliance Industries Ltd.
Tri-Party Repo (TREPS)
Tri-Party Repo (TREPS)
Bharti Airtel Ltd.
Bharti Airtel Ltd.
Larsen & Toubro Ltd.
Larsen & Toubro Ltd.
Mahindra & Mahindra Ltd.
Mahindra & Mahindra Ltd.
Sundaram Liquid Fund - Direct Growth
Sundaram Liquid Fund - Direct Growth
06.48% GOI 06-Oct-2035
06.48% GOI 06-Oct-2035
Kotak Mahindra Bank Ltd.
Kotak Mahindra Bank Ltd.
Infosys Ltd.
Infosys Ltd.
Bajaj Finance Ltd.
Bajaj Finance Ltd.
HCL Technologies Ltd.
HCL Technologies Ltd.
State Bank Of India
State Bank Of India
Bharat Electronics Ltd.
Bharat Electronics Ltd.
07.10% GOI - 08-Apr-2034
07.10% GOI - 08-Apr-2034
Cholamandalam Investment and Finance Company Ltd.
Cholamandalam Investment and Finance Company Ltd.
Hindustan Unilever Ltd.
Hindustan Unilever Ltd.
Cummins India Ltd.
Cummins India Ltd.
Sundaram Money Market Fund-Direct Plan - Growth
Sundaram Money Market Fund-Direct Plan - Growth
PB Fintech Ltd.
PB Fintech Ltd.
Coromandel International Ltd.
Coromandel International Ltd.
Tata Power Company Ltd.
Tata Power Company Ltd.
Embassy Office Parks REIT
Embassy Office Parks REIT
TVS Motor Company Ltd.
TVS Motor Company Ltd.
Tata Steel Ltd.
Tata Steel Ltd.
Coforge Ltd.
Coforge Ltd.
Amber Enterprises India Ltd.
Amber Enterprises India 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)
Fractal Analytics Ltd.
Fractal Analytics Ltd.
Ultratech Cement Ltd.
Ultratech Cement Ltd.
Jubilant FoodWorks Ltd.
Jubilant FoodWorks Ltd.
Interglobe Aviation Ltd.
Interglobe Aviation Ltd.
Tata Consumer Products Ltd.
Tata Consumer Products Ltd.
National Bank For Agriculture & Rural Development (05-Mar-2027)
National Bank For Agriculture & Rural Development (05-Mar-2027)
Billionbrains Garage Ventures Ltd.
Billionbrains Garage Ventures Ltd.
Mankind Pharma Ltd.
Mankind Pharma Ltd.
Amara Raja Energy & Mobility Ltd.
Amara Raja Energy & Mobility Ltd.
Sun Pharmaceutical Industries Ltd.
Sun Pharmaceutical Industries Ltd.
Home First Finance Company India Ltd.
Home First Finance Company India Ltd.
JK Cement Ltd.
JK Cement Ltd.
Bajaj Auto Ltd.
Bajaj Auto Ltd.
Maruti Suzuki India Ltd.
Maruti Suzuki India Ltd.
Brookfield India Real Estate Trust REIT
Brookfield India Real Estate Trust REIT
UNO Minda Ltd.
UNO Minda Ltd.
07.23% GOI - 15-Apr-2039
07.23% GOI - 15-Apr-2039
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)
CRISIL Ltd.
CRISIL Ltd.
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)
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)
Prudent Corporate Advisory Services Ltd.
Prudent Corporate Advisory Services Ltd.
Indraprastha Gas Ltd.
Indraprastha Gas Ltd.
Trent Ltd.
Trent Ltd.
Bharti Telecom Ltd. -SR-XXVIII 7.40% (01-Feb-2029)
Bharti Telecom Ltd. -SR-XXVIII 7.40% (01-Feb-2029)
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)
GAIL (India) Ltd.
GAIL (India) Ltd.
Indegene Ltd.
Indegene Ltd.
Prestige Estates Projects Ltd.
Prestige Estates Projects Ltd.
Tech Mahindra Ltd.
Tech Mahindra Ltd.
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)
Bharat Petroleum Corporation Ltd.
Bharat Petroleum Corporation Ltd.
Bajaj Finance Ltd. 7.82% (31-Jan-2034)
Bajaj Finance Ltd. 7.82% (31-Jan-2034)
07.18% GOI - 24-Jul-2037
07.18% GOI - 24-Jul-2037
Hindustan Aeronautics Ltd.
Hindustan Aeronautics Ltd.
LIC Housing Finance Ltd. -SR-432 08.025% (23-Mar-2033)
LIC Housing Finance Ltd. -SR-432 08.025% (23-Mar-2033)
07.10% GOI - 18-Apr-2029
07.10% GOI - 18-Apr-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-BS224 7.82% (06-Mar-38)
Power Finance Corporation Ltd. SR-BS224 7.82% (06-Mar-38)
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)
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)
Power Finance Corporation Ltd. SR-237-A 7.60% (13-Apr-2029)
Power Finance Corporation Ltd. SR-237-A 7.60% (13-Apr-2029)
LIC Housing Finance Ltd.-TR-448 7.74% (22-Oct-2027)
LIC Housing Finance Ltd.-TR-448 7.74% (22-Oct-2027)
Shriram Finance Ltd SR-PPD V  OPT-2 8.75%  (15-Jun-2026)
Shriram Finance Ltd SR-PPD V OPT-2 8.75% (15-Jun-2026)
REC Ltd.-SR-236-B 07.56% (31-Aug-2027)
REC Ltd.-SR-236-B 07.56% (31-Aug-2027)
Muthoot Finance Ltd. 08.05% (25-Nov-2027)
Muthoot Finance Ltd. 08.05% (25-Nov-2027)
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)
Power Finance Corporation Ltd. SR-259A 06.96% (02-Mar-2028)
Power Finance Corporation Ltd. SR-259A 06.96% (02-Mar-2028)
Tata Capital Ltd -365D (21-May-2026)
Tata Capital Ltd -365D (21-May-2026)
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 -182D (03-Jun-2026)
Small Industries Development Bank of India -182D (03-Jun-2026)
State Bank of India SR-I 06.93% (20-Oct-2035)
State Bank of India SR-I 06.93% (20-Oct-2035)
United Spirits Ltd.
United Spirits Ltd.
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)
06.79% GOI - 07-Oct-2034
06.79% GOI - 07-Oct-2034
Indian Railway Finance Corpn Ltd SR-173 7.68% (24-Nov-2026)
Indian Railway Finance Corpn Ltd SR-173 7.68% (24-Nov-2026)
REC Ltd.-SR-228-A 07.80% (30-May-2026)
REC Ltd.-SR-228-A 07.80% (30-May-2026)
Cholamandalam Investment & Finance Co. Ltd. 07.5% (30-Sep-2026)
Cholamandalam Investment & Finance Co. Ltd. 07.5% (30-Sep-2026)
REC Ltd. -SR-240B 07.34% (30-Apr-2030)
REC Ltd. -SR-240B 07.34% (30-Apr-2030)
The Indian Hotels Company Ltd.
The Indian Hotels Company Ltd.
Power Finance Corporation Ltd. SR-BS227B 7.77% (15-Apr-2028)
Power Finance Corporation Ltd. SR-BS227B 7.77% (15-Apr-2028)
07.02% GOI - 18-Jun-2031
07.02% GOI - 18-Jun-2031
Muthoot Finance Ltd. SR-28A OPT I 08.40% (28-Aug-2028)
Muthoot Finance Ltd. SR-28A OPT I 08.40% (28-Aug-2028)
Indian Railway Finance Corpn Ltd SR-170B 7.74% (15-Apr-2038)
Indian Railway Finance Corpn Ltd SR-170B 7.74% (15-Apr-2038)
Power Finance Corporation Ltd. SR-BS225A 7.77% (15-Jul-2026)
Power Finance Corporation Ltd. SR-BS225A 7.77% (15-Jul-2026)
LIC Housing Finance Ltd. -TR-412 06.17% (03-Sep-2026)
LIC Housing Finance Ltd. -TR-412 06.17% (03-Sep-2026)
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)
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)
07.44% Tamil Nadu SDL - 20-Mar-2034
07.44% Tamil Nadu SDL - 20-Mar-2034
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)
Can Fin Homes Ltd. SR-2 08.09% (04-Jan-2027)
Can Fin Homes Ltd. SR-2 08.09% (04-Jan-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)
REC Ltd.-SR-223-A 07.44% (30-Apr-2026)
REC Ltd.-SR-223-A 07.44% (30-Apr-2026)
REC Ltd.-SR-221 07.51% (31-Jul-2026)
REC Ltd.-SR-221 07.51% (31-Jul-2026)
HDB Financial Services Limited - SR-188 07.84% (14-Jul-2026)
HDB Financial Services Limited - SR-188 07.84% (14-Jul-2026)
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)
Cholamandalam Investment & Finance Co. Ltd. -SR 653 07.38% (28-May-2027)
Cholamandalam Investment & Finance Co. Ltd. -SR 653 07.38% (28-May-2027)
Power Finance Corpn. Ltd. SR-251 B 06.59% (15-Oct-2030)
Power Finance Corpn. Ltd. SR-251 B 06.59% (15-Oct-2030)
Kwality Wall's (India) Ltd.
Kwality Wall's (India) Ltd.
Chennai Super Kings Cricket Ltd.
Chennai Super Kings Cricket Ltd.
Cash & Cash Equivalent
Cash & Cash Equivalent
Instrument
Share %
Domestic Equities
6.28%
Domestic Equities
5.12%
Domestic Equities
4.46%
Cash & Cash Equivalents and Net Assets
4.27%
Domestic Equities
3.76%
Domestic Equities
3.52%
Domestic Equities
2.71%
Domestic Mutual Funds Units
2.62%
Government Securities
2.57%
Domestic Equities
2.40%
Domestic Equities
2.12%
Domestic Equities
2.02%
Domestic Equities
1.85%
Domestic Equities
1.76%
Domestic Equities
1.70%
Government Securities
1.64%
Domestic Equities
1.51%
Domestic Equities
1.50%
Domestic Equities
1.48%
Domestic Mutual Funds Units
1.44%
Domestic Equities
1.43%
Domestic Equities
1.41%
Domestic Equities
1.40%
REITs & InvITs
1.39%
Domestic Equities
1.32%
Domestic Equities
1.30%
Domestic Equities
1.23%
Domestic Equities
1.14%
Corporate Debt
1.11%
Domestic Equities
1.09%
Domestic Equities
1.07%
Domestic Equities
1.02%
Domestic Equities
0.99%
Domestic Equities
0.98%
Certificate of Deposit
0.92%
Domestic Equities
0.89%
Domestic Equities
0.82%
Domestic Equities
0.80%
Domestic Equities
0.79%
Domestic Equities
0.79%
Domestic Equities
0.76%
Domestic Equities
0.76%
Domestic Equities
0.74%
REITs & InvITs
0.73%
Domestic Equities
0.68%
Government Securities
0.65%
Certificate of Deposit
0.62%
Certificate of Deposit
0.61%
Domestic Equities
0.59%
Corporate Debt
0.59%
Corporate Debt
0.55%
Domestic Equities
0.53%
Domestic Equities
0.47%
Domestic Equities
0.46%
Corporate Debt
0.45%
Corporate Debt
0.45%
Domestic Equities
0.43%
Domestic Equities
0.43%
Domestic Equities
0.42%
Domestic Equities
0.40%
Corporate Debt
0.40%
Domestic Equities
0.39%
Corporate Debt
0.39%
Government Securities
0.39%
Domestic Equities
0.39%
Corporate Debt
0.33%
Government Securities
0.33%
Corporate Debt
0.33%
Corporate Debt
0.33%
Corporate Debt
0.33%
Corporate Debt
0.33%
Corporate Debt
0.33%
Corporate Debt
0.33%
Corporate Debt
0.33%
Corporate Debt
0.33%
Corporate Debt
0.33%
Corporate Debt
0.33%
Corporate Debt
0.33%
Corporate Debt
0.32%
Commercial Paper
0.32%
Corporate Debt
0.32%
Commercial Paper
0.32%
Corporate Debt
0.32%
Domestic Equities
0.31%
Government Securities
0.31%
Government Securities
0.31%
Certificate of Deposit
0.31%
Government Securities
0.30%
Corporate Debt
0.26%
Corporate Debt
0.26%
Corporate Debt
0.26%
Corporate Debt
0.26%
Domestic Equities
0.22%
Corporate Debt
0.20%
Government Securities
0.20%
Corporate Debt
0.20%
Corporate Debt
0.20%
Corporate Debt
0.20%
Corporate Debt
0.19%
Corporate Debt
0.19%
Corporate Debt
0.19%
Corporate Debt
0.18%
Corporate Debt
0.17%
Government Securities
0.16%
Government Securities
0.13%
Corporate Debt
0.13%
Corporate Debt
0.13%
Corporate Debt
0.13%
Corporate Debt
0.13%
Corporate Debt
0.13%
Corporate Debt
0.13%
Corporate Debt
0.13%
Corporate Debt
0.13%
Corporate Debt
0.13%
Domestic Equities
0.01%
Domestic Equities
0.00%
Cash & Cash Equivalents and Net Assets
-1.99%
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
SA
Sandeep Agarwal
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

Similar Mutual Funds