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Sundaram Aggressive Hybrid Fund(G)

Sundaram Aggressive Hybrid Fund(G)

152.588711 Jun 2026

Chart

PlanNormal
Returns (6 months)-7.515%
Expense ratio1.73%
Min Investment100
AUM8,629.36 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
-3.10%
-1.54%
-7.51%
-5.42%
9.22%
8.69%
10.86%
-0.87%
-3.10%
-1.54%
-7.51%
-5.42%
9.22%
8.69%
10.86%

Holdings

Name
HDFC Bank Ltd.
HDFC Bank Ltd.
ICICI Bank Ltd.
ICICI Bank Ltd.
Tri-Party Repo (TREPS)
Tri-Party Repo (TREPS)
Reliance Industries Ltd.
Reliance Industries Ltd.
Bharti Airtel Ltd.
Bharti Airtel Ltd.
Larsen & Toubro Ltd.
Larsen & Toubro Ltd.
06.48% GOI 06-Oct-2035
06.48% GOI 06-Oct-2035
Mahindra & Mahindra Ltd.
Mahindra & Mahindra Ltd.
Kotak Mahindra Bank Ltd.
Kotak Mahindra Bank Ltd.
Bajaj Finance Ltd.
Bajaj Finance Ltd.
Tata Steel Ltd.
Tata Steel Ltd.
Bharat Electronics Ltd.
Bharat Electronics Ltd.
Cummins India Ltd.
Cummins India Ltd.
Cholamandalam Investment and Finance Company Ltd.
Cholamandalam Investment and Finance Company Ltd.
PB Fintech Ltd.
PB Fintech Ltd.
Coforge Ltd.
Coforge Ltd.
Fractal Analytics Ltd.
Fractal Analytics Ltd.
Tata Power Company Ltd.
Tata Power Company Ltd.
HCL Technologies Ltd.
HCL Technologies Ltd.
Muthoot Finance Ltd.
Muthoot Finance Ltd.
Sundaram Money Market Fund-Direct Plan - Growth
Sundaram Money Market Fund-Direct Plan - Growth
Embassy Office Parks REIT
Embassy Office Parks REIT
Billionbrains Garage Ventures Ltd.
Billionbrains Garage Ventures Ltd.
Hindustan Unilever Ltd.
Hindustan Unilever Ltd.
TVS Motor Company Ltd.
TVS Motor Company Ltd.
Amber Enterprises India Ltd.
Amber Enterprises India Ltd.
Coromandel International Ltd.
Coromandel International Ltd.
One97 Communications Ltd.
One97 Communications Ltd.
Ultratech Cement Ltd.
Ultratech Cement 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)
Amara Raja Energy & Mobility Ltd.
Amara Raja Energy & Mobility Ltd.
Multi Commodity Exchange Of India Ltd.
Multi Commodity Exchange Of India Ltd.
Tata Consumer Products Ltd.
Tata Consumer Products Ltd.
Mankind Pharma Ltd.
Mankind Pharma Ltd.
Home First Finance Company India Ltd.
Home First Finance Company India Ltd.
Interglobe Aviation Ltd.
Interglobe Aviation Ltd.
National Bank For Agriculture & Rural Development (05-Mar-2027)
National Bank For Agriculture & Rural Development (05-Mar-2027)
Oil & Natural Gas Corporation Ltd.
Oil & Natural Gas Corporation Ltd.
Maruti Suzuki India Ltd.
Maruti Suzuki India Ltd.
Sun Pharmaceutical Industries Ltd.
Sun Pharmaceutical Industries Ltd.
Aster DM Healthcare Ltd.
Aster DM Healthcare Ltd.
Bajaj Auto Ltd.
Bajaj Auto Ltd.
JK Cement Ltd.
JK Cement Ltd.
Affle 3i Ltd.
Affle 3i Ltd.
CRISIL Ltd.
CRISIL Ltd.
UNO Minda Ltd.
UNO Minda Ltd.
Brookfield India Real Estate Trust REIT
Brookfield India Real Estate Trust REIT
MTAR Technologies Ltd.
MTAR Technologies Ltd.
Prudent Corporate Advisory Services Ltd.
Prudent Corporate Advisory Services Ltd.
Indegene Ltd.
Indegene 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)
CCL Products (India) Ltd.
CCL Products (India) Ltd.
Vedanta Aluminium Metal Ltd.
Vedanta Aluminium Metal 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)
Vedanta Ltd.
Vedanta 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)
Indraprastha Gas Ltd.
Indraprastha Gas Ltd.
GAIL (India) Ltd.
GAIL (India) Ltd.
Prestige Estates Projects Ltd.
Prestige Estates Projects 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)
KEI Industries Ltd.
KEI Industries 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)
07.10% GOI - 18-Apr-2029
07.10% GOI - 18-Apr-2029
07.10% GOI - 08-Apr-2034
07.10% GOI - 08-Apr-2034
Elecon Engineering Company Ltd.
Elecon Engineering Company Ltd.
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)
Small Industries Development Bank of India -182D (03-Jun-2026)
Small Industries Development Bank of India -182D (03-Jun-2026)
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)
06.94% GOI - 11-May-2036
06.94% GOI - 11-May-2036
Power Finance Corporation Ltd. SR-BS224 7.82% (06-Mar-38)
Power Finance Corporation Ltd. SR-BS224 7.82% (06-Mar-38)
HDFC Bank Ltd. SR-US003 7.70% (16-May-2028)
HDFC Bank Ltd. SR-US003 7.70% (16-May-2028)
LIC Housing Finance Ltd.-TR-448 7.74% (22-Oct-2027)
LIC Housing Finance Ltd.-TR-448 7.74% (22-Oct-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)
REC Ltd.-SR-236-B 07.56% (31-Aug-2027)
REC Ltd.-SR-236-B 07.56% (31-Aug-2027)
Power Finance Corporation Ltd. SR-237-A 7.60% (13-Apr-2029)
Power Finance Corporation Ltd. SR-237-A 7.60% (13-Apr-2029)
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)
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)
State Bank of India SR-I 06.93% (20-Oct-2035)
State Bank of India SR-I 06.93% (20-Oct-2035)
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)
Mrs. Bectors Food Specialities Ltd.
Mrs. Bectors Food Specialities Ltd.
Cholamandalam Investment & Finance Co. Ltd. 07.5% (30-Sep-2026)
Cholamandalam Investment & Finance Co. Ltd. 07.5% (30-Sep-2026)
Other Derivaties
Other Derivaties
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-240B 07.34% (30-Apr-2030)
REC Ltd. -SR-240B 07.34% (30-Apr-2030)
Jubilant FoodWorks Ltd.
Jubilant FoodWorks Ltd.
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)
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-BS225A 7.77% (15-Jul-2026)
Power Finance Corporation Ltd. SR-BS225A 7.77% (15-Jul-2026)
Power Finance Corporation Ltd. SR-BS227B 7.77% (15-Apr-2028)
Power Finance Corporation Ltd. SR-BS227B 7.77% (15-Apr-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)
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)
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
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)
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)
Bajaj Auto Ltd.
Bajaj Auto Ltd.
Talwandi Sabo Power Ltd.
Talwandi Sabo Power Ltd.
MALCO Energy Ltd.
MALCO Energy Ltd.
Vedanta Iron And Steel Ltd.
Vedanta Iron And Steel Ltd.
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
5.99%
Domestic Equities
5.88%
Cash & Cash Equivalents and Net Assets
5.16%
Domestic Equities
4.92%
Domestic Equities
3.94%
Domestic Equities
3.75%
Government Securities
3.23%
Domestic Equities
3.04%
Domestic Equities
2.55%
Domestic Equities
2.21%
Domestic Equities
1.83%
Domestic Equities
1.71%
Domestic Equities
1.56%
Domestic Equities
1.55%
Domestic Equities
1.54%
Domestic Equities
1.51%
Domestic Equities
1.48%
Domestic Equities
1.41%
Domestic Equities
1.34%
Domestic Equities
1.34%
Domestic Mutual Funds Units
1.29%
REITs & InvITs
1.26%
Domestic Equities
1.20%
Domestic Equities
1.20%
Domestic Equities
1.19%
Domestic Equities
1.18%
Domestic Equities
1.17%
Domestic Equities
1.10%
Domestic Equities
1.03%
Corporate Debt
0.98%
Domestic Equities
0.95%
Domestic Equities
0.95%
Domestic Equities
0.93%
Domestic Equities
0.86%
Domestic Equities
0.82%
Domestic Equities
0.82%
Certificate of Deposit
0.82%
Domestic Equities
0.82%
Domestic Equities
0.74%
Domestic Equities
0.72%
Domestic Equities
0.72%
Derivatives-Futures
0.71%
Domestic Equities
0.70%
Domestic Equities
0.69%
Domestic Equities
0.67%
Domestic Equities
0.64%
REITs & InvITs
0.64%
Domestic Equities
0.61%
Domestic Equities
0.59%
Domestic Equities
0.58%
Government Securities
0.58%
Certificate of Deposit
0.55%
Certificate of Deposit
0.55%
Domestic Equities
0.54%
Domestic Equities
0.53%
Corporate Debt
0.52%
Domestic Equities
0.51%
Corporate Debt
0.49%
Domestic Equities
0.46%
Domestic Equities
0.46%
Domestic Equities
0.45%
Corporate Debt
0.40%
Corporate Debt
0.40%
Domestic Equities
0.36%
Government Securities
0.35%
Corporate Debt
0.35%
Corporate Debt
0.35%
Government Securities
0.29%
Government Securities
0.29%
Domestic Equities
0.29%
Corporate Debt
0.29%
Commercial Paper
0.29%
Corporate Debt
0.29%
Government Securities
0.29%
Corporate Debt
0.29%
Corporate Debt
0.29%
Corporate Debt
0.29%
Corporate Debt
0.29%
Corporate Debt
0.29%
Corporate Debt
0.29%
Corporate Debt
0.29%
Corporate Debt
0.29%
Corporate Debt
0.29%
Corporate Debt
0.28%
Corporate Debt
0.28%
Corporate Debt
0.28%
Corporate Debt
0.28%
Government Securities
0.28%
Government Securities
0.28%
Certificate of Deposit
0.27%
Domestic Equities
0.26%
Corporate Debt
0.24%
Cash & Cash Equivalents and Net Assets
0.23%
Corporate Debt
0.23%
Corporate Debt
0.23%
Domestic Equities
0.18%
Government Securities
0.17%
Corporate Debt
0.17%
Corporate Debt
0.17%
Corporate Debt
0.17%
Corporate Debt
0.17%
Corporate Debt
0.17%
Corporate Debt
0.17%
Corporate Debt
0.17%
Corporate Debt
0.17%
Corporate Debt
0.17%
Corporate Debt
0.16%
Corporate Debt
0.15%
Government Securities
0.12%
Corporate Debt
0.12%
Corporate Debt
0.12%
Corporate Debt
0.12%
Corporate Debt
0.12%
Corporate Debt
0.12%
Corporate Debt
0.11%
Corporate Debt
0.11%
Domestic Equities
0.09%
Domestic Equities
0.07%
Domestic Equities
0.06%
Domestic Equities
0.04%
Domestic Equities
0.02%
Domestic Equities
0.00%
Cash & Cash Equivalents and Net Assets
-1.55%
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

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