August 13, 2025
RA Jainee
Sundaram Aggressive Hybrid Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 182.2641
NAV IDCW Monthly: Rs 42.3036
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
Aggressive hybrid funds invest 65-80 per cent of your money in equity shares and the rest in bonds. Their returns are slightly lower than those of pure equity funds which invest all your money in shares, but they also fall relatively less when the stock markets decline. This makes them suitable for conservative equity investors or first-time equity investors who are not used to sharp ups and downs.
Like for all equity-linked investments, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities.
Fund Manager:
1) Bharath S.
Education: Mr. Bharath is a B Com (H), MBA and ICWA.
Experience: Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
2) Dwijendra Srivastava
Education: Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience: Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
3) Sandeep Agarwal
Education: Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Experience: Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
4) Clyton Richard Fernandes
Education: Mr. Fernandes has done B.E and MBA
Experience: Prior to joining Sundaram Mutual Fund, he has worked with Canara HSBC Life, Mahindra Manulife AMC, Bank of Baroda Capital Markets and Systematix Shares & Stocks
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 100 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | For units in excess of 25% of the investment, 1% will be charged for redemption within 365 days |
Basic Details of Sundaram Aggressive Hybrid Fund
| Fund House | Sundaram Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 12.65% |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index |
| Riskometer | High |
| Type | Open-ended |
| Assets | Rs 6,583 Cr |
| (As on 31-Jul-2025) | |
| Expense | 0.69% |
| (As on 31-Jul-2025) | |
| Risk Grade | Average |
| Return Grade | Average |
| Turnover | 79.90% |
Trailing Returns (%) of Sundaram Aggressive Hybrid Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Sundaram Aggressive Hybrid Dir | 1.14 | -0.36 | -1.75 | 0.05 | 7.00 | 2.90 | 13.42 | 17.17 | 12.38 | 12.53 |
| VR Aggressive Hybrid TRI | 2.27 | -0.22 | -2.36 | 4.05 | 7.83 | 0.57 | 13.72 | 17.34 | 12.74 | 12.49 |
| Hybrid: Aggressive Hybrid | 2.04 | -0.16 | -1.76 | 1.67 | 7.69 | 3.10 | 15.30 | 18.25 | 13.22 | 12.56 |
| Rank within category | 32 | 42 | 22 | 41 | 27 | 24 | 31 | 22 | 20 | 14 |
| Number of funds in category | 44 | 44 | 44 | 44 | 44 | 44 | 42 | 39 | 32 | 24 |
Peer Comparison of Sundaram Aggressive Hybrid Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Sundaram Aggressive Hybrid Dir | 3 star | 2.90 | 13.42 | 17.17 | 0.69 | 6,583 | 12.65 | 1.00 (365) | 12Y 7M | 79.90 |
| ICICI Pru Equity & Debt Dir | 5 star | 5.31 | 19.47 | 25.20 | 0.96 | 44,605 | 17.45 | 1.00 (365) | 12Y 7M | 31.00 |
| DSP Aggressive Hybrid Dir | 4 star | 6.23 | 16.36 | 18.28 | 0.63 | 11,436 | 14.30 | 1.00 (364) | 12Y 7M | 28.00 |
| HDFC Children’s Dir | 5 star | 2.13 | 15.80 | 19.44 | 0.90 | 10,307 | 15.74 | — | 12Y 7M | 14.15 |
| Kotak Aggressive Hybrid Dir | 4 star | 4.16 | 16.38 | 21.16 | 0.47 | 7,864 | 14.36 | 1.00 (365) | 12Y 7M | 65.70 |
Portfolio Analysis of Sundaram Aggressive Hybrid Fund
| No. of Stocks | 76 |
| Top 10 Holdings | 37.45% |
| Top 5 Stocks | 26.65% |
| Top 3 Sectors | 35.63% |
| Portfolio P/B Ratio | 3.64 |
| Portfolio P/E Ratio | 24.01 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 3,21,582 | 2,06,452 |
| Giant (%) | 65.63 | 57.42 |
| Large (%) | 22.42 | 17.72 |
| Mid (%) | 10.55 | 18.89 |
| Small (%) | 1.40 | 7.39 |
| Tiny (%) | — | 0.72 |
| Fund | Category | |
| Number of Securities | 162 | 86 |
| Macaulay Duration (yrs) | 4.37 | 4.28 |
| Average Maturity (yrs) | 6.39 | 7.19 |
| Yield to Maturity (%) | 6.67 | 6.72 |
| Avg Credit Rating | AAA | — |
Chanakya’s Mutual Fund Guidance For Sundaram Aggressive Hybrid Fund
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Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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