SB
S. BharathLead
Since Jan 2022
AUM managed
₹42,389.89Cr
Tenure
Since Jan 2022
Funds
11
Sundaram Aggressive Hybrid Gr
Aggressive Hybrid FundSundaram Mutual Fund
NAV
₹152.70
-0.47% today
AUM
₹9,272.45 Cr
Fund size
Expense
1.51%
Regular plan
Min SIP
₹100
per month
Min Lumpsum
₹100
one-time
Exit Load
1.0
on redemption
Fund snapshot
Category rank#21 of 29
Risk-o-meterHigh Risk
BenchmarkCRISIL Hybrid 35+65 - Agg TR INR (100%)
Number of holdings68
Inception14 Jan 2000
Exit load1.0
Risk metrics
Alpha-0.73
Beta1.09
Sharpe ratio0.32
Standard deviation11.32%
Sortino ratio0.45
Capital gains tax
Hybrid
STCG · short-term
20%Short-term gains taxed at 20%
Equity-oriented hybrid fund gains apply when units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Equity-oriented hybrid fund gains apply when units are sold after 12 months.
Hybrid fund taxation depends on equity orientation and holding period; this scheme is treated as equity-oriented.
Fund managers
DS
Since Jan 2022
AUM managed
₹37,906.06Cr
Tenure
Since Jan 2022
Funds
20
SA
Since Jan 2022
AUM managed
₹34,734.87Cr
Tenure
Since Jan 2022
Funds
17
CF
Since Oct 2024
AUM managed
₹17,144.92Cr
Tenure
Since Oct 2024
Funds
6
SS
Since Feb 2026
AUM managed
₹63,195.72Cr
Tenure
Since Feb 2026
Funds
18
KR
Since Jun 2026
AUM managed
₹32,112.09Cr
Tenure
Since Jun 2026
Funds
16
About Sundaram Aggressive Hybrid Gr
Sundaram Aggressive Hybrid Gr is an open-ended Aggressive Hybrid Fund mutual fund scheme offered by Sundaram Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹152.70 per unit and the scheme manages ₹9,272.45 Cr in assets under management. The fund charges an expense ratio of 1.51% and is benchmarked against CRISIL Hybrid 35+65 - Agg TR INR (100%). Over the trailing 5 years, Sundaram Aggressive Hybrid Gr has delivered +5.52% returns. SEBI's riskometer places this scheme in the High Risk category, so read the scheme information document before investing.
Investment objective
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.
Regular Plan · Growth option · NAV as of 14 Oct 2026
Sundaram Aggressive Hybrid Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -4.51% | -2.59% |
| 3 months | -3.92% | -3.12% |
| 6 months | -1.98% | +1.40% |
| 1 year | -5.93% | -2.06% |
| 3 years | +6.72% | +9.30% |
| 5 years | +5.52% | +8.20% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -- | -4.36% |
| 3 months | +4.99% | -1.91% |
| 6 months | +0.94% | +7.69% |
| 1 year | +3.00% | -0.02% |
| 3 years | +31.68% | +28.43% |
| 5 years | +56.61% | +46.61% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Sundaram Aggressive Hybrid Gr — frequently asked questions
What is the NAV of Sundaram Aggressive Hybrid Gr?
The latest net asset value (NAV) of Sundaram Aggressive Hybrid Gr is ₹152.70 per unit, -0.47% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has Sundaram Aggressive Hybrid Gr delivered?
Sundaram Aggressive Hybrid Gr has returned +5.52% over the trailing 5 years (1 year: -5.93%, 3 years: +6.72%). Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of Sundaram Aggressive Hybrid Gr?
Sundaram Aggressive Hybrid Gr charges an expense ratio of 1.51% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Sundaram Aggressive Hybrid Gr?
SEBI's riskometer classifies Sundaram Aggressive Hybrid Gr as High Risk, which is typical for a Aggressive Hybrid Fund scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Sundaram Aggressive Hybrid Gr?
You can start a SIP in Sundaram Aggressive Hybrid Gr from ₹100 per month, and the minimum lumpsum investment is ₹100.
Who manages Sundaram Aggressive Hybrid Gr?
Sundaram Aggressive Hybrid Gr is managed by Sundaram Mutual Fund, holds ₹9,272.45 Cr in assets under management and invests across 68 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Sundaram Mutual Fund
- Scheme category
- Hybrid
- Scheme sub-category
- Aggressive Hybrid Fund
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF173K01CL8
- Scheme code
- FSGBR071QP