SU
Sundaram Aggressive Hybrid Fund Direct Growth
Latest NAV
-3.97% 1Y
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Benchmark: CRISIL Hybrid 35+65 - Aggressive index
Expense ratio
1.17%
AUM
₹9,272 Cr
Min SIP
₹100
Min lump sum
₹100
1Y
-3.97%
3Y (ann.)
+8.05%
5Y (ann.)
+7.78%
Launched
Jan 2013
Where the NAV sits & how risky it is
₹177.97
52-week range
at 36%
₹177.97
Low 30 Mar 2026₹169.89
High 28 Nov 2025₹192.06
Risk level
High
Low
Very high
NAV history
03 Jan 2013
Since inception
05 Oct 2026
Returns by period
1W
-2.49%
1M
-5.55%
3M
-3.23%
6M
+3.10%
1Y
-3.97%
3Y
+8.05%
5Y
+7.78%
3Y and 5Y returns are annualised.
Return calculator
You invest
—
Est. gain
—
Est. value
—
Invested Gain
Invested
Projected value
min SIP ₹100
Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. Actual returns vary and are not guaranteed.
Where your money goes
AS OF 31 MAY 2026
Equity 72.74%
Cash & other 39.57%
Sector split
Country split
Top 5 hold 24.5%
Top 10 hold 35.8%
60 equity holdings
Equity holdings
(top 30)
| # | Holding | Sector | Country | Weight | YTD |
|---|---|---|---|---|---|
| 1 | HDFC Bank
INE040A01034 |
Financial Services Banks - Regional |
India |
5.99%
|
-20.02% |
| 2 | ICICI Bank
INE090A01021 |
Financial Services Banks - Regional |
India |
5.88%
|
+0.27% |
| 3 | Reliance Industries
INE002A01018 |
Energy Oil & Gas Refining & Marketing |
India |
4.92%
|
-16.23% |
| 4 | Bharti Airtel
INE397D01024 |
Communication Services Telecom Services |
India |
3.94%
|
-9.25% |
| 5 | Larsen & Toubro
INE018A01030 |
Industrials Engineering & Construction |
India |
3.75%
|
+4.01% |
| 6 | Mahindra & Mahindra
INE101A01026 |
Consumer Cyclical Auto Manufacturers |
India |
3.04%
|
-17.10% |
| 7 | Kotak Bank
INE237A01036 |
Financial Services Banks - Regional |
India |
2.55%
|
-9.31% |
| 8 | Bajaj Finance
INE296A01032 |
Financial Services Credit Services |
India |
2.21%
|
-2.53% |
| 9 | Tata Steel
INE081A01020 |
Basic Materials Steel |
India |
1.83%
|
+12.71% |
| 10 | Bharat Electronics
INE263A01024 |
Industrials Aerospace & Defense |
India |
1.71%
|
+7.32% |
About this scheme
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.
Fund manager(s): Kumaresh Ramakrishnan, S Bharath, Clyton Richard Fernandes, Shalav Saket
Exit load: For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
Scheme snapshot
VR Rating
MS Rating
Plan
Growth
Type
DIRECT
Inception
01 Jan 2013
Lump-sum min
₹100
SIP
Purchase
Switch
STP
SWP
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