Sundaram Aggressive Hybrid Fund
The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities.
Growthvine rating: 2/5 — ranked #28 of 36 in category.
Fund basics
| Category | Hybrid: Aggressive |
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| NAV | ₹149.15 (as of 2026-10-23) |
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| AUM | ₹8,793 Cr |
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| Expense ratio | 1.51% |
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| Riskometer | High |
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| Fund manager | Bharath S |
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| Exit load | For units in excess of 25% of the investment, 1% will be charged for redemption within 365 days |
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Performance & risk
| Sharpe ratio | 0.17 |
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| Standard deviation | 11.87% |
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| Max drawdown | −13.54% |
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| Alpha | 0 |
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| Beta | 0 |
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Over 5 years, captured 112.7% of NIFTY 50 Hybrid Composite Debt 65:35 Index's upside and 115.4% of its downside.
Market cap allocation
| Large cap | 54.7% |
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| Mid cap | 24.1% |
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| Small cap | 21.2% |
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Concentration
| Top 5 holdings | 18.1% |
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| Top 10 holdings | 28.5% |
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| Total holdings | 56 |
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Top holdings
- ICICI Bank Ltd. — 4.9%
- Reliance Industries Ltd — 3.7%
- Larsen & Toubro Limited — 3.4%
- Bharti Airtel Ltd. — 3.3%
- TREPS — 3.2%
- HDFC Bank Ltd. — 2.9%
- 6.48% Central Government Securities 06/10/2035 — 2.8%
- Eternal Limited — 2.6%
- TVS Motor Company Ltd. — 2.1%
- Kotak Mahindra Bank Ltd. — 2.1%
Top sectors
Not disclosed.
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | −9.7% | Q4 (Bottom) | #30 of 33 |
| 2025 | 4.5% | Q3 | #23 of 33 |
| 2024 | 17.1% | Q2 | #16 of 33 |
| 2023 | 16.8% | Q4 (Bottom) | #29 of 33 |