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 #25 of 36 in category.
Fund basics
| Category | Hybrid: Aggressive |
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| NAV | ₹152.85 (as of 2026-10-01) |
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| AUM | ₹9,272 Cr |
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| Expense ratio | 1.50% |
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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 | 0.37 |
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| Standard deviation | 11.32% |
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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 | 53.1% |
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| Mid cap | 24.8% |
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| Small cap | 22.1% |
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Concentration
| Top 5 holdings | 17.5% |
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| Top 10 holdings | 28.4% |
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| Total holdings | 55 |
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Top holdings
- TREPS — 6.1%
- ICICI Bank Ltd. — 5.1%
- Larsen & Toubro Limited — 3.4%
- Reliance Industries Ltd — 3.1%
- Bharti Airtel Ltd. — 3.1%
- 6.48% Central Government Securities 06/10/2035 — 3.0%
- HDFC Bank Ltd. — 2.8%
- Mahindra & Mahindra Ltd. — 2.6%
- Eternal Limited — 2.2%
- COFORGE LIMITED — 2.1%
Top sectors
Not disclosed.
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | −7.5% | Q4 (Bottom) | #28 of 33 |
| 2025 | 4.5% | Q3 | #23 of 33 |
| 2024 | 17.1% | Q2 | #16 of 33 |
| 2023 | 16.8% | Q4 (Bottom) | #29 of 33 |