- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Aggressive Hybrid Fund (G)
Sundaram Aggressive Hybrid Fund (G)
₹ 155.38
NAV (May 09)
Aggressive Hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.
This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
Sundaram Aggressive Hybrid Fund (G) Calculator
Investment Duration5 years
7,32,612
Total Investment4,35,578
Wealth Gained11,68,190
Total Corpus Created (₹)
With CAGR of 18.495 % in 5 yearsHistorical NAV
₹ 155.3767
NAV (May 9)
Fund Returns
Last 1Y | 9.7% |
Last 3Y | 14.1% |
Last 5Y | 18.5% |
Last 10Y | 11.4% |
Since Inception | 10.7% |
6 Month CAGR | -1.3% |
Scheme Information
The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities.
Expense Ratio | 1.85 % |
Launched 25Y ago | 2000-01-14 |
AUM in Crores | 5924.4 |
ISIN | INF173K01CL8 |
Lock-in (days) | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 10.3 |
Beta | 0.8 |
Sharpe Ratio | 0.4 |
Fund Managers
Returns Calculator Comparison
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Aggressive Hybrid Fund (G) | 11,68,190 | 4,35,578 | 18.5% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Reliance Industries Ltd.
4.76%HDFC Bank Ltd.
4.05%GOI
3.99%ICICI Bank Ltd.
3.98%Others
3.27%
Allocation by Sector
Financial
18.23%Technology
7.55%Energy
7.21%Automobile
6.64%Healthcare
5.45%
Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,363 cr | ||
₹ 57,484 cr | ||
₹ 12,455 cr | ||
₹ 23,850 cr | ||
₹ 5,443 cr |
About the AMC
Sundaram Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
24.2% | 23.6% | ||
7.2% | 7.2% | ||
16.3% | 11.3% | ||
19.1% | 19.4% | ||
22.4% | 14.5% |
Sundaram Aggressive Hybrid Fund (G) Calculator
Investment Duration5 years
7,32,612
Total Investment4,35,578
Wealth Gained11,68,190
Total Corpus Created (₹)
With CAGR of 18.495 % in 5 yearsSundaram Aggressive Hybrid Fund (G) Review
Sundaram Aggressive Hybrid Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 10.75% over 25 years. The fund has grown over a period of 25 years. The fund is managed by Sundaram Mutual Fund. The fund managers are Bharath S., Clyton Richard Fernandes, Dwijendra Srivastava, Ravi Gopalakrishnan, Sandeep Agarwal.
Nav of Sundaram Aggressive Hybrid Fund (G) as of 5/9/2025 is ₹155.38 with the total AUM as of 5/11/2025 is ₹5924.35. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Aggressive Hybrid Fund (G) was launched on 2000-01-14. The category risk of the fund is High.
The minimum SIP amount for Sundaram Aggressive Hybrid Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.