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16262
18076
Sundaram Aggressive Hybrid Fund - Direct (G)
10.92
2.84
10.44
1.44
2.09
2.06
-0.13
13.27
6
1.64
10.44
Sundaram Aggressive Hybrid Fund - Direct (G)
1.64
10.44
1.19
3.5
5 Years
Begin with SIP Invest One-Time
  • NAV

    188.61

    07 Aug 2026

  • 0.05%

     1 Day

  • 10.92%

    3Y CAGR returns

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  • ₹ 100

    Min SIP

  • ₹ 100

    Min Lumpsum

  • 1.11%

    Expense Ratio

  • 3

     Rating

  • 8,941 Cr

    Fund Size

  • 13 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 07 Aug 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 2.84%
  • 10.92%
  • 10.44%
  • 13.27

Scheme Allocation

By Holding By Sector By Asset
5.05%
4.99%
4.35%
3.74%
3.65%
78.22%
View All

Advance Ratio

  • 4.33Alpha
  • 3.27SD
  • 0.80Beta
  • 0.44Sharpe

Exit Load & Tax Implication

  • Exit Load
  • If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 0.25% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.
  • Tax implication
  • Returns are taxed as per your Income Tax slab.

Fund Objective

The primary investment objective of the Fund is to provide periodic returns and capital appreciation through a judicious mix of equity and debt instruments, while simultaneously aiming to minimise capital erosion.

Fund Managers

S Bharath

Risk-o-meter

Low Low to
moderate Moderate Moderately
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High

Peer Comparison

  • Fund Name
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More Funds from Sundaram Mutual Fund

18076
  • Fund Name
  • AUM - ₹ 23

AMC Contact Details

  • Address :
  • Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
    • Contact :
    • +91044-2858 3362/3367
    • Email ID :
    • customerservices@sundarammutual.com
Mutual Fund by Category
Equity Debt Hybrid

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