NAV Growth

Growth of each fund's NAV over the selected period, rebased to 0%

Growth of each fund's NAV over the selected period, rebased to 0%

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Fund Details

Fund Details	HDFC Aggressive Hybrid Fund - Direct (G)	Sundaram Aggressive Hybrid Fund - Direct (G)
Fund Type	Hybrid	Hybrid
Risk	Very High	High
Min SIP Amount	₹100	₹100
Min Lumpsum	₹100	₹100
Expense Ratio	1.12%	1.14%
NAV	₹128.38 (11 Nov 2026)	₹187.65 (11 Nov 2026)
Fund Size	₹20,933.60 Cr	₹8,720.78 Cr
Fund Started	01 Jan 2013	02 Jan 2013
Lock-in Period	No lock-in	No lock-in
Exit Load	1.00%If Units are redeemed / switched-out within 1 year from the date of allotment NilIf Units are redeemed / switched-out after 1 year from the date of allotment	If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 0.25% of the applicable NAV will be charged.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.

Returns	HDFC Aggressive Hybrid Fund - Direct (G)	Sundaram Aggressive Hybrid Fund - Direct (G)
1M	6.74%	5.40%
3M	0.96%	-0.97%
6M	4.31%	1.55%
1Y	-1.87%	-0.84%
3Y	8.26%	9.85%
5Y	8.19%	8.01%
Since Inception	13.50%	12.93%

Trailing risk-adjusted performance measures

Risk Ratio	HDFC Aggressive Hybrid Fund - Direct (G)	Sundaram Aggressive Hybrid Fund - Direct (G)
Alpha	0.79	3.04
Beta	0.74	0.80
Sharpe	0.09	0.27
Standard Deviation	3.13	3.41

Holding Analysis	HDFC Aggressive Hybrid Fund - Direct (G)	Sundaram Aggressive Hybrid Fund - Direct (G)
Top 5 Holdings	24.81%	23.11%
Top 10 Holdings	37.28%	38.74%
Portfolio Turnover	29.27	144.70
Equity	74.47%	74.43%
Debt	24.81%	25.38%
Cash	—	—

Name	Assets
ICICI Bank LtdEquity

Fund Manager	HDFC Aggressive Hybrid Fund - Direct (G)	Sundaram Aggressive Hybrid Fund - Direct (G)
Name	, , , , ,

About	HDFC Aggressive Hybrid Fund - Direct (G)	Sundaram Aggressive Hybrid Fund - Direct (G)
AMC	HDFC Mutual Fund	Sundaram Mutual Fund
Scheme Category	Aggressive Hybrid Fund	Aggressive Hybrid Fund
Benchmark	NIFTY 50 Hybrid Composite Debt 65:35 Index	CRISIL Hybrid 35+65 - Aggressive Index
Launch Date	01 Jan 2013	01 Jan 2013