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Exit Load	If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 0.25% of the applicable NAV will be charged.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

Returns	Sundaram Aggressive Hybrid Fund - Direct (G)
1M	5.40%
3M	-0.97%
6M	1.55%
1Y	-0.84%
3Y	9.85%
5Y	8.01%
Since Inception	12.93%

Trailing risk-adjusted performance measures

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

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

Fund Manager	Sundaram Aggressive Hybrid Fund - Direct (G)
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About	Sundaram Aggressive Hybrid Fund - Direct (G)
AMC	Sundaram Mutual Fund
Scheme Category	Aggressive Hybrid Fund
Benchmark	CRISIL Hybrid 35+65 - Aggressive Index
Launch Date	01 Jan 2013