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Exit Load	If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 0.25% of the applicable NAV will be charged.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

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

Trailing risk-adjusted performance measures

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

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

Name	Assets
HDFC Bank LtdEquity	8.07%
ICICI Bank LtdEquity

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

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