Sundaram Aggressive Hybrid Fund - Direct - Growth
A Hybrid Scheme by Sundaram Asset Management Company Ltd
3Y Returns (CAGR)
12.78%
Expense Ratio
0.71%
as of 01/04/2026
AUM
₹238.35 Cr
Qtr End: Dec 25
NAV
₹183.205
as of 17/04/2026
3Y Returns (CAGR)
12.78%
Expense Ratio
0.71%
as of 01/04/2026
AUM
₹238.35 Cr
Qtr End: Dec 25
NAV
₹183.205
as of 17/04/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -2.28% | -8.82% | 16.20% |
| 6M | -3.53% | -6.94% | 12.03% |
| 1Y | 1.74% | 1.74% | 9.99% |
| 3Y | 43.44% | 12.78% | 9.77% |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 09/12/1999
- Fund Age
- 26.3 years
- Minimum Investment
- ₹100
- Fund House
- Sundaram Mutual Fund
- Category
- Hybrid Scheme
- Sub-category
- Aggressive Hybrid Fund (Hybrid Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| WhiteOak Capital Balanced Hybrid Fund - Direct - Growth | - | 0.56% | ₹37.88 |
| DSP Aggressive Hybrid Fund - Direct - Growth | 14.76% | 0.68% | ₹1,025.69 |
| Canara Robeco Equity Hybrid Fund - Direct - Growth | 13.90% | 0.72% | ₹984.69 |
| Navi Aggressive Hybrid Fund - Direct - Growth | 13.99% | 0.61% | ₹22.66 |
| Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct - Growth | 13.23% | 1.09% | ₹956.55 |
| 360 ONE Balanced Hybrid Fund - Direct - Growth | - | 0.45% | ₹456 |
| Sundaram Aggressive Hybrid Fund - Direct - Growth | 12.78% | 0.71% | ₹238.35 |