What is the current price / NAV of Sundaram Aggressive Hybrid Fund(M-IDCW)?
The current NAV of Sundaram Aggressive Hybrid Fund(M-IDCW) is ₹38.35, as of 21st May 2026.What are the returns of Sundaram Aggressive Hybrid Fund(M-IDCW)?
The Sundaram Aggressive Hybrid Fund(M-IDCW) was launched on 1st January 2013. This mutual fund's past returns are as follows:- 1 Year Returns: -11.08%
- 3 Year Returns: 1.26%
- 5 Year Returns: 0.69%
What are the top 5 sectoral holdings of Sundaram Aggressive Hybrid Fund(M-IDCW)?
The top sectors Sundaram Aggressive Hybrid Fund(M-IDCW) has invested in are as follows:- Private Banks | 13.71%
- Public Banks | 8.58%
- Specialized Finance | 6.93%
- G-Sec | 6.13%
- Miscellaneous | 6.01%
What are the top 5 holdings of Sundaram Aggressive Hybrid Fund(M-IDCW)?
The top 5 holdings for Sundaram Aggressive Hybrid Fund(M-IDCW) are as follows:- HDFC Bank Ltd | 6.09%
- TREPS | 6.01%
- ICICI Bank Ltd | 4.93%
- Reliance Industries Ltd | 4.36%
- Larsen and Toubro Ltd | 3.71%
What is the asset allocation of Sundaram Aggressive Hybrid Fund(M-IDCW)?
The asset allocation for Sundaram Aggressive Hybrid Fund(M-IDCW) is as follows:- Equity | 70.29%
- Corporate Debt | 11.57%
- Government Securities | 6.13%
- Cash & Equivalents | 5.97%
- Certificate of Deposit | 2.22%
What is the AUM of Sundaram Aggressive Hybrid Fund(M-IDCW)?
The AUM (i.e. assets under management) of Sundaram Aggressive Hybrid Fund(M-IDCW) is ₹8484.02 Cr as of 21st May 2026.What is the expense ratio of Sundaram Aggressive Hybrid Fund(M-IDCW)?
The expense ratio of Sundaram Aggressive Hybrid Fund(M-IDCW) Plan is 0.71 as of 21st May 2026.What is the alpha ratio of Sundaram Aggressive Hybrid Fund(M-IDCW)?
The alpha ratio for the Sundaram Aggressive Hybrid Fund(M-IDCW) is -0.63
Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the volatility or standard deviation of Sundaram Aggressive Hybrid Fund(M-IDCW)?
The volatility or standard deviation for the Sundaram Aggressive Hybrid Fund(M-IDCW) is 9.66
Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Sundaram Aggressive Hybrid Fund(M-IDCW)?
The Sharpe ratio for the Sundaram Aggressive Hybrid Fund(M-IDCW) is -0.55
The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Sundaram Aggressive Hybrid Fund(M-IDCW)?
The Sortino Ratio for the Sundaram Aggressive Hybrid Fund(M-IDCW) is -0.06
The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.
What is the Price to Earnings (PE) ratio of Sundaram Aggressive Hybrid Fund(M-IDCW)?
The PE ratio of Sundaram Aggressive Hybrid Fund(M-IDCW) is 26.23, while category PE ratio is 24.98.
Sundaram Aggressive Hybrid Fund(M-IDCW) Direct IDCW
Scorecard
Performance
LowHasn’t fared well - amongst the low performers in sub-category
Risk
LowStay at ease, amongst the lower risk funds
Cost
HighHigher costs on pocket vs others
Composition
AvgAverage allocation strategy, nothing exciting
Red flags
LowWe got you covered, no major red flags identified
How to use scorecard? Learn more
Sundaram Aggressive Hybrid Fund(M-IDCW) Direct IDCW
IDCW
₹38.350.14% (-0.05)
High
—
—
Low
—
—
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
1M
6M
1Y
3Y
5Y
Max
SIP
Scorecard
Performance
LowHasn’t fared well - amongst the low performers in sub-category
Risk
LowStay at ease, amongst the lower risk funds
Cost
HighHigher costs on pocket vs others
Composition
AvgAverage allocation strategy, nothing exciting
Red flags
LowWe got you covered, no major red flags identified
How to use scorecard? Learn more
Sundaram Aggressive Hybrid Fund(M-IDCW) Performance & Key Metrics
Sundaram Aggressive Hybrid Fund(M-IDCW) Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.71 | 26.23 | -0.55 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.55 | 24.98 | -0.28 |
Sundaram Aggressive Hybrid Fund(M-IDCW) Scheme InfoSundaram Aggressive Hybrid Fund(M-IDCW) Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| CRISIL Hybrid 35+65 - Aggressive Index |
About Aggressive Hybrid Fund
About Aggressive Hybrid Fund
Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.
Sundaram Aggressive Hybrid Fund(M-IDCW) Peers
Sundaram Aggressive Hybrid Fund(M-IDCW) Peers & Comparison
Comparing 3 mutual funds from
HybridAggressive Hybrid Fund
HybridAggressive Hybrid Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Sundaram Aggressive Hybrid Fund(M-IDCW) | -11.08% | 1.26% | 6.08% |
| SBI Equity Hybrid Fund(IDCW-Payout) | 4.53% | 14.61% | 10.72% |
| ICICI Pru Equity & Debt Fund(H-IDCW) | -5.33% | 8.22% | 9.42% |
| HDFC Hybrid Equity Fund(IDCW) | -10.98% | 2.42% | 2.11% |
Sundaram Aggressive Hybrid Fund(M-IDCW) Returns Comparison
Compare Sundaram Aggressive Hybrid Fund(M-IDCW) with any MF, ETF, stock or indexCompare Sundaram Aggressive Hybrid Fund(M-IDCW) with any MF, ETF, stock or index
Sundaram Aggressive Hybrid Fund(M-IDCW)
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Sundaram Aggressive Hybrid Fund(M-IDCW) Asset Allocation
Sundaram Aggressive Hybrid Fund(M-IDCW) Asset Allocation
Actual
Target
Sep 2025
Dec 2025
Mar 2026
Apr 2026
Sep 2025
Dec 2025
Mar 2026
Apr 2026
Sundaram Aggressive Hybrid Fund(M-IDCW) Sector Distribution
Sundaram Aggressive Hybrid Fund(M-IDCW) Sector Distribution
Sep 2025
Dec 2025
Mar 2026
Apr 2026
Sundaram Aggressive Hybrid Fund(M-IDCW) Sector Weightage
Sundaram Aggressive Hybrid Fund(M-IDCW) Sector Weightage
Private Banks
Private Banks as a % of total holdings for last six quarters
Sundaram Aggressive Hybrid Fund(M-IDCW) Current Holdings
Sundaram Aggressive Hybrid Fund(M-IDCW) Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
Holdings
6.09 %
-0.81 %Holdings
4.93 %
0.15 %Holdings
4.36 %
0.55 %
AMC Profile of Sundaram Aggressive Hybrid Fund(M-IDCW)
AMC Profile of Sundaram Aggressive Hybrid Fund(M-IDCW)
Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).
Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).
No.of Schemes
40
Total AUM
₹ 75,467.03 Cr.
Sundaram Aggressive Hybrid Fund(M-IDCW) Manager Details
Sundaram Aggressive Hybrid Fund(M-IDCW) Manager Details
Sundaram Aggressive Hybrid Fund(M-IDCW) Manager Profile
Sundaram Aggressive Hybrid Fund(M-IDCW) Manager Profile
S. Bharath
AUM: ₹29,063.47 Cr.
|
Exp: 7.11yrs
Clyton Richard Fernandes
AUM: ₹14,498.10 Cr.
|
Exp: 18yrs
Sandeep Agarwal
AUM: ₹28,661.49 Cr.
|
Exp: —
Dwijendra Srivastava
AUM: ₹32,455.99 Cr.
|
Exp: 13.2yrs
Sundaram Aggressive Hybrid Fund(M-IDCW) Manager Performance (0)
Sundaram Aggressive Hybrid Fund(M-IDCW) Manager Performance (0)
Hybrid: Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund(M-IDCW) Tax Implications
Sundaram Aggressive Hybrid Fund(M-IDCW) Tax Implications
Let’s calculate your returns after tax
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Historical
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Sundaram Aggressive Hybrid Fund(M-IDCW) Review & Opinions
Sundaram Aggressive Hybrid Fund(M-IDCW) Review & Opinions
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Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%