What is the current price / NAV of Sundaram Aggressive Hybrid Fund(M-IDCW)?
The current NAV of Sundaram Aggressive Hybrid Fund(M-IDCW) is ₹35.39, as of 23rd October 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: -17.67%
- 3 Year Returns: -2.54%
- 5 Year Returns: -3.71%
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 | 10.22%
- Public Banks | 9.08%
- Others | 7.67%
- Investment Banking & Brokerage | 5.92%
- Construction & Engineering | 5.49%
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:- ICICI Bank Limited | 4.93%
- Reliance Industries Ltd | 3.66%
- Larsen and Toubro Ltd | 3.36%
- Bharti Airtel Ltd | 3.29%
- TREPS | 3.21%
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 | 71.29%
- Corporate Debt | 11.44%
- Government Securities | 5.46%
- Cash & Equivalents | 3.84%
- Certificate of Deposit | 3.11%
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 ₹8793.32 Cr as of 23rd October 2026.What is the base expense ratio of Sundaram Aggressive Hybrid Fund(M-IDCW)?
The base expense ratio of Sundaram Aggressive Hybrid Fund(M-IDCW) Plan is 0.63 as of 23rd October 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 -1.29
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 10.74
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 -1.22
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 -0.12
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 32.09, while category PE ratio is 25.15.
Sundaram Aggressive Hybrid Fund(M-IDCW) Direct IDCW
Scorecard
Performance
LowHasn’t fared well - amongst the low performers in sub-category
Risk
HighStay alerted, risk is higher vs others
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
₹35.390.92% (-0.33)
High
—
—
Low
—
—
Returns
—
—
1M
6M
1Y
3Y
5Y
Max
SIP
Scorecard
Performance
LowHasn’t fared well - amongst the low performers in sub-category
Risk
HighStay alerted, risk is higher vs others
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
| No LabelNo Label | Base Expense RatioBase Exp. Ratio | No LabelNo Label |
|---|---|---|
| 1.16 | 0.63 | -1.22 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.68 | -1.09 | 32.09 |
Sundaram Aggressive Hybrid Fund(M-IDCW) Scheme InfoSundaram Aggressive Hybrid Fund(M-IDCW) Scheme Info
| PlanPlan | Lock inLock in Lock in Period Period before which your investment can't be withdrawn from the MF scheme | Exit LoadExit Load Exit Load The fee that the AMC charges investors at the time of exiting or redeeming their fund units. |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. Sip Investment If SIP investments are allowed in the fund or not | Min. LumpsumMin. Lumpsum Minimum Lumpsum Inv Amount Minimum investment the AMC allows in the given scheme via lumpsum route |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark Benchmark Index Benchmark index wrt which performance of the fund is tracked |
|---|
| — |
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) | -17.67% | -2.54% | 5.27% |
| SBI Aggressive Hybrid Fund(IDCW Payout) | -3.78% | 10.88% | 10.18% |
| ICICI Pru Aggressive Hybrid Fund(H-IDCW) | -13.97% | 2.84% | 8.38% |
| HDFC Aggressive Hybrid Fund(IDCW) | -14.71% | 0.21% | 1.72% |
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)
Hmm, looks like data is unavailable here. Please come back after some timeSundaram Aggressive Hybrid Fund(M-IDCW) Portfolio
Sundaram Aggressive Hybrid Fund(M-IDCW) Asset Allocation
Sundaram Aggressive Hybrid Fund(M-IDCW) Asset Allocation
Actual
Target
Dec 2025
Mar 2026
Jun 2026
Sep 2026
Dec 2025
Mar 2026
Jun 2026
Sep 2026
Sundaram Aggressive Hybrid Fund(M-IDCW) Sector Distribution
Sundaram Aggressive Hybrid Fund(M-IDCW) Sector Distribution
Dec 2025
Mar 2026
Jun 2026
Sep 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
4.93 %
-0.12 %Holdings
3.66 %
-0.08 %Holdings
3.36 %
-0.28 %
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
₹ 78,287.43 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
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) Review & Opinions
Sundaram Aggressive Hybrid Fund(M-IDCW) Review & Opinions
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