Sundaram Aggressive Hybrid Fund Growth

AllocationAggressive Allocation
165.29
-1.14(-0.69%)
NAV as on 08 Dec, 2025
CAGR
11.86%

Top Performer

This scheme has consistently delivered the best returns in its Aggressive Allocation category across .

Returns
  • AUM (Crs.)7,332.62
  • Expense Ratio1.78 %
  • Sharpe Ratio / Category Average0.57 / 0.75
  • Standard Deviation / Category Average9.63 / 9.97
  • Beta / Category Average1.09 / 1.08
  • Portfolio Turnover / Category Average103.09 / 94.30
  • Top 5 Stocks Wt.30.27
  • Top 10 Stocks Wt.44.07
  • Top 3 Sectors Wt.41.80
  • Investment StyleLarge Growth
  • Morningstar Rating

Performance

Absolute and Annualised Returns

Yearly Returns

Returns Calculator

Portfolio

Asset Allocation

  • Equity%
  • Debt%
  • Cash%
  • Derivatives%

Weightage by Market Cap

    Concentration

    • No. of Stocksundefined
    • Avg. Market Capundefined
    • Top 10 Stocksundefined%
    • Top 5 Stocksundefined%
    • Top 3 Sectorsundefined%
    View Holdings

    Fundamentals

    MeasuresFundCategory Average

    Risk Metrics

    Peers

    1Y3Y5Y10Y
    Mutual FundAUM (cr.)3YReturns

    Holdings

    Stocks
    Sector

    About

    • Fund Manager(s)Check History
      S. Bharath, Clyton Fernandes, Dwijendra Srivastava, Sandeep Agarwal
    • Launch Date14 Jan, 2000
    • BenchmarkS&P BSE 500

    Objective

    The Investment objective of the Scheme is to provide long-term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities.

    Riskometer

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