HYBRID•AGGRESSIVE HYBRID FUND
Sundaram Aggressive Hybrid Fund
3 Year return
11.09%
NAV on August 16, 2026
188.9395
1D Returns
-0.2%
Launched on January 2013(13 years)
Investment Details
₹100
Minimum SIP Amount
₹100
Minimum one time investment
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹3,600
Gain
19.08%₹687
Total Value ₹4,287
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹9,147.19 Cr.
Expense Ratio
1.11% (inclusive of GST)
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If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 0.25% of the applicable NAV will be charged.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.
Ratings
4.5
Ratings by other agencies
Value Research
3
Crisil
3
Morning Star
4
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Sundaram Mutual Fund Manager
CR
Clyton Richard Fernandes
Fund Manager since Oct 2024
DS
Dwijendra Srivastava
Fund Manager since Jul 2010
KR
Kumaresh Ramakrishnan
Fund Manager since Jun 2026
SA
Sandeep Agarwal
Fund Manager since Jan 2013
SB
S Bharath
Fund Manager since Jul 2024
SS
Shalav Saket
Fund Manager since May 2026
Fund House Details
Sundaram Mutual Fund
Asset management company
AUM
₹76,995.46 Cr.
No. of Schemes
107
Setup Date
1996
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| ICICI Prudential Equity and Debt Fund | 15.3706% | 5 |
| Bank of India Mid and Small Cap Equity and Debt Fund | 19.0046% | 3 |
| JM Aggressive Hybrid Fund | 15.2221% | 3.5 |
Schemes by Sundaram Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Payout11.3887%
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Reinvestment11.3887%
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Growth11.0884%
7.3166%
7.3166%
Sundaram Aggressive Hybrid Fund, formerly known as Principal Hybrid Equity Fund Direct Plan Growth, was initially offered by Principal Mutual Fund. The fund was renamed after the merger of the Sundaram Equity Hybrid Fund and the Principal Hybrid Equity Fund. Sundaram Aggressive Hybrid Fund is an open-ended fund that predominantly invests in equity and equity-related securities across the market capitalisation spectrum to generate capital gains from long-term investment. The aggressive hybrid fund also offers benefits such as quarterly interest distribution cum withdrawal (IDCW), payout, reinvestment, and transfer options.
Investment Objective of the Scheme
As a hybrid fund, Sundaram Aggressive Hybrid Fund takes exposure to both equity and debt securities. It invests in a well-diversified portfolio of equities and debt to provide steady income and effective risk rebalancing according to market situations. During a market downturn, the steady accrual income helps offset uncertain equity income, while the accrual income combines with equity appreciation during up-market to offer higher returns.
Key Features of The Fund
5-year return
10.2538%
Expense Ratio
1.11%
Fund Manager
Clyton Richard Fernandes
Fund Size
₹9147.19 Cr.
Risk Profile
High
Is This Scheme Right for Me?
If you are looking for a mutual fund that will generate returns across market conditions from portfolio rebalancing facilities, Sundaram Aggressive Hybrid Fund may catch your attention. Make sure to determine your overall financial goals and risk tolerance before investing.
AMC Contact Details
| Name | Sundaram Mutual Fund |
| Launch Date | January 1996 |
| Address | Sundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014 |
| Contact | 1860 425 7237, 044 2858 3362/3367, 044 2856 9900 |
| customerservices@sundarammutual.com | |
| Website | https://www.sundarammutual.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Plan Your Investments Efficiently
SIPs can help you invest with minimum contributions over a period of time. With Angel One's free SIP calculator online, you can set your end goal and determine the required contribution amount. Check how over time, with small contributions, you can build up enough to achieve your financial goals.
FAQs
What is today's NAV of Sundaram Aggressive Hybrid Fund?
NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Sundaram Aggressive Hybrid Fund on August 16, 2026, is ₹188.9395
What is the AUM of Sundaram Aggressive Hybrid Fund?
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Sundaram Aggressive Hybrid Fund, is ₹9147.19 crore.
What is the expense ratio of Sundaram Aggressive Hybrid Fund?
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Sundaram Aggressive Hybrid Fund is 1.11%
What are the returns of Sundaram Aggressive Hybrid Fund since inception?
The Sundaram Aggressive Hybrid Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in Sundaram Aggressive Hybrid Fund?
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Sundaram Aggressive Hybrid Fund is ₹100.
How do I invest in Sundaram Aggressive Hybrid Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Sundaram Aggressive Hybrid Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Sundaram Aggressive Hybrid Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Sundaram Aggressive Hybrid Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹4,287 in 3Y at 11.0884% returns
SIP Date1st of every month
Your next SIP Payment will be on 16 September 2026
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