CALCULATE YOUR SIP RETURNS
Angel One - Share Market Trading and Stock Broking
START SIP NOWLogin
Sundaram Mutual Fund logo
HYBRID•AGGRESSIVE HYBRID FUND

Sundaram Aggressive Hybrid Fund

3 Year return

14.39%
NAV on January 08, 2026
191.0247
1D Returns
-0.08%
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
25.64%₹923
Total Value ₹4,523

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹7,655.04 Cr.
Expense Ratio
0.64% (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If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 0.25% of the applicable NAV will be charged.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

ARQ Rating
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 Jan 2022

SA

Sandeep Agarwal

Fund Manager since Jan 2022

SB

S Bharath

Fund Manager since Jan 2022

Fund House Details

Sundaram Mutual Fund

Sundaram Mutual Fund

Asset management company

AUM
₹76,570.4 Cr.
No. of Schemes
107
Setup Date
1996

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
ICICI Prudential Equity and Debt Fund20.5529%
5
Bank of India Mid and Small Cap Equity and Debt Fund20.5077%
3
Quant Aggressive Hybrid Fund13.9607%
4

About Sundaram Aggressive Hybrid Fund

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
14.0706%
Expense Ratio
0.64%
Fund Manager
Clyton Richard Fernandes
Fund Size
₹7655.04 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

NameSundaram Mutual Fund
Launch DateJanuary 1996
AddressSundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014
Contact1860 425 7237, 044 2858 3362/3367, 044 2856 9900
Emailcustomerservices@sundarammutual.com
Websitehttps://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

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 January 08, 2026, is ₹191.0247
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 ₹7655.04 crore.
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 0.64%
The Sundaram Aggressive Hybrid Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
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.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,523 in 3Y at 14.3932% returns
SIP Date1st of every month

Your next SIP Payment will be on 8 February 2026

By proceeding, you accept AngelOne's T&C

Grow your wealth with SIP
4,000+ Mutual Funds to choose from