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Sundaram Aggressive Hybrid Fund Direct-idcw Monthly
Hybrid
Large Cap
High Risk
Latest AUM
₹ 8,940.5 Cr.
NAV as on 23 oct, 2026
₹ 35.39
+20.58%
3 years annulised
This Fund
Fund Details
Fund Names
Sundaram Aggressive Hybrid Fund Direct-idcw Monthly
Inception Date
02 Jan 2013
Lock In
No Lock-in
SIP Minimum Investment amount
₹100
SWP Minimum Investment amount
₹500
STP Minimum Investment amount
₹1000
Risk
Principal at high risk
Category Average Annual Returns
2.84
Portfolio Composition Analysis
Equity
69.18%
Debt
21.64%
Cash
6.27%
Portfolio Updated on: 10 Jul, 2026
Sector Allocations
Equity
Debt
Other
Financial
Industrials
Technology
Consumer Discretionary
Energy & Utilities
Materials
Consumer Staples
Healthcare
Portfolio Updated on: 23 oct, 2026
Top 10 Holdings
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd | Financial | Equity | 7.34% |
| HDFC Bank Ltd | Financial | Equity | 7.26% |
| HDFC Bank Ltd | Financial | Equity | 7.46% |
| HDFC Bank Ltd | Financial | Equity | 7.46% |
| HDFC Bank Ltd | Financial | Equity | 6.90% |
| HDFC Bank Ltd | Financial | Equity | 7.22% |
| HDFC Bank Ltd | Financial | Equity | 7.22% |
| HDFC Bank Ltd | Financial | Equity | 5.99% |
| HDFC Bank Ltd | Financial | Equity | 6.09% |
| HDFC Bank Ltd | Financial | Equity | 7.33% |
Debt & Credit Risk Analysis
| Sharpe Ratio | 0.41% |
| Standard Deviation | 11.33% |
| Sortino Ratio | 0.53% |
Returns Analysis
| Tenure | Absolute | Annualised | Category Average |
|---|---|---|---|
| 3 Months | -5.10% | NA | 2.67% |
| 6 Months | -5.07% | NA | 10.68% |
| 9 Months | -6.20% | NA | 5.10% |
| 1 Year | -8.74% | -8.74% | 2.84% |
| 2 Years | -4.33% | -2.19% | 17.05% |
| 3 Years | 24.82% | 7.67% | 16.22% |
| 5 Years | 39.14% | 6.83% | 18.30% |
| 7 Years | 111.04% | 11.26% | NA |
| 10 Years | 171.16% | 10.49% | 12.71% |
Sundaram Aggressive Hybrid Fund Direct-idcw Monthly is one Hybrid mutual fund offered by Sundaram Mutual Fund. Launched on 02 Jan 2013, the fund aims Income and long term capital growth. Investment in equity & equity related securities, debt/money market securities as well as derivatives. It manages assets worth ₹8,940.5 crore as on Tue Jun 30, 2026. The expense ratio stands at 1.11%.
Clyton Richard Fernandes has experience Prior to joining Sundaram Mutual Fund, he has worked with Canara HSBC Life, Mahindra Manulife AMC, Bank of Baroda Capital Markets and Systematix Shares & Stocks
Dwijendra Srivastava has experience Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Bharath S. has experience Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Sandeep Agarwal has experience Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Top Performing Mutual Funds
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More Funds from Sundaram Mutual Fund
| Fund name | |||||||
|---|---|---|---|---|---|---|---|
| Sundaram Aggressive Hybrid Fund-growth | 8,940.5 | -6.57% | -5.33% | -5.55% | -9.68% | +6.50% | +5.61% |
| Sundaram Aggressive Hybrid Fund Direct-growth | 8,940.5 | -6.49% | -5.10% | -5.07% | -8.74% | +7.67% | +6.83% |
| Sundaram Aggressive Hybrid Fund-idcw Monthly | 8,940.5 | -6.57% | -5.33% | -5.55% | -9.68% | +6.50% | +5.61% |
growth is based on 1-month returns of the funds
Top Mutual Funds
| Fund name | |||||||
|---|---|---|---|---|---|---|---|
| SBI Equity Hybrid Fund Direct Plan-growth | 85,633.5 | -4.51% | -4.68% | -3.54% | -3.78% | +10.87% | +8.33% |
| SBI Equity Hybrid Fund-growth | 85,633.5 | -4.56% | -4.84% | -3.85% | -4.40% | +10.14% | +7.60% |
| SBI Equity Hybrid Fund Direct Plan-idcw | 85,633.5 | -4.51% | -4.68% | -3.54% | -3.78% | +10.87% | +8.33% |
| SBI Equity Hybrid Fund-idcw | 85,633.5 | -4.56% | -4.84% | -3.85% | -4.40% | +10.14% | +7.60% |
| ICICI Prudential Equity & Debt Fund-growth | 51,480.5 | -5.01% | -5.29% | -4.97% | -6.61% | +11.04% | +11.56% |
| ICICI Prudential Equity & Debt Fund Direct-growth | 51,480.5 | -4.97% | -5.16% | -4.71% | -6.08% | +11.69% | +12.21% |
| ICICI Prudential Equity & Debt Fund Direct-idcw Half Yearly | 51,480.5 | -4.97% | -5.16% | -4.71% | -6.08% | +11.69% | +12.21% |
| ICICI Prudential Equity & Debt Fund-idcw Half Yearly | 51,480.5 | -5.01% | -5.29% | -4.97% | -6.61% | +11.04% | +11.56% |
| ICICI Prudential Aggressive Hybrid Fund Direct-idcw Monthly | 51,480.5 | -4.97% | -5.16% | -4.71% | -6.08% | +11.69% | +12.21% |
| ICICI Prudential Aggressive Hybrid Fund Direct-idcw Monthly | 51,480.5 | -4.97% | -5.16% | -4.71% | -6.08% | +11.69% | +12.21% |
Top funds are based on Fund AUM
Top Hybrid Funds
| Fund name | ||||
|---|---|---|---|---|
| Bank Of India Mid & Small Cap Equity & Debt Fund Direct-growth | ₹44.22 | +15.10% | +13.12% | — |
| Bank Of India Mid & Small Cap Equity & Debt Fund Direct-idcw | ₹33.72 | +15.10% | +13.12% | — |
| Icici Prudential Retirement Fund - Hybrid Aggressive Plan Direct-growth | ₹28.66 | +15.57% | +12.68% | — |
| Icici Prudential Retirement Fund - Hybrid Aggressive Plan Direct-idcw | ₹28.66 | +15.57% | +12.68% | — |
| Icici Prudential Equity & Debt Fund Direct-growth | ₹426.79 | +11.69% | +12.21% | — |
| Icici Prudential Equity & Debt Fund Direct-idcw Half Yearly | ₹26.47 | +11.69% | +12.21% | — |
| Icici Prudential Aggressive Hybrid Fund Direct-idcw Monthly | ₹66.25 | +11.69% | +12.21% | — |
| Icici Prudential Aggressive Hybrid Fund Direct-idcw Monthly | ₹66.25 | +11.69% | +12.21% | — |
| Icici Prudential Equity & Debt Fund Direct-idcw Monthly | ₹66.25 | +11.69% | +12.21% | — |
| Icici Prudential Equity & Debt Fund Direct-idcw Yearly | ₹25.04 | +11.69% | +12.21% | — |
growth is based on 5Y returns of the funds
Historical NAV
| Date | NAV |
|---|---|
| 23 Oct 2026 | ₹35.39 |
| 22 Oct 2026 | ₹35.72 |
| 03 Aug 2026 | ₹39.39 |
| 31 Jul 2026 | ₹38.99 |
| 30 Jul 2026 | ₹38.82 |
| 29 Jul 2026 | ₹38.77 |
| 28 Jul 2026 | ₹38.52 |
| 27 Jul 2026 | ₹38.44 |
| 24 Jul 2026 | ₹38.11 |
| 23 Jul 2026 | ₹38.28 |
| 22 Jul 2026 | ₹38.44 |
| 21 Jul 2026 | ₹38.69 |
| 20 Jul 2026 | ₹38.67 |
| 17 Jul 2026 | ₹39.08 |
| 16 Jul 2026 | ₹39.01 |
| 15 Jul 2026 | ₹39.09 |
| 14 Jul 2026 | ₹38.93 |
| 13 Jul 2026 | ₹39.16 |
| 10 Jul 2026 | ₹39.13 |
| 09 Jul 2026 | ₹38.77 |
| 08 Jul 2026 | ₹38.50 |
| 07 Jul 2026 | ₹39.07 |
| 06 Jul 2026 | ₹39.18 |
| 03 Jul 2026 | ₹38.99 |
| 02 Jul 2026 | ₹38.94 |
| 01 Jul 2026 | ₹38.77 |
| 30 Jun 2026 | ₹38.67 |
| 29 Jun 2026 | ₹38.62 |
| 25 Jun 2026 | ₹38.84 |
| 24 Jun 2026 | ₹38.79 |
Portfolio Updated on: 24 Oct, 2026
Fund Growth & Size Analysis
+₹8,940.5 Cr
Since Launch
This Fund
Category Average
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Sundaram Aggressive Hybrid Fund Direct-idcw Monthly Returns Comparison
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Sundaram Aggressive Hybrid Fund Direct-idcw Monthly FAQ'S
- Sharpe Ratio: 0.41%
- Standard Deviation: 11.33%
- Sortino Ratio: 0.53%
Additional important ratios:
As of Tue Jun 30, 2026, the total assets managed under Sundaram Aggressive Hybrid Fund Direct-idcw Monthly stand at approximately ₹ 8,940.5 crore.
The historical growth of the Sundaram Aggressive Hybrid Fund Direct-idcw Monthly is reflected through its CAGR returns:
- 3 Year CAGR: 7.67%
- 5 Year CAGR: 6.83%
- Return Since Launch: 11.09%
The portfolio of Sundaram Aggressive Hybrid Fund Direct-idcw Monthly is distributed across different asset classes as follows:
- Equity: 69.18%
- Debt Instruments: 21.64%
- Other Assets: 6.27%
The Sundaram Aggressive Hybrid Fund Direct-idcw Monthly is managed by Sandeep Agarwal, representing Sundaram Mutual Fund.
The Sundaram Aggressive Hybrid Fund Direct-idcw Monthly investments are allocated across market caps in the following manner:
- Large Cap Stocks: 65.98%
- Mid Cap Stocks: 17.73%
- Small Cap Stocks: 16.29%
Top stock holdings of Sundaram Aggressive Hybrid Fund Direct-idcw Monthly include:
- HDFC Bank Ltd – represents 7.34% of the portfolio
- HDFC Bank Ltd – represents 7.26% of the portfolio
- HDFC Bank Ltd – represents 7.46% of the portfolio
- HDFC Bank Ltd – represents 7.46% of the portfolio
- HDFC Bank Ltd – represents 6.90% of the portfolio
- HDFC Bank Ltd – represents 7.22% of the portfolio
- HDFC Bank Ltd – represents 7.22% of the portfolio
- HDFC Bank Ltd – represents 5.99% of the portfolio
- HDFC Bank Ltd – represents 6.09% of the portfolio
- HDFC Bank Ltd – represents 7.33% of the portfolio
Major sector exposures in Sundaram Aggressive Hybrid Fund Direct-idcw Monthly are:
- Financial – accounts for 335.85% of the portfolio
- Industrials – accounts for 108.76% of the portfolio
- Technology – accounts for 98.09% of the portfolio
- Consumer Discretionary – accounts for 92.10% of the portfolio
- Energy & Utilities – accounts for 77.28% of the portfolio
