Aggressive HybridHighVR Rating
₹8,629 Cr.
None
| Name | 1Y Return | VR Rating | 1Y Rank | 3Y Rank | 5Y Rank | Alpha | NAV(₹) |
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Sundaram Aggressive Hybrid Fund(G) is an open-ended aggressive hybrid funddesigned for investors seeking diversification across equity and debt within a single portfolio. As per the SEBI’s mandate, aggressive hybrid funds need to invest at least 65% of their portfolio in equity and equity related securities.
As of 1 Apr 2026 ,Sundaram Aggressive Hybrid Fund(G) manages ₹8484 crore in assets. The fund currently holds 55 stocks, and the top 10 stocks contribute 34.00% of the portfolio, an important “quick check” for how concentrated (or diversified) the fund is.
The investment objective of Sundaram Aggressive Hybrid Fund(G) is to generate long-term capital appreciation and current income by investing in a balanced portfolio of equity and debt instruments. Investors can typically invest and redeem on business days (subject to scheme cut-off timings and applicable exit load). The current NAV of the scheme is ₹155.12 as on 29 May 2026, and the risk level is High.
Sundaram Aggressive Hybrid Fund(G) was launched on 14 Jan 2000 and is benchmarked against [CRISIL Hybrid 35+65 - Aggressive Index]. The scheme is managed by S. Bharath who has been managing the fund since 4 Oct 2024 and the fund is also managed by Clyton Richard Fernandes, Sandeep Agarwal, Dwijendra Srivastava. The exit load of the fund is Nil upto 25% of units within 1Y, 1% in excess of limit within 1Y, Nil after 1Y
.Sundaram Aggressive Hybrid Fund(G) invests across equity and debt instruments to balance risk and return. As of , the portfolio is allocated to Corporate Debt (12%), Government Securities (6%), Certificate of Deposit (2%), Commercial Paper (1%).
A quick way to read this: higher equity allocation generally increases long-term return potential but also volatility, while debt allocation helps provide stability and income generation during uncertain market phases.
As of 1 Apr 2026, in terms of the entire equity allocation, the exposure to Large Cap is 52%, Mid Cap is 11%and Small Cap is 6%.
A quick way to read this: higher large-cap exposure generally means the portfolio is leaning toward stability and liquidity, while any meaningful mid/small-cap exposure can add return potential, but also higher volatility.
The top 5 holdings of the fund are 6.48% Central Government Securities 06/10/2035 (2.4%), 7.10% Central Government Securities 08/04/2034 (1.5%), National Bank for Agriculture & Rural Development - 7.53% - 24/03/2028 (1.%), National Bank for Agriculture & Rural Development - 05/03/2027 (0.8%), National Bank for Agriculture & Rural Development - 10/03/2027 (0.6%)
In aggressive hybrid funds, top holdings are usually dominated by large-cap equity names along with selected debt instruments.
The top sector exposures are Sector Allocation (%) "Bank 22% Finance 12% G-Sec 6% Miscellaneous 6% IT 5%
.
Sector allocation mainly reflects the equity portion of the portfolio and can influence short-term performance depending on market cycles.
Sundaram Aggressive Hybrid Fund(G)’s recentCAGR returns are -3.0% (1 year), 10.0% (3 years) and 9.6% (5 years).These returns are as of 31 May 2026
Against the full Aggressive Hybrid fund peer set, the scheme is ranked 24/29 over 1 year, 23/29 over 3 years, 20/29 over 5 years period.
If you had invested ₹1,00,000 in Sundaram Aggressive Hybrid Fund(G) then you would have got:
| Duration | Annualized Returns (%) | Current Total Value | Current Total Profit |
|---|---|---|---|
| 1 Year | -3.0% | ₹97000.00 | ₹-3000.00 |
| 3 Year | 10.0% | ₹110000.00 | ₹10000.00 |
| 5 Year | 9.6% | ₹109600.00 | ₹9600.00 |
Note: These are historical returns and they may not repeat in the future.
Always check exit load before investing in any fund.
As of1 Apr 2026, the fund’s Beta is 1.
The fund’s Standard Deviation was 3%.
Similarly, Alpha was 0.
Also, Sharpe ratio was 0.
As of 29 May 2026, the fund’s YTM is 7%. A rising YTM often means the portfolio is earning at higher prevailing short-term rates, while a falling YTM can indicate either softer rates or a more conservative portfolio tilt. YTM (Yield to Maturity) is also one of the best forward-looking indicators for what returns may look like going ahead (not a guarantee, but a useful expectation gauge).
The fund’s Modified Duration was 986 years . Modified duration is basically a sensitivity meter: in general, lower duration = lower interest-rate sensitivity.
It may suit investors who want to:
It offers a few practical benefits: balanced exposure between equity and debt, relatively smoother investment experience during volatile periods, and long-term wealth creation potential with comparatively lower risk than pure equity funds.
These funds are less volatile than diversified equity funds but are still market-linked investments. Key things to watch are equity allocation strategy, debt portfolio quality, interest-rate sensitivity, sector concentration, and consistency of performance across market cycles. Returns may underperform pure equity funds during strong bull markets because of the debt allocation.
Since this fund is treated as an equity-oriented fund (Equity > 65%):
Tax rules are subject to change as per regulations.
Sundaram Aggressive Hybrid Fund(G) is positioned as a balanced growth-oriented investment option that combines equity growth potential with debt stability.
A simple way to track whether it is doing its job is to follow three indicators: consistency of returns, downside protection during volatile markets, and how efficiently the fund balances equity and debt allocation over time. The strength of aggressive hybrid funds lies in delivering relatively smoother long-term wealth creation compared to pure equity investing.
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To invest a lumpsum amount in Sundaram Aggressive Hybrid Fund(G) with Ventura: Access the Mutual funds section by logging in to Ventura through your browser/mobile app Select Sundaram Aggressive Hybrid Fund(G) from the list, the amount to be invested & make the payment.
To start a SIP (Systematic Investment Plan) in Sundaram Aggressive Hybrid Fund(G) with Ventura: Access the Mutual funds section by logging in to Ventura through your browser/mobile app Select Sundaram Aggressive Hybrid Fund(G) from the list, the amount to be invested & date of deduction. Pay the first instalment towards your SIP. Set the autopay mandate to enable regular investment of future SIP instalments, directly from your bank account. And you're done. Note: Remember to keep your bank account funded with the amount for regular SIPs for your mutual fund investment in Sundaram Aggressive Hybrid Fund(G).
It will take up to one trading day for the invested Sundaram Aggressive Hybrid Fund(G) units to reflect in your portfolio. For example, If you have made the investment in Sundaram Aggressive Hybrid Fund(G) on Monday before the cut-off time, the units will be allotted to you by Tuesday or the next working day if it is followed by a holiday. The NAV (Net Asset Value) for the units allotted will be as of the day you place your trades.
Yes, mutual funds can be bought or redeemed after market hours through the Ventura web platform or mobile application. However, the execution of these orders depends on the mutual fund's cutoff time for processing transactions.
