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Sundaram Aggressive Hybrid Fund(M-IDCW)

+7.2%
(3Y CAGR)
HybriddotAggressive HybriddotHighdotVR Rating
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VR Rating: 
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Fund Type

Scheme Details

NAV28 Oct 2026
₹22.9
AUM

₹8,793 Cr.

52 week high (NAV)17 Nov 2025
₹28
52 week low (NAV)23 Oct 2026
₹22.5
Inception date14 Jan 2000
Lock-in period

None

Minimum SIP₹100
Minimum Lumpsum₹100
Exit load info
1.0%
Benchmark IndexCRISIL Hybrid 35+65 - Aggressive Index

Debt Quants

Average maturity
4.1 years
Modified duration
2.7 years
Yeild to maturity
7.2%
Potential risk class
N.A
KEY RATIOSinfo
Alpha-0.10
Beta1.11
Standard Deviation2.99%
Sharpe Ratio0.04

Asset Allocation

InstrumentsRatingHoldings
Instruments (0)Allocation

Peer Comparison

Name1Y ReturnVR Rating1Y Rank3Y Rank5Y RankAlphaNAV(₹)
noteRatings powered by Value Research

Dividend payout

16 Oct 2026₹0.21
18 Sep 2026₹0.21
17 Aug 2026₹0.21
17 Jul 2026₹0.21
16 Jun 2026₹0.21
18 May 2026₹0.25
20 Apr 2026₹0.25
17 Mar 2026₹0.25
17 Feb 2026₹0.25
16 Jan 2026₹0.25
17 Dec 2025₹0.25
17 Nov 2025₹0.25
17 Oct 2025₹0.25
17 Sep 2025₹0.25
14 Aug 2025₹0.25
17 Jul 2025₹0.25
17 Jun 2025₹0.25
16 May 2025₹0.25
17 Apr 2025₹0.25
17 Mar 2025₹0.25
17 Feb 2025₹0.25
17 Jan 2025₹0.25
17 Dec 2024₹0.25
14 Nov 2024₹0.25
17 Oct 2024₹0.25
17 Sep 2024₹0.25
16 Aug 2024₹0.25
18 Jul 2024₹0.25
14 Jun 2024₹0.25
17 May 2024₹0.25
16 Apr 2024₹0.25

Fund Managers

S. Bharath04 Oct 2024 - Present
Clyton Richard Fernandes
Kumaresh Ramakrishnan
Shalav Saket

Frequently Asked Questions

To invest a lumpsum amount in Sundaram Aggressive Hybrid Fund(M-IDCW) with Ventura: Access the Mutual funds section by logging in to Ventura through your browser/mobile app Select Sundaram Aggressive Hybrid Fund(M-IDCW) from the list, the amount to be invested & make the payment.

To start a SIP (Systematic Investment Plan) in Sundaram Aggressive Hybrid Fund(M-IDCW) with Ventura: Access the Mutual funds section by logging in to Ventura through your browser/mobile app Select Sundaram Aggressive Hybrid Fund(M-IDCW) 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(M-IDCW).

It will take up to one trading day for the invested Sundaram Aggressive Hybrid Fund(M-IDCW) units to reflect in your portfolio. For example, If you have made the investment in Sundaram Aggressive Hybrid Fund(M-IDCW) 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.

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