Fundalysisby DARKHORSESTOCKS

Scheme

Sundaram Aggressive Hybrid Fund

Holds 58 companies worth ₹6,533 Cr in Sept 2026.

  • Fund house

    SundaramThe fund house that runs this scheme.

  • AUM

    ₹8,793 CrSundaram Aggressive Hybrid Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 5.2% on Aug 2026, ₹9,272 Cr.

  • Largest holding

    ICICI BankICICI Bank is 4.9% of this scheme's NAV.

  • Fund manager

    Shalav SaketRuns its co-manager part since 31 Dec 2021, as the fund house dates it. With Kumaresh Ramakrishnan (co-manager), Bharath S (co-manager), Clyton Richard Fernandes (co-manager).

AUM(Dec 2021 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20268,793−5.2%
Aug 20269,272+1.4%
Jul 20269,147+2.3%
Jun 20268,941+3.7%
May 20268,619+1.6%
Apr 20268,484+11.0%
Mar 20267,643−6.0%
Feb 20268,128+2.7%
Jan 20267,917+0.9%
Dec 20257,846+2.6%
Nov 20257,646+4.3%
Oct 20257,333+5.6%
AUM at month end, Sept 2026
₹8,793 Cr
+19.9% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Dec 2021 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 20265.59%+0.19 pt
Jun 20265.39%+0.05 pt
Mar 20265.34%−65.48 pt
Dec 202570.81%+2.21 pt
Direct plans' share of AUM, Sept 2026
5.59%
−65.23 pt since Dec 2025
Fig. 2.Sundaram Aggressive Hybrid Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: CRISIL Hybrid 35+65 - Aggressive Index. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−4.78%−4.85%––−2.94%
3 months *
−3.35%−3.59%––−2.61%
6 months *
−1.08%−1.58%––+1.16%
1 year
−5.06%−6.04%−3.15%−1.91 pt−1.68%
3 years
+8.26%+7.09%+8.18%+0.09 pt+10.21%
5 years
+7.33%+6.11%+7.20%+0.13 pt+8.72%
10 years
+10.80%+9.52%+10.60%+0.20 pt+11.47%
Since launch
+11.30%+10.07%+11.19%+0.12 pt+12.69%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: CRISIL Hybrid 35+65 - Aggressive Index. * From NAVs. Source: AMFI.