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).

Overview^{(8 Oct 2026)}

Fund managers4

Shalav SaketCo-manager · Dec 2021 · 11y · CFA MBA
Kumaresh RamakrishnanCo-manager · Dec 2021 · 31y · B.E.
Bharath SCo-manager · Dec 2021 · 23y · CMA MBA B.Com
Clyton Richard FernandesCo-manager · Dec 2021 · 21y · MBA B.E.

Key facts

Benchmark: CRISIL Hybrid 35% +65% Aggressive Index
Risk: High
Expense: Regular 2.13% · Direct 1.14%
Exit load: 25% within 365 days
Started: Jan 2000
Minimum: New Investor/Existing – Rs.100/- for both Monthly IDCW and Growth Option and any amount thereafter under each Plan/ option.

Source.Its Scheme Summary Document as of 8 Oct 2026 at AMFI.

What changed^{(0 changes)}

Nothing has changed in its documents since Sept 2026.

Source.Its filings at NSE, since Sept 2026.

Fund managers over time^{(Dec 2021 – now)}

MainCoSlice20222023202420252026

Fig. 1.Who ran it when: each manager from the date the fund house gives, or the first document listing them where it gives none, to when they left. A slice is part of it: overseas, gold and silver, or arbitrage.

Costs^{(Oct 2026 – Oct 2026)}

Every change to the expense ratio, newest first.
1 filing	Regular	Direct	Δ pt
8 Oct 2026	2.13%	1.14%	–

Direct plan, 8 Oct 2026

1.14%

Regular plan 2.13% · Exit load 25% within 365 days

Fig. 1.Total expense ratio a year, each plan's, as its Scheme Summary Documents state it, filing by filing at NSE (none yet: today's, at AMFI). A change holds until the next.

Objective and risk^{(8 Oct 2026)}

Objective

To provide long-term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities

Risk, type and benchmark

Riskometer: High
At launch: Very High
Type: An open ended hybrid scheme investing predominantly in equity and equity related securities and fixed income securities.
Benchmark: CRISIL Hybrid 35% +65% Aggressive Index

Asset allocation it may hold% of NAV

Equity and equity-related instruments
Allowed65–80%Holds73.2%
Debt Instruments
Allowed20–35%Holds25.7%
Units issued by InvITs
Allowed0–10%Holds1.1%

Holds in Sept 2026.73.2% equity · 25.7% debt and cash · 1.1% REITs and InvITs

How to invest^{(8 Oct 2026)}

Buying

To start: New Investor/Existing – Rs.100/- for both Monthly IDCW and Growth Option and any amount thereafter under each Plan/ option.
To add: ₹100
Most: ₹99,99,99,99,999
Systematic: SIP & STP: Daily, Weekly, Monthly and Quarterly; SWP: Monthly; Quarterly, Half-Yearly and Annually
Dates: Any Day (1st to 31st), Weekly (All Working days)
Minimum: SIP: Daily, Monthly: Rs.100, Quarterly: Rs.750, Weekly: Rs.1000; STP: Daily, Weekly: Rs.1000, Monthly: Rs. 100, Quarterly: Rs.750; SWP: Monthly and Quarterly: Rs.100, then re.1/-
Instalments: Minimum Six installments
Most: ₹9,99,99,99,999

Selling and switching

To redeem: ₹100 or 1 units
Switch minimum: New Investor/Existing – Rs.100/- for both Monthly IDCW and Growth Option and any amount thereafter under each Plan/ option. or 1 units
Switch most: ₹9,99,99,99,999

Scheme details^{(8 Oct 2026)}

What it is

Category: Aggressive Hybrid
Started: Jan 2000
Plans: Plan: Regular and Direct · Options: Growth · Monthly IDCW – Payout · IDCW - Transfer · IDCW - Reinvestment
Face value: Rs. 10/- per unit
Listed: Unlisted

How it is run

Swing pricing: No
Side-pocketing: No
Custodian: HDFC Bank Limited, Mumbai
Auditor: R.G.N.PRICE & CO
Registrar: KFin Technologies Limited
SEBI code: SUND/O/H/BHF/99/12/0005