Sundaram Aggressive Hybrid Fund - Regular Plan Monthly IDCW Payout
Principal Mutual Fund
₹23.22 (+0.63%)
NAV as of 9 Oct 2026
Minimum Investment: ₹100
Return
-6.12% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 1.79%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹100
- Category
- Aggressive Allocation
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹984
Invested ₹1,000
▼-1.62%1 year
₹939
Invested ₹1,000
▼-6.12%3 years
₹1,070
Invested ₹1,000
▲+6.99%5 years
₹1,059
Invested ₹1,000
▲+5.90%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- HighThis fund
- Very High
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | CRISIL Hybrid 35+65 - Agg TR INR |
|---|---|
| Secondary Index Name | CRISIL Hybrid 35+65 - Agg TR INR |
| Index Name | CRISIL Hybrid 35+65 - Agg TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | -6.12% | +6.99% | +5.90% | — |
| Cumulative returns (%) | -6.12% | +22.48% | +33.18% | +150.31% |
Fund Manager
| Manager | Shalav Saket |
|---|---|
| Role | Manager |
| Manager Tenure | 0.59 yrs |
About Fund
| Date of Incorporation | 14 Jan 2000 |
|---|---|
| Fund House | Principal Mutual Fund |
| Custodian | SBI-SG Global Securities Services Private Limited |
| Registrar / Transfer Agent | Sundaram Asset Management Company Ltd |
| Address | “B Wing”, “Jeevan Seva” Annexe Bldg.,Ground Floor, S.V. Road,Santacruz (W),,Mumbai – 400054 |
Top Holdings
| Company | Weightage (%) |
|---|---|
| ICICI Bank Ltd | 4.93% |
| Reliance Industries Ltd | 3.66% |
| Larsen & Toubro Ltd | 3.36% |
| Bharti Airtel Ltd | 3.29% |
| 7.10% Gs 2034 | 3.22% |
| HDFC Bank Ltd | 2.90% |
| 6.48% Govt Stock 2035 | 2.82% |
| Kotak Mahindra Bank Ltd | 2.74% |
| Sundaram Liquid Dir Gr | 2.62% |
| Eternal Ltd | 2.61% |
| Mahindra & Mahindra Ltd | 2.59% |
| Bajaj Finance Ltd | 2.18% |
| TVS Motor Co Ltd | 2.12% |
| Infosys Ltd | 2.12% |
| Coforge Ltd | 2.10% |
| Kotak Mahindra Bank Ltd | 2.10% |
| HCL Technologies Ltd | 2.08% |
| Embassy Office Parks REIT | 1.98% |
| Axis Bank Ltd | 1.90% |
| Tata Steel Ltd | 1.83% |
| Cholamandalam Investment and Finance Co Ltd | 1.82% |
| State Bank of India | 1.76% |
Investment Strategy
The Investment objective of the Scheme is to provide long-term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities.
Income and Long term capital growth.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.