Sundaram Aggressive Hybrid Fund
Direct · Growth ₹182.45
04 Nov 2026
NAV
14.2%
3Y CAGR
13.9%
5Y CAGR
14.0%
10Y CAGR
13.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
7.14
Sharpe
-27.7%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.73%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.65 L | 15.5% | -44.4% | 68.7% |
| 3 Years | ₹36.00 L | ₹44.08 L | 13.7% | -15.5% | 29.4% |
| 5 Years | ₹60.00 L | ₹83.89 L | 13.6% | -3.0% | 22.4% |
| 7 Years | ₹84.00 L | ₹1.35 Cr | 13.3% | 2.8% | 18.2% |
| 10 Years | ₹1.20 Cr | ₹2.43 Cr | 13.6% | 9.9% | 16.5% |
| 12 Years | ₹1.44 Cr | ₹3.41 Cr | 13.3% | 10.6% | 15.4% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 15.5% | 9.3% |
| 3 Years | 13.7% | 14.2% |
| 5 Years | 13.6% | 14.7% |
| 7 Years | 13.3% | 14.0% |
| 10 Years | 13.6% | 14.0% |
| 12 Years | 13.3% | 13.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 15.1% | 11.6% | -25.1% | 68.3% | 0.57 | 1.80 | 88% | — | — |
| 3 Years | 14.2% | 15.0% | -1.4% | 25.9% | 1.74 | 7.96 | 100% | — | — |
| 5 Years | 13.9% | 14.1% | 3.7% | 22.9% | 2.02 | 56.66 | 100% | — | — |
| 10 Years | 14.0% | 14.0% | 10.9% | 16.4% | 7.14 | — | 100% | — | — |
-27.7%
Max Drawdown
1 mo
Drawdown Duration
7 mo
Recovery Time
-3.4%
Avg Drawdown
Calmar Ratio by Duration
0.55
1Y
0.51
3Y
0.50
5Y
0.48
7Y
0.51
10Y
0.51
12Y
53
Total Holdings
28.6%
Top 10 Weight
28
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | ICICI Bank Ltd | 4.93% |
| 2 | Reliance Industries Ltd | 3.66% |
| 3 | Larsen & Toubro Ltd | 3.36% |
| 4 | Bharti Airtel Ltd | 3.29% |
| 5 | HDFC Bank Ltd | 2.90% |
| 6 | Eternal Ltd (Previously Zomato Ltd) | 2.61% |
| 7 | TVS Motor Company Ltd | 2.12% |
| 8 | Kotak Mahindra Bank Ltd | 2.10% |
| 9 | Cholamandalam Investment and Finance Company Ltd | 1.82% |
| 10 | One 97 Communications Ltd | 1.76% |