Sundaram Aggressive Hybrid Fund
Direct · Growth ₹185.26
06 Jul 2026
NAV
14.3%
3Y CAGR
14.0%
5Y CAGR
14.2%
10Y CAGR
14.1%
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.
8.47
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.
NA
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 | ₹12.67 L | 15.9% | -44.4% | 68.7% |
| 3 Years | ₹36.00 L | ₹44.21 L | 14.0% | -15.5% | 29.4% |
| 5 Years | ₹60.00 L | ₹84.06 L | 13.7% | -3.0% | 22.4% |
| 7 Years | ₹84.00 L | ₹1.36 Cr | 13.4% | 2.8% | 18.2% |
| 10 Years | ₹1.20 Cr | ₹2.44 Cr | 13.8% | 10.8% | 16.5% |
| 12 Years | ₹1.44 Cr | ₹3.43 Cr | 13.5% | 11.3% | 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 | 15.9% | 15.1% |
| 3 Years | 14.0% | 14.4% |
| 5 Years | 13.7% | 14.3% |
| 7 Years | 13.4% | 14.1% |
| 10 Years | 13.8% | 14.1% |
| 12 Years | 13.5% | 13.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 15.5% | 11.9% | -25.1% | 68.3% | 0.59 | 1.91 | 88% | — | — |
| 3 Years | 14.3% | 15.1% | -1.4% | 25.9% | 1.77 | 7.97 | 100% | — | — |
| 5 Years | 14.0% | 14.3% | 3.7% | 22.9% | 2.09 | 56.99 | 100% | — | — |
| 10 Years | 14.2% | 14.1% | 11.9% | 16.4% | 8.47 | — | 100% | — | — |
-27.7%
Max Drawdown
1 mo
Drawdown Duration
7 mo
Recovery Time
-3.4%
Avg Drawdown
Calmar Ratio by Duration
0.56
1Y
0.52
3Y
0.51
5Y
0.48
7Y
0.51
10Y
0.52
12Y
54
Total Holdings
30.8%
Top 10 Weight
28
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | ICICI Bank Ltd | 5.05% |
| 2 | HDFC Bank Ltd | 4.99% |
| 3 | Reliance Industries Ltd | 3.74% |
| 4 | Larsen & Toubro Ltd | 3.65% |
| 5 | Bharti Airtel Ltd | 3.22% |
| 6 | Mahindra & Mahindra Ltd | 2.33% |
| 7 | Kotak Mahindra Bank Ltd | 2.30% |
| 8 | Bajaj Finance Ltd | 2.18% |
| 9 | Cholamandalam Investment and Finance Company Ltd | 1.73% |
| 10 | Tata Steel Ltd | 1.58% |