Sundaram Aggressive Hybrid Fund Direct Growth
Scheme code: INF173K01FE6
NAV value:
₹ 174.1388
NAV date: 19 March, 2026
TER: 0.74%
Fund option: Direct
Fund type: Growth
Asset class: Hybrid
Asset category: Aggressive Hybrid Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -25.14 | 68.26 | 12.32 | 15.94 | 11.16 |
| 3 year | -1.41 | 25.95 | 15.22 | 14.36 | 16.89 |
| 5 year | 3.73 | 22.93 | 14.57 | 14.16 | 14.46 |
| 7 year | 9.57 | 16.53 | 13.56 | 13.43 | 12.61 |
| 10 year | 11.92 | 16.35 | 14.18 | 14.30 | 13.61 |
| 12 year | 13.71 | 16.17 | 14.98 | 14.99 | 14.62 |
SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,77,923 - Absolute Returns: ₹77,923 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,30,840 - Absolute Returns: ₹8,30,840 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹84,44,076 - Absolute Returns: ₹24,44,076 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,35,85,783 - Absolute Returns: ₹51,85,783 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,46,81,666 - Absolute Returns: ₹1,26,81,666 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,46,93,753 - Absolute Returns: ₹2,02,93,753 - CAGR: %Drawdown Metrics
Max Drawdown
-27.67 %
Drawdown Duration
1 months
Recovery Time
7 months
Avg Drawdown
-3.28 %
Calmar Ratio by Duration
1
Y
0.576
3
Y
0.5189
5
Y
0.5117
7
Y
0.4853
10
Y
0.5168
12
Y
0.5417