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NAVs as of 20 Aug 2026
Growth of ₹100 (rebased over the selected window)
Common period 03 Jan 2022 – 20 Aug 2026, limited by Sundaram Aggressive Hybrid Fund - Regular Plan - Monthly IDCW (. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
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| Date | Sundaram Aggressive Hybrid Fund - Regular Plan - Monthly IDCW ( | Bank of India Mid & Small Cap Equity & Debt Fund | JM Aggressive Hybrid Fund | JM Aggressive Hybrid Fund | Nifty 50 | Nifty Smallcap 250 |
|---|---|---|---|---|---|---|
| 03 Jan 2022 | ₹100.00 | ₹100.00 | ₹100.00 | ₹100.00 | ₹100.00 | ₹100.00 |
| 24 May 2022 | ₹87.48 | ₹84.38 | ₹92.37 | ₹92.37 | ₹91.49 | ₹85.17 |
| 12 Oct 2022 | ₹90.96 | ₹92.38 | ₹100.72 | ₹100.72 | ₹97.15 | ₹92.93 |
| 02 Mar 2023 | ₹85.73 | ₹92.48 | ₹105.92 | ₹105.92 | ₹98.28 | ₹90.58 |
| 20 Jul 2023 | ₹91.02 | ₹103.52 | ₹119.72 | ₹119.72 | ₹113.35 | ₹111.17 |
| 08 Dec 2023 | ₹93.38 | ₹124.25 | ₹139.15 | ₹139.15 | ₹118.97 | ₹135.16 |
| 27 Apr 2024 | ₹97.38 | ₹141.37 | ₹164.44 | ₹164.44 | ₹127.20 | ₹158.68 |
| 15 Sep 2024 | ₹106.72 | ₹161.48 | ₹190.91 | ₹190.91 | ₹143.86 | ₹186.06 |
| 03 Feb 2025 | ₹95.01 | ₹143.20 | ₹170.12 | ₹170.12 | ₹132.54 | ₹157.31 |
| 24 Jun 2025 | ₹96.47 | ₹155.74 | ₹177.68 | ₹177.68 | ₹142.09 | ₹172.38 |
| 11 Nov 2025 | ₹95.37 | ₹156.36 | ₹178.10 | ₹178.10 | ₹145.78 | ₹170.51 |
| 01 Apr 2026 | ₹82.35 | ₹145.47 | ₹157.46 | ₹157.46 | ₹128.67 | ₹147.99 |
| 20 Aug 2026 | ₹86.11 | ₹167.02 | ₹179.23 | ₹179.23 | ₹137.48 | ₹184.01 |
Portfolio overlap (same stocks held through more than one fund)
Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →
| Overlap | Sundaram Aggressive Hybrid Fund - Regular Plan - Monthly IDCW ( | Bank of India Mid & Small Cap Equity & Debt Fund | JM Aggressive Hybrid Fund | JM Aggressive Hybrid Fund |
|---|---|---|---|---|
| Sundaram Aggressive Hybrid Fund - Regular Plan - Monthly IDCW ( | ||||
| Bank of India Mid & Small Cap Equity & Debt Fund | ||||
| JM Aggressive Hybrid Fund | ||||
| JM Aggressive Hybrid Fund |
JM Aggressive Hybrid Fund and JM Aggressive Hybrid Fund duplicate 100% of their equity book — holding both adds concentration, not diversification.
Shared holdings — JM Aggressive Hybrid Fund vs JM Aggressive Hybrid Fund
| Stock | JM Aggressive Hybrid Fund | JM Aggressive Hybrid Fund | |
|---|---|---|---|
| Multi Commodity Exchange Of India Ltd | 4.44% | 4.44% | 4.44% |
| Bharti Airtel Ltd | 4.39% | 4.39% | 4.39% |
| Bajaj Finance Ltd | 4.19% | 4.19% | 4.19% |
| One 97 Communications Ltd | 3.43% | 3.43% | 3.43% |
| Reliance Industries Ltd | 3.29% | 3.29% | 3.29% |
| Coforge Ltd | 3.25% | 3.25% | 3.25% |
| Apollo Hospitals Enterprise Ltd | 3.10% | 3.10% | 3.10% |
| HDFC Bank Ltd | 3.05% | 3.05% | 3.05% |
| Zomato Ltd | 3.04% | 3.04% | 3.04% |
| Larsen & Toubro Ltd | 2.86% | 2.86% | 2.86% |
| Ujjivan Small Finance Bank Ltd | 2.73% | 2.73% | 2.73% |
| NTPC Ltd | 2.73% | 2.73% | 2.73% |
| ICICI Bank Ltd | 2.65% | 2.65% | 2.65% |
| Kotak Mahindra Bank Ltd | 2.55% | 2.55% | 2.55% |
| Metropolis Healthcare Ltd | 2.43% | 2.43% | 2.43% |
32 more stocks in common. 47 shared of 47 / 47 positions. Weights are shown as a share of each fund's equity book.
| Metric | Sundaram · Regular · IDCW NAV ₹25.02 High risk ★☆☆☆☆ | Bank of India · Regular · IDCW NAV ₹34.64 High risk ★★★★☆ | JM Financial · Regular · IDCW NAV ₹89.18 High risk ★★★★☆ | JM Financial · Regular · IDCW NAV ₹88.47 High risk ★★★★☆ | Category median Aggressive Hybrid Fund · 45 funds |
|---|---|---|---|---|---|
| -9.70% | +7.54%Best in row | +1.67% | +1.67% | -2.37% | |
| -1.30% | +15.67%Best in row | +13.20% | +13.20% | +5.14% | |
| — | +13.70%Best in row | +13.44% | +13.44% | +7.35% | |
| — | +12.76%Best in row | +12.07% | +12.01% | +4.16% | |
| -3.18% | +12.99%Best in row | +11.05% | +10.97% | +4.98% | |
| -3.13% | +13.78%Best in row | +12.10% | +12.10% | — | |
| +0.56% | +15.17%Best in row | +13.59% | +13.54% | +6.02% | |
| — | +16.57%Best in row | +13.55% | +13.51% | +8.69% | |
| — | +12.76%Best in row | +12.34% | +12.26% | +4.58% | |
| Risk | |||||
| 10.43%Best in row | 15.09% | 12.53% | 12.53% | 11.41% | |
| -0.75 | 0.61Best in row | 0.53 | 0.53 | -0.11 | |
| -0.98 | 0.81Best in row | 0.73 | 0.73 | -0.13 | |
| -24.79%Best in row | -41.41% | -37.02% | -37.02% | -32.35% | |
| Nifty 50 | Nifty Smallcap 250 | Nifty 50 | Nifty 50 | — | |
| -9.06% | +1.55% | +4.26% | +4.26% | -2.43% | |
| 0.79 | 0.70 | 0.82 | 0.82 | 0.79 | |
| 60.4% | 71.0% | 94.8% | 94.8% | 78.3% | |
| 105.8% | 55.4%Best in row | 64.8% | 64.8% | 76.8% | |
| 2.16%Best in row | 2.27% | 2.68% | 2.68% | 2.26% | |
| ₹2,139Cr | ₹1,841Cr | ₹696.04Cr | ₹696.04Cr | ₹701.99Cr | |
| — | Up to 1.00% | 1.00% | 1.00% | — | |
| ₹100 | ₹1.00K | ₹100 | ₹100 | — | |
| ₹100 | ₹5.00K | ₹1.00K | ₹1.00K | — | |
| 65% | 36% | 18% | 18% | 36% | |
| Ratish B Varier | Alok Singh · 9.5y | Ruchi Fozdar | Ruchi Fozdar | — | |
| 03 Jan 2022 | 27 Jul 2016 | 23 Dec 2014 | 23 Dec 2014 | — | |
| 55 | 68 | 47 | 47 | — | |
| 30.8% | 20.4% | 26.5% | 26.5% | — | |
| 6.3% | 3.0% | 1.4% | 1.4% | — | |
1 row carries the same value for every fund — show
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Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.