Compare
NAVs as of 20 Aug 2026
Add a second fund to compare. Until then every figure below is shown against the Aggressive Hybrid Fund median (46 funds), which is the only comparison one fund can support.
Growth of ₹100 (rebased over the selected window)
Common period 03 Jan 2022 – 20 Aug 2026, limited by Sundaram Aggressive Hybrid Fund - Direct 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.
View as table
| Date | Sundaram Aggressive Hybrid Fund - Direct Plan - Monthly IDCW ( | Nifty 50 |
|---|---|---|
| 03 Jan 2022 | ₹100.00 | ₹100.00 |
| 24 May 2022 | ₹87.89 | ₹91.49 |
| 12 Oct 2022 | ₹91.87 | ₹97.15 |
| 02 Mar 2023 | ₹87.22 | ₹98.28 |
| 20 Jul 2023 | ₹93.26 | ₹113.35 |
| 08 Dec 2023 | ₹96.32 | ₹118.97 |
| 27 Apr 2024 | ₹101.18 | ₹127.20 |
| 15 Sep 2024 | ₹111.64 | ₹143.86 |
| 03 Feb 2025 | ₹100.17 | ₹132.54 |
| 24 Jun 2025 | ₹102.52 | ₹142.09 |
| 11 Nov 2025 | ₹102.12 | ₹145.78 |
| 01 Apr 2026 | ₹88.96 | ₹128.67 |
| 20 Aug 2026 | ₹93.58 | ₹137.48 |
| Metric | Sundaram · Direct · IDCW NAV ₹39.31 High risk ★☆☆☆☆ | Category median Aggressive Hybrid Fund · 46 funds |
|---|---|---|
| -7.97% | -0.13% | |
| +0.60% | +8.71% | |
| — | +9.07% | |
| — | +6.41% | |
| -1.42% | +8.71% | |
| -1.23% | — | |
| +2.47% | +9.75% | |
| — | +10.21% | |
| — | +7.64% | |
| Risk | ||
| 10.37% | 11.39% | |
| -0.57 | 0.19 | |
| -0.75 | 0.26 | |
| -22.42% | -30.66% | |
| Nifty 50 | — | |
| -7.17% | +0.53% | |
| 0.79 | 0.79 | |
| 65.3% | 83.6% | |
| 99.6% | 66.2% | |
| 1.17% | 1.10% | |
| ₹2,139Cr | ₹701.99Cr | |
| Up to 1.00% | — | |
| None | — | |
| ₹100 | — | |
| ₹100 | — | |
| 65% | 37% | |
| Ratish B Varier | — | |
| 03 Jan 2022 | — | |
| 55 | — | |
| 30.8% | — | |
| 6.3% | — | |
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.