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Sundaram Aggressive Hybrid Fund Direct Growth
Hybrid
Aggressive Hybrid
High Risk
+13.96%
3Y annualised
+0.17% 1D
NAV: 16 Jan '26
₹188.10
Min. SIP amount
₹100
Fund size
₹7,846.01 Cr
Expense ratio
0.75%
Return calculator
Monthly SIP
One time
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹62,039 | +3.40% | |
| 3 years | ₹1,80,000 | ₹2,10,847 | +17.14% | |
| 5 years | ₹3,00,000 | ₹4,02,448 | +34.15% | |
| 10 years | ₹6,00,000 | ₹11,86,746 | +97.79% |
Holdings (114)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 7.34% |
| ICICI Bank Ltd. | Financial | Equity | 4.74% |
| Reliance Industries Ltd. | Energy | Equity | 4.17% |
| Bharti Airtel Ltd. | Communication | Equity | 3.82% |
| GOI | Sovereign | GOI Sec | 3.28% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.22% |
| Sundaram Liquid Direct-Growth | NA | Mutual Fund | 2.87% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.78% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.74% |
| Bajaj Finance Ltd. | Financial | Equity | 2.12% |
| HCL Technologies Ltd. | Technology | Equity | 1.97% |
| Embassy Office Parks REIT | Construction | REITs | 1.88% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.70% |
| GOI | Sovereign | GOI Sec | 1.67% |
| State Bank of India | Financial | Equity | 1.65% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.57% |
| Coromandel International Ltd. | Chemicals | Equity | 1.56% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 1.52% |
| NA | NA | Mutual Fund | 1.39% |
| Cummins India Ltd. | Capital Goods | Equity | 1.36% |
| Infosys Ltd. | Technology | Equity | 1.22% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.12% |
| BSE Ltd. | Services | Equity | 1.12% |
| PB Fintech Ltd. | Services | Equity | 1.11% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.10% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 1.10% |
| Power Finance Corporation Ltd. | Financial | Equity | 1.10% |
| Ultratech Cement Ltd. | Construction | Equity | 1.10% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 1.09% |
| Interglobe Aviation Ltd. | Services | Equity | 1.08% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 1.02% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 0.93% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.92% |
| Amara Raja Energy & Mobility Ltd | Capital Goods | Equity | 0.91% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.82% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.76% |
| Bajaj Auto Ltd. | Automobile | Equity | 0.76% |
| Brookfield India Real Estate Trust REIT | Construction | REITs | 0.73% |
| JK Cement Ltd. | Construction | Equity | 0.71% |
| Tata Power Company Ltd. | Energy | Equity | 0.71% |
| UNO Minda Ltd. | Automobile | Equity | 0.70% |
| Home First Finance Company India Ltd. | Financial | Equity | 0.68% |
| Crisil Ltd. | Services | Equity | 0.66% |
| GOI | Sovereign | GOI Sec | 0.65% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.65% |
| GOI | Sovereign | GOI Sec | 0.64% |
| National Bank For Agriculture & Rural Development | Financial | CD | 0.63% |
| Axis Bank Ltd. | Financial | CD | 0.63% |
| Prudent Corporate Advisory Services Ltd. | Financial | Equity | 0.61% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.60% |
| Pidilite Industries Ltd. | Chemicals | Equity | 0.59% |
| Prestige Estates Projects Ltd. | Construction | Equity | 0.58% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 0.55% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.53% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.44% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.44% |
| Indegene Ltd. | Healthcare | Equity | 0.41% |
| Coforge Ltd. | Technology | Equity | 0.40% |
| Trent Ltd. | Services | Equity | 0.40% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Bonds | 0.39% |
| GOI | Sovereign | GOI Sec | 0.39% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.39% |
| Tech Mahindra Ltd. | Technology | Equity | 0.37% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 0.37% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.33% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.33% |
| GOI | Sovereign | GOI Sec | 0.33% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.32% |
| Power Finance Corporation Ltd. | Financial | NCD | 0.32% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.32% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds/NCD | 0.32% |
| HDFC Bank Ltd. | Financial | Debenture | 0.32% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.32% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.32% |
| REC Ltd. | Financial | Debenture | 0.32% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.32% |
| Shriram Finance Ltd | Financial | Bonds | 0.32% |
| State Bank of India | Financial | Bonds | 0.32% |
| GOI | Sovereign | GOI Sec | 0.32% |
| GOI | Sovereign | GOI Sec | 0.32% |
| Indraprastha Gas Ltd. | Energy | Equity | 0.31% |
| Small Industries Devp. Bank of India Ltd. | Financial | CP | 0.31% |
| Indian Bank | Financial | CD | 0.31% |
| The Indian Hotels Company Ltd. | Services | Equity | 0.28% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.27% |
| REC Ltd. | Financial | Debenture | 0.26% |
| Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.26% |
| GAIL (India) Ltd. | Energy | Equity | 0.24% |
| Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.20% |
| GOI | Sovereign | GOI Sec | 0.20% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.19% |
| Muthoot Finance Ltd. | Financial | Bonds | 0.19% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 0.19% |
| GOI | Sovereign | GOI Sec | 0.19% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.19% |
| Power Finance Corporation Ltd. | Financial | Bonds/NCD | 0.19% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.19% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.19% |
| PNB Housing Finance Ltd. | Financial | Debenture | 0.18% |
| Indian Railway Finance Corporation Ltd. | Financial | Bonds | 0.17% |
| Tamilnadu State | Others | SDL | 0.16% |
| Karnataka State | Others | SDL | 0.13% |
| PNB Housing Finance Ltd. | Financial | Debenture | 0.13% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.13% |
| Can Fin Homes Ltd. | Financial | Debenture | 0.13% |
| HDB Financial Services Ltd. | Financial | NCD | 0.13% |
| REC Ltd. | Financial | Debenture | 0.13% |
| REC Ltd. | Financial | Debenture | 0.13% |
| HDB Financial Services Ltd. | Financial | Debenture | 0.13% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.13% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.13% |
| Axis Bank Ltd. | Financial | CD | 0.06% |
| Kwality Walls India Ltd. | Consumer Staples | Equity | 0.03% |
| Chennai Super Kings Ltd. | Services | Equity | 0.00% |
See All
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +14.0% | +13.6% | +13.8% | +12.5% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 33 | 22 | -- | -- |
Exit load, stamp duty and tax
Exit load
For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Direct Growth | +13.59% | +19.87% | 49,640.80 | |
JM Aggressive Hybrid Fund Direct Growth | +2.26% | +19.86% | 785.33 | |
Edelweiss Aggressive Hybrid Fund Direct Growth | +8.59% | +18.36% | 3,480.41 | |
Nippon India Aggressive Hybrid Fund Direct Growth | +8.79% | +15.94% | 4,102.00 | |
Franklin India Aggressive Hybrid Fund Direct Growth | +6.01% | +15.34% | 2,379.64 | |
| Compare | ||||
Fund management
DSDwijendra SrivastavaJan 2022 - PresentView details
DS
Dwijendra Srivastava
Jan 2022 - Present
View details
BSBharath S.Jan 2022 - PresentView details
BS
Bharath S.
Jan 2022 - Present
View details
SASandeep AgarwalJan 2022 - PresentView details
SA
Sandeep Agarwal
Jan 2022 - Present
View details
CRFClyton Richard FernandesOct 2024 - PresentView details
CRF
Clyton Richard Fernandes
Oct 2024 - Present
View details
About Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Aggressive Hybrid Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Dwijendra Srivastava is the Current Fund Manager of Sundaram Aggressive Hybrid Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,137 Cr and the Latest NAV as of 16 Jan 2026 is ₹188.10.
The Sundaram Aggressive Hybrid Fund Direct Growth is rated High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
;
Investment Objective
The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities.
Fund benchmarkCRISIL Hybrid 35+65 Aggressive Index
Fund house
Rank (total assets)#17 in India
Total AUM₹76,136.70 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,