Sundaram Aggressive Hybrid Fund Direct Growth

Hybrid
Aggressive Hybrid
High Risk
11.89%
3Y annualised
-0.76% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 10 Jan 2025₹176.62
Min. SIP amount₹100
Rating3
Fund size₹5,506.49Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns15.6%11.9%15.7%13.0%
Category average14.5%11.8%15.1%NA
Rank with in category182521NA
Understand terms

Peer Comparison

Holdings (116)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec5.70%
FinancialEquity4.27%
FinancialEquity4.04%
EnergyEquity3.53%
TechnologyEquity3.16%
CommunicationEquity2.98%
Consumer DiscretionaryEquity2.52%
ConstructionEquity2.15%
SovereignGOI Sec1.89%
NA
NAMutual Fund1.84%
FinancialEquity1.84%
HealthcareEquity1.71%
TechnologyEquity1.57%
FinancialEquity1.44%
FinancialEquity1.40%
Consumer StaplesEquity1.40%
FinancialEquity1.35%
EnergyEquity1.28%
AutomobileEquity1.27%
Consumer DiscretionaryEquity1.26%
EnergyEquity1.23%
AutomobileEquity1.18%
AutomobileEquity1.15%
ChemicalsEquity1.14%
ServicesEquity1.13%
Consumer StaplesEquity1.10%
TechnologyEquity1.07%
AutomobileEquity1.03%
AutomobileEquity0.94%
HealthcareEquity0.90%
InsuranceEquity0.86%
HealthcareEquity0.85%
FinancialEquity0.83%
National Bank For Agriculture & Rural Development
FinancialDebenture0.83%
ConstructionEquity0.82%
HealthcareEquity0.80%
Capital GoodsEquity0.80%
TechnologyEquity0.80%
Consumer DiscretionaryEquity0.76%
ConstructionEquity0.74%
HealthcareEquity0.73%
AutomobileEquity0.71%
Consumer StaplesEquity0.68%
ServicesEquity0.68%
ServicesEquity0.67%
AutomobileEquity0.65%
National Bank For Agriculture & Rural Development
FinancialDebenture0.64%
Consumer StaplesEquity0.63%
ServicesEquity0.62%
HealthcareEquity0.60%
InsuranceEquity0.59%
AutomobileEquity0.58%
Consumer StaplesEquity0.58%
FinancialEquity0.58%
SovereignGOI Sec0.56%
Capital GoodsEquity0.56%
Cholamandalam Investment and Finance Company Ltd.
FinancialBonds0.55%
Bajaj Finance Ltd.
FinancialDebenture0.55%
FinancialEquity0.54%
Capital GoodsEquity0.50%
Capital GoodsEquity0.50%
ChemicalsEquity0.49%
FinancialDebenture0.48%
National Bank For Financing Infrastructure And Development
FinancialBonds0.48%
GOI
SovereignGOI Sec0.48%
SovereignGOI Sec0.47%
LIC Housing Finance Ltd.
FinancialDebenture0.47%
SovereignGOI Sec0.46%
Power Finance Corporation Ltd.
FinancialDebenture0.46%
Power Finance Corporation Ltd.
FinancialNCD0.46%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture0.46%
FinancialDebenture0.46%
HDFC Bank Ltd.
FinancialDebenture0.46%
Sundaram Liquid Direct-Growth
NAMutual Fund0.46%
EnergyEquity0.46%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture0.46%
FinancialBonds0.46%
EnergyEquity0.45%
ServicesEquity0.44%
Metals & MiningEquity0.43%
Consumer StaplesEquity0.42%
ServicesEquity0.41%
Metals & MiningEquity0.40%
Capital GoodsEquity0.39%
FinancialEquity0.39%
ServicesEquity0.38%
AutomobileEquity0.37%
National Bank For Financing Infrastructure And Development
FinancialDebenture0.37%
Bajaj Finance Ltd.
FinancialDebenture0.37%
Indian Railway Finance Corporation Ltd.
FinancialDebenture0.37%
REC Ltd.
FinancialDebenture0.37%
HDFC Bank Ltd.
FinancialCD0.35%
Cholamandalam Investment and Finance Company Ltd.
FinancialDebenture0.33%
FinancialDebenture0.29%
ConstructionEquity0.28%
HDFC Bank Ltd.
FinancialDebenture0.28%
GOI
SovereignGOI Sec0.28%
Power Grid Corporation Of India Ltd.
EnergyBonds0.28%
FinancialDebenture0.28%
GOI
SovereignGOI Sec0.28%
FinancialDebenture0.28%
ConstructionDebenture0.27%
HDFC Bank Ltd.
FinancialDebenture0.27%
FinancialDebenture0.27%
LIC Housing Finance Ltd.
FinancialCP0.27%
LIC Housing Finance Ltd.
FinancialDebenture0.27%
Tamilnadu State
OthersSDL0.24%
ConstructionEquity0.23%
FinancialEquity0.19%
PNB Housing Finance Ltd.
FinancialDebenture0.18%
FinancialDebenture0.18%
FinancialDebenture0.18%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture0.18%
National Housing Bank
FinancialNCD0.18%
EnergyEquity0.18%
Chennai Super Kings Ltd.
ServicesEquity0.00%
See All

Expense ratio, exit load and tax

Expense ratio: 0.70%

Inclusive of GST

Exit load

For units in excess of 25% of the investment,1% will be charged for redemption within 365 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Clyton Richard Fernandes
Oct 2024 - Present
View details

Education
Mr. Fernandes has done B.E and MBA
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Canara HSBC Life, Mahindra Manulife AMC, Bank of Baroda Capital Markets and Systematix Shares & Stocks
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
ABN AMRO Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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