Sundaram Aggressive Hybrid Fund Direct Growth

Hybrid
Aggressive Hybrid
High Risk
01234567890123456789.01234567890123456789%
3Y annualised
-0.45% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 26 Mar 2025₹173.79
Min. SIP amount₹100
Rating3
Fund size₹5,236.37Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
1 year
3 years
5 years
Total investment of ₹60,000
Would have become ₹60,128 (+0.21%)

Holdings (113)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec5.85%
NA
NAMutual Fund4.63%
FinancialEquity4.54%
FinancialEquity4.30%
EnergyEquity4.09%
CommunicationEquity3.00%
TechnologyEquity3.00%
FinancialEquity2.54%
SovereignGOI Sec1.96%
ConstructionEquity1.91%
FinancialEquity1.77%
FinancialEquity1.77%
TechnologyEquity1.68%
Consumer DiscretionaryEquity1.63%
HealthcareEquity1.60%
FinancialEquity1.57%
TechnologyEquity1.46%
AutomobileEquity1.30%
Consumer StaplesEquity1.23%
Consumer DiscretionaryEquity1.22%
ChemicalsEquity1.11%
EnergyEquity1.10%
AutomobileEquity1.09%
EnergyEquity1.09%
HealthcareEquity0.98%
AutomobileEquity0.95%
ConstructionEquity0.94%
Consumer StaplesEquity0.88%
National Bank For Agriculture & Rural Development
FinancialDebenture0.86%
AutomobileEquity0.86%
Consumer StaplesEquity0.86%
ConstructionEquity0.82%
HealthcareEquity0.80%
Consumer StaplesEquity0.80%
HealthcareEquity0.78%
FinancialEquity0.77%
ServicesEquity0.75%
TechnologyEquity0.72%
FinancialEquity0.71%
InsuranceEquity0.71%
HealthcareEquity0.71%
Capital GoodsEquity0.70%
Consumer StaplesEquity0.69%
ServicesEquity0.68%
National Bank For Agriculture & Rural Development
FinancialDebenture0.67%
Capital GoodsEquity0.65%
AutomobileEquity0.64%
InsuranceEquity0.61%
EnergyEquity0.60%
GOI
SovereignGOI Sec0.59%
SovereignGOI Sec0.59%
HealthcareEquity0.59%
Cholamandalam Investment and Finance Company Ltd.
FinancialBonds0.58%
Bajaj Finance Ltd.
FinancialDebenture0.58%
ServicesEquity0.56%
Capital GoodsEquity0.54%
AutomobileEquity0.54%
Capital GoodsEquity0.50%
FinancialDebenture0.50%
LIC Housing Finance Ltd.
FinancialDebenture0.49%
National Bank For Financing Infrastructure And Development
FinancialBonds0.49%
SovereignGOI Sec0.49%
SovereignGOI Sec0.49%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture0.48%
Power Finance Corporation Ltd.
FinancialNCD0.48%
FinancialDebenture0.48%
HDFC Bank Ltd.
FinancialDebenture0.48%
FinancialBonds0.48%
Power Finance Corporation Ltd.
FinancialDebenture0.48%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture0.48%
AutomobileEquity0.47%
AutomobileEquity0.47%
CommunicationEquity0.46%
National Bank For Agriculture & Rural Development
FinancialCD0.45%
ServicesEquity0.41%
ConstructionEquity0.39%
Tamilnadu State
OthersSDL0.39%
Bajaj Finance Ltd.
FinancialDebenture0.38%
National Bank For Financing Infrastructure And Development
FinancialDebenture0.38%
Indian Railway Finance Corporation Ltd.
FinancialDebenture0.38%
REC Ltd.
FinancialDebenture0.38%
Cholamandalam Investment and Finance Company Ltd.
FinancialDebenture0.38%
HDFC Bank Ltd.
FinancialCD0.37%
TechnologyEquity0.37%
ChemicalsEquity0.34%
Capital GoodsEquity0.34%
EnergyEquity0.33%
TechnologyEquity0.32%
ServicesEquity0.32%
AutomobileEquity0.32%
Capital GoodsEquity0.32%
EnergyEquity0.31%
FinancialDebenture0.30%
Metals & MiningEquity0.30%
HDFC Bank Ltd.
FinancialDebenture0.29%
GOI
SovereignGOI Sec0.29%
FinancialDebenture0.29%
GOI
SovereignGOI Sec0.29%
Power Grid Corporation Of India Ltd.
EnergyBonds0.29%
FinancialDebenture0.29%
ConstructionDebenture0.29%
FinancialDebenture0.29%
LIC Housing Finance Ltd.
FinancialCP0.29%
LIC Housing Finance Ltd.
FinancialDebenture0.28%
FinancialEquity0.25%
Tamilnadu State
OthersSDL0.25%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture0.19%
PNB Housing Finance Ltd.
FinancialDebenture0.19%
FinancialDebenture0.19%
FinancialDebenture0.19%
National Housing Bank
FinancialNCD0.19%
ConstructionEquity0.09%
Chennai Super Kings Ltd.
ServicesEquity0.00%
See All

Minimum investment amounts

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

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns9.4%13.1%20.8%12.6%
Category average8.5%12.7%20.5%NA
Rank with in category212420NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 0.80%

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

Fund management

Dwijendra Srivastava
Jan 2022 - Present
View details

Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Also manages these schemes

Bharath S.
Jan 2022 - Present
View details

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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Sundaram Aggressive Hybrid Fund Direct Growth
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MONTHLY SIP
ONE-TIME
SIP Amount
₹
Monthly SIP Date
1st
Next SIP instalment on 27 of Mar
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