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NAV: 21 Nov 2025
₹190.84
Rating
3
Min. SIP amount
₹100
Fund size
₹7,332.62Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (104)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 7.22% |
ICICI Bank Ltd. | Financial | Equity | 4.90% |
Reliance Industries Ltd. | Energy | Equity | 4.00% |
Bharti Airtel Ltd. | Communication | Equity | 3.76% |
GOI | Sovereign | GOI Sec | 3.52% |
Larsen & Toubro Ltd. | Construction | Equity | 3.11% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 2.66% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 2.52% |
Embassy Office Parks REIT | Construction | REITs | 1.98% |
Bajaj Finance Ltd. | Financial | Equity | 1.93% |
State Bank of India | Financial | Equity | 1.84% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.68% |
Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.57% |
NA | NA | Mutual Fund | 1.47% |
Bharat Electronics Ltd. | Capital Goods | Equity | 1.46% |
Coromandel International Ltd. | Chemicals | Equity | 1.45% |
Cummins India Ltd. | Capital Goods | Equity | 1.42% |
GOI | Sovereign | GOI Sec | 1.40% |
HCL Technologies Ltd. | Technology | Equity | 1.32% |
Interglobe Aviation Ltd. | Services | Equity | 1.31% |
Jubilant FoodWorks Ltd. | Services | Equity | 1.29% |
Power Finance Corporation Ltd. | Financial | Equity | 1.25% |
Infosys Ltd. | Technology | Equity | 1.23% |
Tata Consumer Products Ltd. | Consumer Staples | Equity | 1.17% |
BSE Ltd. | Services | Equity | 1.10% |
Bharat Petroleum Corporation Ltd. | Energy | Equity | 1.01% |
Maruti Suzuki India Ltd. | Automobile | Equity | 0.99% |
Ultratech Cement Ltd. | Construction | Equity | 0.96% |
Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 0.94% |
Grasim Industries Ltd. | Construction | Equity | 0.93% |
National Bank For Agriculture & Rural Development | Financial | Bonds | 0.90% |
United Spirits Ltd. | Consumer Staples | Equity | 0.87% |
SBI Life Insurance Company Ltd. | Insurance | Equity | 0.87% |
Amara Raja Energy & Mobility Ltd | Capital Goods | Equity | 0.83% |
Tata Power Company Ltd. | Energy | Equity | 0.81% |
Crisil Ltd. | Services | Equity | 0.81% |
Bajaj Auto Ltd. | Automobile | Equity | 0.80% |
Home First Finance Company India Ltd. | Financial | Equity | 0.79% |
Mankind Pharma Ltd. | Healthcare | Equity | 0.79% |
JK Cement Ltd. | Construction | Equity | 0.74% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.73% |
UNO Minda Ltd. | Automobile | Equity | 0.72% |
National Bank For Agriculture & Rural Development | Financial | Bonds | 0.69% |
GOI | Sovereign | GOI Sec | 0.69% |
Lupin Ltd. | Healthcare | Equity | 0.64% |
Pidilite Industries Ltd. | Chemicals | Equity | 0.61% |
Prestige Estates Projects Ltd. | Construction | Equity | 0.60% |
Varun Beverages Ltd. | Consumer Staples | Equity | 0.56% |
Fortis Healthcare Ltd. | Healthcare | Equity | 0.54% |
Prudent Corporate Advisory Services Ltd. | Financial | Equity | 0.53% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 0.48% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Bonds | 0.42% |
GOI | Sovereign | GOI Sec | 0.42% |
Bajaj Finance Ltd. | Financial | Debenture | 0.42% |
Power Finance Corporation Ltd. | Financial | Debenture | 0.36% |
Tech Mahindra Ltd. | Technology | Equity | 0.36% |
LIC Housing Finance Ltd. | Financial | Debenture | 0.35% |
GOI | Sovereign | GOI Sec | 0.35% |
Power Finance Corporation Ltd. | Financial | NCD | 0.35% |
Small Industries Devp. Bank of India Ltd. | Financial | Bonds/NCD | 0.35% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 0.35% |
HDFC Bank Ltd. | Financial | Debenture | 0.35% |
Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.35% |
GOI | Sovereign | GOI Sec | 0.34% |
Shriram Finance Ltd | Financial | Bonds | 0.34% |
Muthoot Finance Ltd. | Financial | Debenture | 0.34% |
GOI | Sovereign | GOI Sec | 0.34% |
State Bank of India | Financial | Bonds | 0.34% |
The Indian Hotels Company Ltd. | Services | Equity | 0.30% |
Indegene Ltd. | Healthcare | Equity | 0.30% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.28% |
Bajaj Finance Ltd. | Financial | Debenture | 0.28% |
REC Ltd. | Financial | Debenture | 0.28% |
REC Ltd. | Financial | Debenture | 0.28% |
Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.28% |
GAIL (India) Ltd. | Energy | Equity | 0.27% |
Polycab India Ltd. | Capital Goods | Equity | 0.26% |
PB Fintech Ltd. | Services | Equity | 0.25% |
Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.21% |
GOI | Sovereign | GOI Sec | 0.21% |
Power Finance Corporation Ltd. | Financial | Debenture | 0.21% |
Power Grid Corporation Of India Ltd. | Energy | Bonds | 0.21% |
Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 0.21% |
Muthoot Finance Ltd. | Financial | Bonds | 0.21% |
GOI | Sovereign | GOI Sec | 0.21% |
Power Finance Corporation Ltd. | Financial | Debenture | 0.21% |
Power Finance Corporation Ltd. | Financial | Bonds/NCD | 0.21% |
Bajaj Finance Ltd. | Financial | Debenture | 0.20% |
LIC Housing Finance Ltd. | Financial | Debenture | 0.20% |
Tamilnadu State | Others | SDL | 0.18% |
Karnataka State | Others | SDL | 0.14% |
Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.14% |
PNB Housing Finance Ltd. | Financial | Debenture | 0.14% |
Can Fin Homes Ltd. | Financial | Debenture | 0.14% |
REC Ltd. | Financial | Debenture | 0.14% |
HDB Financial Services Ltd. | Financial | NCD | 0.14% |
REC Ltd. | Financial | Debenture | 0.14% |
HDB Financial Services Ltd. | Financial | Debenture | 0.14% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.14% |
Export-Import Bank Of India | Financial | CD | 0.14% |
Power Finance Corporation Ltd. | Financial | Debenture | 0.14% |
GOI | Sovereign | GOI Sec | 0.07% |
Axis Bank Ltd. | Financial | CD | 0.07% |
Chennai Super Kings Ltd. | Services | Equity | 0.00% |
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
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 8.4% | 14.1% | 16.1% | 12.8% |
| Category average | 7.9% | 14.7% | 15.9% | NA |
| Rank with in category | 24 | 33 | 21 | NA |
Understand terms
Peer Comparison
| Hybrid, Aggressive Hybrid funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
JM Aggressive Hybrid Fund Direct Growth | 5 | 1.9% | 20.9% | 815.80 |
ICICI Prudential Equity & Debt Fund Direct Growth | 5 | 14.9% | 20.1% | 48,071.30 |
Edelweiss Aggressive Hybrid Fund Direct Growth | 5 | 11.3% | 18.9% | 3,316.79 |
Nippon India Aggressive Hybrid Fund Direct Growth | 4 | 9.6% | 16.3% | 4,081.01 |
Franklin India Aggressive Hybrid Fund Direct Growth | 4 | 8.3% | 15.7% | 2,354.76 |
Expense ratio, exit load and tax
Expense ratio: 0.66%
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
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%.
Understand terms
Check past data
Fund management
Dwijendra SrivastavaJan 2022 - PresentView details
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 - PresentView details
Bharath S.
Jan 2022 - Present
View details
Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Also manages these schemes
Sandeep AgarwalJan 2022 - PresentView details
Sandeep Agarwal
Jan 2022 - Present
View details
Education
Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Also manages these schemes
Clyton Richard FernandesOct 2024 - PresentView 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
NAWebsite
www.sundarammutual.com
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,
Email
[email protected]Website
www.karvymfs.comPros and cons
Category: Hybrid Aggressive Hybrid
Pros
Lower expense ratio: 0.66%
1Y, 5Y and 10Y annualised returns higher than category average
Cons
3Y annualised returns lower than category average by 0.62%
Compare funds
Sundaram Aggressive Hybrid Fund Direct Growth
VS
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