Sundaram Aggressive Hybrid Fund Direct Growth

Hybrid
Aggressive Hybrid
High Risk
+14.05%
3Y annualised
-0.12% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 23 Sep 2025
₹186.19
Rating
3
Min. SIP amount
₹100
Fund size
₹6,679.69Cr

Return calculator

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

Holdings (134)

NameSectorInstrumentAssets
FinancialEquity7.57%
FinancialEquity6.13%
EnergyEquity4.75%
GOI
SovereignGOI Sec4.61%
CommunicationEquity3.60%
FinancialEquity2.80%
FinancialEquity2.79%
ConstructionEquity2.54%
ConstructionREITs1.97%
FinancialEquity1.92%
AutomobileEquity1.92%
Consumer StaplesEquity1.78%
TechnologyEquity1.70%
NA
NAMutual Fund1.60%
FinancialEquity1.55%
SovereignGOI Sec1.53%
Capital GoodsEquity1.38%
TechnologyEquity1.37%
Capital GoodsEquity1.35%
ChemicalsEquity1.31%
ServicesEquity1.30%
FinancialEquity1.29%
FinancialEquity1.19%
AutomobileEquity1.19%
Consumer StaplesEquity1.09%
ServicesEquity1.03%
EnergyEquity0.96%
ConstructionEquity0.94%
Consumer DiscretionaryEquity0.93%
ServicesEquity0.93%
National Bank For Agriculture & Rural Development
FinancialDebenture0.91%
ConstructionEquity0.87%
AutomobileEquity0.86%
FinancialBonds0.84%
Consumer StaplesEquity0.84%
EnergyEquity0.82%
HealthcareEquity0.82%
AutomobileEquity0.82%
InsuranceEquity0.81%
ServicesEquity0.80%
HealthcareEquity0.75%
Consumer StaplesEquity0.74%
ChemicalsEquity0.71%
HealthcareEquity0.68%
HealthcareEquity0.68%
FinancialEquity0.67%
ConstructionEquity0.66%
HealthcareEquity0.63%
ServicesEquity0.59%
ConstructionEquity0.59%
ServicesEquity0.59%
TechnologyEquity0.54%
Consumer StaplesEquity0.52%
National Bank For Agriculture & Rural Development
FinancialDebenture0.52%
Cholamandalam Investment and Finance Company Ltd.
FinancialBonds0.46%
SovereignGOI Sec0.46%
Bajaj Finance Ltd.
FinancialDebenture0.46%
Capital GoodsEquity0.45%
AutomobileEquity0.44%
FinancialDebenture0.39%
LIC Housing Finance Ltd.
FinancialDebenture0.39%
SovereignGOI Sec0.38%
Power Finance Corporation Ltd.
FinancialNCD0.38%
HDFC Bank Ltd.
FinancialDebenture0.38%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture0.38%
FinancialDebenture0.38%
CommunicationEquity0.38%
FinancialBonds0.38%
FinancialDebenture0.38%
SovereignGOI Sec0.37%
GOI
SovereignGOI Sec0.37%
FinancialEquity0.33%
Bajaj Finance Ltd.
FinancialDebenture0.30%
REC Ltd.
FinancialDebenture0.30%
REC Ltd.
FinancialDebenture0.30%
Indian Railway Finance Corporation Ltd.
FinancialDebenture0.30%
Cholamandalam Investment and Finance Company Ltd.
FinancialDebenture0.30%
HealthcareEquity0.30%
EnergyEquity0.29%
HealthcareEquity0.27%
Capital GoodsEquity0.26%
Capital GoodsEquity0.24%
FinancialDebenture0.23%
GOI
SovereignGOI Sec0.23%
FinancialDebenture0.23%
Power Grid Corporation Of India Ltd.
EnergyBonds0.23%
National Bank For Agriculture & Rural Development
FinancialBonds0.23%
GOI
SovereignGOI Sec0.23%
Muthoot Finance Ltd.
FinancialBonds0.23%
FinancialDebenture0.23%
Bajaj Finance Ltd.
FinancialDebenture0.22%
LIC Housing Finance Ltd.
FinancialDebenture0.22%
FinancialEquity0.21%
Tamilnadu State
OthersSDL0.19%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture0.15%
PNB Housing Finance Ltd.
FinancialDebenture0.15%
Can Fin Homes Ltd.
FinancialDebenture0.15%
FinancialDebenture0.15%
FinancialNCD0.15%
National Housing Bank
FinancialNCD0.15%
FinancialDebenture0.15%
HDB Financial Services Ltd.
FinancialDebenture0.15%
FinancialDebenture0.15%
FinancialEquity0.10%
GOI
SovereignGOI Sec0.07%
Axis Bank Ltd.
FinancialCD0.07%
Consumer StaplesEquity0.07%
ServicesEquity0.05%
FinancialEquity0.03%
TechnologyEquity0.02%
Capital GoodsEquity0.02%
FinancialEquity0.01%
ConstructionInvITs0.00%
Chennai Super Kings Ltd.
ServicesEquity0.00%
Bajaj Finserv Ltd.
FinancialFutures-0.01%
JSW Energy Ltd.
Capital GoodsFutures-0.02%
Tata Consultancy Services Ltd.
TechnologyFutures-0.02%
IDFC First Bank Ltd.
FinancialFutures-0.03%
Grasim Industries Ltd.
ConstructionFutures-0.03%
Bharat Electronics Ltd.
Capital GoodsFutures-0.03%
Adani Ports and Special Economic Zone Ltd.
ServicesFutures-0.05%
Marico Ltd.
Consumer StaplesFutures-0.07%
Kotak Mahindra Bank Ltd.
FinancialFutures-0.07%
Aditya Birla Capital Ltd.
FinancialFutures-0.10%
Bharti Airtel Ltd.
CommunicationFutures-0.12%
Bank Of Baroda
FinancialFutures-0.21%
Dixon Technologies (India) Ltd.
Capital GoodsFutures-0.24%
The Indian Hotels Company Ltd Rights
ServicesFutures-0.26%
Biocon Ltd.
HealthcareFutures-0.27%
Reliance Industries Ltd.
EnergyFutures-0.41%
State Bank of India
FinancialFutures-0.53%
HDFC Bank Ltd.
FinancialFutures-0.63%
ICICI Bank Ltd.
FinancialFutures-0.66%
Multi Commodity Exchange Of India Ltd.
ServicesFutures-0.94%
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 returns-1.3%14.1%18.0%12.7%
Category average-0.8%14.9%17.7%NA
Rank with in category283223NA
Understand terms

Peer Comparison

Expense ratio, exit load and tax

Expense ratio: 0.68%

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 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

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,

Pros and cons

Category: Hybrid Aggressive Hybrid

Pros

Lower expense ratio: 0.68%
5Y and 10Y annualised returns higher than category average

Cons

Consistently lower annualised returns than category average for the past 1Y and 3Y

Compare funds

Sundaram Aggressive Hybrid Fund Direct Growth
VS
Add mutual fund to compare