Sundaram Aggressive Hybrid Fund Direct Growth

Sundaram Aggressive Hybrid Fund Direct Growth

+12.80%
3Y annualised
+0.11% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Mar '26
₹174.33
Min. for SIP
₹100
Fund size
₹8,141.79 Cr
Expense ratio
0.74%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹57,046
-4.92%
3 years₹1,80,000₹1,91,332
+6.30%
5 years₹3,00,000₹3,65,598
+21.87%
10 years₹6,00,000₹10,73,560
+78.93%

Holdings (114)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity6.90%
ICICI Bank Ltd.FinancialEquity4.78%
Reliance Industries Ltd.EnergyEquity3.82%
Larsen & Toubro Ltd.ConstructionEquity3.65%
Bharti Airtel Ltd.CommunicationEquity3.40%
GOISovereignGOI Sec2.78%
Mahindra & Mahindra Ltd.AutomobileEquity2.67%
Kotak Mahindra Bank Ltd.FinancialEquity2.55%
Bajaj Finance Ltd.FinancialEquity2.21%
State Bank of IndiaFinancialEquity1.95%
Infosys Ltd.TechnologyEquity1.90%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity1.75%
Bharat Electronics Ltd.Capital GoodsEquity1.71%
HCL Technologies Ltd.TechnologyEquity1.67%
GOISovereignGOI Sec1.58%
Hindustan Unilever Ltd.Consumer StaplesEquity1.54%
Cummins India Ltd.Capital GoodsEquity1.51%
Coromandel International Ltd.ChemicalsEquity1.48%
Power Finance Corporation Ltd.FinancialEquity1.37%
----Mutual Fund1.35%
PB Fintech Ltd.ServicesEquity1.34%
Embassy Office Parks REITConstructionREITs1.33%
TVS Motor Company Ltd.AutomobileEquity1.24%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity1.21%
Bharat Petroleum Corporation Ltd.EnergyEquity1.16%
Jubilant FoodWorks Ltd.ServicesEquity1.14%
Ultratech Cement Ltd.ConstructionEquity1.14%
Interglobe Aviation Ltd.ServicesEquity1.06%
National Bank For Agriculture & Rural DevelopmentFinancialBonds1.05%
Fractal Analytics Ltd.TechnologyEquity1.05%
Tata Consumer Products Ltd.Consumer StaplesEquity1.00%
Amara Raja Energy & Mobility LtdCapital GoodsEquity0.94%
Tata Power Company Ltd.EnergyEquity0.94%
Mankind Pharma Ltd.HealthcareEquity0.83%
Coforge Ltd.TechnologyEquity0.83%
Maruti Suzuki India Ltd.AutomobileEquity0.81%
Brookfield India Real Estate Trust REITConstructionREITs0.78%
Bajaj Auto Ltd.AutomobileEquity0.78%
JK Cement Ltd.ConstructionEquity0.77%
Sun Pharmaceutical Industries Ltd.HealthcareEquity0.74%
UNO Minda Ltd.AutomobileEquity0.71%
Home First Finance Company India Ltd.FinancialEquity0.71%
Indian BankFinancialCD0.66%
Crisil Ltd.ServicesEquity0.64%
GOISovereignGOI Sec0.63%
Axis Bank Ltd.FinancialCD0.61%
Punjab National BankFinancialCD0.61%
Billionbrains Garage Ventures Ltd.FinancialEquity0.61%
National Bank For Agriculture & Rural DevelopmentFinancialBonds0.56%
Prudent Corporate Advisory Services Ltd.FinancialEquity0.54%
Indraprastha Gas Ltd.EnergyEquity0.52%
GAIL (India) Ltd.EnergyEquity0.50%
Prestige Estates Projects Ltd.ConstructionEquity0.49%
Indegene Ltd.HealthcareEquity0.46%
Trent Ltd.ServicesEquity0.44%
Bharti Telecom Ltd.CommunicationDebenture0.43%
National Bank For Agriculture & Rural DevelopmentFinancialDebenture0.43%
Hindustan Aeronautics Ltd.Capital GoodsEquity0.39%
GOISovereignGOI Sec0.38%
Cholamandalam Investment and Finance Company Ltd.FinancialBonds0.38%
Bajaj Finance Ltd.FinancialDebenture0.37%
United Spirits Ltd.Consumer StaplesEquity0.34%
GOISovereignGOI Sec0.32%
Power Finance Corporation Ltd.FinancialDebenture0.32%
LIC Housing Finance Ltd.FinancialDebenture0.32%
Bharti Telecom Ltd.CommunicationDebenture0.31%
Power Finance Corporation Ltd.FinancialNCD0.31%
HDFC Bank Ltd.FinancialDebenture0.31%
National Bank For Agriculture & Rural DevelopmentFinancialDebenture0.31%
Small Industries Devp. Bank of India Ltd.FinancialBonds/NCD0.31%
Small Industries Devp. Bank of India Ltd.FinancialDebenture0.31%
LIC Housing Finance Ltd.FinancialDebenture0.31%
REC Ltd.FinancialDebenture0.31%
Muthoot Finance Ltd.FinancialDebenture0.31%
Shriram Finance LtdFinancialBonds0.31%
Tech Mahindra Ltd.TechnologyEquity0.31%
National Bank For Agriculture & Rural DevelopmentFinancialBonds0.31%
National Bank For Agriculture & Rural DevelopmentFinancialBonds0.31%
SBICAP Securities Ltd.FinancialCP0.31%
State Bank of IndiaFinancialBonds0.30%
GOISovereignGOI Sec0.30%
GOISovereignGOI Sec0.30%
Small Industries Devp. Bank of India Ltd.FinancialCP0.30%
Small Industries Devp. Bank of India Ltd.FinancialCD0.29%
GOISovereignGOI Sec0.28%
Cholamandalam Investment and Finance Company Ltd.FinancialDebenture0.26%
REC Ltd.FinancialDebenture0.25%
Indian Railway Finance Corporation Ltd.FinancialDebenture0.25%
The Indian Hotels Company Ltd.ServicesEquity0.25%
Indian Railway Finance Corporation Ltd.FinancialDebenture0.19%
GOISovereignGOI Sec0.19%
Power Finance Corporation Ltd.FinancialDebenture0.19%
Muthoot Finance Ltd.FinancialBonds0.19%
GOISovereignGOI Sec0.19%
Small Industries Devp. Bank of India Ltd.FinancialBonds0.19%
Power Finance Corporation Ltd.FinancialDebenture0.18%
Power Finance Corporation Ltd.FinancialBonds/NCD0.18%
Bajaj Finance Ltd.FinancialDebenture0.18%
LIC Housing Finance Ltd.FinancialDebenture0.18%
PNB Housing Finance Ltd.FinancialDebenture0.17%
Indian Railway Finance Corporation Ltd.FinancialBonds0.16%
Tamilnadu StateOthersSDL0.16%
Karnataka StateOthersSDL0.13%
PNB Housing Finance Ltd.FinancialDebenture0.12%
Small Industries Devp. Bank of India Ltd.FinancialDebenture0.12%
Can Fin Homes Ltd.FinancialDebenture0.12%
HDB Financial Services Ltd.FinancialNCD0.12%
REC Ltd.FinancialDebenture0.12%
REC Ltd.FinancialDebenture0.12%
HDB Financial Services Ltd.FinancialDebenture0.12%
Cholamandalam Investment and Finance Company Ltd.FinancialDebenture0.12%
Power Finance Corporation Ltd.FinancialDebenture0.12%
Kwality Wall's (India) Ltd.Consumer StaplesEquity0.02%
Chennai Super Kings Ltd.ServicesEquity0.00%
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
Name3Y5Y10YAll
Fund returns+12.8%+11.4%+12.8%+11.7%
Category average (Hybrid Aggressive Hybrid)+14.3%+13.9%+12.0%--
Rank (Hybrid Aggressive Hybrid)2825----

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

Fund management

DS
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

CRF
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

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 ₹76,017 Cr and the Latest NAV as of 20 Mar 2026 is ₹174.33. 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₹76,017.50 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mail--
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianABN AMRO Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,