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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)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 7.57% |
ICICI Bank Ltd. | Financial | Equity | 6.13% |
Reliance Industries Ltd. | Energy | Equity | 4.75% |
GOI | Sovereign | GOI Sec | 4.61% |
Bharti Airtel Ltd. | Communication | Equity | 3.60% |
State Bank of India | Financial | Equity | 2.80% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 2.79% |
Larsen & Toubro Ltd. | Construction | Equity | 2.54% |
Embassy Office Parks REIT | Construction | REITs | 1.97% |
Bajaj Finance Ltd. | Financial | Equity | 1.92% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 1.92% |
Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.78% |
Infosys Ltd. | Technology | Equity | 1.70% |
NA | NA | Mutual Fund | 1.60% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.55% |
GOI | Sovereign | GOI Sec | 1.53% |
Cummins India Ltd. | Capital Goods | Equity | 1.38% |
HCL Technologies Ltd. | Technology | Equity | 1.37% |
Bharat Electronics Ltd. | Capital Goods | Equity | 1.35% |
Coromandel International Ltd. | Chemicals | Equity | 1.31% |
Interglobe Aviation Ltd. | Services | Equity | 1.30% |
Power Finance Corporation Ltd. | Financial | Equity | 1.29% |
Shriram Finance Ltd | Financial | Equity | 1.19% |
Maruti Suzuki India Ltd. | Automobile | Equity | 1.19% |
Tata Consumer Products Ltd. | Consumer Staples | Equity | 1.09% |
Jubilant FoodWorks Ltd. | Services | Equity | 1.03% |
Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.96% |
Grasim Industries Ltd. | Construction | Equity | 0.94% |
Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 0.93% |
Multi Commodity Exchange Of India Ltd. | Services | Equity | 0.93% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 0.91% |
Ultratech Cement Ltd. | Construction | Equity | 0.87% |
Bajaj Auto Ltd. | Automobile | Equity | 0.86% |
National Bank For Agriculture & Rural Development | Financial | Bonds | 0.84% |
United Spirits Ltd. | Consumer Staples | Equity | 0.84% |
Tata Power Company Ltd. | Energy | Equity | 0.82% |
Mankind Pharma Ltd. | Healthcare | Equity | 0.82% |
UNO Minda Ltd. | Automobile | Equity | 0.82% |
SBI Life Insurance Company Ltd. | Insurance | Equity | 0.81% |
BSE Ltd. | Services | Equity | 0.80% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.75% |
ITC Ltd. | Consumer Staples | Equity | 0.74% |
Pidilite Industries Ltd. | Chemicals | Equity | 0.71% |
Fortis Healthcare Ltd. | Healthcare | Equity | 0.68% |
Lupin Ltd. | Healthcare | Equity | 0.68% |
Home First Finance Company India Ltd. | Financial | Equity | 0.67% |
JK Cement Ltd. | Construction | Equity | 0.66% |
Zydus Lifesciences Ltd. | Healthcare | Equity | 0.63% |
The Indian Hotels Company Ltd. | Services | Equity | 0.59% |
Prestige Estates Projects Ltd. | Construction | Equity | 0.59% |
Crisil Ltd. | Services | Equity | 0.59% |
Tech Mahindra Ltd. | Technology | Equity | 0.54% |
Varun Beverages Ltd. | Consumer Staples | Equity | 0.52% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 0.52% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Bonds | 0.46% |
GOI | Sovereign | GOI Sec | 0.46% |
Bajaj Finance Ltd. | Financial | Debenture | 0.46% |
Amara Raja Energy & Mobility Ltd | Capital Goods | Equity | 0.45% |
Hero Motocorp Ltd. | Automobile | Equity | 0.44% |
Power Finance Corporation Ltd. | Financial | Debenture | 0.39% |
LIC Housing Finance Ltd. | Financial | Debenture | 0.39% |
GOI | Sovereign | GOI Sec | 0.38% |
Power Finance Corporation Ltd. | Financial | NCD | 0.38% |
HDFC Bank Ltd. | Financial | Debenture | 0.38% |
Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.38% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 0.38% |
Indus Towers Ltd. | Communication | Equity | 0.38% |
Shriram Finance Ltd | Financial | Bonds | 0.38% |
Muthoot Finance Ltd. | Financial | Debenture | 0.38% |
GOI | Sovereign | GOI Sec | 0.37% |
GOI | Sovereign | GOI Sec | 0.37% |
Prudent Corporate Advisory Services Ltd. | Financial | Equity | 0.33% |
Bajaj Finance Ltd. | Financial | Debenture | 0.30% |
REC Ltd. | Financial | Debenture | 0.30% |
REC Ltd. | Financial | Debenture | 0.30% |
Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.30% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.30% |
Indegene Ltd. | Healthcare | Equity | 0.30% |
GAIL (India) Ltd. | Energy | Equity | 0.29% |
Biocon Ltd. | Healthcare | Equity | 0.27% |
Polycab India Ltd. | Capital Goods | Equity | 0.26% |
Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.24% |
Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.23% |
GOI | Sovereign | GOI Sec | 0.23% |
Power Finance Corporation Ltd. | Financial | Debenture | 0.23% |
Power Grid Corporation Of India Ltd. | Energy | Bonds | 0.23% |
National Bank For Agriculture & Rural Development | Financial | Bonds | 0.23% |
GOI | Sovereign | GOI Sec | 0.23% |
Muthoot Finance Ltd. | Financial | Bonds | 0.23% |
Power Finance Corporation Ltd. | Financial | Debenture | 0.23% |
Bajaj Finance Ltd. | Financial | Debenture | 0.22% |
LIC Housing Finance Ltd. | Financial | Debenture | 0.22% |
Bank Of Baroda | Financial | Equity | 0.21% |
Tamilnadu State | Others | SDL | 0.19% |
Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.15% |
PNB Housing Finance Ltd. | Financial | Debenture | 0.15% |
Can Fin Homes Ltd. | Financial | Debenture | 0.15% |
REC Ltd. | Financial | Debenture | 0.15% |
HDB Financial Services Ltd. | Financial | NCD | 0.15% |
National Housing Bank | Financial | NCD | 0.15% |
REC Ltd. | Financial | Debenture | 0.15% |
HDB Financial Services Ltd. | Financial | Debenture | 0.15% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.15% |
Aditya Birla Capital Ltd. | Financial | Equity | 0.10% |
GOI | Sovereign | GOI Sec | 0.07% |
Axis Bank Ltd. | Financial | CD | 0.07% |
Marico Ltd. | Consumer Staples | Equity | 0.07% |
Adani Ports and Special Economic Zone Ltd. | Services | Equity | 0.05% |
IDFC First Bank Ltd. | Financial | Equity | 0.03% |
Tata Consultancy Services Ltd. | Technology | Equity | 0.02% |
JSW Energy Ltd. | Capital Goods | Equity | 0.02% |
Bajaj Finserv Ltd. | Financial | Equity | 0.01% |
Roadstar Infra Investment Trust | Construction | InvITs | 0.00% |
Chennai Super Kings Ltd. | Services | Equity | 0.00% |
Bajaj Finserv Ltd. | Financial | Futures | -0.01% |
JSW Energy Ltd. | Capital Goods | Futures | -0.02% |
Tata Consultancy Services Ltd. | Technology | Futures | -0.02% |
IDFC First Bank Ltd. | Financial | Futures | -0.03% |
Grasim Industries Ltd. | Construction | Futures | -0.03% |
Bharat Electronics Ltd. | Capital Goods | Futures | -0.03% |
Adani Ports and Special Economic Zone Ltd. | Services | Futures | -0.05% |
Marico Ltd. | Consumer Staples | Futures | -0.07% |
Kotak Mahindra Bank Ltd. | Financial | Futures | -0.07% |
Aditya Birla Capital Ltd. | Financial | Futures | -0.10% |
Bharti Airtel Ltd. | Communication | Futures | -0.12% |
Bank Of Baroda | Financial | Futures | -0.21% |
Dixon Technologies (India) Ltd. | Capital Goods | Futures | -0.24% |
The Indian Hotels Company Ltd Rights | Services | Futures | -0.26% |
Biocon Ltd. | Healthcare | Futures | -0.27% |
Reliance Industries Ltd. | Energy | Futures | -0.41% |
State Bank of India | Financial | Futures | -0.53% |
HDFC Bank Ltd. | Financial | Futures | -0.63% |
ICICI Bank Ltd. | Financial | Futures | -0.66% |
Multi Commodity Exchange Of India Ltd. | Services | Futures | -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
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | -1.3% | 14.1% | 18.0% | 12.7% |
| Category average | -0.8% | 14.9% | 17.7% | NA |
| Rank with in category | 28 | 32 | 23 | NA |
Understand terms
Peer Comparison
| Hybrid, Aggressive Hybrid funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
JM Aggressive Hybrid Fund Direct Growth | 5 | -5.3% | 22.6% | 804.37 |
ICICI Prudential Equity & Debt Fund Direct Growth | 5 | 4.3% | 21.2% | 45,168.02 |
Edelweiss Aggressive Hybrid Fund Direct Growth | 5 | 1.9% | 19.8% | 3,044.72 |
Nippon India Aggressive Hybrid Fund Direct Growth | 4 | 0.7% | 17.2% | 3,894.45 |
Franklin India Aggressive Hybrid Fund Direct Growth | 4 | 0.6% | 16.5% | 2,245.11 |
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 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: 0.68%
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
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