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NAV: 03 Sep 2025
₹183.16
Rating
3
Min. SIP amount
₹100
Fund size
₹6,583.34Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (162)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 7.38% |
ICICI Bank Ltd. | Financial | Equity | 6.43% |
Reliance Industries Ltd. | Energy | Equity | 4.94% |
GOI | Sovereign | GOI Sec | 4.75% |
Bharti Airtel Ltd. | Communication | Equity | 3.15% |
State Bank of India | Financial | Equity | 2.82% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 2.38% |
Axis Bank Ltd. | Financial | Equity | 1.90% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 1.87% |
Embassy Office Parks REIT | Construction | REITs | 1.82% |
Infosys Ltd. | Technology | Equity | 1.78% |
Larsen & Toubro Ltd. | Construction | Equity | 1.72% |
Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 1.67% |
Bajaj Finance Ltd. | Financial | Equity | 1.63% |
NA | NA | Mutual Fund | 1.61% |
GOI | Sovereign | GOI Sec | 1.59% |
ITC Ltd. | Consumer Staples | Equity | 1.42% |
Coromandel International Ltd. | Chemicals | Equity | 1.35% |
Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.34% |
Shriram Finance Ltd | Financial | Equity | 1.32% |
HCL Technologies Ltd. | Technology | Equity | 1.26% |
Interglobe Aviation Ltd. | Services | Equity | 1.23% |
Cummins India Ltd. | Capital Goods | Equity | 1.07% |
Tata Consumer Products Ltd. | Consumer Staples | Equity | 1.05% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.04% |
Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 1.03% |
Maruti Suzuki India Ltd. | Automobile | Equity | 1.03% |
Bharat Petroleum Corporation Ltd. | Energy | Equity | 1.03% |
Multi Commodity Exchange Of India Ltd. | Services | Equity | 0.98% |
Tata Power Company Ltd. | Energy | Equity | 0.96% |
Grasim Industries Ltd. | Construction | Equity | 0.94% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 0.93% |
Bharat Electronics Ltd. | Capital Goods | Equity | 0.86% |
National Bank For Agriculture & Rural Development | Financial | Bonds | 0.85% |
Ultratech Cement Ltd. | Construction | Equity | 0.84% |
BSE Ltd. | Services | Equity | 0.80% |
Mankind Pharma Ltd. | Healthcare | Equity | 0.77% |
Jubilant FoodWorks Ltd. | Services | Equity | 0.77% |
SBI Life Insurance Company Ltd. | Insurance | Equity | 0.77% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.76% |
Hero Motocorp Ltd. | Automobile | Equity | 0.72% |
United Spirits Ltd. | Consumer Staples | Equity | 0.70% |
Lupin Ltd. | Healthcare | Equity | 0.70% |
UNO Minda Ltd. | Automobile | Equity | 0.68% |
Home First Finance Company India Ltd. | Financial | Equity | 0.67% |
Fortis Healthcare Ltd. | Healthcare | Equity | 0.65% |
Zydus Lifesciences Ltd. | Healthcare | Equity | 0.64% |
Varun Beverages Ltd. | Consumer Staples | Equity | 0.64% |
JK Cement Ltd. | Construction | Equity | 0.64% |
Bajaj Auto Ltd. | Automobile | Equity | 0.63% |
Pidilite Industries Ltd. | Chemicals | Equity | 0.61% |
The Indian Hotels Company Ltd. | Services | Equity | 0.59% |
Power Finance Corporation Ltd. | Financial | Equity | 0.56% |
Tech Mahindra Ltd. | Technology | Equity | 0.54% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 0.53% |
GOI | Sovereign | GOI Sec | 0.48% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Bonds | 0.47% |
Bajaj Finance Ltd. | Financial | Debenture | 0.47% |
Amara Raja Energy & Mobility Ltd | Capital Goods | Equity | 0.42% |
Indus Towers Ltd. | Communication | Equity | 0.41% |
Computer Age Management Services Ltd. | Services | Equity | 0.41% |
Power Finance Corporation Ltd. | Financial | Debenture | 0.40% |
LIC Housing Finance Ltd. | Financial | Debenture | 0.40% |
Prestige Estates Projects Ltd. | Construction | Equity | 0.39% |
GOI | Sovereign | GOI Sec | 0.39% |
GOI | Sovereign | GOI Sec | 0.39% |
GOI | Sovereign | GOI Sec | 0.39% |
Power Finance Corporation Ltd. | Financial | NCD | 0.39% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 0.39% |
HDFC Bank Ltd. | Financial | Debenture | 0.39% |
Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.39% |
Shriram Finance Ltd | Financial | Bonds | 0.38% |
Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.38% |
Aditya Birla Capital Ltd. | Financial | CP | 0.38% |
Prudent Corporate Advisory Services Ltd. | Financial | Equity | 0.35% |
Bajaj Finance Ltd. | Financial | Debenture | 0.31% |
Biocon Ltd. | Healthcare | Equity | 0.31% |
Ceat Ltd. | Automobile | Equity | 0.31% |
REC Ltd. | Financial | Debenture | 0.31% |
REC Ltd. | Financial | Debenture | 0.31% |
Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.31% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.31% |
Indegene Ltd. | Healthcare | Equity | 0.30% |
GAIL (India) Ltd. | Energy | Equity | 0.30% |
Polycab India Ltd. | Capital Goods | Equity | 0.26% |
Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.25% |
Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.24% |
GOI | Sovereign | GOI Sec | 0.24% |
Power Grid Corporation Of India Ltd. | Energy | Bonds | 0.23% |
Power Finance Corporation Ltd. | Financial | Debenture | 0.23% |
National Bank For Agriculture & Rural Development | Financial | Bonds | 0.23% |
Muthoot Finance Ltd. | Financial | Bonds | 0.23% |
Power Finance Corporation Ltd. | Financial | Debenture | 0.23% |
GOI | Sovereign | GOI Sec | 0.23% |
Bajaj Finance Ltd. | Financial | Debenture | 0.23% |
LIC Housing Finance Ltd. | Financial | Debenture | 0.23% |
Bank Of Baroda | Financial | Equity | 0.22% |
Tamilnadu State | Others | SDL | 0.20% |
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% |
Grindwell Norton Ltd. | Metals & Mining | Equity | 0.15% |
JSW Energy Ltd. | Capital Goods | Equity | 0.09% |
Aditya Birla Capital Ltd. | Financial | Equity | 0.09% |
GOI | Sovereign | GOI Sec | 0.08% |
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% |
NTPC Ltd. | Energy | Equity | 0.04% |
Asian Paints Ltd. | Chemicals | Equity | 0.03% |
IDFC First Bank Ltd. | Financial | Equity | 0.03% |
Tata Consultancy Services Ltd. | Technology | Equity | 0.02% |
Bajaj Finserv Ltd. | Financial | Equity | 0.01% |
HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.01% |
Power Grid Corporation Of India Ltd. | Energy | Equity | 0.01% |
Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.00% |
Divi's Laboratories Ltd. | Healthcare | Equity | 0.00% |
REC Ltd. | Financial | Equity | 0.00% |
Chennai Super Kings Ltd. | Services | Equity | 0.00% |
Roadstar Infra Investment Trust | Construction | InvITs | 0.00% |
REC Ltd. | Financial | Futures | -0.00% |
Ultratech Cement Ltd. | Construction | Futures | -0.00% |
Divi's Laboratories Ltd. | Healthcare | Futures | -0.00% |
SBI Life Insurance Company Ltd. | Insurance | Futures | -0.00% |
Hindustan Aeronautics Ltd. | Capital Goods | Futures | -0.00% |
HCL Technologies Ltd. | Technology | Futures | -0.01% |
Zydus Lifesciences Ltd. | Healthcare | Futures | -0.01% |
Power Grid Corporation Of India Ltd. | Energy | Futures | -0.01% |
Mahindra & Mahindra Ltd. | Automobile | Futures | -0.01% |
HDFC Life Insurance Co Ltd. | Insurance | Futures | -0.01% |
Bajaj Finserv Ltd. | Financial | Futures | -0.01% |
Larsen & Toubro Ltd. | Construction | Futures | -0.02% |
Tata Consultancy Services Ltd. | Technology | Futures | -0.02% |
Shasun Pharmaceuticals Ltd. | Healthcare | Futures | -0.02% |
IDFC First Bank Ltd. | Financial | Futures | -0.03% |
Grasim Industries Ltd. | Construction | Futures | -0.03% |
Asian Paints Ltd. | Chemicals | Futures | -0.03% |
Bharat Electronics Ltd. | Capital Goods | Futures | -0.03% |
Bajaj Finance Ltd. | Financial | Futures | -0.04% |
NTPC Ltd. | Energy | Futures | -0.04% |
Adani Ports and Special Economic Zone Ltd. | Services | Futures | -0.05% |
Marico Ltd. | Consumer Staples | Futures | -0.07% |
Tata Power Company Ltd. | Energy | Futures | -0.07% |
Aditya Birla Capital Ltd. | Financial | Futures | -0.09% |
JSW Energy Ltd. | Capital Goods | Futures | -0.09% |
Bharti Airtel Ltd. | Communication | Futures | -0.14% |
Bank Of Baroda | Financial | Futures | -0.22% |
Kotak Mahindra Bank Ltd. | Financial | Futures | -0.25% |
Dixon Technologies (India) Ltd. | Capital Goods | Futures | -0.25% |
The Indian Hotels Company Ltd Rights | Services | Futures | -0.25% |
Biocon Ltd. | Healthcare | Futures | -0.31% |
Reliance Industries Ltd. | Energy | Futures | -0.42% |
State Bank of India | Financial | Futures | -0.53% |
ICICI Bank Ltd. | Financial | Futures | -0.71% |
Multi Commodity Exchange Of India Ltd. | Services | Futures | -0.98% |
HDFC Bank Ltd. | Financial | Futures | -1.28% |
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 | -0.1% | 13.4% | 16.9% | 12.6% |
| Category average | -0.3% | 14.0% | 16.7% | NA |
| Rank with in category | 30 | 31 | 22 | NA |
Understand terms
Peer Comparison
| Hybrid, Aggressive Hybrid funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
JM Aggressive Hybrid Fund Direct Growth | 5 | -6.0% | 21.8% | 840.84 |
ICICI Prudential Equity & Debt Fund Direct Growth | 5 | 4.6% | 20.1% | 44,605.00 |
Edelweiss Aggressive Hybrid Fund Direct Growth | 5 | 2.6% | 19.2% | 2,994.48 |
Nippon India Aggressive Hybrid Fund Direct Growth | 4 | 1.5% | 16.4% | 3,936.34 |
Franklin India Aggressive Hybrid Fund Direct Growth | 4 | 1.1% | 15.9% | 2,256.09 |
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%
1Y, 5Y and 10Y annualised returns higher than category average
Cons
3Y annualised returns lower than category average by 0.67%
Compare funds
Sundaram Aggressive Hybrid Fund Direct Growth
VS
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