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NAV: 15 Oct 2025
₹42.85
Rating
3
Min. SIP amount
₹100
Fund size
₹6,944.38Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (140)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 7.33% |
ICICI Bank Ltd. | Financial | Equity | 5.72% |
Reliance Industries Ltd. | Energy | Equity | 4.61% |
GOI | Sovereign | GOI Sec | 4.45% |
Bharti Airtel Ltd. | Communication | Equity | 3.95% |
State Bank of India | Financial | Equity | 2.99% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 2.73% |
Larsen & Toubro Ltd. | Construction | Equity | 2.48% |
Bajaj Finance Ltd. | Financial | Equity | 2.10% |
Embassy Office Parks REIT | Construction | REITs | 2.06% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 1.97% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.69% |
Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.62% |
Infosys Ltd. | Technology | Equity | 1.61% |
NA | NA | Mutual Fund | 1.55% |
Bharat Electronics Ltd. | Capital Goods | Equity | 1.49% |
GOI | Sovereign | GOI Sec | 1.48% |
Coromandel International Ltd. | Chemicals | Equity | 1.42% |
Interglobe Aviation Ltd. | Services | Equity | 1.38% |
Cummins India Ltd. | Capital Goods | Equity | 1.36% |
Power Finance Corporation Ltd. | Financial | Equity | 1.34% |
Jubilant FoodWorks Ltd. | Services | Equity | 1.33% |
HCL Technologies Ltd. | Technology | Equity | 1.25% |
Shriram Finance Ltd | Financial | Equity | 1.22% |
Tata Consumer Products Ltd. | Consumer Staples | Equity | 1.20% |
Maruti Suzuki India Ltd. | Automobile | Equity | 1.17% |
Bharat Petroleum Corporation Ltd. | Energy | Equity | 1.02% |
Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 1.00% |
National Bank For Agriculture & Rural Development | Financial | Bonds | 0.95% |
BSE Ltd. | Services | Equity | 0.95% |
National Bank For Agriculture & Rural Development | Financial | Bonds | 0.95% |
Multi Commodity Exchange Of India Ltd. | Services | Equity | 0.94% |
Grasim Industries Ltd. | Construction | Equity | 0.87% |
United Spirits Ltd. | Consumer Staples | Equity | 0.85% |
SBI Life Insurance Company Ltd. | Insurance | Equity | 0.84% |
Bajaj Auto Ltd. | Automobile | Equity | 0.83% |
Tata Power Company Ltd. | Energy | Equity | 0.82% |
Ultratech Cement Ltd. | Construction | Equity | 0.81% |
UNO Minda Ltd. | Automobile | Equity | 0.80% |
Mankind Pharma Ltd. | Healthcare | Equity | 0.78% |
Amara Raja Energy & Mobility Ltd | Capital Goods | Equity | 0.73% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.72% |
Home First Finance Company India Ltd. | Financial | Equity | 0.71% |
Crisil Ltd. | Services | Equity | 0.70% |
Fortis Healthcare Ltd. | Healthcare | Equity | 0.70% |
Lupin Ltd. | Healthcare | Equity | 0.66% |
Pidilite Industries Ltd. | Chemicals | Equity | 0.66% |
Zydus Lifesciences Ltd. | Healthcare | Equity | 0.61% |
JK Cement Ltd. | Construction | Equity | 0.57% |
Varun Beverages Ltd. | Consumer Staples | Equity | 0.56% |
Prestige Estates Projects Ltd. | Construction | Equity | 0.55% |
The Indian Hotels Company Ltd. | Services | Equity | 0.54% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 0.50% |
Hero Motocorp Ltd. | Automobile | Equity | 0.45% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Bonds | 0.44% |
GOI | Sovereign | GOI Sec | 0.44% |
Bajaj Finance Ltd. | Financial | Debenture | 0.44% |
Power Finance Corporation Ltd. | Financial | Debenture | 0.38% |
LIC Housing Finance Ltd. | Financial | Debenture | 0.37% |
GOI | Sovereign | GOI Sec | 0.37% |
Tech Mahindra Ltd. | Technology | Equity | 0.37% |
Power Finance Corporation Ltd. | Financial | NCD | 0.37% |
Small Industries Devp. Bank of India Ltd. | Financial | Bonds/NCD | 0.37% |
HDFC Bank Ltd. | Financial | Debenture | 0.37% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 0.37% |
Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.37% |
GOI | Sovereign | GOI Sec | 0.36% |
Shriram Finance Ltd | Financial | Bonds | 0.36% |
GOI | Sovereign | GOI Sec | 0.36% |
Muthoot Finance Ltd. | Financial | Debenture | 0.36% |
GAIL (India) Ltd. | Energy | Equity | 0.34% |
Indegene Ltd. | Healthcare | Equity | 0.33% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.29% |
Bajaj Finance Ltd. | Financial | Debenture | 0.29% |
REC Ltd. | Financial | Debenture | 0.29% |
Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.29% |
REC Ltd. | Financial | Debenture | 0.29% |
Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.29% |
Prudent Corporate Advisory Services Ltd. | Financial | Equity | 0.29% |
Axis Bank Ltd. | Financial | Equity | 0.28% |
Polycab India Ltd. | Capital Goods | Equity | 0.26% |
Biocon Ltd. | Healthcare | Equity | 0.26% |
Indus Towers Ltd. | Communication | Equity | 0.24% |
Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.23% |
Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.22% |
Bank Of Baroda | Financial | Equity | 0.22% |
GOI | Sovereign | GOI Sec | 0.22% |
Power Finance Corporation Ltd. | Financial | Debenture | 0.22% |
Power Grid Corporation Of India Ltd. | Energy | Bonds | 0.22% |
Muthoot Finance Ltd. | Financial | Bonds | 0.22% |
GOI | Sovereign | GOI Sec | 0.22% |
Power Finance Corporation Ltd. | Financial | Debenture | 0.22% |
Power Finance Corporation Ltd. | Financial | Bonds/NCD | 0.22% |
Bajaj Finance Ltd. | Financial | Debenture | 0.22% |
LIC Housing Finance Ltd. | Financial | Debenture | 0.21% |
Tamilnadu State | Others | SDL | 0.19% |
JIO Financial Services Ltd. | Financial | Equity | 0.18% |
Karnataka State | Others | SDL | 0.15% |
JSW Steel Ltd. | Metals & Mining | Equity | 0.15% |
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 | 0.14% |
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% |
Marico Ltd. | Consumer Staples | Equity | 0.08% |
GOI | Sovereign | GOI Sec | 0.07% |
Axis Bank Ltd. | Financial | CD | 0.07% |
Oil And Natural Gas Corporation Ltd. | Energy | Equity | 0.04% |
Vedanta Ltd. | Metals & Mining | Equity | 0.02% |
JSW Energy Ltd. | Capital Goods | Equity | 0.02% |
Adani Enterprises Ltd. | Services | Equity | 0.02% |
Bandhan Bank Ltd. | Financial | Equity | 0.01% |
Chennai Super Kings Ltd. | Services | Equity | 0.00% |
Bandhan Bank Ltd. | Financial | Futures | -0.01% |
Adani Enterprises Ltd. | Services | Futures | -0.02% |
JSW Energy Ltd. | Capital Goods | Futures | -0.02% |
Vedanta Ltd. | Metals & Mining | Futures | -0.02% |
Bharat Electronics Ltd. | Capital Goods | Futures | -0.03% |
Oil And Natural Gas Corporation Ltd. | Energy | Futures | -0.04% |
GAIL (India) Ltd. | Energy | Futures | -0.06% |
Kotak Mahindra Bank Ltd. | Financial | Futures | -0.07% |
Marico Ltd. | Consumer Staples | Futures | -0.08% |
JSW Steel Ltd. | Metals & Mining | Futures | -0.15% |
JIO Financial Services Ltd. | Financial | Futures | -0.19% |
Bank Of Baroda | Financial | Futures | -0.22% |
Dixon Technologies (India) Ltd. | Capital Goods | Futures | -0.23% |
The Indian Hotels Company Ltd. | Services | Futures | -0.23% |
Biocon Ltd. | Healthcare | Futures | -0.26% |
Axis Bank Ltd. | Financial | Futures | -0.29% |
Hindustan Aeronautics Ltd. | Capital Goods | Futures | -0.29% |
Bharti Airtel Ltd. | Communication | Futures | -0.54% |
HDFC Bank Ltd. | Financial | Futures | -0.60% |
State Bank of India | Financial | Futures | -0.61% |
ICICI Bank Ltd. | Financial | Futures | -0.61% |
Reliance Industries Ltd. | Energy | Futures | -0.75% |
Multi Commodity Exchange Of India Ltd. | Services | Futures | -0.95% |
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 | 1.5% | 14.7% | 17.6% | 12.7% |
| Category average | 0.6% | 15.1% | 16.7% | NA |
| Rank with in category | 26 | 30 | 22 | NA |
Understand terms
Peer Comparison
| Hybrid, Aggressive Hybrid funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
JM Aggressive Hybrid Fund Direct IDCW | 5 | -3.0% | 23.2% | 796.04 |
JM Aggressive Hybrid Fund Direct IDCW Yearly | 5 | -3.0% | 23.2% | 796.04 |
JM Aggressive Hybrid Fund Direct IDCW Half Yearly | 5 | -3.0% | 23.2% | 796.04 |
JM Aggressive Hybrid Fund Direct IDCW Quarterly | 5 | -3.0% | 23.2% | 796.04 |
Edelweiss Aggressive Hybrid Fund Direct IDCW | 5 | 3.9% | 20.0% | 3,161.22 |
Expense ratio, exit load and tax
Expense ratio: 0.67%
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: 0.67%
1Y, 5Y and 10Y annualised returns higher than category average
Cons
3Y annualised returns lower than category average by 0.57%
Compare funds
Sundaram Aggressive Hybrid Fund Direct IDCW Monthly
VS
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