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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
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NAV: 17 Dec 2025
₹164.30
Rating
3
Min. SIP amount
Not Supported
Fund size
₹7,655.04Cr
Returns calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (110)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 7.46% |
ICICI Bank Ltd. | Financial | Equity | 5.02% |
Reliance Industries Ltd. | Energy | Equity | 4.20% |
Bharti Airtel Ltd. | Communication | Equity | 3.83% |
GOI | Sovereign | GOI Sec | 3.38% |
Sundaram Liquid Direct-Growth | NA | Mutual Fund | 3.27% |
Larsen & Toubro Ltd. | Construction | Equity | 3.11% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 2.78% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 2.71% |
Bajaj Finance Ltd. | Financial | Equity | 1.99% |
Embassy Office Parks REIT | Construction | REITs | 1.89% |
HCL Technologies Ltd. | Technology | Equity | 1.75% |
State Bank of India | Financial | Equity | 1.69% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.65% |
Coromandel International Ltd. | Chemicals | Equity | 1.61% |
Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.57% |
NA | NA | Mutual Fund | 1.42% |
Cummins India Ltd. | Capital Goods | Equity | 1.41% |
Bharat Electronics Ltd. | Capital Goods | Equity | 1.35% |
GOI | Sovereign | GOI Sec | 1.34% |
Interglobe Aviation Ltd. | Services | Equity | 1.29% |
Infosys Ltd. | Technology | Equity | 1.24% |
Jubilant FoodWorks Ltd. | Services | Equity | 1.24% |
BSE Ltd. | Services | Equity | 1.23% |
Power Finance Corporation Ltd. | Financial | Equity | 1.15% |
Tata Consumer Products Ltd. | Consumer Staples | Equity | 1.10% |
PB Fintech Ltd. | Services | Equity | 1.07% |
Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.97% |
Ultratech Cement Ltd. | Construction | Equity | 0.96% |
Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 0.95% |
Amara Raja Energy & Mobility Ltd | Capital Goods | Equity | 0.94% |
TVS Motor Company Ltd. | Automobile | Equity | 0.94% |
Maruti Suzuki India Ltd. | Automobile | Equity | 0.89% |
National Bank For Agriculture & Rural Development | Financial | Bonds | 0.86% |
Mankind Pharma Ltd. | Healthcare | Equity | 0.86% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.82% |
Bajaj Auto Ltd. | Automobile | Equity | 0.75% |
Tata Power Company Ltd. | Energy | Equity | 0.75% |
UNO Minda Ltd. | Automobile | Equity | 0.73% |
JK Cement Ltd. | Construction | Equity | 0.72% |
Home First Finance Company India Ltd. | Financial | Equity | 0.70% |
Crisil Ltd. | Services | Equity | 0.69% |
Grasim Industries Ltd. | Construction | Equity | 0.69% |
National Bank For Agriculture & Rural Development | Financial | Bonds | 0.67% |
GOI | Sovereign | GOI Sec | 0.66% |
Kotak Mahindra Bank Ltd. | Financial | CD | 0.65% |
GOI | Sovereign | GOI Sec | 0.65% |
United Spirits Ltd. | Consumer Staples | Equity | 0.62% |
Prudent Corporate Advisory Services Ltd. | Financial | Equity | 0.60% |
Pidilite Industries Ltd. | Chemicals | Equity | 0.60% |
Prestige Estates Projects Ltd. | Construction | Equity | 0.56% |
Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.55% |
Varun Beverages Ltd. | Consumer Staples | Equity | 0.55% |
Bharti Telecom Ltd. | Communication | Debenture | 0.46% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 0.46% |
SBI Life Insurance Company Ltd. | Insurance | Equity | 0.43% |
Indegene Ltd. | Healthcare | Equity | 0.43% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Bonds | 0.40% |
Fortis Healthcare Ltd. | Healthcare | Equity | 0.40% |
GOI | Sovereign | GOI Sec | 0.40% |
Bajaj Finance Ltd. | Financial | Debenture | 0.40% |
Tech Mahindra Ltd. | Technology | Equity | 0.37% |
Power Finance Corporation Ltd. | Financial | Debenture | 0.34% |
LIC Housing Finance Ltd. | Financial | Debenture | 0.34% |
GOI | Sovereign | GOI Sec | 0.34% |
Power Finance Corporation Ltd. | Financial | NCD | 0.34% |
Small Industries Devp. Bank of India Ltd. | Financial | Bonds/NCD | 0.33% |
HDFC Bank Ltd. | Financial | Debenture | 0.33% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 0.33% |
Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.33% |
REC Ltd. | Financial | Debenture | 0.33% |
Muthoot Finance Ltd. | Financial | Debenture | 0.33% |
Shriram Finance Ltd | Financial | Bonds | 0.33% |
State Bank of India | Financial | Bonds | 0.33% |
GOI | Sovereign | GOI Sec | 0.33% |
GOI | Sovereign | GOI Sec | 0.32% |
Coforge Ltd. | Technology | Equity | 0.32% |
The Indian Hotels Company Ltd. | Services | Equity | 0.29% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.27% |
Bajaj Finance Ltd. | Financial | Debenture | 0.27% |
REC Ltd. | Financial | Debenture | 0.27% |
Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.26% |
GAIL (India) Ltd. | Energy | Equity | 0.25% |
Polycab India Ltd. | Capital Goods | Equity | 0.24% |
Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.21% |
GOI | Sovereign | GOI Sec | 0.20% |
Power Finance Corporation Ltd. | Financial | Debenture | 0.20% |
Power Grid Corporation Of India Ltd. | Energy | Bonds | 0.20% |
Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 0.20% |
Muthoot Finance Ltd. | Financial | Bonds | 0.20% |
GOI | Sovereign | GOI Sec | 0.20% |
Power Finance Corporation Ltd. | Financial | Debenture | 0.20% |
Power Finance Corporation Ltd. | Financial | Bonds/NCD | 0.20% |
Bajaj Finance Ltd. | Financial | Debenture | 0.20% |
LIC Housing Finance Ltd. | Financial | Debenture | 0.20% |
Indian Railway Finance Corporation Ltd. | Financial | Bonds | 0.17% |
Tamilnadu State | Others | SDL | 0.17% |
Karnataka State | Others | SDL | 0.14% |
Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.13% |
PNB Housing Finance Ltd. | Financial | Debenture | 0.13% |
Can Fin Homes Ltd. | Financial | Debenture | 0.13% |
REC Ltd. | Financial | Debenture | 0.13% |
HDB Financial Services Ltd. | Financial | Debenture | 0.13% |
HDB Financial Services Ltd. | Financial | NCD | 0.13% |
REC Ltd. | Financial | Debenture | 0.13% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.13% |
Export-Import Bank Of India | Financial | CD | 0.13% |
Power Finance Corporation Ltd. | Financial | Debenture | 0.13% |
Axis Bank Ltd. | Financial | CD | 0.06% |
Chennai Super Kings Ltd. | Services | Equity | 0.00% |
See All
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Returns and rankings
Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
| 3Y | 5Y | 10Y | All | |
|---|---|---|---|---|
| Fund returns | 12.1% | 13.4% | 12.0% | 10.7% |
| Category average | 13.9% | 14.1% | 12.0% | NA |
| Rank with in category | 31 | 21 | NA | NA |
Understand terms
Peer Comparison
| Hybrid, Aggressive Hybrid funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Growth | 5 | 10.3% | 18.8% | 49,222.51 |
JM Aggressive Hybrid Fund Growth | 5 | -6.2% | 17.4% | 811.30 |
UTI Aggressive Hybrid Fund Plan Growth | 5 | 3.1% | 16.2% | 6,595.50 |
Edelweiss Aggressive Hybrid Fund Growth | 5 | 3.8% | 16.0% | 3,316.79 |
HDFC Balanced Fund Growth | 4 | 7.0% | 10.8% | 20,080.76 |
Expense ratio, exit load and tax
Expense ratio: 1.77%
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
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.comCompare funds
Sundaram Aggressive Hybrid Fund Growth
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