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Sundaram Aggressive Hybrid Fund Growth
Hybrid
Aggressive Hybrid
High Risk
+13.08%
3Y annualised
+0.19% 1D
NAV: 20 Feb '26
₹163.05
Min. for SIP
Not Supported
Fund size
₹7,933.61 Cr
Expense ratio
1.78%
Holdings (116)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 7.26% |
| ICICI Bank Ltd. | Financial | Equity | 4.82% |
| Reliance Industries Ltd. | Energy | Equity | 3.76% |
| Bharti Airtel Ltd. | Communication | Equity | 3.66% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.44% |
| GOI | Sovereign | GOI Sec | 3.22% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.77% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.57% |
| Bajaj Finance Ltd. | Financial | Equity | 2.11% |
| HCL Technologies Ltd. | Technology | Equity | 2.08% |
| State Bank of India | Financial | Equity | 1.79% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 1.78% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.69% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.61% |
| GOI | Sovereign | GOI Sec | 1.60% |
| Coromandel International Ltd. | Chemicals | Equity | 1.56% |
| Embassy Office Parks REIT | Construction | REITs | 1.39% |
| NA | NA | Mutual Fund | 1.38% |
| PB Fintech Ltd. | Services | Equity | 1.36% |
| Cummins India Ltd. | Capital Goods | Equity | 1.30% |
| Power Finance Corporation Ltd. | Financial | Equity | 1.29% |
| Infosys Ltd. | Technology | Equity | 1.28% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.21% |
| BSE Ltd. | Services | Equity | 1.18% |
| Ultratech Cement Ltd. | Construction | Equity | 1.17% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 1.12% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.12% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 1.08% |
| Interglobe Aviation Ltd. | Services | Equity | 1.04% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 1.02% |
| Amara Raja Energy & Mobility Ltd | Capital Goods | Equity | 0.96% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 0.89% |
| Tata Power Company Ltd. | Energy | Equity | 0.86% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.82% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.81% |
| Home First Finance Company India Ltd. | Financial | Equity | 0.79% |
| JK Cement Ltd. | Construction | Equity | 0.77% |
| Bajaj Auto Ltd. | Automobile | Equity | 0.77% |
| Brookfield India Real Estate Trust REIT | Construction | REITs | 0.77% |
| Coforge Ltd. | Technology | Equity | 0.73% |
| UNO Minda Ltd. | Automobile | Equity | 0.73% |
| Crisil Ltd. | Services | Equity | 0.71% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.69% |
| GOI | Sovereign | GOI Sec | 0.64% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.63% |
| GOI | Sovereign | GOI Sec | 0.63% |
| National Bank For Agriculture & Rural Development | Financial | CD | 0.63% |
| ICICI Securities Ltd. | Financial | CP | 0.63% |
| Axis Bank Ltd. | Financial | CD | 0.63% |
| Punjab National Bank | Financial | CD | 0.63% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.60% |
| Prudent Corporate Advisory Services Ltd. | Financial | Equity | 0.56% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.56% |
| Pidilite Industries Ltd. | Chemicals | Equity | 0.56% |
| Indraprastha Gas Ltd. | Energy | Equity | 0.56% |
| Prestige Estates Projects Ltd. | Construction | Equity | 0.53% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.48% |
| Indegene Ltd. | Healthcare | Equity | 0.46% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.44% |
| GAIL (India) Ltd. | Energy | Equity | 0.44% |
| Trent Ltd. | Services | Equity | 0.44% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.43% |
| Tech Mahindra Ltd. | Technology | Equity | 0.41% |
| GOI | Sovereign | GOI Sec | 0.39% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Bonds | 0.39% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.38% |
| GOI | Sovereign | GOI Sec | 0.32% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.32% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.32% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.32% |
| Power Finance Corporation Ltd. | Financial | NCD | 0.32% |
| HDFC Bank Ltd. | Financial | Debenture | 0.32% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.32% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.32% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.32% |
| REC Ltd. | Financial | Debenture | 0.32% |
| Shriram Finance Ltd | Financial | Bonds | 0.32% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds/NCD | 0.32% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.32% |
| GOI | Sovereign | GOI Sec | 0.31% |
| SBICAP Securities Ltd. | Financial | CP | 0.31% |
| State Bank of India | Financial | Bonds | 0.31% |
| GOI | Sovereign | GOI Sec | 0.31% |
| Small Industries Devp. Bank of India Ltd. | Financial | CP | 0.31% |
| Indian Bank | Financial | CD | 0.31% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.26% |
| The Indian Hotels Company Ltd. | Services | Equity | 0.25% |
| Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.25% |
| REC Ltd. | Financial | Debenture | 0.25% |
| GOI | Sovereign | GOI Sec | 0.19% |
| Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.19% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.19% |
| GOI | Sovereign | GOI Sec | 0.19% |
| Muthoot Finance Ltd. | Financial | Bonds | 0.19% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.19% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 0.19% |
| Power Finance Corporation Ltd. | Financial | Bonds/NCD | 0.19% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.19% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.19% |
| PNB Housing Finance Ltd. | Financial | Debenture | 0.18% |
| Indian Railway Finance Corporation Ltd. | Financial | Bonds | 0.17% |
| Tamilnadu State | Others | SDL | 0.16% |
| Karnataka State | Others | SDL | 0.13% |
| PNB Housing Finance Ltd. | Financial | Debenture | 0.13% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.13% |
| Can Fin Homes Ltd. | Financial | Debenture | 0.13% |
| HDB Financial Services Ltd. | Financial | NCD | 0.13% |
| REC Ltd. | Financial | Debenture | 0.13% |
| REC Ltd. | Financial | Debenture | 0.13% |
| HDB Financial Services Ltd. | Financial | Debenture | 0.13% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.13% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.12% |
| Axis Bank Ltd. | Financial | CD | 0.06% |
| Kwality Wall's (India) Ltd. | Consumer Staples | Equity | 0.02% |
| Chennai Super Kings Ltd. | Services | Equity | 0.00% |
| Bajaj Finance Ltd. | Financial | Futures | -0.66% |
See All
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +13.1% | +11.5% | +12.8% | +10.6% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 28 | 23 | -- | -- |
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
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Growth | +14.53% | +19.08% | 49,256.66 | |
JM Aggressive Hybrid Fund Growth | +4.81% | +17.30% | 753.46 | |
Edelweiss Aggressive Hybrid Fund Growth | +10.78% | +16.50% | 3,453.04 | |
UTI Aggressive Hybrid Fund Plan Growth | +9.96% | +16.32% | 6,654.14 | |
HDFC Balanced Fund Growth | +6.97% | +10.83% | 20,080.76 | |
| Compare | ||||
Fund management
DSDwijendra SrivastavaJan 2022 - PresentView details
DS
Dwijendra Srivastava
Jan 2022 - Present
View details
BSBharath S.Jan 2022 - PresentView details
BS
Bharath S.
Jan 2022 - Present
View details
SASandeep AgarwalJan 2022 - PresentView details
SA
Sandeep Agarwal
Jan 2022 - Present
View details
CRFClyton Richard FernandesOct 2024 - PresentView details
CRF
Clyton Richard Fernandes
Oct 2024 - Present
View details
About Sundaram Aggressive Hybrid Fund Growth
Sundaram Aggressive Hybrid Fund 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹75,674 Cr and the Latest NAV as of 20 Feb 2026 is ₹163.05.
The Sundaram Aggressive Hybrid Fund Growth is rated High risk. Minimum SIP Investment is set to ₹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₹75,674.20 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,