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Sundaram Aggressive Hybrid Fund Growth
+12.26%
3Y annualised
-0.60% 1D
NAV: 23 Apr '26
₹157.91
Min. for SIP
₹100
Fund size (AUM)
₹7,653.49 Cr
Expense ratio
2.40%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,187 | -1.35% | |
| 3 years | ₹1,80,000 | ₹1,94,563 | +8.09% | |
| 5 years | ₹3,00,000 | ₹3,67,188 | +22.40% | |
| 10 years | ₹6,00,000 | ₹10,34,933 | +72.49% |
Holdings (115)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 6.28% |
| ICICI Bank Ltd. | Financial | Equity | 5.12% |
| Reliance Industries Ltd. | Energy | Equity | 4.46% |
| Bharti Airtel Ltd. | Communication | Equity | 3.76% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.52% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.71% |
| Sundaram Liquid Direct-Growth | -- | Mutual Fund | 2.62% |
| GOI | Sovereign | GOI Sec | 2.57% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.40% |
| Infosys Ltd. | Technology | Equity | 2.12% |
| Bajaj Finance Ltd. | Financial | Equity | 2.02% |
| HCL Technologies Ltd. | Technology | Equity | 1.85% |
| State Bank of India | Financial | Equity | 1.76% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 1.70% |
| GOI | Sovereign | GOI Sec | 1.64% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.51% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.50% |
| Cummins India Ltd. | Capital Goods | Equity | 1.48% |
| -- | -- | Mutual Fund | 1.44% |
| PB Fintech Ltd. | Services | Equity | 1.43% |
| Coromandel International Ltd. | Chemicals | Equity | 1.41% |
| Tata Power Company Ltd. | Energy | Equity | 1.40% |
| Embassy Office Parks REIT | Construction | REITs | 1.39% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.32% |
| Tata Steel Ltd. | Metals & Mining | Equity | 1.30% |
| Coforge Ltd. | Technology | Equity | 1.23% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 1.14% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 1.11% |
| Fractal Analytics Ltd. | Technology | Equity | 1.09% |
| Ultratech Cement Ltd. | Construction | Equity | 1.07% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.02% |
| Interglobe Aviation Ltd. | Services | Equity | 0.99% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 0.98% |
| National Bank For Agriculture & Rural Development | Financial | CD | 0.92% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.89% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.82% |
| Amara Raja Energy & Mobility Ltd | Capital Goods | Equity | 0.80% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.79% |
| Home First Finance Company India Ltd. | Financial | Equity | 0.79% |
| JK Cement Ltd. | Construction | Equity | 0.76% |
| Bajaj Auto Ltd. | Automobile | Equity | 0.76% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.74% |
| Brookfield India Real Estate Trust REIT | Construction | REITs | 0.73% |
| UNO Minda Ltd. | Automobile | Equity | 0.68% |
| GOI | Sovereign | GOI Sec | 0.65% |
| Punjab National Bank | Financial | CD | 0.62% |
| National Bank For Agriculture & Rural Development | Financial | CD | 0.61% |
| Crisil Ltd. | Services | Equity | 0.59% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.59% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.55% |
| Prudent Corporate Advisory Services Ltd. | Financial | Equity | 0.53% |
| Indraprastha Gas Ltd. | Energy | Equity | 0.47% |
| Trent Ltd. | Services | Equity | 0.46% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.45% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.45% |
| GAIL (India) Ltd. | Energy | Equity | 0.43% |
| Indegene Ltd. | Healthcare | Equity | 0.43% |
| Prestige Estates Projects Ltd. | Construction | Equity | 0.42% |
| Tech Mahindra Ltd. | Technology | Equity | 0.40% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Bonds | 0.40% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.39% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.39% |
| GOI | Sovereign | GOI Sec | 0.39% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.39% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.33% |
| GOI | Sovereign | GOI Sec | 0.33% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.33% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.33% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.33% |
| HDFC Bank Ltd. | Financial | Debenture | 0.33% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.33% |
| Power Finance Corporation Ltd. | Financial | NCD | 0.33% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.33% |
| Shriram Finance Ltd | Financial | Bonds | 0.33% |
| REC Ltd. | Financial | Debenture | 0.33% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.33% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds/NCD | 0.33% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.32% |
| Tata Capital Ltd. | Financial | CP | 0.32% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.32% |
| Small Industries Devp. Bank of India Ltd. | Financial | CP | 0.32% |
| State Bank of India | Financial | Bonds | 0.32% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.31% |
| GOI | Sovereign | GOI Sec | 0.31% |
| GOI | Sovereign | GOI Sec | 0.31% |
| Small Industries Devp. Bank of India Ltd. | Financial | CD | 0.31% |
| GOI | Sovereign | GOI Sec | 0.30% |
| Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.26% |
| REC Ltd. | Financial | NCD | 0.26% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.26% |
| REC Ltd. | Financial | Debenture | 0.26% |
| The Indian Hotels Company Ltd. | Services | Equity | 0.22% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.20% |
| GOI | Sovereign | GOI Sec | 0.20% |
| Muthoot Finance Ltd. | Financial | Bonds | 0.20% |
| Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.20% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.20% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.19% |
| Power Finance Corporation Ltd. | Financial | Bonds/NCD | 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% |
| Can Fin Homes Ltd. | Financial | Debenture | 0.13% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.13% |
| REC Ltd. | Financial | Debenture | 0.13% |
| REC Ltd. | Financial | Debenture | 0.13% |
| HDB Financial Services Ltd. | Financial | NCD | 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 | 0.13% |
| Kwality Wall's (India) Ltd. | Consumer Staples | Equity | 0.01% |
| Chennai Super Kings Ltd. | Services | Equity | 0.00% |
See All
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +12.3% | +11.4% | +11.6% | +10.4% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 30 | 27 | -- | -- |
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
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Growth | +5.23% | +18.52% | 46,700.42 | |
JM Aggressive Hybrid Fund Growth | -1.98% | +17.13% | 651.98 | |
Edelweiss Aggressive Hybrid Fund Growth | +3.50% | +15.96% | 3,308.91 | |
UTI Aggressive Hybrid Fund Plan Growth | +1.85% | +15.18% | 6,115.27 | |
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 ₹67,022 Cr and the Latest NAV as of 23 Apr 2026 is ₹157.91.
The Sundaram Aggressive Hybrid Fund Growth is rated High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹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₹67,021.82 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,