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Sundaram Aggressive Hybrid Fund Growth
+9.62%
3Y annualised
+0.12% 1D
NAV: 05 Jun '26
₹153.99
Min. for SIP
₹100
Fund size (AUM)
₹8,484.02 Cr
Expense ratio
1.73%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹57,778 | -3.70% | |
| 3 years | ₹1,80,000 | ₹1,86,702 | +3.72% | |
| 5 years | ₹3,00,000 | ₹3,53,420 | +17.81% | |
| 10 years | ₹6,00,000 | ₹9,93,778 | +65.63% |
Holdings (120)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd | Financial | Equity | 6.09% |
| Repo | Unspecified | Repo | 6.01% |
| ICICI Bank Ltd | Financial | Equity | 4.93% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 4.36% |
| Larsen & Toubro Ltd | Industrials | Equity | 3.71% |
| Bharti Airtel Ltd | Technology | Equity | 3.65% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.50% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 2.39% |
| GOVERNMENT OF INDIA 36574 GOI 06OT35 6.48 FV RS 100 | Entities | GOI Securities | 2.39% |
| Bajaj Finance Ltd | Financial | Equity | 2.17% |
| State Bank of India | Financial | Equity | 1.76% |
| Bharat Electronics Ltd | Industrials | Equity | 1.66% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 1.60% |
| PB Fintech Ltd | Financial | Equity | 1.54% |
| HCL Technologies Ltd | Technology | Equity | 1.52% |
| Tata Power Company Ltd | Energy & Utilities | Equity | 1.51% |
| GOVERNMENT OF INDIA 34208 GOI 08AP34 7.1 FV RS 100 | Entities | GOI Securities | 1.48% |
| Tata Steel Ltd | Materials | Equity | 1.44% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 1.42% |
| Cummins India Ltd | Industrials | Equity | 1.42% |
| Infosys Ltd | Technology | Equity | 1.37% |
| Coromandel International Ltd | Materials | Equity | 1.34% |
| Fractal Analytics Ltd. | Technology | Equity | 1.31% |
| Sundaram Money Market Fund Direct - Growth | Unspecified | Mutual Fund | 1.31% |
| Embassy Office Parks REIT | Real Estate | Real Estate Investment Trusts | 1.27% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 1.27% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 1.26% |
| Coforge Ltd | Technology | Equity | 1.22% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 1.17% |
| Ultratech Cement Ltd | Materials | Equity | 1.06% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 1.01% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25E 7.53 BD 24MR28 FVRS1LAC | Financial | Bonds | 1.00% |
| Tata Consumer Products Ltd | Consumer Staples | Equity | 0.96% |
| Amara Raja Batteries Ltd | Consumer Discretionary | Equity | 0.96% |
| One 97 Communications Ltd | Industrials | Equity | 0.94% |
| Home First Finance Company India Ltd | Financial | Equity | 0.91% |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | Equity | 0.85% |
| Interglobe Aviation Ltd | Industrials | Equity | 0.84% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT CD 05MAR27 | Financial | Certificate of Deposit | 0.83% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.83% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 0.79% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 0.74% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 0.73% |
| JK Cement Ltd | Materials | Equity | 0.73% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 0.67% |
| UNO Minda Ltd | Consumer Discretionary | Equity | 0.66% |
| Brookfield India Real Estate Trust REIT | Real Estate | Real Estate Investment Trusts | 0.66% |
| Prudent Corporate Advisory Services Ltd | Financial | Equity | 0.62% |
| Crisil Ltd | Industrials | Equity | 0.61% |
| GOI Sec 7.23 15/04/2039 | Entities | GOI Securities | 0.59% |
| PUNJAB NATIONAL BANK CD 05FEB27 | Financial | Certificate of Deposit | 0.56% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT CD 10MAR27 | Financial | Certificate of Deposit | 0.55% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25G 7.48 BD 15SP28 FVRS1LAC | Financial | Bonds | 0.53% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 26D 7.01 BD 16MR29 FVRS1LAC | Financial | Bonds | 0.50% |
| Indraprastha Gas Ltd | Energy & Utilities | Equity | 0.49% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 0.48% |
| GAIL (India) Ltd | Energy & Utilities | Equity | 0.46% |
| Indegene Ltd. | Healthcare | Equity | 0.45% |
| BHARTI TELECOM LIMITED SR XXVIII 7.40 NCD 01FB29 FVRS1LAC | Technology | Debenture | 0.41% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 26A 6.66 BD 12OT28 FVRS1LAC | Financial | Debenture | 0.40% |
| Vedanta Ltd | Materials | Equity | 0.40% |
| CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LIMITED SR 639 8.54 NCD 12AP29 FVRS1LAC | Financial | Bonds | 0.36% |
| GOI Sec 7.18 24/07/2037 | Entities | GOI Securities | 0.35% |
| BAJAJ FINANCE LIMITED 7.82% NCD 31JN34 FVRS1LAC | Financial | Debenture | 0.35% |
| Affle (India) Ltd | Industrials | Equity | 0.31% |
| CENTRAL GOVERNMENT LOAN 31568 GOI 18AP29 7.10 FV RS 100 | Entities | GOI Securities | 0.30% |
| BHARTI TELECOM LIMITED SR XIX 8.65 NCD 05NV27 FVRS1LAC | Technology | Debenture | 0.30% |
| POWER FINANCE CORPORATION LTD. SR BS224 7.82 BD 06MR38 FVRS1LAC | Financial | Debenture | 0.30% |
| SHRIRAM FINANCE LIMITED SR PPD V OP 2 8.75 NCD 15JU26 FVRS1LAC | Financial | Bonds | 0.30% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR VI 7.79 BD 14MY27 FVRS1LAC | Financial | Debenture | 0.30% |
| REC LIMITED SR 236-B 7.56 BD 31AG27 FVRS1LAC | Financial | Debenture | 0.30% |
| 7.74% LIC HSG TR448 NCD 22-10-27** | Financial | Debenture | 0.29% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 23I 7.62 LOA 31JN28 FVRS1LAC | Financial | Debenture | 0.29% |
| HDFC BANK LIMITED SR US003 7.70 NCD 16MY28 FVRS1LAC | Financial | Debenture | 0.29% |
| POWER FINANCE CORPORATION LIMITED SR 237A 7.60 BD 13AP29 FVRS1LAC | Financial | Non Convertible Debenture | 0.29% |
| TATA CAPITAL LIMITED 365D CP 21MAY26 | Financial | Commercial Paper | 0.29% |
| MUTHOOT FINANCE LIMITED 8.05 NCD 25NV27 FVRS1LAC | Financial | Debenture | 0.29% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA 182D CP 03JUN26 | Financial | Commercial Paper | 0.29% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR II 7.47 BD 05SP29 FVRS1LAC | Financial | Bonds/NCDs | 0.29% |
| POWER FINANCE CORPORATION LIMITED SR 259A 6.96 BD 02MR28 FVRS1LAC | Financial | Debenture | 0.29% |
| STATE BANK OF INDIA SR 1 6.93 BD 20OT35 FVRS1CR | Financial | Bonds | 0.29% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 26E 7.10 BD 29MR29 FVRS1LAC | Financial | Bonds | 0.29% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 26B 6.85 BD 19JN29 FVRS1LAC | Financial | Bonds | 0.29% |
| GOVERNMENT OF INDIA 33071 GOI 19JU53 7.3 FV RS 100 | Entities | GOI Securities | 0.29% |
| GOVERNMENT OF INDIA 34238 GOI 22AP64 7.34 FV RS 100 | Entities | GOI Securities | 0.28% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 0.28% |
| Small Industries Dev Bank of India (18/02/2027) ** | Financial | Certificate of Deposit | 0.28% |
| CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD 7.5 CCD 30SP26 FVRS1LAC | Financial | Debenture | 0.24% |
| INDIAN RAILWAY FINANCE CORPORATION LIMITED SR 173 7.68 BD 24NV26 FVRS1LAC | Financial | Debenture | 0.24% |
| REC LIMITED SR 228-A 7.80 BD 30MY26 FVRS1LAC | Financial | Non Convertible Debenture | 0.24% |
| 7.34% REC Ltd. ** | Financial | Debenture | 0.23% |
| LIC HOUSING FINANCE LIMITED TR 432 8.025 LOA 23MR33 FVRS10LAC | Financial | Debenture | 0.18% |
| GOVERNMENT OF INDIA 34587 GOI 18JU31 7.02 FV RS 100 | Entities | GOI Securities | 0.18% |
| POWER FINANCE CORPORATION LTD. SR BS227B 7.77 BD 15AP28 FVRS1LAC | Financial | Debenture | 0.18% |
| POWER FINANCE CORPORATION LTD. SR BS225A 7.77 BD 15JL26 FVRS1LAC | Financial | Debenture | 0.18% |
| INDIAN RAILWAY FINANCE CORPORATION LIMITED SR 170B 7.74 BD 15AP38 FVRS1LAC | Financial | Debenture | 0.18% |
| MUTHOOT FINANCE LIMITED SR 28-A OP I 8.40 NCD 28AG28 FVRS1LAC | Financial | Bonds | 0.18% |
| VEDANTA ALUMINIUM LIMITED EQ NEW F.V. RS.2/- | Energy & Utilities | Equity | 0.18% |
| Vedanta Aluminium Metal Ltd. | Materials | Equity | 0.18% |
| Vedanta Iron And Steel Ltd. | Materials | Equity | 0.18% |
| Vedanta Power Ltd. | Industrials | Equity | 0.18% |
| LIC HOUSING FINANCE LIMITED TR 412 6.17 LOA 03SP26 FVRS10LAC | Financial | Debenture | 0.18% |
| POWER FINANCE CORPORATION LIMITED SR 253 6.73 BD 15OT27 FVRS1LAC | Financial | Bonds/NCDs | 0.18% |
| BAJAJ FINANCE LIMITED 7.11 NCD 10JL28 FVRS1LAC | Financial | Debenture | 0.17% |
| Elecon Engineering Company Ltd | Industrials | Equity | 0.17% |
| PNB HOUSING FINANCE LIMITED SR LXXII 7.28 NCD 05JU28 FVRS1LAC | Financial | Debenture | 0.16% |
| INDIAN RAILWAY FINANCE CORPORATION LIMITED SR 192 BD 01DC35 FVRS1LAC | Financial | Bonds | 0.15% |
| STATE DEVELOPMENT LOAN 34118 TN 20MR34 7.44 FV RS 100 | Unspecified | State Development Loan | 0.15% |
| CAN FIN HOMES LIMITED SR 2 8.09 NCD 04JN27 FVRS1LAC | Financial | Debenture | 0.12% |
| PNB HOUSING FINANCE LIMITED SR LXV 8.15 NCD 29JL27 FVRS1LAC | Financial | Debenture | 0.12% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR IX 7.68 BD 10AG27 FVRS1LAC | Financial | Debenture | 0.12% |
| STATE DEVELOPMENT LOAN 33706 KAR 06DC35 7.72 FV RS 100 | Unspecified | State Development Loan | 0.12% |
| HDB FINANCIAL SERVICES LIMITED SR 188 7.84 NCD 14JL26 FVRS10LAC | Financial | Non Convertible Debenture | 0.12% |
| REC LIMITED SR 221 7.51 BD 31JL26 FVRS1LAC | Financial | Debenture | 0.12% |
| CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LIMITED SR 653 7.38 NCD 28MY27 FVRS1LAC | Financial | Debenture | 0.12% |
| HDB FINANCIAL SERVICES LIMITED SR 228 TR 1 7.4091 NCD 05JU28 FVRS1LAC | Financial | Debenture | 0.12% |
| POWER FINANCE CORPORATION LIMITED SR 251B 6.59 BD 15OT30 FVRS1LAC | Financial | Debenture | 0.11% |
| Kwality Walls India Ltd | Consumer Staples | Equity | 0.02% |
| CHENNAI SUPER KINGS CRICKET LIMITED EQ NEW FV RE. 0.10/- | Consumer Discretionary | Equity | 0.00% |
| Net Payables | Unspecified | Net Payables | -0.04% |
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 | +9.6% | +9.1% | +10.8% | +10.2% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 29 | 29 | -- | -- |
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) | |
|---|---|---|---|---|
 | +5.55% | +19.29% | 1,481.51 | |
 | +1.89% | +15.80% | 50,367.73 | |
 | -4.24% | +14.02% | 701.44 | |
 | -1.47% | +12.57% | 6,524.13 | |
 | +6.97% | +10.83% | 20,080.76 | |
| Compare | ||||
Fund management
DSDwijendra SrivastavaJan 2022 - PresentView details
DS
Dwijendra Srivastava
Jan 2022 - Present
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SASandeep AgarwalJan 2022 - PresentView details
SA
Sandeep Agarwal
Jan 2022 - Present
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BSBharath SJan 2022 - PresentView details
BS
Bharath S
Jan 2022 - Present
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CRFClyton Richard FernandesOct 2024 - PresentView details
CRF
Clyton Richard Fernandes
Oct 2024 - Present
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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 ₹75,524 Cr and the Latest NAV as of 05 Jun 2026 is ₹153.99.
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₹75,523.60 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,