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Sundaram Aggressive Hybrid Fund Growth
+9.29%
3Y annualised
-0.21% 1D
NAV: 16 Jul '26
₹159.24
Min. for SIP
₹100
Fund size (AUM)
₹8,940.52 Cr
Expense ratio
2.11%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,884 | -0.19% | |
| 3 years | ₹1,80,000 | ₹1,91,306 | +6.28% | |
| 5 years | ₹3,00,000 | ₹3,61,816 | +20.61% | |
| 10 years | ₹6,00,000 | ₹10,15,097 | +69.18% |
Holdings (127)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 5.05% |
| HDFC Bank Ltd | Financial | Equity | 4.99% |
| Repo | Unspecified | Repo | 4.35% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 3.74% |
| Larsen & Toubro Ltd | Industrials | Equity | 3.65% |
| Bharti Airtel Ltd | Technology | Equity | 3.22% |
| GOVERNMENT OF INDIA 36574 GOI 06OT35 6.48 FV RS 100 | Entities | GOI Securities | 3.17% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.33% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 2.30% |
| Bajaj Finance Ltd | Financial | Equity | 2.18% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 1.73% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 1.73% |
| Tata Steel Ltd | Materials | Equity | 1.58% |
| Bharat Electronics Ltd | Industrials | Equity | 1.50% |
| Cummins India Ltd | Industrials | Equity | 1.43% |
| PB Fintech Ltd | Financial | Equity | 1.43% |
| Coforge Ltd | Technology | Equity | 1.40% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 1.33% |
| Fractal Analytics Ltd. | Technology | Equity | 1.33% |
| Coromandel International Ltd | Materials | Equity | 1.29% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 1.26% |
| Embassy Office Parks REIT | Real Estate | Real Estate Investment Trusts | 1.24% |
| Tata Power Company Ltd | Energy & Utilities | Equity | 1.23% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 1.18% |
| Muthoot Finance Ltd | Financial | Equity | 1.16% |
| One 97 Communications Ltd | Industrials | Equity | 1.12% |
| Principal Cash Management Direct-Growth | Unspecified | Mutual Fund | 1.12% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 1.11% |
| Oracle Financial Services Software Ltd | Technology | Equity | 1.07% |
| Tower Infrastructure Trust | Real Estate | Infrastructure Investment Trust | 1.02% |
| Ultratech Cement Ltd | Materials | Equity | 0.96% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25E 7.53 BD 24MR28 FVRS1LAC | Financial | Bonds | 0.96% |
| UNO Minda Ltd | Consumer Discretionary | Equity | 0.92% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.89% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 0.88% |
| Amara Raja Batteries Ltd | Consumer Discretionary | Equity | 0.87% |
| Home First Finance Company India Ltd | Financial | Equity | 0.85% |
| Interglobe Aviation Ltd | Industrials | Equity | 0.83% |
| Tata Consumer Products Ltd | Consumer Staples | Equity | 0.82% |
| HCL Technologies Ltd | Technology | Equity | 0.80% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT CD 05MAR27 | Financial | Certificate of Deposit | 0.80% |
| MTAR Technologies Ltd | Industrials | Equity | 0.80% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 0.77% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 0.72% |
| JK Cement Ltd | Materials | Equity | 0.71% |
| Mrs. Bectors Food Specialities Ltd | Consumer Staples | Equity | 0.71% |
| Vedanta Aluminium Metal Ltd | Materials | Equity | 0.70% |
| Delhivery Ltd | Industrials | Equity | 0.69% |
| Crisil Ltd | Industrials | Equity | 0.67% |
| Poonawalla Fincorp Ltd | Financial | Equity | 0.66% |
| Kei Industries Ltd | Industrials | Equity | 0.65% |
| Affle (India) Ltd | Industrials | Equity | 0.65% |
| Brookfield India Real Estate Trust REIT | Real Estate | Real Estate Investment Trusts | 0.64% |
| Prudent Corporate Advisory Services Ltd | Financial | Equity | 0.62% |
| Granules India Ltd | Healthcare | Equity | 0.62% |
| CCL Products (India) Ltd | Consumer Staples | Equity | 0.61% |
| GOI Sec 7.23 15/04/2039 | Entities | GOI Securities | 0.57% |
| Indegene Ltd. | Healthcare | Equity | 0.57% |
| PUNJAB NATIONAL BANK CD 15SEP26 | Financial | Certificate of Deposit | 0.55% |
| PUNJAB NATIONAL BANK CD 05FEB27 | Financial | Certificate of Deposit | 0.54% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT CD 10MAR27 | Financial | Certificate of Deposit | 0.53% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25G 7.48 BD 15SP28 FVRS1LAC | Financial | Bonds | 0.51% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 26D 7.01 BD 16MR29 FVRS1LAC | Financial | Bonds | 0.48% |
| GAIL (India) Ltd | Energy & Utilities | Equity | 0.47% |
| Alkem Laboratories Ltd | Healthcare | Equity | 0.46% |
| Indraprastha Gas Ltd | Energy & Utilities | Equity | 0.46% |
| Elecon Engineering Company Ltd | Industrials | Equity | 0.46% |
| GOVERNMENT OF INDIA 37426 GOI 11MY36 6.94 FV RS 100 | Entities | GOI Securities | 0.45% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 26A 6.66 BD 12OT28 FVRS1LAC | Financial | Debenture | 0.39% |
| BHARTI TELECOM LIMITED SR XXVIII 7.40 NCD 01FB29 FVRS1LAC | Technology | Debenture | 0.39% |
| Vedanta Ltd | Materials | Equity | 0.38% |
| GOI Sec 7.18 24/07/2037 | Entities | GOI Securities | 0.35% |
| CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LIMITED SR 639 8.54 NCD 12AP29 FVRS1LAC | Financial | Bonds | 0.34% |
| BAJAJ FINANCE LIMITED 7.82% NCD 31JN34 FVRS1LAC | Financial | Debenture | 0.34% |
| POWER FINANCE CORPORATION LTD. SR BS224 7.82 BD 06MR38 FVRS1LAC | Financial | Debenture | 0.29% |
| CENTRAL GOVERNMENT LOAN 31568 GOI 18AP29 7.10 FV RS 100 | Entities | GOI Securities | 0.29% |
| GOVERNMENT OF INDIA 34208 GOI 08AP34 7.1 FV RS 100 | Entities | GOI Securities | 0.29% |
| POWER FINANCE CORPORATION LIMITED SR 237A 7.60 BD 13AP29 FVRS1LAC | Financial | Non Convertible Debenture | 0.28% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR II 7.47 BD 05SP29 FVRS1LAC | Financial | Bonds/NCDs | 0.28% |
| HDFC BANK LIMITED SR US003 7.70 NCD 16MY28 FVRS1LAC | Financial | Debenture | 0.28% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 23I 7.62 LOA 31JN28 FVRS1LAC | Financial | Debenture | 0.28% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR III 7.40 BD 18JU31 FVRS1LAC | Financial | Bonds/NCDs | 0.28% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR VI 7.79 BD 14MY27 FVRS1LAC | Financial | Debenture | 0.28% |
| REC LIMITED SR 236-B 7.56 BD 31AG27 FVRS1LAC | Financial | Debenture | 0.28% |
| 7.74% LIC HSG TR448 NCD 22-10-27** | Financial | Debenture | 0.28% |
| STATE BANK OF INDIA SR 1 6.93 BD 20OT35 FVRS1CR | Financial | Bonds | 0.28% |
| GOVERNMENT OF INDIA 33071 GOI 19JU53 7.3 FV RS 100 | Entities | GOI Securities | 0.28% |
| MUTHOOT FINANCE LIMITED 8.05 NCD 25NV27 FVRS1LAC | Financial | Debenture | 0.28% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 26E 7.10 BD 29MR29 FVRS1LAC | Financial | Bonds | 0.28% |
| POWER FINANCE CORPORATION LIMITED SR 259A 6.96 BD 02MR28 FVRS1LAC | Financial | Debenture | 0.28% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR IV 7.04 BD 09FB29 FVRS1LAC | Financial | Bonds | 0.28% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 26B 6.85 BD 19JN29 FVRS1LAC | Financial | Bonds | 0.28% |
| GOVERNMENT OF INDIA 34238 GOI 22AP64 7.34 FV RS 100 | Entities | GOI Securities | 0.28% |
| Small Industries Dev Bank of India (18/02/2027) ** | Financial | Certificate of Deposit | 0.27% |
| CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD 7.5 CCD 30SP26 FVRS1LAC | Financial | Debenture | 0.23% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 0.23% |
| Cash Margin | Unspecified | Cash Margin | 0.23% |
| 7.34% REC Ltd. ** | Financial | Debenture | 0.23% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 26F 7.44 BD 17JL29 FVRS1LAC | Financial | Bonds | 0.23% |
| INDIAN RAILWAY FINANCE CORPORATION LIMITED SR 173 7.68 BD 24NV26 FVRS1LAC | Financial | Debenture | 0.22% |
| 7.23% Housing & Urban Development Corporation Limited (18/07/2029) | Financial | Debenture | 0.22% |
| INDIAN RAILWAY FINANCE CORPORATION LIMITED SR 170B 7.74 BD 15AP38 FVRS1LAC | Financial | Debenture | 0.17% |
| LIC HOUSING FINANCE LIMITED TR 432 8.025 LOA 23MR33 FVRS10LAC | Financial | Debenture | 0.17% |
| GOVERNMENT OF INDIA 34587 GOI 18JU31 7.02 FV RS 100 | Entities | GOI Securities | 0.17% |
| INDIAN RAILWAY FINANCE CORPORATION LIMITED SR 178 7.46 BD 18JU29 FVRS1LAC | Financial | Non Convertible Debenture | 0.17% |
| POWER FINANCE CORPORATION LTD. SR BS227B 7.77 BD 15AP28 FVRS1LAC | Financial | Debenture | 0.17% |
| BHARTI TELECOM LIMITED SR XIX 8.65 NCD 05NV27 FVRS1LAC | Technology | Debenture | 0.17% |
| MUTHOOT FINANCE LIMITED SR 28-A OP I 8.40 NCD 28AG28 FVRS1LAC | Financial | Bonds | 0.17% |
| POWER FINANCE CORPORATION LTD. SR BS225A 7.77 BD 15JL26 FVRS1LAC | Financial | Debenture | 0.17% |
| LIC HOUSING FINANCE LIMITED TR 412 6.17 LOA 03SP26 FVRS10LAC | Financial | Debenture | 0.17% |
| POWER FINANCE CORPORATION LIMITED SR 253 6.73 BD 15OT27 FVRS1LAC | Financial | Bonds/NCDs | 0.17% |
| BAJAJ FINANCE LIMITED 7.11 NCD 10JL28 FVRS1LAC | Financial | Debenture | 0.17% |
| BANK OF BARODA CD 04FEB27 | Financial | Certificate of Deposit | 0.16% |
| Union Bank of India (16/03/2027) ** # | Financial | Commercial Paper | 0.16% |
| 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 33706 KAR 06DC35 7.72 FV RS 100 | Unspecified | State Development Loan | 0.11% |
| PNB HOUSING FINANCE LIMITED SR LXV 8.15 NCD 29JL27 FVRS1LAC | Financial | Debenture | 0.11% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR IX 7.68 BD 10AG27 FVRS1LAC | Financial | Debenture | 0.11% |
| CAN FIN HOMES LIMITED SR 2 8.09 NCD 04JN27 FVRS1LAC | Financial | Debenture | 0.11% |
| HDB FINANCIAL SERVICES LIMITED SR 188 7.84 NCD 14JL26 FVRS10LAC | Financial | Non Convertible Debenture | 0.11% |
| REC LIMITED SR 221 7.51 BD 31JL26 FVRS1LAC | Financial | Debenture | 0.11% |
| CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LIMITED SR 653 7.38 NCD 28MY27 FVRS1LAC | Financial | Debenture | 0.11% |
| HDB FINANCIAL SERVICES LIMITED SR 228 TR 1 7.4091 NCD 05JU28 FVRS1LAC | Financial | Debenture | 0.11% |
| Coforge Limited July 2026 Future | Technology | Futures | 0.10% |
| 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% |
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 | +9.3% | +9.0% | +10.7% | +10.3% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 30 | 29 | 16 | -- |
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) | |
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 | +7.76% | +18.57% | 1,695.32 | |
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 | -0.57% | +11.83% | 6,648.24 | |
 | +6.97% | +10.83% | 20,080.76 | |
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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. Bharath S is the Current Fund Manager of Sundaram Aggressive Hybrid Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,991 Cr and the Latest NAV as of 16 Jul 2026 is ₹159.24.
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₹76,991.28 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,