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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Sundaram Aggressive Hybrid Fund Growth
+10.61%
3Y annualised
-0.26% 1D
NAV: 15 May '26
₹155.90
Min. for SIP
₹100
Fund size (AUM)
₹8,484.02 Cr
Expense ratio
3.15%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹58,427 | -2.62% | |
| 3 years | ₹1,80,000 | ₹1,90,495 | +5.83% | |
| 5 years | ₹3,00,000 | ₹3,60,000 | +20.00% | |
| 10 years | ₹6,00,000 | ₹10,13,711 | +68.95% |
Holdings (118)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 6.09% |
| ICICI Bank Ltd. | Financial | Equity | 4.93% |
| Reliance Industries Ltd. | Energy | Equity | 4.36% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.71% |
| Bharti Airtel Ltd. | Communication | Equity | 3.65% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.50% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.39% |
| GOI | Sovereign | GOI Sec | 2.39% |
| Bajaj Finance Ltd. | Financial | Equity | 2.17% |
| State Bank of India | Financial | Equity | 1.76% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 1.66% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.60% |
| PB Fintech Ltd. | Services | Equity | 1.54% |
| HCL Technologies Ltd. | Technology | Equity | 1.52% |
| Tata Power Company Ltd. | Energy | Equity | 1.51% |
| GOI | Sovereign | GOI Sec | 1.48% |
| Tata Steel Ltd. | Metals & Mining | Equity | 1.44% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.42% |
| Cummins India Ltd. | Capital Goods | Equity | 1.42% |
| Infosys Ltd. | Technology | Equity | 1.37% |
| Coromandel International Ltd. | Chemicals | Equity | 1.34% |
| Fractal Analytics Ltd. | Technology | Equity | 1.31% |
| -- | -- | Mutual Fund | 1.31% |
| Embassy Office Parks REIT | Construction | REITs | 1.27% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 1.27% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.26% |
| Coforge Ltd. | Technology | Equity | 1.22% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 1.17% |
| Ultratech Cement Ltd. | Construction | Equity | 1.06% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.01% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 1.00% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 0.96% |
| Amara Raja Energy & Mobility Ltd | Capital Goods | Equity | 0.96% |
| One97 Communications Ltd. | Services | Equity | 0.94% |
| Home First Finance Company India Ltd. | Financial | Equity | 0.91% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 0.85% |
| Interglobe Aviation Ltd. | Services | Equity | 0.84% |
| National Bank For Agriculture & Rural Development | Financial | CD | 0.83% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.83% |
| Bajaj Auto Ltd. | Automobile | Equity | 0.79% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.74% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.73% |
| JK Cement Ltd. | Construction | Equity | 0.73% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 0.67% |
| UNO Minda Ltd. | Automobile | Equity | 0.66% |
| Brookfield India Real Estate Trust REIT | Construction | REITs | 0.66% |
| Prudent Corporate Advisory Services Ltd. | Financial | Equity | 0.62% |
| Crisil Ltd. | Services | Equity | 0.61% |
| GOI | Sovereign | GOI Sec | 0.59% |
| Punjab National Bank | Financial | CD | 0.56% |
| National Bank For Agriculture & Rural Development | Financial | CD | 0.55% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.53% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.50% |
| Indraprastha Gas Ltd. | Energy | Equity | 0.49% |
| Prestige Estates Projects Ltd. | Construction | Equity | 0.48% |
| GAIL (India) Ltd. | Energy | Equity | 0.46% |
| Indegene Ltd. | Healthcare | Equity | 0.45% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.41% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.40% |
| Vedanta Ltd. | Metals & Mining | Equity | 0.40% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Bonds | 0.36% |
| GOI | Sovereign | GOI Sec | 0.35% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.35% |
| Affle 3I Ltd. | Technology | Equity | 0.31% |
| GOI | Sovereign | GOI Sec | 0.30% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.30% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.30% |
| Shriram Finance Ltd | Financial | Bonds | 0.30% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.30% |
| REC Ltd. | Financial | Debenture | 0.30% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.29% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.29% |
| HDFC Bank Ltd. | Financial | Debenture | 0.29% |
| Power Finance Corporation Ltd. | Financial | NCD | 0.29% |
| Tata Capital Ltd. | Financial | CP | 0.29% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.29% |
| Small Industries Devp. Bank of India Ltd. | Financial | CP | 0.29% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds/NCD | 0.29% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.29% |
| State Bank of India | Financial | Bonds | 0.29% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.29% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.29% |
| GOI | Sovereign | GOI Sec | 0.29% |
| GOI | Sovereign | GOI Sec | 0.28% |
| Aster DM Healthcare Ltd. | Healthcare | Equity | 0.28% |
| Small Industries Devp. Bank of India Ltd. | Financial | CD | 0.28% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.24% |
| Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.24% |
| REC Ltd. | Financial | NCD | 0.24% |
| REC Ltd. | Financial | Debenture | 0.23% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.18% |
| GOI | Sovereign | GOI Sec | 0.18% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.18% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.18% |
| Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.18% |
| Muthoot Finance Ltd. | Financial | Bonds | 0.18% |
| Vedanta Power Ltd. | Capital Goods | Equity | 0.18% |
| Malco Energy Ltd. | Metals & Mining | Equity | 0.18% |
| Vedanta Aluminium Metal Ltd. | Metals & Mining | Equity | 0.18% |
| Vedanta Iron And Steel Ltd. | Metals & Mining | Equity | 0.18% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.18% |
| Power Finance Corporation Ltd. | Financial | Bonds/NCD | 0.18% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.17% |
| Elecon Engineering Company Ltd. | Capital Goods | Equity | 0.17% |
| PNB Housing Finance Ltd. | Financial | Debenture | 0.16% |
| Indian Railway Finance Corporation Ltd. | Financial | Bonds | 0.15% |
| Tamilnadu State | Others | SDL | 0.15% |
| Can Fin Homes Ltd. | Financial | Debenture | 0.12% |
| PNB Housing Finance Ltd. | Financial | Debenture | 0.12% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.12% |
| Karnataka State | Others | SDL | 0.12% |
| HDB Financial Services Ltd. | Financial | NCD | 0.12% |
| REC Ltd. | Financial | Debenture | 0.12% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.12% |
| HDB Financial Services Ltd. | Financial | Debenture | 0.12% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.11% |
| Kwality Wall's (India) Ltd. | Consumer Staples | Equity | 0.02% |
| 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 | +10.6% | +10.6% | +11.3% | +10.3% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 29 | 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
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 | +2.38% | +16.59% | 50,367.73 | |
JM Aggressive Hybrid Fund Growth | -2.80% | +15.95% | 701.44 | |
SBI Equity Hybrid Fund Growth | +3.29% | +13.45% | 83,353.48 | |
UTI Aggressive Hybrid Fund Plan Growth | -1.02% | +13.35% | 6,524.13 | |
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
SASandeep AgarwalJan 2022 - PresentView details
SA
Sandeep Agarwal
Jan 2022 - Present
View details
BSBharath SJan 2022 - PresentView details
BS
Bharath S
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 ₹75,524 Cr and the Latest NAV as of 15 May 2026 is ₹155.90.
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,