1M
6M
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5Y
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| NAV: 22 Jan 2025 | ₹27.60 |
| Min. SIP amount | Not Supported |
| Rating | 3 |
| Fund size | ₹5,543.80Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 11.0% | 10.3% | 13.7% | 10.8% |
| Category average | 11.3% | 11.6% | 14.8% | NA |
| Rank with in category | 22 | 26 | 21 | NA |
Understand terms
Peer Comparison
| Hybrid, Aggressive Hybrid funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
JM Aggressive Hybrid Fund IDCW | 5 | 12.9% | 19.1% | 762.93 |
JM Aggressive Hybrid Fund IDCW Yearly | 5 | 12.9% | 19.1% | 762.93 |
ICICI Prudential Equity & Debt Fund IDCW Monthly | 5 | 13.3% | 17.0% | 39,769.96 |
ICICI Prudential Equity & Debt Fund IDCW Half Yearly | 5 | 13.3% | 17.0% | 39,769.96 |
Edelweiss Aggressive Hybrid Fund Regular IDCW | 5 | 14.1% | 14.9% | 2,363.37 |
Holdings (116)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
GOI | Sovereign | GOI Sec | 5.62% |
HDFC Bank Ltd. | Financial | Equity | 4.16% |
ICICI Bank Ltd. | Financial | Equity | 4.00% |
Reliance Industries Ltd. | Energy | Equity | 3.45% |
Infosys Ltd. | Technology | Equity | 3.15% |
Bharti Airtel Ltd. | Communication | Equity | 2.86% |
Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 2.56% |
Larsen & Toubro Ltd. | Construction | Equity | 2.06% |
GOI | Sovereign | GOI Sec | 1.86% |
State Bank of India | Financial | Equity | 1.83% |
NA | NA | Mutual Fund | 1.83% |
Sundaram Liquid Direct-Growth | NA | Mutual Fund | 1.81% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.79% |
HCL Technologies Ltd. | Technology | Equity | 1.61% |
Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 1.52% |
United Spirits Ltd. | Consumer Staples | Equity | 1.47% |
Shriram Finance Ltd | Financial | Equity | 1.35% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 1.35% |
Ceat Ltd. | Automobile | Equity | 1.31% |
Axis Bank Ltd. | Financial | Equity | 1.30% |
Bharat Petroleum Corporation Ltd. | Energy | Equity | 1.27% |
Coromandel International Ltd. | Chemicals | Equity | 1.19% |
Tube Investments Of India Ltd. | Automobile | Equity | 1.16% |
Computer Age Management Services Ltd. | Services | Equity | 1.14% |
UNO Minda Ltd. | Automobile | Equity | 1.14% |
Varun Beverages Ltd. | Consumer Staples | Equity | 1.12% |
NTPC Ltd. | Energy | Equity | 1.12% |
Alkem Laboratories Ltd. | Healthcare | Equity | 1.02% |
Tata Consultancy Services Ltd. | Technology | Equity | 1.02% |
Maruti Suzuki India Ltd. | Automobile | Equity | 1.00% |
Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 0.91% |
Bajaj Auto Ltd. | Automobile | Equity | 0.90% |
Zydus Lifesciences Ltd. | Healthcare | Equity | 0.84% |
Lupin Ltd. | Healthcare | Equity | 0.83% |
Ultratech Cement Ltd. | Construction | Equity | 0.82% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 0.82% |
Voltas Ltd. | Consumer Discretionary | Equity | 0.81% |
ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 0.80% |
Tech Mahindra Ltd. | Technology | Equity | 0.78% |
Indian Bank | Financial | Equity | 0.76% |
Cummins India Ltd. | Capital Goods | Equity | 0.74% |
Jubilant FoodWorks Ltd. | Services | Equity | 0.74% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 0.71% |
Grasim Industries Ltd. | Construction | Equity | 0.69% |
Zomato Ltd. | Services | Equity | 0.67% |
Fortis Healthcare Ltd. | Healthcare | Equity | 0.65% |
Tata Consumer Products Ltd. | Consumer Staples | Equity | 0.64% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 0.63% |
ITC Ltd. | Consumer Staples | Equity | 0.63% |
Craftsman Automation Ltd. | Automobile | Equity | 0.61% |
Home First Finance Company India Ltd. | Financial | Equity | 0.57% |
Marico Ltd. | Consumer Staples | Equity | 0.57% |
SBI Life Insurance Company Ltd. | Insurance | Equity | 0.56% |
GOI | Sovereign | GOI Sec | 0.55% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Bonds | 0.55% |
Bajaj Finance Ltd. | Financial | Debenture | 0.54% |
Tata Motors Ltd. | Automobile | Equity | 0.53% |
Union Bank of India | Financial | Equity | 0.53% |
Schaeffler India Ltd. | Capital Goods | Equity | 0.53% |
Polycab India Ltd. | Capital Goods | Equity | 0.49% |
Tata Power Company Ltd. | Energy | Equity | 0.49% |
Power Finance Corporation Ltd. | Financial | Debenture | 0.48% |
The Indian Hotels Company Ltd. | Services | Equity | 0.47% |
National Bank For Financing Infrastructure And Development | Financial | Bonds | 0.47% |
GOI | Sovereign | GOI Sec | 0.47% |
GOI | Sovereign | GOI Sec | 0.47% |
LIC Housing Finance Ltd. | Financial | Debenture | 0.47% |
Bharat Electronics Ltd. | Capital Goods | Equity | 0.47% |
Power Finance Corporation Ltd. | Financial | Debenture | 0.46% |
GOI | Sovereign | GOI Sec | 0.46% |
Finolex Industries Ltd. | Chemicals | Equity | 0.45% |
Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.45% |
Power Finance Corporation Ltd. | Financial | NCD | 0.45% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 0.45% |
HDFC Bank Ltd. | Financial | Debenture | 0.45% |
Shriram Finance Ltd | Financial | Bonds | 0.45% |
Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.45% |
Bank Of Baroda | Financial | CD | 0.45% |
Delhivery Ltd. | Services | Equity | 0.42% |
Devyani International Ltd. | Services | Equity | 0.41% |
Hindalco Industries Ltd. | Metals & Mining | Equity | 0.39% |
Hatsun Agro Product Ltd. | Consumer Staples | Equity | 0.39% |
Apollo Tyres Ltd. | Automobile | Equity | 0.38% |
GAIL (India) Ltd. | Energy | Equity | 0.38% |
Grindwell Norton Ltd. | Metals & Mining | Equity | 0.37% |
National Bank For Financing Infrastructure And Development | Financial | Debenture | 0.37% |
Bajaj Finance Ltd. | Financial | Debenture | 0.36% |
Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.36% |
REC Ltd. | Financial | Debenture | 0.36% |
Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 0.35% |
HDFC Bank Ltd. | Financial | CD | 0.35% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.31% |
JK Cement Ltd. | Construction | Equity | 0.30% |
Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.28% |
HDFC Bank Ltd. | Financial | Debenture | 0.28% |
Power Grid Corporation Of India Ltd. | Energy | Bonds | 0.27% |
GOI | Sovereign | GOI Sec | 0.27% |
Power Finance Corporation Ltd. | Financial | Debenture | 0.27% |
GOI | Sovereign | GOI Sec | 0.27% |
Power Finance Corporation Ltd. | Financial | Debenture | 0.27% |
Embassy Office Parks REIT | Construction | Debenture | 0.27% |
HDFC Bank Ltd. | Financial | Debenture | 0.27% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 0.27% |
LIC Housing Finance Ltd. | Financial | CP | 0.27% |
LIC Housing Finance Ltd. | Financial | Debenture | 0.26% |
Tamilnadu State | Others | SDL | 0.23% |
Kajaria Ceramics Ltd. | Construction | Equity | 0.22% |
Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.18% |
PNB Housing Finance Ltd. | Financial | Debenture | 0.18% |
REC Ltd. | Financial | Debenture | 0.18% |
REC Ltd. | Financial | Debenture | 0.18% |
National Housing Bank | Financial | NCD | 0.18% |
Bank of India | Financial | Equity | 0.17% |
Coal India Ltd. | Energy | Equity | 0.16% |
Westlife Foodworld Ltd. | Services | Equity | 0.07% |
Chennai Super Kings Ltd. | Services | Equity | 0.00% |
See All
Expense ratio, exit load and tax
Expense ratio: 1.84%
Inclusive of GST
Exit load
For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
Stamp duty
0.005% (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.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Fund management
Clyton Richard FernandesOct 2024 - PresentView details
Clyton Richard Fernandes
Oct 2024 - Present
View details
Education
Mr. Fernandes has done B.E and MBA
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Canara HSBC Life, Mahindra Manulife AMC, Bank of Baroda Capital Markets and Systematix Shares & Stocks
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NAWebsite
www.sundarammutual.com
Sundaram Mutual Fund
Asset Management Company
Custodian
ABN AMRO Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
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