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Fund Overview

Fund Size

Fund Size

₹5,236 Cr

Expense Ratio

Expense Ratio

0.08%

ISIN

ISIN

INF173K01FE6

Minimum SIP

Minimum SIP

₹100

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

01 Jan 2013

About this fund

Sundaram Aggressive Hybrid Fund Direct Growth is a Aggressive Allocation mutual fund schemes offered by Sundaram Mutual Fund. This fund has been in existence for 12 years, 2 months and 27 days, having been launched on 01-Jan-13.
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹174.33, Assets Under Management (AUM) of 5236.37 Crores, and an expense ratio of 0.08%.
  • Sundaram Aggressive Hybrid Fund Direct Growth has given a CAGR return of 20.73% since inception.
  • The fund's asset allocation comprises around 69.17% in equities, 23.85% in debts, and 6.97% in cash & cash equivalents.
  • You can start investing in Sundaram Aggressive Hybrid Fund Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+9.33%

+7.84% (Cat Avg.)

3 Years

+13.25%

+13.02% (Cat Avg.)

5 Years

+20.99%

+21.32% (Cat Avg.)

10 Years

+13.22%

+11.53% (Cat Avg.)

Since Inception

+20.73%

(Cat Avg.)

Portfolio Summaryas of 28th February 2025

Equity3,621.82 Cr69.17%
Debt1,248.97 Cr23.85%
Others365.58 Cr6.98%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
7.1% Govt Stock 2034Bond - Gov't/Treasury306.4 Cr5.85%
Sundaram Money Market Dir GrMutual Fund - Open End242.59 Cr4.63%
ICICI Bank LtdEquity237.93 Cr4.54%
HDFC Bank LtdEquity225.34 Cr4.30%
Reliance Industries LtdEquity214.31 Cr4.09%
Bharti Airtel LtdEquity157.02 Cr3.00%
Infosys LtdEquity156.96 Cr3.00%
State Bank of IndiaEquity133.07 Cr2.54%
7.23% Govt Stock 2039Bond - Gov't/Treasury102.82 Cr1.96%
Larsen & Toubro LtdEquity99.98 Cr1.91%
Axis Bank LtdEquity92.73 Cr1.77%
Kotak Mahindra Bank LtdEquity92.51 Cr1.77%
Tata Consultancy Services LtdEquity87.95 Cr1.68%
Kalyan Jewellers India LtdEquity85.52 Cr1.63%
Sun Pharmaceuticals Industries LtdEquity83.65 Cr1.60%
Shriram Finance LtdEquity82.26 Cr1.57%
HCL Technologies LtdEquity76.55 Cr1.46%
Maruti Suzuki India LtdEquity68.09 Cr1.30%
United Spirits LtdEquity64.22 Cr1.23%
Amber Enterprises India Ltd Ordinary SharesEquity64.11 Cr1.22%
Coromandel International LtdEquity58.34 Cr1.11%
NTPC LtdEquity57.77 Cr1.10%
Ceat LtdEquity56.98 Cr1.09%
Bharat Petroleum Corp LtdEquity56.95 Cr1.09%
Alkem Laboratories LtdEquity51.11 Cr0.98%
UNO Minda LtdEquity49.55 Cr0.95%
UltraTech Cement LtdEquity49.12 Cr0.94%
ITC LtdEquity46.21 Cr0.88%
National Bank For Agriculture And Rural DevelopmentBond - Corporate Bond45.18 Cr0.86%
Bajaj Auto LtdEquity45.05 Cr0.86%
Tata Consumer Products LtdEquity44.78 Cr0.86%
Grasim Industries LtdEquity43.1 Cr0.82%
Zydus Lifesciences LtdEquity42.08 Cr0.80%
Varun Beverages LtdEquity41.86 Cr0.80%
Dr Reddy's Laboratories LtdEquity40.75 Cr0.78%
Indian BankEquity40.35 Cr0.77%
Computer Age Management Services Ltd Ordinary SharesEquity39.29 Cr0.75%
Tech Mahindra LtdEquity37.79 Cr0.72%
Home First Finance Co India Ltd ---Equity37.26 Cr0.71%
ICICI Prudential Life Insurance Co LtdEquity37.23 Cr0.71%
Lupin LtdEquity37.14 Cr0.71%
Bharat Electronics LtdEquity36.91 Cr0.70%
Marico LtdEquity36.34 Cr0.69%
TrepsCash - Repurchase Agreement35.77 Cr0.68%
Jubilant Foodworks LtdEquity35.63 Cr0.68%
National Bank For Agriculture And Rural DevelopmentBond - Corporate Bond34.95 Cr0.67%
Cummins India LtdEquity33.97 Cr0.65%
Mahindra & Mahindra LtdEquity33.61 Cr0.64%
SBI Life Insurance Co LtdEquity32.19 Cr0.61%
Tata Power Co LtdEquity31.38 Cr0.60%
7.34% Govt Stock 2064Bond - Gov't/Treasury30.73 Cr0.59%
7.18% Govt Stock 2037Bond - Gov't/Treasury30.66 Cr0.59%
Fortis Healthcare LtdEquity30.64 Cr0.59%
Cholamandalam Investment And Finance Company LimitedBond - Corporate Bond30.25 Cr0.58%
Bajaj Finance LimitedBond - Corporate Bond30.18 Cr0.58%
Zomato LtdEquity29.54 Cr0.56%
Cash And Other Net Current Assets^Cash29.41 Cr0.56%
Amara Raja Energy & Mobility LtdEquity28.3 Cr0.54%
Craftsman Automation LtdEquity28.2 Cr0.54%
Schaeffler India LtdEquity26.17 Cr0.50%
Power Finance Corporation Ltd.Bond - Corporate Bond26 Cr0.50%
LIC Housing Finance LimitedBond - Corporate Bond25.69 Cr0.49%
National Bank For Financing Infrastructure And DevelopmentBond - Corporate Bond25.64 Cr0.49%
7.3% Govt Stock 2053Bond - Gov't/Treasury25.53 Cr0.49%
7.1% Govt Stock 2029Bond - Gov't/Treasury25.42 Cr0.49%
Small Industries Development Bank Of IndiaBond - Corporate Bond25.12 Cr0.48%
Power Finance Corp Ltd. 7.6%Bond - Corporate Bond25.11 Cr0.48%
National Bank For Agriculture And Rural DevelopmentBond - Corporate Bond25.07 Cr0.48%
HDFC Bank LimitedBond - Corporate Bond25.05 Cr0.48%
Shriram Transport Finance Company LimitedBond - Corporate Bond25 Cr0.48%
Power Finance Corporation Ltd.Bond - Corporate Bond24.96 Cr0.48%
Small Industries Development Bank Of IndiaBond - Corporate Bond24.91 Cr0.48%
Tata Motors LtdEquity24.83 Cr0.47%
Tube Investments of India Ltd Ordinary SharesEquity24.38 Cr0.47%
Indus Towers Ltd Ordinary SharesEquity24.21 Cr0.46%
National Bank For Agriculture And Rural DevelopmentCash - CD/Time Deposit23.34 Cr0.45%
Indian Hotels Co LtdEquity21.48 Cr0.41%
JK Cement LtdEquity20.5 Cr0.39%
08.69 Tn SDL 2026Bond - Gov't/Treasury20.38 Cr0.39%
Bajaj Finance LimitedBond - Corporate Bond20.15 Cr0.38%
National Bank For Financing Infrastructure And DevelopmentBond - Corporate Bond20.05 Cr0.38%
Indian Railway Finance Corporation LimitedBond - Corporate Bond20.03 Cr0.38%
Rec LimitedBond - Corporate Bond20.02 Cr0.38%
Cholamandalam Investment And Fin. Co. LtdBond - Corporate Bond19.8 Cr0.38%
HDFC Bank LimitedCash - CD/Time Deposit19.54 Cr0.37%
Coforge LtdEquity19.2 Cr0.37%
Finolex Industries LtdEquity17.93 Cr0.34%
Polycab India LtdEquity17.68 Cr0.34%
GAIL (India) LtdEquity17.16 Cr0.33%
Mphasis LtdEquity16.99 Cr0.32%
Delhivery LtdEquity16.86 Cr0.32%
Apollo Tyres LtdEquity16.84 Cr0.32%
Kirloskar Oil Engines LtdEquity16.71 Cr0.32%
Coal India LtdEquity16.25 Cr0.31%
Indian Railway Finance Corporation LimitedBond - Corporate Bond15.54 Cr0.30%
Grindwell Norton LtdEquity15.46 Cr0.30%
HDFC Bank LimitedBond - Corporate Bond15.28 Cr0.29%
7.02% Govt Stock 2031Bond - Gov't/Treasury15.22 Cr0.29%
Power Finance Corporation Ltd.Bond - Corporate Bond15.13 Cr0.29%
7.3% Govt Stock 2028Bond - Gov't/Treasury15.08 Cr0.29%
Power Grid Corporation Of India LimitedBond - Corporate Bond15.07 Cr0.29%
Power Finance Corporation Ltd.Bond - Corporate Bond15.04 Cr0.29%
Embassy Office Parks ReitBond - Corporate Bond15 Cr0.29%
National Bank For Agriculture And Rural DevelopmentBond - Corporate Bond14.96 Cr0.29%
LIC Housing Finance LtdCash - Commercial Paper14.94 Cr0.29%
LIC Housing Finance LtdBond - Corporate Bond14.67 Cr0.28%
Prudent Corporate Advisory Services LtdEquity12.97 Cr0.25%
7.44% Tamil Nadu State Government Securities -20/03/2034Bond - Gov't/Treasury12.93 Cr0.25%
Small Industries Development Bank Of IndiaBond - Corporate Bond10.03 Cr0.19%
PNb Housing Finance LimitedBond - Corporate Bond10.01 Cr0.19%
Rural Electrification Corporation LimitedBond - Corporate Bond9.98 Cr0.19%
Rural Electrification Corporation LimitedBond - Corporate Bond9.98 Cr0.19%
National Housing BankBond - Corporate Bond9.96 Cr0.19%
Kajaria Ceramics LtdEquity4.52 Cr0.09%
Chennai Super Kings Ltd.Equity0.05 Cr0.00%

Allocation By Market Cap (Equity)

Large Cap Stocks

51.81%

Mid Cap Stocks

10.57%

Small Cap Stocks

6.79%

Allocation By Credit Quality (Debt)

AAA

AA

UNRATED

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services1,023.83 Cr19.55%
Consumer Cyclical585.61 Cr11.18%
Technology434.73 Cr8.30%
Industrials312.7 Cr5.97%
Energy287.52 Cr5.49%
Healthcare285.36 Cr5.45%
Consumer Defensive233.4 Cr4.46%
Communication Services181.23 Cr3.46%
Basic Materials171.07 Cr3.27%
Utilities106.31 Cr2.03%

Risk & Performance Ratios

Standard Deviation

This fund

10.30%

Cat. avg.

10.91%

Lower the better

Sharpe Ratio

This fund

0.49

Cat. avg.

0.51

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

0.82

Higher the better

Fund Managers

DS

Dwijendra Srivastava

Since January 2022

SB

S. Bharath

Since January 2022

Sandeep Agarwal

Sandeep Agarwal

Since January 2022

CF

Clyton Fernandes

Since October 2024

Additional Scheme Detailsas of 28th February 2025

ISIN
INF173K01FE6
Expense Ratio
0.08%
Exit Load
1.00%
Fund Size
₹5,236 Cr
Age
12 years 2 months
Lumpsum Minimum
₹100
Fund Status
Open Ended Investment Company
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

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Bandhan Hybrid Equity Fund Direct Growth

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Bandhan Hybrid Equity Fund Regular Growth

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Tata Hybrid Equity Fund Regular Growth

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Nippon India Equity Hybrid Fund Regular Growth

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SBI Equity Hybrid Fund Regular Growth

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Canara Robeco Equity Hybrid Fund Regular Growth

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Quant Absolute Fund Regular Growth

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2.1%1.0%₹1893.04 Cr-0.8%

About the AMC

Sundaram Mutual Fund

Sundaram Mutual Fund

Total AUM

₹64,392 Cr

Address

Sundaram Towers, Chennai, 600 014

Other Funds by Sundaram Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Sundaram Multi Asset Allocation Fund Direct Growth

High Risk

0.6%1.0%₹2375.29 Cr12.7%
Sundaram Emerging Small Cap - Series VI Direct Growth

Low Risk

0.8%0.0%₹45.47 Cr7.8%
Sundaram Long Term Tax Advantage Fund Series I Direct Growth

High Risk

1.4%0.0%₹19.18 Cr8.1%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth

Very High Risk

1.2%0.0%₹26.38 Cr3.4%
Sundaram FTP IQ Direct Growth

Moderate Risk

-0.0%--
Sundaram Long Term Tax Advantage Fund Series II Direct Growth

Very High Risk

1.2%0.0%₹11.49 Cr7.1%
Sundaram Emerging Small Cap - Series VII Direct Growth

Low Risk

1.0%0.0%₹159.75 Cr11.3%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Direct Growth

Very High Risk

1.3%0.0%₹65.16 Cr1.6%
Sundaram Emerging Small Cap - Series V Direct Growth

Low Risk

0.8%0.0%₹83.88 Cr7.5%
Sundaram Long Term Tax Advantage Fund Series III Direct Growth

Very High Risk

1.2%-₹28.86 Cr2.7%
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.2%0.0%₹18.97 Cr3.3%
Sundaram Long Term Tax Advantage Fund - Series VI Direct Growth

Very High Risk

1.1%0.0%--
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.3%0.0%₹30.84 Cr1.7%
Sundaram Fixed Term Plan Series IM Direct Growth

Moderate Risk

-0.0%--
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth

Very High Risk

1.2%0.0%₹31.41 Cr2.2%
Sundaram Multi Cap Fund Direct Growth

Very High Risk

1.1%1.0%₹2416.58 Cr11.7%
Sundaram Dividend Yield Fund Direct Growth

Very High Risk

1.2%1.0%₹806.50 Cr6.3%
Sundaram Aggressive Hybrid Fund Direct Growth

High Risk

0.1%1.0%₹5236.37 Cr9.3%
Sundaram Liquid Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹8447.09 Cr7.4%
Sundaram Low Duration Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹372.68 Cr8.1%
Sundaram Equity Savings Fund Direct Growth

Moderate Risk

0.8%0.0%₹1032.94 Cr10.7%
Sundaram Focused Fund Direct Growth

Very High Risk

1.4%0.0%₹1007.19 Cr6.8%
Sundaram Nifty 100 Equal Weight Fund Direct Growth

Very High Risk

0.5%0.0%₹92.23 Cr5.5%
Sundaram Short Duration Fund Direct Growth

Moderate Risk

0.3%0.0%₹208.52 Cr8.8%
Sundaram Ultra Short Duration Fund Direct Growth

Moderate Risk

0.2%0.0%₹2004.57 Cr7.7%
Sundaram Tax Savings Fund Direct Growth

Very High Risk

1.7%0.0%₹1212.38 Cr7.9%
Sundaram Balanced Advantage Fund Direct Growth

Moderately High risk

0.7%1.0%₹1434.84 Cr8.5%
Sundaram Large Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹3127.57 Cr5.7%
Sundaram Services Fund Direct Growth

Very High Risk

0.9%1.0%₹3551.43 Cr13.1%
Sundaram Flexi Cap Fund Direct Growth

Very High Risk

0.1%1.0%₹1834.06 Cr9.4%
Sundaram Money Market Fund Direct Growth

Moderate Risk

0.2%0.0%₹675.33 Cr7.7%
Sundaram Medium Term Bond Fund Direct Growth

Moderate Risk

1.4%1.0%₹43.15 Cr7.5%
Sundaram Infrastructure Advantage Fund Direct Growth

Very High Risk

1.8%0.0%₹803.89 Cr6.4%
Sundaram Financial Services Opportunities Direct Growth

Very High Risk

0.9%0.0%₹1325.29 Cr11.1%
Sundaram Banking & PSU Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹350.02 Cr8.5%
Sundaram large and Mid Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹5861.32 Cr10.4%
Sundaram Global Brand Fund Direct Growth

Very High Risk

1.4%1.0%₹121.09 Cr7.3%
Sundaram Corporate Bond Fund Direct Growth

Moderate Risk

0.3%0.0%₹696.56 Cr8.6%
Sundaram Debt Oriented Hybrid Fund Direct Growth

Moderately High risk

1.5%0.0%₹26.59 Cr7.8%
Sundaram Small Cap Fund Direct Growth

Very High Risk

1.0%1.0%₹2762.92 Cr4.6%
Sundaram Diversified Equity Direct Growth

Very High Risk

1.8%0.0%₹1361.57 Cr6.8%
Sundaram Consumption Fund Direct Growth

Very High Risk

1.3%0.0%₹1398.19 Cr11.4%
Sundaram Mid Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹10450.74 Cr14.4%
Sundaram Overnight Fund Direct Growth

Low Risk

0.1%0.0%₹932.39 Cr6.6%
Sundaram Arbitrage Fund Direct Growth

Low Risk

0.3%0.0%₹220.10 Cr7.6%

Risk Level

Your principal amount will be at High Risk

High Risk

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The NAV of Sundaram Aggressive Hybrid Fund Direct Growth, as of 27-Mar-2025, is ₹174.33.
The fund has generated 9.33% over the last 1 year and 13.25% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 69.17% in equities, 23.85% in bonds, and 6.97% in cash and cash equivalents.
The fund managers responsible for Sundaram Aggressive Hybrid Fund Direct Growth are:-
  1. Dwijendra Srivastava
  2. S. Bharath
  3. Sandeep Agarwal
  4. Clyton Fernandes

Fund Overview

Fund Size

Fund Size

₹5,236 Cr

Expense Ratio

Expense Ratio

0.08%

ISIN

ISIN

INF173K01FE6

Minimum SIP

Minimum SIP

₹100

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

01 Jan 2013

Risk Level

Your principal amount will be at High Risk

High Risk

About this fund

Sundaram Aggressive Hybrid Fund Direct Growth is a Aggressive Allocation mutual fund schemes offered by Sundaram Mutual Fund. This fund has been in existence for 12 years, 2 months and 27 days, having been launched on 01-Jan-13.
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹174.33, Assets Under Management (AUM) of 5236.37 Crores, and an expense ratio of 0.08%.
  • Sundaram Aggressive Hybrid Fund Direct Growth has given a CAGR return of 20.73% since inception.
  • The fund's asset allocation comprises around 69.17% in equities, 23.85% in debts, and 6.97% in cash & cash equivalents.
  • You can start investing in Sundaram Aggressive Hybrid Fund Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+9.33%

+7.84% (Cat Avg.)

3 Years

+13.25%

+13.02% (Cat Avg.)

5 Years

+20.99%

+21.32% (Cat Avg.)

10 Years

+13.22%

+11.53% (Cat Avg.)

Since Inception

+20.73%

(Cat Avg.)

Portfolio Summaryas of 28th February 2025

Equity3,621.82 Cr69.17%
Debt1,248.97 Cr23.85%
Others365.58 Cr6.98%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
7.1% Govt Stock 2034Bond - Gov't/Treasury306.4 Cr5.85%
Sundaram Money Market Dir GrMutual Fund - Open End242.59 Cr4.63%
ICICI Bank LtdEquity237.93 Cr4.54%
HDFC Bank LtdEquity225.34 Cr4.30%
Reliance Industries LtdEquity214.31 Cr4.09%
Bharti Airtel LtdEquity157.02 Cr3.00%
Infosys LtdEquity156.96 Cr3.00%
State Bank of IndiaEquity133.07 Cr2.54%
7.23% Govt Stock 2039Bond - Gov't/Treasury102.82 Cr1.96%
Larsen & Toubro LtdEquity99.98 Cr1.91%
Axis Bank LtdEquity92.73 Cr1.77%
Kotak Mahindra Bank LtdEquity92.51 Cr1.77%
Tata Consultancy Services LtdEquity87.95 Cr1.68%
Kalyan Jewellers India LtdEquity85.52 Cr1.63%
Sun Pharmaceuticals Industries LtdEquity83.65 Cr1.60%
Shriram Finance LtdEquity82.26 Cr1.57%
HCL Technologies LtdEquity76.55 Cr1.46%
Maruti Suzuki India LtdEquity68.09 Cr1.30%
United Spirits LtdEquity64.22 Cr1.23%
Amber Enterprises India Ltd Ordinary SharesEquity64.11 Cr1.22%
Coromandel International LtdEquity58.34 Cr1.11%
NTPC LtdEquity57.77 Cr1.10%
Ceat LtdEquity56.98 Cr1.09%
Bharat Petroleum Corp LtdEquity56.95 Cr1.09%
Alkem Laboratories LtdEquity51.11 Cr0.98%
UNO Minda LtdEquity49.55 Cr0.95%
UltraTech Cement LtdEquity49.12 Cr0.94%
ITC LtdEquity46.21 Cr0.88%
National Bank For Agriculture And Rural DevelopmentBond - Corporate Bond45.18 Cr0.86%
Bajaj Auto LtdEquity45.05 Cr0.86%
Tata Consumer Products LtdEquity44.78 Cr0.86%
Grasim Industries LtdEquity43.1 Cr0.82%
Zydus Lifesciences LtdEquity42.08 Cr0.80%
Varun Beverages LtdEquity41.86 Cr0.80%
Dr Reddy's Laboratories LtdEquity40.75 Cr0.78%
Indian BankEquity40.35 Cr0.77%
Computer Age Management Services Ltd Ordinary SharesEquity39.29 Cr0.75%
Tech Mahindra LtdEquity37.79 Cr0.72%
Home First Finance Co India Ltd ---Equity37.26 Cr0.71%
ICICI Prudential Life Insurance Co LtdEquity37.23 Cr0.71%
Lupin LtdEquity37.14 Cr0.71%
Bharat Electronics LtdEquity36.91 Cr0.70%
Marico LtdEquity36.34 Cr0.69%
TrepsCash - Repurchase Agreement35.77 Cr0.68%
Jubilant Foodworks LtdEquity35.63 Cr0.68%
National Bank For Agriculture And Rural DevelopmentBond - Corporate Bond34.95 Cr0.67%
Cummins India LtdEquity33.97 Cr0.65%
Mahindra & Mahindra LtdEquity33.61 Cr0.64%
SBI Life Insurance Co LtdEquity32.19 Cr0.61%
Tata Power Co LtdEquity31.38 Cr0.60%
7.34% Govt Stock 2064Bond - Gov't/Treasury30.73 Cr0.59%
7.18% Govt Stock 2037Bond - Gov't/Treasury30.66 Cr0.59%
Fortis Healthcare LtdEquity30.64 Cr0.59%
Cholamandalam Investment And Finance Company LimitedBond - Corporate Bond30.25 Cr0.58%
Bajaj Finance LimitedBond - Corporate Bond30.18 Cr0.58%
Zomato LtdEquity29.54 Cr0.56%
Cash And Other Net Current Assets^Cash29.41 Cr0.56%
Amara Raja Energy & Mobility LtdEquity28.3 Cr0.54%
Craftsman Automation LtdEquity28.2 Cr0.54%
Schaeffler India LtdEquity26.17 Cr0.50%
Power Finance Corporation Ltd.Bond - Corporate Bond26 Cr0.50%
LIC Housing Finance LimitedBond - Corporate Bond25.69 Cr0.49%
National Bank For Financing Infrastructure And DevelopmentBond - Corporate Bond25.64 Cr0.49%
7.3% Govt Stock 2053Bond - Gov't/Treasury25.53 Cr0.49%
7.1% Govt Stock 2029Bond - Gov't/Treasury25.42 Cr0.49%
Small Industries Development Bank Of IndiaBond - Corporate Bond25.12 Cr0.48%
Power Finance Corp Ltd. 7.6%Bond - Corporate Bond25.11 Cr0.48%
National Bank For Agriculture And Rural DevelopmentBond - Corporate Bond25.07 Cr0.48%
HDFC Bank LimitedBond - Corporate Bond25.05 Cr0.48%
Shriram Transport Finance Company LimitedBond - Corporate Bond25 Cr0.48%
Power Finance Corporation Ltd.Bond - Corporate Bond24.96 Cr0.48%
Small Industries Development Bank Of IndiaBond - Corporate Bond24.91 Cr0.48%
Tata Motors LtdEquity24.83 Cr0.47%
Tube Investments of India Ltd Ordinary SharesEquity24.38 Cr0.47%
Indus Towers Ltd Ordinary SharesEquity24.21 Cr0.46%
National Bank For Agriculture And Rural DevelopmentCash - CD/Time Deposit23.34 Cr0.45%
Indian Hotels Co LtdEquity21.48 Cr0.41%
JK Cement LtdEquity20.5 Cr0.39%
08.69 Tn SDL 2026Bond - Gov't/Treasury20.38 Cr0.39%
Bajaj Finance LimitedBond - Corporate Bond20.15 Cr0.38%
National Bank For Financing Infrastructure And DevelopmentBond - Corporate Bond20.05 Cr0.38%
Indian Railway Finance Corporation LimitedBond - Corporate Bond20.03 Cr0.38%
Rec LimitedBond - Corporate Bond20.02 Cr0.38%
Cholamandalam Investment And Fin. Co. LtdBond - Corporate Bond19.8 Cr0.38%
HDFC Bank LimitedCash - CD/Time Deposit19.54 Cr0.37%
Coforge LtdEquity19.2 Cr0.37%
Finolex Industries LtdEquity17.93 Cr0.34%
Polycab India LtdEquity17.68 Cr0.34%
GAIL (India) LtdEquity17.16 Cr0.33%
Mphasis LtdEquity16.99 Cr0.32%
Delhivery LtdEquity16.86 Cr0.32%
Apollo Tyres LtdEquity16.84 Cr0.32%
Kirloskar Oil Engines LtdEquity16.71 Cr0.32%
Coal India LtdEquity16.25 Cr0.31%
Indian Railway Finance Corporation LimitedBond - Corporate Bond15.54 Cr0.30%
Grindwell Norton LtdEquity15.46 Cr0.30%
HDFC Bank LimitedBond - Corporate Bond15.28 Cr0.29%
7.02% Govt Stock 2031Bond - Gov't/Treasury15.22 Cr0.29%
Power Finance Corporation Ltd.Bond - Corporate Bond15.13 Cr0.29%
7.3% Govt Stock 2028Bond - Gov't/Treasury15.08 Cr0.29%
Power Grid Corporation Of India LimitedBond - Corporate Bond15.07 Cr0.29%
Power Finance Corporation Ltd.Bond - Corporate Bond15.04 Cr0.29%
Embassy Office Parks ReitBond - Corporate Bond15 Cr0.29%
National Bank For Agriculture And Rural DevelopmentBond - Corporate Bond14.96 Cr0.29%
LIC Housing Finance LtdCash - Commercial Paper14.94 Cr0.29%
LIC Housing Finance LtdBond - Corporate Bond14.67 Cr0.28%
Prudent Corporate Advisory Services LtdEquity12.97 Cr0.25%
7.44% Tamil Nadu State Government Securities -20/03/2034Bond - Gov't/Treasury12.93 Cr0.25%
Small Industries Development Bank Of IndiaBond - Corporate Bond10.03 Cr0.19%
PNb Housing Finance LimitedBond - Corporate Bond10.01 Cr0.19%
Rural Electrification Corporation LimitedBond - Corporate Bond9.98 Cr0.19%
Rural Electrification Corporation LimitedBond - Corporate Bond9.98 Cr0.19%
National Housing BankBond - Corporate Bond9.96 Cr0.19%
Kajaria Ceramics LtdEquity4.52 Cr0.09%
Chennai Super Kings Ltd.Equity0.05 Cr0.00%

Allocation By Market Cap (Equity)

Large Cap Stocks

51.81%

Mid Cap Stocks

10.57%

Small Cap Stocks

6.79%

Allocation By Credit Quality (Debt)

AAA

AA

UNRATED

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services1,023.83 Cr19.55%
Consumer Cyclical585.61 Cr11.18%
Technology434.73 Cr8.30%
Industrials312.7 Cr5.97%
Energy287.52 Cr5.49%
Healthcare285.36 Cr5.45%
Consumer Defensive233.4 Cr4.46%
Communication Services181.23 Cr3.46%
Basic Materials171.07 Cr3.27%
Utilities106.31 Cr2.03%

Risk & Performance Ratios

Standard Deviation

This fund

10.30%

Cat. avg.

10.91%

Lower the better

Sharpe Ratio

This fund

0.49

Cat. avg.

0.51

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

0.82

Higher the better

Fund Managers

DS

Dwijendra Srivastava

Since January 2022

SB

S. Bharath

Since January 2022

Sandeep Agarwal

Sandeep Agarwal

Since January 2022

CF

Clyton Fernandes

Since October 2024

Additional Scheme Detailsas of 28th February 2025

ISIN
INF173K01FE6
Expense Ratio
0.08%
Exit Load
1.00%
Fund Size
₹5,236 Cr
Age
12 years 2 months
Lumpsum Minimum
₹100
Fund Status
Open Ended Investment Company
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

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About the AMC

Sundaram Mutual Fund

Sundaram Mutual Fund

Total AUM

₹64,392 Cr

Address

Sundaram Towers, Chennai, 600 014

Other Funds by Sundaram Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Sundaram Multi Asset Allocation Fund Direct Growth

High Risk

0.6%1.0%₹2375.29 Cr12.7%
Sundaram Emerging Small Cap - Series VI Direct Growth

Low Risk

0.8%0.0%₹45.47 Cr7.8%
Sundaram Long Term Tax Advantage Fund Series I Direct Growth

High Risk

1.4%0.0%₹19.18 Cr8.1%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth

Very High Risk

1.2%0.0%₹26.38 Cr3.4%
Sundaram FTP IQ Direct Growth

Moderate Risk

-0.0%--
Sundaram Long Term Tax Advantage Fund Series II Direct Growth

Very High Risk

1.2%0.0%₹11.49 Cr7.1%
Sundaram Emerging Small Cap - Series VII Direct Growth

Low Risk

1.0%0.0%₹159.75 Cr11.3%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Direct Growth

Very High Risk

1.3%0.0%₹65.16 Cr1.6%
Sundaram Emerging Small Cap - Series V Direct Growth

Low Risk

0.8%0.0%₹83.88 Cr7.5%
Sundaram Long Term Tax Advantage Fund Series III Direct Growth

Very High Risk

1.2%-₹28.86 Cr2.7%
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.2%0.0%₹18.97 Cr3.3%
Sundaram Long Term Tax Advantage Fund - Series VI Direct Growth

Very High Risk

1.1%0.0%--
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.3%0.0%₹30.84 Cr1.7%
Sundaram Fixed Term Plan Series IM Direct Growth

Moderate Risk

-0.0%--
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth

Very High Risk

1.2%0.0%₹31.41 Cr2.2%
Sundaram Multi Cap Fund Direct Growth

Very High Risk

1.1%1.0%₹2416.58 Cr11.7%
Sundaram Dividend Yield Fund Direct Growth

Very High Risk

1.2%1.0%₹806.50 Cr6.3%
Sundaram Aggressive Hybrid Fund Direct Growth

High Risk

0.1%1.0%₹5236.37 Cr9.3%
Sundaram Liquid Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹8447.09 Cr7.4%
Sundaram Low Duration Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹372.68 Cr8.1%
Sundaram Equity Savings Fund Direct Growth

Moderate Risk

0.8%0.0%₹1032.94 Cr10.7%
Sundaram Focused Fund Direct Growth

Very High Risk

1.4%0.0%₹1007.19 Cr6.8%
Sundaram Nifty 100 Equal Weight Fund Direct Growth

Very High Risk

0.5%0.0%₹92.23 Cr5.5%
Sundaram Short Duration Fund Direct Growth

Moderate Risk

0.3%0.0%₹208.52 Cr8.8%
Sundaram Ultra Short Duration Fund Direct Growth

Moderate Risk

0.2%0.0%₹2004.57 Cr7.7%
Sundaram Tax Savings Fund Direct Growth

Very High Risk

1.7%0.0%₹1212.38 Cr7.9%
Sundaram Balanced Advantage Fund Direct Growth

Moderately High risk

0.7%1.0%₹1434.84 Cr8.5%
Sundaram Large Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹3127.57 Cr5.7%
Sundaram Services Fund Direct Growth

Very High Risk

0.9%1.0%₹3551.43 Cr13.1%
Sundaram Flexi Cap Fund Direct Growth

Very High Risk

0.1%1.0%₹1834.06 Cr9.4%
Sundaram Money Market Fund Direct Growth

Moderate Risk

0.2%0.0%₹675.33 Cr7.7%
Sundaram Medium Term Bond Fund Direct Growth

Moderate Risk

1.4%1.0%₹43.15 Cr7.5%
Sundaram Infrastructure Advantage Fund Direct Growth

Very High Risk

1.8%0.0%₹803.89 Cr6.4%
Sundaram Financial Services Opportunities Direct Growth

Very High Risk

0.9%0.0%₹1325.29 Cr11.1%
Sundaram Banking & PSU Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹350.02 Cr8.5%
Sundaram large and Mid Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹5861.32 Cr10.4%
Sundaram Global Brand Fund Direct Growth

Very High Risk

1.4%1.0%₹121.09 Cr7.3%
Sundaram Corporate Bond Fund Direct Growth

Moderate Risk

0.3%0.0%₹696.56 Cr8.6%
Sundaram Debt Oriented Hybrid Fund Direct Growth

Moderately High risk

1.5%0.0%₹26.59 Cr7.8%
Sundaram Small Cap Fund Direct Growth

Very High Risk

1.0%1.0%₹2762.92 Cr4.6%
Sundaram Diversified Equity Direct Growth

Very High Risk

1.8%0.0%₹1361.57 Cr6.8%
Sundaram Consumption Fund Direct Growth

Very High Risk

1.3%0.0%₹1398.19 Cr11.4%
Sundaram Mid Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹10450.74 Cr14.4%
Sundaram Overnight Fund Direct Growth

Low Risk

0.1%0.0%₹932.39 Cr6.6%
Sundaram Arbitrage Fund Direct Growth

Low Risk

0.3%0.0%₹220.10 Cr7.6%

Still got questions?
We're here to help.

The NAV of Sundaram Aggressive Hybrid Fund Direct Growth, as of 27-Mar-2025, is ₹174.33.
The fund has generated 9.33% over the last 1 year and 13.25% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 69.17% in equities, 23.85% in bonds, and 6.97% in cash and cash equivalents.
The fund managers responsible for Sundaram Aggressive Hybrid Fund Direct Growth are:-
  1. Dwijendra Srivastava
  2. S. Bharath
  3. Sandeep Agarwal
  4. Clyton Fernandes
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