Sundaram Aggressive Hybrid Fund Direct Plan Growth
High Risk
Hybrid
4 Star
NAV as of Sep 17, 2025
₹187.15
0.34%1D Change
Returns since inception
20.55%p.a.
High Risk
Hybrid
4 Star
NAV as of Sep 17, 2025
₹187.15
0.34%1D Change
Returns since inception
20.55%p.a.
Sundaram Aggressive Hybrid Fund Direct Plan Growth
High Risk|Hybrid|4 Star
NAV as of Sep 17, 2025
₹187.15
0.34%1D
Returns since inception
20.55%p.a.
Returns Calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund Overview
- Rating4 Star
- Expense ratio0.68%
- Exit Load1% within 365 days
- AUM (Fund size)₹6,428.51 Crore
- Lock-in periodNo Lock-in
- Age12 yrs since Jan 01, 2013
- Min. investmentSIP ₹100 & Lump. ₹300
- RiskHigh
- Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year
Fund Distribution
Equity
72.11%
Debt
23%
Others
4.89%
Top Holdings
Top Sectors
| Holding Name | Assets (%) |
|---|---|
| HDFC Bank Ltd | 7.57% |
| ICICI Bank Ltd | 6.13% |
| Reliance Industries Ltd | 4.75% |
| Cash Offset For Derivatives | 4.69% |
| 7.1% Govt Stock 2034 | 4.61% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| SBI Equity Hybrid Fund Di... | ₹ 77,256 Cr | ₹336.42 | 0.18% | Very High |
| ICICI Prudential Equity &... | ₹ 45,168 Cr | ₹448.07 | 0.30% | Very High |
| DSP Equity & Bond Fund Di... | ₹ 8,215 Cr | ₹407.00 | 0.06% | High |
| HSBC Aggressive Hybrid Fu... | ₹ 5,396 Cr | ₹65.50 | 0.53% | Very High |
NAV History
FUND | Sundaram Aggressive Hybrid Fund Direct Plan Growth |
|---|---|
| NAV (Sep 17, 2025) | ₹187.15 |
| Class | Hybrid | Aggressive |
| Inception Date | Jan 01, 2013 |
| Fund Manager | Dwijendra Srivastava, S. Bharath, Sandeep Agarwal, Clyton Fernandes |
FUND | Sundaram Aggressive Hybrid Fund Direct Plan Growth |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹100 and Lump. ₹300 |
| Exit Load | 1% within 365 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Sundaram Aggressive ... | 1.3% | 2.21% | 2.32% | 11.71% | 0.97% | 13.94% |
About Sundaram Asset Management Company Ltd
Sundaram Asset Management Company is a subsidiary of Sundaram Finance Limited (SFL), one of the pioneers in the NBCF space. The fund house offers various fund plans to help individuals achieve their goals, and they can pick plans suiting their risk and reward factors. The company strives to make mutual funds available for a wide range of people.
Sundaram Asset Management Company Ltd Details
- No. of schemes147
- Total AUM₹31,971.17 Crore
- AddressSundaram Asset Management Company Limited, Sundaram Towers, Chennai, 600 014
- Phone+91 44 28583362/3367
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.24 Lakhs ₹
Min investment of ₹100 required
