
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Aggressive Hybrid Fund Direct Growth
as on 30 Oct 2026
Sundaram Aggressive Hybrid Fund Direct Growth is a Hybrid mutual fund scheme launched on 01 Jan 2013. The current NAV stands at ₹177.4567 as of 30 Oct 2026. From the funds total AUM, its top holdings include HDFC Bank at 5.99%, ICICI Bank at 5.88%, Treps at 5.16%, Reliance Industries at 4.92%, Bharti Airtel at 3.94%
Scheme Overview
- Inception Date : 01 Jan 2013
- AUM : ₹8,793.32 Cr
- 5Y Returns (CAGR) : 7.41%
- Expense Ratio : 1.16%
- Min. SIP : ₹100
- Min. Lumpsum : ₹100
Returns Calculator
basis annualised returns
Investment Type
SIP Amount
Investment Period
5Y
₹ 32.73 L
3.50%
₹ 36.98 L
8.00%
₹ 36.40 L
7.41%
Total Investment
₹ 30,00,000
Returns
₹ 6,40,231 (7.41%)
Maturity Value
₹ 36,40,231
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Direct vs Regular Returns
Sorry, No Data Available at this Moment!
Returns vs Category
Sorry, No Data Available at this Moment!
*The above returns are absolute
Returns Vs Nifty 50
Historical Returns
Sorry, No Data Available at this Moment!
Start SIP with as Low as ₹100.
Historical NAV
Sorry, No Data Available at this Moment!
Asset Allocation
AUM
₹ 8,793.32 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Asset Allocation
AUM
₹8,793.32 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
as of 31 May 2026
| Sectors | Allocation | Weightage | Value (in Cr.) |
|---|---|---|---|
| Other | 26.00% | ||
| Financial Services | 25.29% | ||
| Industrials | 10.06% | ||
| Consumer Cyclical | 7.06% | ||
| Energy | 5.73% | ||
| Technology | 5.43% | ||
| Basic Materials | 5.29% | ||
| Communication Services | 4.63% | ||
| Consumer Defensive | 2.94% | ||
| Healthcare | 2.88% | ||
| Real Estate | 2.35% | ||
| Utilities | 2.33% |
Stock Holdings
as of 31 May 2026
| Name | Allocation | Weightage |
|---|---|---|
![]() H HDFC Bank | 5.99% | |
![]() I ICICI Bank | 5.88% | |
![]() T Treps | 5.16% | |
![]() R Reliance Industries | 4.92% | |
![]() B Bharti Airtel | 3.94% | |
![]() C Cash Offset For Derivatives | 3.90% | |
![]() L Larsen & Toubro | 3.75% | |
![]() G GOI LOAN 6.48% 2035 | 3.23% | |
![]() M Mahindra & Mahindra | 3.04% | |
![]() K Kotak Bank | 2.55% | |
![]() B Bajaj Finance | 2.21% | |
![]() T Tata Steel | 1.83% | |
![]() B Bharat Electronics | 1.71% | |
![]() C Cummins | 1.56% | |
![]() C Cholamandalam Investment | 1.55% | |
![]() C Cash And Other Net Current Assets^ | 1.55% | |
![]() P PB FinTech | 1.54% | |
![]() C Coforge | 1.51% | |
![]() F Fractal Analytics | 1.48% | |
![]() T Tata Power | 1.41% | |
![]() H HCL Technologies | 1.34% | |
![]() M Muthoot Finance | 1.34% | |
![]() S Sundaram Money Market Dir Gr | 1.29% | |
![]() E Embassy Office Parks REIT | 1.26% | |
![]() G Groww | 1.20% | |
![]() H Hindustan Unilever | 1.20% | |
![]() T TVS Motors | 1.19% | |
![]() A Amber Enterprises | 1.18% | |
![]() C Coromandel International | 1.17% | |
![]() O One 97 Communications | 1.10% | |
![]() I Icici Bank Ltd Jun-2026 | 1.07% | |
![]() U UltraTech Cement | 1.03% | |
![]() N National Bank For Agriculture And Rural Development | 0.98% | |
![]() A Amara Raja Energy & Mobility | 0.95% | |
![]() M MCX | 0.95% | |
![]() T Tata Consumer Products | 0.93% | |
![]() R Reliance Industries Ltd Jun-2026 | 0.93% | |
![]() M Mankind Pharma | 0.86% | |
![]() H Home First Finance Company | 0.82% | |
![]() I Interglobe Aviation | 0.82% | |
![]() N National Bank For Agriculture And Rural Development | 0.82% | |
![]() O Oil & Natural Gas Corporation | 0.82% | |
![]() M Maruti Suzuki | 0.74% | |
![]() S Sun Pharmaceutical | 0.72% | |
![]() A Aster DM Healthcare | 0.72% | |
![]() C Cash Offsets For Shorts & Derivatives | 0.71% | |
![]() B Bajaj Auto Ltd Jun-2026 | 0.71% | |
![]() J JK Cement | 0.70% | |
![]() A Affle 3i | 0.69% | |
![]() C CRISIL | 0.67% | |
![]() H Hdfc Bank Ltd Jun-2026 | 0.66% | |
![]() U UNO Minda | 0.64% | |
![]() B Brookfield India Real Estate Trust | 0.64% | |
![]() M Mahindra & Mahindra Ltd Jun-2026 | 0.63% | |
![]() M MTAR Technologies | 0.61% | |
![]() P Prudent Corporate Advisory Services | 0.59% | |
![]() I Indegene | 0.58% | |
![]() G GOI LOAN 7.23% 2039 | 0.58% | |
![]() P Punjab National Bank | 0.55% | |
![]() B Bharti Airtel Ltd Jun-2026 | 0.55% | |
![]() N National Bank For Agriculture And Rural Development | 0.55% | |
![]() C CCL Products | 0.54% | |
![]() V Vedanta Aluminium Metal Ltd | 0.53% | |
![]() N NABARD-7.48%-15092028-NCD | 0.52% | |
![]() V Vedanta | 0.51% | |
![]() N NBRD 7.01% 2029 SR 26D | 0.49% | |
![]() I Indraprastha Gas | 0.46% | |
![]() G GAIL | 0.46% | |
![]() P Prestige Estates Projects | 0.45% | |
![]() B BTL-7.40%-01022029-NCD | 0.40% | |
![]() N NABARD-6.66%-12102028-NCD | 0.40% | |
![]() K KEI Industries | 0.36% | |
![]() G GOI LOAN 7.18% 2037 | 0.35% | |
![]() C Cholamandalam Investment And Finance Company Limited | 0.35% | |
![]() B Bajaj Finance Limited | 0.35% | |
![]() G GOI LOAN 7.10% 2029 | 0.29% | |
![]() G GOI LOAN 7.1% 2034 | 0.29% | |
![]() E Elecon Engineering Company | 0.29% | |
![]() S Shriram Finance Limited | 0.29% | |
![]() S Small Industries Dev Bank Of India | 0.29% | |
![]() S SIDBI-7.79%-14052027-NCD | 0.29% | |
![]() G GOI LOAN 6.94% 2036 | 0.29% | |
![]() P Power Finance Corporation Limited | 0.29% | |
![]() H HDFC Bank Limited | 0.29% | |
![]() L LICHFL-7.74%-22102027-NCD | 0.29% | |
![]() N National Bank For Agriculture And Rural Development | 0.29% | |
![]() R RECL-7.56%-31082027-NCD | 0.29% | |
![]() P PFCL-7.6%-13042029-NCD | 0.29% | |
![]() M MFL-8.05%-25112027-NCD | 0.29% | |
![]() S SIDBI-7.47%-05092029-NCD | 0.29% | |
![]() P PFCL 6.96% 2028 SR 259A | 0.29% | |
![]() N NBRD 7.10% 2029 SR 26E | 0.28% | |
![]() S SIDBI-7.04%-09022029-NCD | 0.28% | |
![]() S State Bank Of India | 0.28% | |
![]() N NABARD-6.85%-19012029-NCD | 0.28% | |
![]() G GOI LOAN 7.3% 2053 | 0.28% | |
![]() G GOI LOAN 7.34% 2064 | 0.28% | |
![]() S Small Industries Dev Bank Of India | 0.27% | |
![]() M Mrs. Bectors Food | 0.26% | |
![]() C CIFCL-7.5%-30092026-NCD | 0.24% | |
![]() M Margin Money For Derivatives | 0.23% | |
![]() I Indian Railway Finance Corporation Limited | 0.23% | |
![]() R RECL-7.34%-30042030-NCD | 0.23% | |
![]() K Kotak Mahindra Bank Ltd Jun-2026 | 0.19% | |
![]() J Jubilant FoodWorks | 0.18% | |
![]() G GOI LOAN 7.02% 2031 | 0.17% | |
![]() L LIC Housing Finance Ltd | 0.17% | |
![]() B BTL-8.65%-05112027-NCD | 0.17% | |
![]() P Power Finance Corporation Limited | 0.17% | |
![]() P Power Finance Corporation Limited | 0.17% | |
![]() I Indian Railway Finance Corporation Limited | 0.17% | |
![]() L LIC Housing Finance Ltd | 0.17% | |
![]() M Muthoot Finance Limited | 0.17% | |
![]() P PFCL-6.73%-15102027-NCD | 0.17% | |
![]() B Bajaj Finance Limited | 0.17% | |
![]() P PHFL-7.28%-05062028-NCD | 0.16% | |
![]() B Bharat Electronics Ltd Jun-2026 | 0.16% | |
![]() I IRFC-0%-01122035-NCD | 0.15% | |
![]() H Hindustan Unilever Ltd Jun-2026 | 0.15% | |
![]() B Bajaj Finance Ltd Jun-2026 | 0.15% | |
![]() S SDL KA 7.72% 2035 | 0.12% | |
![]() R Rec Limited | 0.12% | |
![]() H Hdb Financial Services Limited | 0.12% | |
![]() P PNB-8.15%-29072027-NCD | 0.12% | |
![]() S SIDBI-7.68%-10082027-NCD | 0.12% | |
![]() C CFHL-8.09%-04012027-NCD | 0.12% | |
![]() I Interglobe Aviation Ltd Jun-2026 | 0.12% | |
![]() C CIFCL-7.38%-28052027-NCD | 0.11% | |
![]() H Hdb Financial Services Limited | 0.11% | |
![]() B Bajaj Auto | 0.09% | |
![]() T Talwandi Sabo Power Ltd | 0.07% | |
![]() V Vedanta Oil & Gas | 0.06% | |
![]() V Vedanta Iron And Steel Ltd | 0.04% | |
![]() M Maruti Suzuki India Ltd Jun-2026 | 0.02% | |
![]() K Kwality Walls | 0.02% | |
![]() C Chennai Super Kings Ltd. | 0.00% | |
![]() R Rec Limited | 0.00% | |
![]() P PFCL-6.59%-15102030-NCD | 0.00% | |
![]() I Infosys | 0.00% | |
![]() S SDL TN 7.44% 2034 | 0.00% | |
![]() T Tata Capital Limited | 0.00% | |
![]() S State Bank of India | 0.00% |
Fund Comparison
Fund Details
52W High NAV
-
Min. SIP Amount
₹ 100.00
Min. Lumpsum Amount
₹ 100.00
AUM (in Cr.)
₹ 8,793.32
Expense Ratio
1.16%
Lock-in Period
No Lock in Period
52W Low NAV
-
Inception Date
01 Jan 2013
Fund Age
13 Yrs
Benchmark
CRISIL Hybrid 35+65 - Aggressive index
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
Tax Implication
- If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%
Fund Managers
| Name | Qualification |
|---|---|
| Kumaresh Ramakrishnan | Engineering from Mumbai University. MBA(NMIMS) |
| S Bharath | B.Com, MBA, ICWA |
| Clyton Richard Fernandes | M.B.A. Finance, B.E. Mechanical |
| Shalav Saket | NA |
Fund Objective
The Investment objective of the Scheme is to provide long-term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities.
Risk-O-Meter
Investors understand that their principal will be at
High Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Sundaram Mutual Fund
No. of Schemes
32
Total AUM
₹ 77,187.60 Cr
Contact Details
Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Contact Details
Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
FAQs
When was Sundaram Aggressive Hybrid Fund launched?
What is the current NAV of Sundaram Aggressive Hybrid Fund?
What is the AUM of Sundaram Aggressive Hybrid Fund?
What is the rate of return of Sundaram Aggressive Hybrid Fund?
- In the past 1Y: -6.69%
- In the past 3Y: 8.63%
- In the past 5Y: 7.41%
What is the expense ratio of Sundaram Aggressive Hybrid Fund?
What is exit load of Sundaram Aggressive Hybrid Fund?
What is the portfolio of Sundaram Aggressive Hybrid Fund?
- HDFC Bank: 5.99%
- ICICI Bank: 5.88%
- Reliance Industries: 4.92%
- Bharti Airtel: 3.94%
- Larsen & Toubro: 3.75%
Top 3 sectoral holdings include:
- Others: 38.32%
- Financial Services: 25.29%
- Industrials: 10.06%
How risky is investing in Sundaram Aggressive Hybrid Fund?
Who is the fund manager Sundaram Aggressive Hybrid Fund?
What is the minimum investment required in Sundaram Aggressive Hybrid Fund?
How to invest in Sundaram Aggressive Hybrid Fund directly?
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.

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