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Mutual FundsSundaram Aggressive Hybrid Fund Direct - Growth

S

Sundaram Aggressive Hybrid Fund Direct - Growth

5 Year Absolute Returns

128.16%profit

NAV (₹) on 25 Jul 2025

184.4457

1 Day NAV Change

-1.26%

4

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About Fund

Sundaram Aggressive Hybrid Fund Direct - Growth is a Hybrid mutual fund scheme launched on 01 Jan 2013. Investors can begin their investment journey with a minimum SIP of ₹100 or a lumpsum investment of ₹100.

NAV

NIFTY50

2X

Investors doubled money in past NaN months.


CAGR: 17.94%
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Returns Calculator

Based on Annualised Returns

Investment Type


SIP Amount


Investment Period

5Y

32.73 L

3.50%

46.84 L

16.54%

48.75 L

17.94%

Savings Account
Regular Funds
This Fund on Dhan

Total Investment

30,00,000

Returns

18,74,506 (62.48%)

Maturity Value

48,74,506

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

This FundExp. Ratio1M 3M 6M 1Y 3Y 5Y
Direct0.68%-0.35%3.61%7.27%4.31%54.99%128.16%
Regular1.79%-0.44%3.32%6.70%3.16%49.67%114.97%

Fund Details

Min. SIP Amount

100.00


Min. Lumpsum Amount

100.00


AUM (in Cr.)

6,428.51


Expense Ratio

0.68%


Lock-in Period

No Lock in Period


Inception Date

01 Jan 2013


Fund Age

12 Yrs


Benchmark

CRISIL Hybrid 35+65 - Aggressive index


Scheme Type

Open Ended


Stamp Duty

0.005% (from July 1st 2020)


Exit Load

  • 1.00% - If Units Are Redeemed Over And Above The 25% Limit, On Or Before 1 Year From The Date Of Allotment.
  • nil - If Units Are Redeemed Upto 25% Of The Units, On Or Before 1 Year From The Date Of Allotment.

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 AUM History

ParametersJanFebMarAprMayJun
AUM (in Cr.)5,4365,2365,6195,9246,1466,429
Change -108-199383305222282
Change %-1.95%-3.67%7.31%5.43%3.75%4.59%

Fund Returns Vs Nifty 50

Name1 Month3 Month6 Month1 Year3 Year5 Year
This Fund-0.35%3.61%7.27%4.31%54.99%128.16%
Nifty 50-1.62%3.32%8.8%1.77%49.34%123.12%

*The above table contains absolute returns.


Historical Returns

Year
JanFebMarAprMayJunJulAugSepOctNovDec

2025

-4.28%-4.88%6.05%4.27%1.69%2.08%-1.04%NANANANANA

2024

1.68%2.33%0.46%1.29%-0.34%4.06%3.07%1.64%2.37%-4.58%1.02%-0.35%

2023

-3.19%-1.11%-0.25%2.13%2.57%3.42%2.69%0.08%0.75%-1.64%4.97%4.67%

2022

-2.12%-3.64%3.85%-2.48%-1.95%-2.68%6.57%2.96%-0.92%3.65%2.11%-2.29%

2021

-1.53%2.69%-0.42%-0.08%4.24%2.23%2.65%4.73%2.72%1.71%-3.53%1.20%

2020

0.30%-1.35%-16.39%11.84%2.18%4.10%5.16%2.72%-0.75%1.17%8.82%5.30%

2019

-0.86%-1.27%4.96%-0.83%1.67%-3.29%-4.18%-0.13%4.13%3.61%1.20%0.18%

2018

1.35%-1.96%-1.64%4.49%-1.49%-0.94%3.88%3.03%-5.07%-2.43%1.70%0.55%

2017

3.28%1.88%3.53%2.79%1.26%1.14%3.86%0.21%0.38%6.36%-0.64%2.93%

2016

-5.81%-7.15%7.15%1.66%2.45%4.21%3.39%4.48%0.71%0.48%-3.88%-1.33%

2015

3.57%-0.23%-3.32%-2.36%1.51%-0.79%2.25%-5.17%2.44%2.42%0.93%-0.19%

2014

-2.46%2.96%6.22%1.41%9.34%3.80%-0.95%3.08%0.55%3.93%2.05%-0.73%

2013

-0.55%-5.15%-0.92%2.79%0.36%-2.45%-4.55%-1.95%3.97%7.34%-0.17%3.27%

Asset Allocation

AUM

₹6,428.51 Cr

Cash Holding

12.01%

Equity

67.31%

Cash

12.01%

Debt

20.67%

Other

0.01%


Sector Holdings

as of 30 Jun 2025

SectorsWeightage
Other29.04%
Financial Services25.53%
Consumer Cyclical9.84%
Energy6.42%
Technology5.97%
Industrials5.42%
Consumer Defensive4.97%
Communication Services3.88%
Healthcare3.66%
Basic Materials3.60%
Utilities1.26%
Real Estate0.41%

Stock Holdings

as of 30 Jun 2025

NameWeightage

H

HDFC Bank

7.27%

R

Reliance Industries

5.36%

I

ICICI Bank

5.32%

G

GOI LOAN 7.1% 2034

4.88%

C

Cash Offset For Derivatives

3.64%

B

Bharti Airtel

3.39%

T

Treps

3.10%

S

State Bank of India

2.86%

K

Kotak Bank

2.35%

I

Infosys

2.27%

A

Axis Bank

2.19%

S

Sundaram Liquid Dir Gr

1.95%

M

Mahindra & Mahindra

1.90%

L

Larsen & Toubro

1.78%

F

Future on HDFC Bank Ltd

1.65%

S

Sundaram Money Market Dir Gr

1.64%

7

723GS2039

1.63%

K

Kalyan Jewellers

1.60%

H

HCL Technologies

1.52%

S

Shriram Finance

1.51%

B

Bajaj Finance

1.48%

A

Amber Enterprises

1.30%

C

Coromandel International

1.29%

H

Hindustan Unilever

1.25%

M

Margin Money For Derivatives

1.18%

B

Bharat Petroleum

1.06%

M

Maruti Suzuki

1.04%

T

Tata Consumer Products

1.03%

N

NABARD

0.95%

C

Cummins

0.88%

T

Tata Power

0.88%

T

Tata Consultancy Services

0.87%

G

Grasim Industries

0.86%

U

UltraTech Cement

0.85%

B

Bharat Electronics

0.80%

H

Home First Finance Company

0.78%

J

Jubilant FoodWorks

0.78%

C

Cash And Other Net Current Assets^

0.78%

S

Sun Pharmaceutical

0.77%

U

United Spirits

0.77%

U

UNO Minda

0.73%

H

Hero Motocorp

0.73%

I

Interglobe Aviation

0.72%

C

CEAT

0.72%

M

Mankind Pharma

0.71%

C

Computer Age Management Services

0.68%

M

Marico

0.68%

I

ITC

0.68%

B

Bajaj Auto

0.68%

Z

Zydus Life Science

0.67%

B

BSE

0.67%

S

SBI Life Insurance

0.65%

T

Tech Mahindra

0.64%

F

Fortis Healthcare

0.62%

J

JK Cement

0.60%

L

Lupin

0.59%

V

Varun Beverages

0.57%

N

National Bank For Agriculture And Rural Development

0.55%

I

Indus Towers

0.49%

7

718GS2037

0.49%

C

Cholamandalam Investment And Finance Company Limited

0.48%

B

Bajaj Finance Limited

0.47%

F

Future on Reliance Industries Ltd

0.47%

F

Future on State Bank of India

0.44%

A

Amara Raja Energy & Mobility

0.43%

G

Grindwell Norton

0.42%

P

Power Finance Corporation Limited

0.41%

P

Prestige Estates Projects

0.41%

N

NABFID

0.41%

L

LIC Housing Finance Ltd

0.40%

G

GOI LOAN 7.10% 2029

0.40%

G

GOI LOAN 7.3% 2053

0.40%

G

GOI LOAN 7.34% 2064

0.40%

P

PFC

0.40%

N

National Bank For Agriculture And Rural Development

0.40%

S

SIDBI

0.40%

H

HDFC Bank Limited

0.40%

S

Shriram Finance Limited

0.39%

S

Small Industries Development Bank Of India

0.39%

P

Polycab

0.38%

I

Indian Hotels Company

0.35%

P

Prudent Corporate Advisors

0.33%

G

GAIL

0.33%

B

Bajaj Finance Limited

0.32%

N

NABARD 7.48% 2028 SR 25G

0.32%

R

REC 7.56% 2027 SR 236B

0.32%

7

743NBFID34

0.32%

I

Indian Railway Finance Corporation Limited

0.32%

C

CHOLAFIN

0.31%

I

Indegene

0.29%

F

Future on Kotak Mahindra Bank Ltd

0.28%

I

Infosys Limited Jul 2025

0.27%

I

Indian Railway Finance Corporation Limited

0.25%

7

702GS2031

0.24%

H

HDFC Bank Limited

0.24%

P

POWERGRID

0.24%

P

Power Finance Corporation Limited

0.24%

N

National Bank For Agriculture And Rural Development

0.24%

7

7.11% Govt Stock 2028

0.24%

P

Power Finance Corporation Limited

0.24%

M

Muthoot Finance Limited

0.24%

L

LIC Housing Finance Ltd

0.23%

7

744TN34A

0.21%

S

SIDBI

0.16%

P

PHFL 8.15% 2027 SR LXV

0.16%

C

CANF 8.09% 2027 SR 2

0.16%

R

Rec Limited

0.16%

H

Hdb Financial Services Limited

0.16%

N

National Housing Bank

0.16%

R

Rec Limited

0.16%

H

Hdb Financial Services Limited

0.16%

C

CIFL 7.38% 2027 SR 653

0.16%

N

NABF 7.04% 2035 NABFID

0.15%

F

Future on Bharti Airtel Ltd

0.15%

F

Future on RBL Bank Ltd

0.08%

R

RBL Bank

0.08%

A

Axis Bank Limited

0.07%

F

Future on NTPC Ltd

0.05%

N

NTPC

0.05%

F

Future on Bharat Electronics Ltd

0.03%

F

Future on Hindustan Unilever Ltd

0.03%

F

Future on Grasim Industries Ltd

0.03%

F

Future on IDFC First Bank Ltd

0.03%

I

IDFC First Bank

0.03%

F

Future on Tata Consultancy Services Ltd

0.03%

F

Future on Sun Pharmaceuticals Industries Ltd

0.02%

F

Future on Larsen & Toubro Ltd

0.02%

F

Future on Bajaj Finserv Ltd

0.01%

B

Bajaj Finserv

0.01%

F

Future on HDFC Life Insurance Co Ltd

0.01%

H

HDFC Life Insurance

0.01%

F

Future on ICICI Bank Ltd

0.01%

F

Future on Mahindra & Mahindra Ltd

0.01%

F

Future on Power Grid Corp Of India Ltd

0.01%

P

Power Grid Corporation of India

0.01%

F

Future on Zydus Lifesciences Ltd

0.01%

F

Future on HCL Technologies Ltd

0.01%

F

Future on Biocon Ltd

0.01%

B

Biocon

0.01%

F

Future on Hindustan Aeronautics Ltd Ordinary Shares

0.00%

H

Hindustan Aeronautics

0.00%

F

Future on SBI Life Insurance Co Ltd

0.00%

D

Divis Laboratories

0.00%

F

Future on Divi's Laboratories Ltd

0.00%

D

Dabur

0.00%

F

Future on Dabur India Ltd

0.00%

F

Future on UltraTech Cement Ltd

0.00%

R

REC

0.00%

R

Rec Limited Jul 2025

0.00%

C

Chennai Super Kings Ltd.

0.00%

R

Roadstar Infra Investment Trust

0.00%

A

Alkem Laboratories

0.00%

M

Mphasis

0.00%

T

Tata Motors

0.00%

E

Embassy Office Parks Reit

0.00%

N

NABF 7.04% 2035 NABFID

0.00%
SIP Logo

Start SIP with as Low as ₹100.


Fund Comparison

Sorted highest to lowest: 3Y Returns

1Y Returns

4.31%

3Y Returns

15.73%

5Y Returns

17.94%

1Y Returns

-2.38%

3Y Returns

24.02%

5Y Returns

23.28%

1Y Returns

0.95%

3Y Returns

22.47%

5Y Returns

27.04%

1Y Returns

6.45%

3Y Returns

21.43%

5Y Returns

25.78%

1Y Returns

6.76%

3Y Returns

21.07%

5Y Returns

22.34%


Fund Managers

Dwijendra Srivastava

Name

Dwijendra Srivastava

Qualification

B.Tech, PGDM (Finance), CFA

S Bharath

Name

S Bharath

Qualification

B.Com, MBA, ICWA

Sandeep Agarwal

Name

Sandeep Agarwal

Qualification

B.Com., ACA & CS.

Clyton Richard Fernandes

Name

Clyton Richard Fernandes

Qualification

M.B.A. Finance, B.E. Mechanical


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

Funds Managed

31

Assets Managed (₹ Cr)

₹ 71,701.60

Contact Details

Registered Address

locate

Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014


Top Funds from Sundaram Mutual Fund

Sorted highest to lowest: 3Y Returns

1Y Returns

5.84%

3Y Returns

26.75%

5Y Returns

29.16%

1Y Returns

4.46%

3Y Returns

24.66%

5Y Returns

32.48%

1Y Returns

8.49%

3Y Returns

23.19%

5Y Returns

24.29%

1Y Returns

13.74%

3Y Returns

22.34%

5Y Returns

27.12%

1Y Returns

3.60%

3Y Returns

20.12%

5Y Returns

24.55%

1Y Returns

2.27%

3Y Returns

19.00%

5Y Returns

22.73%

1Y Returns

2.51%

3Y Returns

18.97%

5Y Returns

20.98%

1Y Returns

0.92%

3Y Returns

15.81%

5Y Returns

-

1Y Returns

6.72%

3Y Returns

-

5Y Returns

-

1Y Returns

9.91%

3Y Returns

-

5Y Returns

-


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FAQs

Sundaram Aggressive Hybrid Fund was launched on 01 Jan 2013.
The current NAV of Sundaram Aggressive Hybrid Fund is ₹184.4457 as of 25 Jul 2025.
The latest value of AUM of Sundaram Aggressive Hybrid Fund is ₹6,428.51 crores as of 25 Jul 2025.
The return on investment of Sundaram Aggressive Hybrid Fund is:
  • In the past 1Y: 4.31%
  • In the past 3Y: 15.73%
  • In the past 5Y: 17.94%
The expense ratio of Sundaram Aggressive Hybrid Fund is 0.68%.
The exit load of Sundaram Aggressive Hybrid Fund is as follows:
1.00% - If Units Are Redeemed Over And Above The 25% Limit, On Or Before 1 Year From The Date Of Allotment.|nil - If Units Are Redeemed Upto 25% Of The Units, On Or Before 1 Year From The Date Of Allotment.|nil
The portfolio of Sundaram Aggressive Hybrid Fund includes:
  1. HDFC Bank: 7.27%
  2. Reliance Industries: 5.36%
  3. ICICI Bank: 5.32%
  4. Bharti Airtel: 3.39%
  5. State Bank of India: 2.86%

Top 3 sectoral holdings include:
  1. Others: 36.33%
  2. Financial Services: 25.53%
  3. Consumer Cyclical: 9.84%
On the risk scale of Low, Moderately Low, Moderate, Moderately High, High and Very High, the risk-o-meter of Sundaram Aggressive Hybrid Fund is High.
The fund manager of Sundaram Aggressive Hybrid Fund is Dwijendra Srivastava, S Bharath, Sandeep Agarwal, Clyton Richard Fernandes.
If you wish to invest in Sundaram Aggressive Hybrid Fund, the minimum SIP amount is ₹100 and Lumpsum is ₹100.
You can easily invest in mutual funds at 0% commission on Dhan. Here's how you can directly invest in Sundaram Aggressive Hybrid Fund:
  • Open Demat Account on Dhan if you don't have one.
  • Analyze the fund performance.
  • Invest via SIP or Lumpsum.
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