Sundaram Aggressive Hybrid Fund Direct Monthly IDCW P

Sundaram Aggressive Hybrid Fund Direct Monthly IDCW P is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Clyton Fernandes, Sandeep Agarwal, S. Bharath, Dwijendra Srivastava. This fund gives you the benefit of diversification.

1. Sundaram Aggressive Hybrid Fund Direct Monthly IDCW P has ₹6680 Cr worth of assets under management (AUM) as on Aug 2025 and is more than category average.
2. The fund has an expense ratio 0.7.
   

Sundaram Aggressive Hybrid Fund Direct Monthly IDCW P has given a CAGR return of 0.00% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 0.51%, 12.92% and 17.38% respectively.

Sundaram Aggressive Hybrid Fund Direct Monthly IDCW P has allocated its funds majorly in Government, Financial Services, Cash Equivalent, Corporate, Consumer Cyclical, Industrial, Energy, Consumer Defensive, Basic Materials, Health, Communication, Tech, Real Estate, Utilities.

As it is a aggressive allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

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.

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Sundaram Aggressive Hybrid Fund Direct Monthly IDCW P has no lock in period.