Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R
Get the latest NAV of Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹38.76
▲0.5%1D
NAV as on 17 Mar 2026
7.31%/per year
Since Inception
▲▼
150 people have invested ₹ 10.5L in Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R in the last three months
Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R Performance vs. Aggressive Allocation Index
Fund returns vs Benchmark returns vs Category Average returns as on (17-Mar-26)
The fund has outperformed the benchmark (Aggressive Allocation Index) over 3Y, 5Y, but underperformed over 1Y.
Peer comparison
Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Government, Financial Services & Corporate
Government
38%
Financial Services
36%
Corporate
35%
Government
41%
Financial Services
37%
Corporate
34%
Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R Holdings Details
as on (28-Feb-26)
Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.74% |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
| AUM | ₹8142 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 103.09% |
| Risk |   High Risk |
About Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R
Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by S. Bharath, Sandeep Agarwal, Clyton Fernandes, Dwijendra Srivastava. This fund gives you the benefit of diversification.
Key Parameters
- Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R has ₹8142 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.7.
Returns
Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R has given a CAGR return of 7.31% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 5.37%, 12.98% and 11.04% respectively.
Holdings
Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R has allocated its funds majorly in Government, Financial Services, Corporate, Cash Equivalent, Industrial, Consumer Cyclical, Tech, Energy, Communication, Basic Materials, Consumer Defensive, Real Estate, Health, Utilities.
Taxation
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 benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R
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 and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R has no lock in period.
Fund Manager
S. Bharath
Fund Manager of Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R, since 1 January 2022
Sandeep Agarwal
Fund Manager of Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R, since 1 January 2022
Clyton Fernandes
Fund Manager of Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R, since 4 October 2024
Dwijendra Srivastava
Fund Manager of Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R, since 1 January 2022
- AUM of the fund stands at 8.1K Cr as of Feb'26
- AUM increased by 208.2 Cr between Feb'26 and Jan'26
Frequently Asked Questions for Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R
How do I invest in Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R?
- Download the INDmoney app.
- Search for ‘Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.