Sundaram Aggressive Hybrid Fund Direct Growth
Get the latest NAV of Sundaram Aggressive Hybrid Fund Direct Growth. 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.
₹182.17
▲2.5%1D
NAV as on 12 May 2025
20.93%/per year
Since Inception
▲▼
795 people have invested ₹ 18.1L in Sundaram Aggressive Hybrid Fund Direct Growth in the last three months
Fund Performance
as on (12-May-25)
Peer comparison
Sundaram Aggressive Hybrid Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Sundaram Aggressive Hybrid Fund Asset Allocation
See fund asset allocation details as on (15-Apr-25)
Fund Distribution
as on (15-Apr-25)
Equity 71.6%
Debt & Cash 28.4%
Sundaram Aggressive Hybrid Fund Sector Allocation
See fund sector allocation details as on (15-Apr-25)
Sector Allocation
Equity 71.6%
Debt & Cash 28.4%
Top 3 Sectors in March were Government, Corporate & Financial Services
Government
56%
Corporate
34%
Financial Services
31%
Government
51%
Corporate
34%
Financial Services
28%
Sundaram Aggressive Hybrid Fund Holdings Details
as on (30-Apr-25)
Equity
Debt & Cash
Sundaram Aggressive Hybrid Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.8% |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
| AUM | ₹5924 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 61.77% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   High Risk |
About Sundaram Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund Direct Growth is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Sandeep Agarwal, S. Bharath, Dwijendra Srivastava. This fund gives you the benefit of diversification.
Key Parameters
- Sundaram Aggressive Hybrid Fund Direct Growth has ₹5924 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
- The fund has an expense ratio 0.8.
Returns
Sundaram Aggressive Hybrid Fund Direct Growth has given a CAGR return of 20.93% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 13.08%, 17.16% and 21.07% respectively.
Holdings
Sundaram Aggressive Hybrid Fund Direct Growth has allocated its funds majorly in Government, Financial Services, Corporate, Cash Equivalent, Consumer Cyclical, Tech, Energy, Consumer Defensive, Industrial, Health, Communication, Basic Materials, 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 Growth
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 Growth has no lock in period.
Fund Manager
Sandeep Agarwal
Fund Manager of Sundaram Aggressive Hybrid Fund Direct Growth, since 1 January 2022
S. Bharath
Fund Manager of Sundaram Aggressive Hybrid Fund Direct Growth, since 1 January 2022
Dwijendra Srivastava
Fund Manager of Sundaram Aggressive Hybrid Fund Direct Growth, since 1 January 2022
- AUM of the fund stands at 5.6K Cr as of Mar'25
- AUM increased by 382.6 Cr between Mar'25 and Feb'25
More funds from Sundaram
5Y CAGR
▲ 16.84
5Y CAGR
▲ 5.19
1Y CAGR
▲ 14.75
Frequently Asked Questions for Sundaram Aggressive Hybrid Fund Direct Growth
What is the current NAV of Sundaram Aggressive Hybrid Fund Direct Growth?
What are the average returns of Sundaram Aggressive Hybrid Fund Direct Growth?
Sundaram Aggressive Hybrid Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 6.28% | 6.28% |
6 Month Returns | 2.4% | 2.4% |
1 Year Returns | 13.08% | 13.08% |
3 Years Returns | 60.82% | 17.16% |
How do I invest in Sundaram Aggressive Hybrid Fund Direct Growth?
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
What is the expense ratio of Sundaram Aggressive Hybrid Fund Direct Growth?
What is net assets under management (AUM) of Sundaram Aggressive Hybrid Fund Direct Growth?
What are the top 5 holdings of Sundaram Aggressive Hybrid Fund Direct Growth?
What are the top 3 sectors that this Sundaram Aggressive Hybrid Fund Direct Growth has invested in?
What is the credit rating breakup of Sundaram Aggressive Hybrid Fund Direct Growth?
AAA | 93.47 |
AA | 5.01 |