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సెన్సెక్స్
77,540.83
▲ +0%
నిప్టీ
24,252
▲ +0.08%
బంగారం
₹ 14,710/gm
సిల్వర్
₹ 2,65,000/kg
పెట్రోల్
₹ 115.69
డీజిల్
₹ 103.82
ఎల్పీజీ
₹ 994.00
ముడి చమురు
$ 93.94
USD
₹ 95.63
సెన్సెక్స్
77,540.83
▲ +0%
నిప్టీ
24,252
▲ +0.08%
బంగారం
₹ 14,710/gm
సిల్వర్
₹ 2,65,000/kg
పెట్రోల్
₹ 115.69
డీజిల్
₹ 103.82
ఎల్పీజీ
₹ 994.00
ముడి చమురు
$ 93.94
USD
₹ 95.63
Sundaram Aggressive Hybrid Fund - Direct Plan
3 Year Absolute Returns
1.81% ↑
NAV (₹) on 20 Aug 2026
39.31
1 Day NAV Change
0.43%
Risk Level
High Risk
Rating
Sundaram Aggressive Hybrid Fund - Direct Plan is a Equity mutual fund categorized under Hybrid, offered by Sundaram Asset Management Company Ltd.. Launched on 01 Jan 2013, investors can start with a ... Read more
NAV History
Fund Details
Min. SIP Amount
₹100
Inception Date
01 Jan 2013
Min. Lumpsum Amount
₹ 300
Fund Age
13 Yrs
AUM
₹ 9,147.19 Cr.
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
Expense Ratio
1.11%
Scheme Type
Open Ended
Exit Load
1%
Returns Calculator
Investment amount per month
₹1,000
Over the past
Would have become
On total investment of
*Calculation based on past performance of this fund.
Asset Allocation
AUM
₹ 9,147.19 Cr
Equity
74.49%
Debt
16.63%
Money Market & Cash
5.92%
Other Assets & Liabilities
2.96%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Finance - Banks - Private Sector | 11.97% |
| Debt | 10.60% |
| IT Consulting & Software | 6.03% |
| Government Securities | 5.69% |
| Pharmaceuticals | 3.51% |
| Telecom Services | 3.41% |
| Construction, Contracting & Engineering | 3.39% |
| Refineries | 3.24% |
| Cash | 3.22% |
| Certificate of Deposits | 2.96% |
| Financial Technologies (Fintech) | 2.87% |
| Auto - Cars & Jeeps | 2.72% |
| Treps/Reverse Repo | 2.70% |
| Non-Banking Financial Company (NBFC) | 2.42% |
| E-Commerce/E-Retail | 2.37% |
| Auto - 2 & 3 Wheelers | 2.26% |
| Real Estate Investment Trusts (REIT) | 1.86% |
| Aerospace & Defense | 1.82% |
| Cement | 1.70% |
| Holding Company | 1.67% |
| Iron & Steel | 1.56% |
| Aluminium | 1.43% |
| Engines | 1.37% |
| Domestic Appliances | 1.35% |
| Services - Others | 1.35% |
| Fertilisers | 1.30% |
| Tea & Coffee | 1.28% |
| Mutual Fund Units | 1.10% |
| Auto - LCVs/HCVs | 1.06% |
| Investment Trust | 1.01% |
| Hospitals & Medical Services | 1.01% |
| Auto Ancl - Electrical | 0.97% |
| Logistics - Warehousing/Supply Chain/Others | 0.93% |
| Auto Ancl - Batteries | 0.92% |
| Finance - Housing | 0.87% |
| Exchange Platform | 0.81% |
| Food Processing & Packaging | 0.80% |
| Airlines | 0.78% |
| Finance & Investments | 0.78% |
| Engineering - Heavy | 0.77% |
| Finance - Mutual Funds | 0.72% |
| Entertainment & Media | 0.71% |
| Gas Transmission/Marketing | 0.48% |
| Debentures | 0.23% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| ICICI Bank Ltd | 5.15% | ₹ 470.90 | Finance - Banks - Private Sector |
| HDFC Bank Ltd | 4.58% | ₹ 418.60 | Finance - Banks - Private Sector |
| Bharti Airtel Ltd | 3.41% | ₹ 311.78 | Telecom Services |
| Larsen & Toubro Ltd | 3.39% | ₹ 309.90 | Construction, Contracting & Engineering |
| Reliance Industries Ltd | 3.24% | ₹ 296.38 | Refineries |
| Cash & Other Net Current Assets | 3.22% | ₹ 297.69 | Others |
| 6.48% Central Government Securities 06/10/2035 | 3.09% | ₹ 282.40 | Others |
| Mahindra & Mahindra Ltd | 2.72% | ₹ 248.75 | Auto - Cars & Jeeps |
| TREPS | 2.70% | ₹ 246.78 | Others |
| Eternal Ltd (Previously Zomato Ltd) | 2.37% | ₹ 216.84 | E-Commerce/E-Retail |
| Kotak Mahindra Bank Ltd | 2.24% | ₹ 204.85 | Finance - Banks - Private Sector |
| Coforge Ltd | 1.85% | ₹ 168.98 | IT Consulting & Software |
| Cholamandalam Investment and Finance Company Ltd | 1.74% | ₹ 159.56 | Non-Banking Financial Company (NBFC) |
| Bajaj Finserv Ltd | 1.67% | ₹ 153.05 | Holding Company |
| Oracle Financial Services Software Ltd | 1.60% | ₹ 146.19 | IT Consulting & Software |
| PB Fintech Ltd | 1.58% | ₹ 144.55 | Financial Technologies (Fintech) |
| Tata Steel Ltd | 1.56% | ₹ 142.67 | Iron & Steel |
| TVS Motor Company Ltd | 1.44% | ₹ 131.86 | Auto - 2 & 3 Wheelers |
| Vedanta Aluminium Metal Ltd | 1.43% | ₹ 130.71 | Aluminium |
| Fractal Analytics Ltd | 1.39% | ₹ 126.89 | IT Consulting & Software |
| Cummins India Ltd | 1.37% | ₹ 124.95 | Engines |
| Amber Enterprises India Ltd | 1.35% | ₹ 123.49 | Domestic Appliances |
| Coromandel International Ltd | 1.30% | ₹ 119.18 | Fertilisers |
| One 97 Communications Ltd | 1.29% | ₹ 118.08 | Financial Technologies (Fintech) |
| Embassy Office Parks (REIT) | 1.22% | ₹ 111.22 | Real Estate Investment Trusts (REIT) |
| Billionbrains Garage Ventures Ltd | 1.19% | ₹ 108.74 | IT Consulting & Software |
| Sun Pharmaceutical Industries Ltd | 1.16% | ₹ 105.81 | Pharmaceuticals |
| Bharat Electronics Ltd | 1.11% | ₹ 101.50 | Aerospace & Defense |
| Sundaram Money Market Fund-Direct Plan - Growth | 1.10% | ₹ 100.25 | Others |
| Altius Telecom Infrastructure Trust INVIT | 1.01% | ₹ 92.37 | Investment Trust |
| Aster DM Healthcare Ltd | 1.01% | ₹ 92.16 | Hospitals & Medical Services |
| Ultratech Cement Ltd | 1.00% | ₹ 91.15 | Cement |
| UNO Minda Ltd | 0.97% | ₹ 88.92 | Auto Ancl - Electrical |
| National Bank for Agriculture & Rural Development - 7.53% - 24/03/2028 | 0.93% | ₹ 85.09 | Others |
| Delhivery Ltd | 0.93% | ₹ 84.84 | Logistics - Warehousing/Supply Chain/Others |
| Amara Raja Energy & Mobility Ltd | 0.92% | ₹ 84.37 | Auto Ancl - Batteries |
| CCL Products (IndiLtd | 0.90% | ₹ 81.87 | Tea & Coffee |
| Home First Finance Company Ltd | 0.87% | ₹ 79.41 | Finance - Housing |
| Mankind Pharma Ltd | 0.85% | ₹ 77.30 | Pharmaceuticals |
| Bajaj Auto Ltd | 0.82% | ₹ 75.42 | Auto - 2 & 3 Wheelers |
| Multi Commodity Exchange of India Ltd | 0.81% | ₹ 74.40 | Exchange Platform |
| Mrs. Bectors Food Specialities Ltd | 0.80% | ₹ 72.80 | Food Processing & Packaging |
| Granules India Ltd | 0.79% | ₹ 72.24 | Pharmaceuticals |
| National Bank for Agriculture & Rural Development - 05/03/2027 | 0.79% | ₹ 72 | Others |
| Interglobe Aviation Ltd | 0.78% | ₹ 71.80 | Airlines |
| CRISIL Ltd | 0.77% | ₹ 70.50 | Services - Others |
| HDFC Asset Management Company Ltd | 0.72% | ₹ 65.53 | Finance - Mutual Funds |
| Alkem Laboratories Ltd | 0.71% | ₹ 65.29 | Pharmaceuticals |
| Affle (IndiLtd | 0.71% | ₹ 64.94 | Entertainment & Media |
| MTAR Technologies Ltd | 0.71% | ₹ 64.90 | Aerospace & Defense |
| JK Cement Ltd | 0.70% | ₹ 63.74 | Cement |
| Force Motors Ltd | 0.69% | ₹ 63.01 | Auto - LCVs/HCVs |
| Poonawalla Fincorp Ltd | 0.68% | ₹ 62.33 | Non-Banking Financial Company (NBFC) |
| Prudent Corporate Advisory Services Ltd | 0.67% | ₹ 61.29 | Finance & Investments |
| Brookfield India Real Estate Trust REIT | 0.64% | ₹ 58.75 | Real Estate Investment Trusts (REIT) |
| Indegene Limited | 0.58% | ₹ 53.40 | Services - Others |
| 7.23% Central Government Securities 15/04/2039 | 0.56% | ₹ 51.28 | Others |
| Punjab National Bank - 15/09/2026 | 0.54% | ₹ 49.61 | Others |
| Punjab National Bank - 05/02/2027 | 0.53% | ₹ 48.28 | Others |
| National Bank for Agriculture & Rural Development - 10/03/2027 | 0.52% | ₹ 47.95 | Others |
| National Bank for Agriculture & Rural Development - 7.48% - 15/09/2028 | 0.49% | ₹ 45.03 | Others |
| GAIL (IndiLtd | 0.48% | ₹ 43.78 | Gas Transmission/Marketing |
| National Bank for Agriculture & Rural Development - 7.01% - 16/03/2029 | 0.47% | ₹ 42.56 | Others |
| 6.94% Central Government Securities 11/05/2036 | 0.44% | ₹ 40.31 | Others |
| TD Power Systems Ltd | 0.39% | ₹ 35.44 | Engineering - Heavy |
| TATA Consumer Products Ltd | 0.38% | ₹ 34.53 | Tea & Coffee |
| Elecon Engineering Company Ltd | 0.38% | ₹ 34.46 | Engineering - Heavy |
| National Bank for Agriculture & Rural Development - 6.66% - 12/10/2028 | 0.38% | ₹ 34.46 | Others |
| Bharti Telecom Ltd - 7.4% - 01/02/2029 | 0.38% | ₹ 34.43 | Others |
| Ashok Leyland Ltd | 0.37% | ₹ 34.30 | Auto - LCVs/HCVs |
| 7.18% Government Securities - 24/07/2037 | 0.34% | ₹ 30.75 | Others |
| Cholamandalam Investment and Finance Company Ltd - 8.54% - 12/04/2029 | 0.33% | ₹ 30.27 | Others |
| Bajaj Finance Ltd - 7.82% - 31/01/2034 | 0.33% | ₹ 29.90 | Others |
| 7.10% Central Government Securities 18/04/2029 | 0.28% | ₹ 25.52 | Others |
| 7.10% Central Government Securities 08/04/2034 | 0.28% | ₹ 25.51 | Others |
| Power Finance Corporation Ltd - 7.82% - 06/03/2038 | 0.28% | ₹ 25.63 | Others |
| Power Finance Corporation Ltd - 7.6% - 13/04/2029 | 0.28% | ₹ 25.17 | Others |
| Muthoot Finance Ltd - 8.05% - 25/11/2027 | 0.27% | ₹ 24.86 | Others |
| National Bank for Agriculture & Rural Development - 7.1% - 29/03/2029 | 0.27% | ₹ 24.79 | Others |
| Small Industries Development Bank of India - 7.04% - 09/02/2029 | 0.27% | ₹ 24.78 | Others |
| National Bank for Agriculture & Rural Development - 6.85% - 19/01/2029 | 0.27% | ₹ 24.67 | Others |
| 7.30% Government Securities - 19/06/2053 | 0.27% | ₹ 24.46 | Others |
| Small Industries Development Bank of India - 7.4% - 18/06/2031 | 0.27% | ₹ 25.04 | Others |
| Small Industries Development Bank of India - 7.47% - 05/09/2029 | 0.27% | ₹ 25.04 | Others |
| State Bank of India - 6.93% - 20/10/2035 - Call Dt : 19-Oct-30 | 0.27% | ₹ 24.98 | Others |
| Power Finance Corporation Ltd - 6.96% - 02/03/2028 | 0.27% | ₹ 24.86 | Others |
| HDFC Bank Ltd - 7.7% - 16/05/2028 | 0.27% | ₹ 25.08 | Others |
| REC LTD - 7.56% - 31/08/2027 | 0.27% | ₹ 25.05 | Others |
| National Bank for Agriculture & Rural Development - 7.62% - 31/01/2028 | 0.27% | ₹ 25.05 | Others |
| LIC Housing Finance Ltd - 7.74% - 22/10/2027 | 0.27% | ₹ 25.05 | Others |
| Small Industries Development Bank of India - 7.79% - 14/05/2027 | 0.27% | ₹ 25.08 | Others |
| 7.34% Central Government Securities 22/04/2064 | 0.26% | ₹ 24.23 | Others |
| Small Industries Development Bank of India - 18/02/2027 | 0.26% | ₹ 24.07 | Others |
| 7.5% Cholamandalam Investment and Company Ltd - 30/09/2026 | 0.23% | ₹ 20.93 | Others |
| National Bank for Agriculture & Rural Development - 7.64% - 06/12/2029 | 0.22% | ₹ 20.11 | Others |
| National Bank for Agriculture & Rural Development - 7.44% - 17/07/2029 | 0.22% | ₹ 20.03 | Others |
| REC LTD - 7.34% - 30/04/2030 | 0.22% | ₹ 20.01 | Others |
| Housing & Urban Development Corporation Ltd - 7.23% - 18/07/2029 | 0.22% | ₹ 19.93 | Others |
| Indian Railway Finance Corporation Ltd - 7.74% - 15/04/2038 | 0.17% | ₹ 15.43 | Others |
| LIC Housing Finance Ltd - 8.025% - 23/03/2033 | 0.17% | ₹ 15.28 | Others |
| Indian Railway Finance Corporation Ltd - 7.46% - 18/06/2029 | 0.17% | ₹ 15.11 | Others |
| 7.02% Central Government Securities 18/06/2031 | 0.17% | ₹ 15.37 | Others |
| Bharti Telecom Ltd - 8.65% - 05/11/2027 | 0.17% | ₹ 15.10 | Others |
| Power Finance Corporation Ltd - 7.77% - 15/04/2028 | 0.17% | ₹ 15.10 | Others |
| Power Finance Corporation Ltd - 6.73% - 15/10/2027 | 0.16% | ₹ 14.89 | Others |
| Bajaj Finance Ltd - 7.11% - 10/07/2028 | 0.16% | ₹ 14.83 | Others |
| Bank of Baroda - 04/02/2027 | 0.16% | ₹ 14.49 | Others |
| LIC Housing Finance Ltd - 6.17% - 03/09/2026 | 0.16% | ₹ 14.99 | Others |
| Muthoot Finance Ltd - 8.4% - 28/08/2028 | 0.16% | ₹ 14.96 | Others |
| Union Bank of India - 16/03/2027 | 0.16% | ₹ 14.38 | Others |
| PNB Housing Finance Ltd - 7.28% - 05/06/2028 | 0.15% | ₹ 13.89 | Others |
| Indian Railway Finance Corporation Ltd - 01/12/2035 | 0.15% | ₹ 13.46 | Others |
| Cholamandalam Investment and Finance Company Ltd - 7.38% - 28/05/2027 | 0.11% | ₹ 9.95 | Others |
| HDB Financial Services Ltd - 7.4091% - 05/06/2028 | 0.11% | ₹ 9.94 | Others |
| PNB Housing Finance Ltd - 8.15% - 29/07/2027 | 0.11% | ₹ 10.05 | Others |
| Small Industries Development Bank of India - 7.68% - 10/08/2027 | 0.11% | ₹ 10.02 | Others |
| Can Fin Homes Ltd - 8.09% - 04/01/2027 | 0.11% | ₹ 10.02 | Others |
| 7.72% Karnataka State Government Securities - 06/12/2035 | 0.11% | ₹ 10.24 | Finance & Investments |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | -8.74% | -7.97% | -7.09% | 0.60% |
| Category returns | 2.82% | 5.46% | 8.76% | 24.14% |
Fund Objective
The objective is to provide long term appreciation and current income by investing in a portfolio of equity & equity related securities and fixed income securities.
AMC Details
Name
Sundaram Asset Management Company Ltd.
Date of Incorporation
24 Aug 1996
CEO
Mr. Anand Radhakrishnan
CIO
Type
Pvt.Sector-Indian
Address
Sundaram Towers,
2nd Floor, 46 Whites Road,
Royapettah, Chennai (Madras), Tamil Nadu, India - 600014
Website
http://www.sundarammutual.com
Email
Top Funds from Hybrid - Aggressive
Top Funds from Sundaram Asset Management Company Ltd.
FAQs
What is the current NAV of Sundaram Aggressive Hybrid Fund - Direct Plan IDCW-Monthly?
The current Net Asset Value (NAV) of Sundaram Aggressive Hybrid Fund - Direct Plan IDCW-Monthly is ₹39.31 as of 20 Aug 2026. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.
What is the fund size (AUM) of Sundaram Aggressive Hybrid Fund - Direct Plan IDCW-Monthly?
The Assets Under Management (AUM) of Sundaram Aggressive Hybrid Fund - Direct Plan IDCW-Monthly is ₹9,147.19 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.
What are the historical returns of Sundaram Aggressive Hybrid Fund - Direct Plan IDCW-Monthly?
Sundaram Aggressive Hybrid Fund - Direct Plan IDCW-Monthly has delivered returns of -7.97% (1 Year), 0.60% (3 Year), -0.18% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.
What is the risk level of Sundaram Aggressive Hybrid Fund - Direct Plan IDCW-Monthly?
Sundaram Aggressive Hybrid Fund - Direct Plan IDCW-Monthly has a risk rating of 'High' as per the SEBI Riskometer. This indicates the fund is suitable for aggressive investors with high risk tolerance. Investors should align their investment choices with their personal risk tolerance and financial goals.
What is the minimum investment amount for Sundaram Aggressive Hybrid Fund - Direct Plan IDCW-Monthly?
The minimum lumpsum investment required for Sundaram Aggressive Hybrid Fund - Direct Plan IDCW-Monthly is ₹300. The fund also offers SIP (Systematic Investment Plan) option starting from as low as ₹100, making it accessible for regular investments. This allows investors to start their mutual fund journey with a manageable amount.
Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article
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