Sundaram Aggressive Hybrid Fund - Direct (G) logo

Sundaram Aggressive Hybrid Fund Direct Growth

NAV ₹191.21 as on 17 Nov 2025

RiskHigh

Fund Size₹7,332.62Cr

NAV₹191.21 as on 17 Nov 2025
RiskHigh
Fund Size₹7,332.62Cr

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Investment Details
Top Rated Funds

Lock-in

No Lock-in

Min One Time Amount

₹100

Min Withdrawal Amount

₹-

Min SIP Amount

₹100

Min Additional Amount

₹100

Exit Load

If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 0.25% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.

Basic Details

Age

12 years 10 months (Since Jan 02, 2013)

Return since Launch

14.19%

Expense ratio

0.67%

Type

OPEN

AUM (Fund Size)

₹7,332.62

Risk Grade

High

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

Calculate Your Returns
Select Duration
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Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Fund Manager

Name:

S Bharath

Experience:

He has experience over 8 years in research and he is the dedicated fund manager for overseas securities. He joined Sundaram AMC in 2004.

Asset Allocation

TREPS 10.39%

GSEC2034 3.52%

N A B A R D 2.42%

Embassy Off.REIT 1.98%

Sundaram Money Fund - Direct (G) 1.47%

Power Fin.Corpn. 1.46%

Gsec2039 1.40%

S I D B I 1.04%

Bajaj Finance 0.90%

REC Ltd 0.83%

GSEC2034 0.69%

LIC Housing Fin. 0.56%

Cholaman.Inv.&Fn 0.56%

Muthoot Finance 0.55%

I R F C 0.49%

GSEC2037 0.42%

GSEC2029 0.35%

HDFC Bank 0.35%

GSEC2053 0.34%

Shriram Finance 0.34%

GSEC2064 0.34%

SBI 0.34%

Cholaman.Inv.&Fn 0.28%

HDB FINANC SER 0.27%

GSEC2031 0.21%

Power Grid Corpn 0.21%

Gsec2028 0.21%

TAMIL NADU 2034 0.18%

Net CA & Others 0.15%

Karnataka 2035 0.14%

PNB Housing 0.14%

Can Fin Homes 0.14%

E X I M Bank 0.14%

GSEC2035 0.07%

Axis Bank 0.07%

See All
Scheme Holding Summary

Debt Others

National Bank for Agriculture & Rural Development

2.42%

Small Industries Development Bank of India Ltd

1.04%

REC Ltd

0.83%

Export-Import Bank of India

0.14%

Banks

Refineries

Telecom-Service

Govt. Securities

Infrastructure Developers & Operators

Automobile

Finance

FMCG

Mutual Fund Units

Aerospace & Defence

Fertilizers

Capital Goods-Non Electrical Equipment

IT - Software

Air Transport Service

Quick Service Restaurant

Plantation & Plantation Products

Financial Services

BSE Ltd

1.10%

Cement

Consumer Durables

Textiles

Alcoholic Beverages

Insurance

Auto Ancillaries

Power Generation & Distribution

Credit Rating Agencies

Pharmaceuticals

Lupin Ltd

0.64%

Chemicals

Realty

Healthcare

Stock/ Commodity Brokers

Hotels & Restaurants

Gas Distribution

Cables

Miscellaneous

Chennai Super Kings Cricket Ltd

0.00%
See All
RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at High Risk

Fund house & investment objective
Rank (total assets)#21 in India
Total AUM₹74,005.23Cr
Date of Incorporation26 Feb 1996
Sundaram Aggressive Hybrid Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 02 Jan 2013. The fund currently has an Asset Under Management(AUM) of ₹74,005.23 Cr and the Latest NAV as of 17 Nov 2025 is ₹191.21.
The Sundaram Aggressive Hybrid Fund Direct Growth is rated High. Minimum SIP Investment is set to ₹100 . Minimum Lumpsum Investment is ₹100. Exit load of If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 0.25% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil. .
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Returns and Rankings

Category: Hybrid Aggressive Hybrid Fund

1Y3Y5YAll
Fund returns8.91%4.44%3.03%1.11%
Category average7.49%4.57%3.04%-
Rank within category162419-

FAQ’s

What kind of returns does Sundaram Aggressive Hybrid Fund Direct Growth provide?

Sundaram Aggressive Hybrid Fund Direct Growth has given a return of 13.90% in the past 3 years.

What is the expense ratio charged by Sundaram Aggressive Hybrid Fund Direct Growth?

The Expense Ratio charged by Sundaram Aggressive Hybrid Fund Direct Growth is 0.67%.

What is the AUM size of Sundaram Aggressive Hybrid Fund Direct Growth?

The AUM size of Sundaram Aggressive Hybrid Fund Direct Growth is ₹7,332.62Cr.

What is the minimum SIP amount that you can invest in Sundaram Aggressive Hybrid Fund Direct Growth?

₹100 is the minimum SIP amount that you can invest in Sundaram Aggressive Hybrid Fund Direct Growth .

What are the top stock holdings of Sundaram Aggressive Hybrid Fund Direct Growth?

The top stock holdings of Sundaram Aggressive Hybrid Fund Direct Growth include , National Bank for Agriculture & Rural Development , Embassy Office Parks REIT and Power Finance Corporation Ltd.

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*By clicking, I agree to the T&C and Whatsapp updates.