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சென்செக்ஸ்
73,174.36
▼ -0.73%
நிஃப்டி
22,620.50
▼ -0.84%
தங்கம்
₹ 13,235/gm
வெள்ளி
₹ 2,25,000/kg
பெட்ரோல்
₹ 107.76
டீசல்
₹ 99.55
எல்பிஜி
₹ 957.50
கச்சா எண்ணெய்
$ 112.28
USD
₹ 94.73
சென்செக்ஸ்
73,174.36
▼ -0.73%
நிஃப்டி
22,620.50
▼ -0.84%
தங்கம்
₹ 13,235/gm
வெள்ளி
₹ 2,25,000/kg
பெட்ரோல்
₹ 107.76
டீசல்
₹ 99.55
எல்பிஜி
₹ 957.50
கச்சா எண்ணெய்
$ 112.28
USD
₹ 94.73
Sundaram Aggressive Hybrid Fund - Direct Plan
3 Year Absolute Returns
-7.25% ↓
NAV (₹) on 21 Oct 2026
35.91
1 Day NAV Change
-0.74%
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
₹ 8,793.32 Cr.
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
Expense Ratio
1.16%
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
₹ 8,793.32 Cr
Equity
75.7%
Debt
16.87%
Money Market & Cash
4.31%
Other Assets & Liabilities
3.12%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Debt | 11.18% |
| Finance - Banks - Private Sector | 9.93% |
| IT Consulting & Software | 5.54% |
| Government Securities | 5.46% |
| Pharmaceuticals | 5.21% |
| Refineries | 3.66% |
| Construction, Contracting & Engineering | 3.36% |
| Telecom Services | 3.29% |
| Treps/Reverse Repo | 3.21% |
| Aluminium | 3.12% |
| Certificate of Deposits | 3.12% |
| Non-Banking Financial Company (NBFC) | 3.05% |
| Auto - 2 & 3 Wheelers | 2.93% |
| Financial Technologies (Fintech) | 2.85% |
| E-Commerce/E-Retail | 2.61% |
| Real Estate Investment Trusts (REIT) | 1.91% |
| Logistics - Warehousing/Supply Chain/Others | 1.80% |
| Auto - LCVs/HCVs | 1.79% |
| Auto - Cars & Jeeps | 1.54% |
| Services - Others | 1.52% |
| Mutual Fund Units | 1.42% |
| Holding Company | 1.31% |
| Auto Ancl - Electrical | 1.27% |
| Domestic Appliances | 1.26% |
| Engines | 1.23% |
| Aerospace & Defense | 1.17% |
| Hospitals & Medical Services | 1.16% |
| Fertilisers | 1.15% |
| Finance - Life Insurance | 1.12% |
| Investment Trust | 1.10% |
| Exchange Platform | 1.04% |
| Engineering - Heavy | 0.99% |
| Port & Port Services | 0.99% |
| Cement | 0.95% |
| Airlines | 0.88% |
| Finance - Housing | 0.84% |
| Tea & Coffee | 0.82% |
| Food Processing & Packaging | 0.69% |
| Cash | 0.67% |
| Finance & Investments | 0.66% |
| Ship - Docks/Breaking/Repairs | 0.54% |
| Chemicals - Speciality | 0.51% |
| Engineering - General | 0.49% |
| Commercial Paper | 0.43% |
| Finance - Term Lending Institutions | 0.23% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| ICICI Bank Ltd | 4.93% | ₹ 433.60 | Finance - Banks - Private Sector |
| Reliance Industries Ltd | 3.66% | ₹ 321.52 | Refineries |
| Larsen & Toubro Ltd | 3.36% | ₹ 295.82 | Construction, Contracting & Engineering |
| Bharti Airtel Ltd | 3.29% | ₹ 289.36 | Telecom Services |
| TREPS | 3.21% | ₹ 281.91 | Others |
| HDFC Bank Ltd | 2.90% | ₹ 255.20 | Finance - Banks - Private Sector |
| 6.48% Central Government Securities 06/10/2035 | 2.82% | ₹ 248.35 | Others |
| Eternal Ltd (Previously Zomato Ltd) | 2.61% | ₹ 229.40 | E-Commerce/E-Retail |
| TVS Motor Company Ltd | 2.12% | ₹ 186.43 | Auto - 2 & 3 Wheelers |
| Kotak Mahindra Bank Ltd | 2.10% | ₹ 184.66 | Finance - Banks - Private Sector |
| Cholamandalam Investment and Finance Company Ltd | 1.82% | ₹ 159.87 | Non-Banking Financial Company (NBFC) |
| One 97 Communications Ltd | 1.76% | ₹ 154.93 | Financial Technologies (Fintech) |
| Hindalco Industries Ltd | 1.68% | ₹ 147.42 | Aluminium |
| Oracle Financial Services Software Ltd | 1.58% | ₹ 138.92 | IT Consulting & Software |
| Mahindra & Mahindra Ltd | 1.54% | ₹ 135.66 | Auto - Cars & Jeeps |
| Coforge Ltd | 1.47% | ₹ 129.23 | IT Consulting & Software |
| Vedanta Aluminium Metal Ltd | 1.44% | ₹ 126.29 | Aluminium |
| Sundaram Liquid Fund - Direct Growth | 1.42% | ₹ 125.02 | Others |
| Fractal Analytics Ltd | 1.32% | ₹ 115.66 | IT Consulting & Software |
| Bajaj Finserv Ltd | 1.31% | ₹ 115 | Holding Company |
| Amber Enterprises India Ltd | 1.26% | ₹ 110.74 | Domestic Appliances |
| Embassy Office Parks REIT | 1.25% | ₹ 110.32 | Real Estate Investment Trusts (REIT) |
| Poonawalla Fincorp Ltd | 1.23% | ₹ 108.29 | Non-Banking Financial Company (NBFC) |
| Cummins India Ltd | 1.23% | ₹ 107.76 | Engines |
| Granules India Ltd | 1.20% | ₹ 105.12 | Pharmaceuticals |
| MTAR Technologies Ltd | 1.17% | ₹ 103.30 | Aerospace & Defense |
| Billionbrains Garage Ventures Ltd | 1.17% | ₹ 102.89 | IT Consulting & Software |
| Aster DM Healthcare Ltd | 1.16% | ₹ 102.01 | Hospitals & Medical Services |
| Coromandel International Ltd | 1.15% | ₹ 101.06 | Fertilisers |
| SBI Life Insurance Company Ltd | 1.12% | ₹ 98.38 | Finance - Life Insurance |
| Altius Telecom Infrastructure Trust | 1.10% | ₹ 96.66 | Investment Trust |
| Sun Pharmaceutical Industries Ltd | 1.10% | ₹ 96.57 | Pharmaceuticals |
| PB Fintech Ltd | 1.09% | ₹ 96.02 | Financial Technologies (Fintech) |
| Force Motors Ltd | 1.08% | ₹ 95.34 | Auto - LCVs/HCVs |
| Multi Commodity Exchange of India Ltd | 1.04% | ₹ 91.21 | Exchange Platform |
| UNO Minda Ltd | 1.00% | ₹ 88.12 | Auto Ancl - Electrical |
| JSW Infrastructure Ltd | 0.99% | ₹ 87.47 | Port & Port Services |
| National Bank for Agriculture & Rural Development - 7.53% - 24/03/2028 | 0.96% | ₹ 84.68 | Others |
| Ultratech Cement Ltd | 0.95% | ₹ 83.89 | Cement |
| Delhivery Ltd | 0.91% | ₹ 80.12 | Logistics - Warehousing/Supply Chain/Others |
| Horizon Industrial Parks Ltd | 0.89% | ₹ 78.41 | Logistics - Warehousing/Supply Chain/Others |
| Mankind Pharma Ltd | 0.89% | ₹ 78.37 | Pharmaceuticals |
| Interglobe Aviation Ltd | 0.88% | ₹ 77.65 | Airlines |
| Home First Finance Company Ltd | 0.84% | ₹ 73.79 | Finance - Housing |
| National Bank for Agriculture & Rural Development - 05/03/2027 | 0.83% | ₹ 72.83 | Others |
| CCL Products (IndiLtd | 0.82% | ₹ 72.25 | Tea & Coffee |
| CRISIL Ltd | 0.82% | ₹ 71.98 | Services - Others |
| Bajaj Auto Ltd | 0.81% | ₹ 71.19 | Auto - 2 & 3 Wheelers |
| Gland Pharma Ltd | 0.72% | ₹ 63.63 | Pharmaceuticals |
| Ashok Leyland Ltd | 0.71% | ₹ 62.29 | Auto - LCVs/HCVs |
| Indegene Limited | 0.70% | ₹ 61.24 | Services - Others |
| Mrs. Bectors Food Specialities Ltd | 0.69% | ₹ 61.04 | Food Processing & Packaging |
| Cash and Other Net Current Assets | 0.67% | ₹ 55.50 | Others |
| Alkem Laboratories Ltd | 0.67% | ₹ 58.62 | Pharmaceuticals |
| Prudent Corporate Advisory Services Ltd | 0.66% | ₹ 58.26 | Finance & Investments |
| Brookfield India Real Estate Trust REIT | 0.66% | ₹ 57.81 | Real Estate Investment Trusts (REIT) |
| Lupin Ltd | 0.63% | ₹ 55.27 | Pharmaceuticals |
| 7.23% Central Government Securities 15/04/2039 | 0.57% | ₹ 49.86 | Others |
| TD Power Systems Ltd | 0.56% | ₹ 49.26 | Engineering - Heavy |
| Bank of Baroda - 07/12/2026 | 0.56% | ₹ 49.43 | Others |
| Punjab National Bank - 05/02/2027 | 0.56% | ₹ 48.85 | Others |
| National Bank for Agriculture & Rural Development - 10/03/2027 | 0.55% | ₹ 48.51 | Others |
| Cochin Shipyard Ltd | 0.54% | ₹ 47.33 | Ship - Docks/Breaking/Repairs |
| Clean Science & Technology Ltd | 0.51% | ₹ 45.08 | Chemicals - Speciality |
| National Bank for Agriculture & Rural Development - 7.48% - 15/09/2028 | 0.51% | ₹ 44.75 | Others |
| National Bank for Agriculture & Rural Development - 7.44% - 17/07/2029 | 0.51% | ₹ 44.55 | Others |
| Thermax Ltd | 0.49% | ₹ 43.47 | Engineering - General |
| National Bank for Agriculture & Rural Development - 7.01% - 16/03/2029 | 0.48% | ₹ 42.21 | Others |
| Power Finance Corporation Ltd - 6.96% - 02/03/2028 | 0.45% | ₹ 39.62 | Others |
| 6.94% Central Government Securities 11/05/2036 | 0.45% | ₹ 39.34 | Others |
| Small Industries Development Bank of India - 09/06/2027 | 0.43% | ₹ 38.05 | Others |
| Elecon Engineering Company Ltd | 0.43% | ₹ 37.97 | Engineering - Heavy |
| National Bank for Agriculture & Rural Development - 6.66% - 12/10/2028 | 0.39% | ₹ 34.27 | Others |
| Bharti Telecom Ltd - 7.4% - 01/02/2029 | 0.39% | ₹ 34.26 | Others |
| Cholamandalam Investment and Finance Company Ltd - 8.54% - 12/04/2029 | 0.34% | ₹ 30.02 | Others |
| Bajaj Finance Ltd - 7.82% - 31/01/2034 | 0.34% | ₹ 29.96 | Others |
| Small Industries Development Bank of India - 7.04% - 09/02/2029 | 0.34% | ₹ 29.47 | Others |
| 7.18% Government Securities - 24/07/2037 | 0.34% | ₹ 29.89 | Others |
| 7.10% Central Government Securities 18/04/2029 | 0.29% | ₹ 25.26 | Others |
| National Bank for Agriculture & Rural Development - 7.16% - 14/12/2029 | 0.28% | ₹ 24.52 | Others |
| Small Industries Development Bank of India - 7.4% - 18/06/2031 | 0.28% | ₹ 24.50 | Others |
| National Bank for Agriculture & Rural Development - 6.85% - 19/01/2029 | 0.28% | ₹ 24.49 | Others |
| State Bank of India - 6.93% - 20/10/2035 - Call Dt : 19-Oct-30 | 0.28% | ₹ 24.25 | Others |
| Muthoot Finance Ltd - 8.52% - 07/04/2028 | 0.28% | ₹ 24.88 | Others |
| Small Industries Development Bank of India - 7.79% - 14/05/2027 | 0.28% | ₹ 25.03 | Others |
| Tata Capital Housing Finance Ltd - 8.2% - 25/09/2029 | 0.28% | ₹ 25.01 | Others |
| LIC Housing Finance Ltd - 7.74% - 22/10/2027 | 0.28% | ₹ 24.97 | Others |
| National Bank for Agriculture & Rural Development - 7.62% - 31/01/2028 | 0.28% | ₹ 24.94 | Others |
| HDFC Bank Ltd - 7.7% - 16/05/2028 | 0.28% | ₹ 24.94 | Others |
| Power Finance Corporation Ltd - 7.82% - 06/03/2038 | 0.28% | ₹ 24.81 | Others |
| Small Industries Development Bank of India - 7.47% - 05/09/2029 | 0.28% | ₹ 24.74 | Others |
| National Bank for Agriculture & Rural Development - 7.1% - 29/03/2029 | 0.28% | ₹ 24.58 | Others |
| 7.10% Central Government Securities 08/04/2034 | 0.28% | ₹ 24.93 | Others |
| Small Industries Development Bank of India - 18/02/2027 | 0.28% | ₹ 24.35 | Others |
| Dhoot Transmission Ltd | 0.27% | ₹ 24.10 | Auto Ancl - Electrical |
| 7.30% Government Securities - 19/06/2053 | 0.27% | ₹ 24 | Others |
| 7.34% Central Government Securities 22/04/2064 | 0.27% | ₹ 23.77 | Others |
| Power Finance Corporation Ltd - 7.75% - 11/06/2030 | 0.23% | ₹ 19.91 | Finance - Term Lending Institutions |
| Housing & Urban Development Corporation Ltd - 7.23% - 18/07/2029 | 0.22% | ₹ 19.74 | Others |
| REC LTD - 7.34% - 30/04/2030 | 0.22% | ₹ 19.68 | Others |
| Union Bank of India - 16/03/2027 | 0.17% | ₹ 14.55 | Others |
| Power Finance Corporation Ltd - 6.73% - 15/10/2027 | 0.17% | ₹ 14.88 | Others |
| Indian Railway Finance Corporation Ltd - 7.74% - 15/04/2038 | 0.17% | ₹ 14.80 | Others |
| Bajaj Finance Ltd - 7.11% - 10/07/2028 | 0.17% | ₹ 14.73 | Others |
| Bharti Telecom Ltd - 8.65% - 05/11/2027 | 0.17% | ₹ 15.05 | Others |
| Power Finance Corporation Ltd - 7.77% - 15/04/2028 | 0.17% | ₹ 15.01 | Others |
| LIC Housing Finance Ltd - 8.025% - 23/03/2033 | 0.17% | ₹ 14.96 | Others |
| Indian Railway Finance Corporation Ltd - 7.46% - 18/06/2029 | 0.17% | ₹ 14.92 | Others |
| Muthoot Finance Ltd - 8.4% - 28/08/2028 | 0.17% | ₹ 14.89 | Others |
| 7.02% Central Government Securities 18/06/2031 | 0.17% | ₹ 15.06 | Others |
| Bank of Baroda - 04/02/2027 | 0.17% | ₹ 14.66 | Others |
| PNB Housing Finance Ltd - 7.28% - 05/06/2028 | 0.16% | ₹ 13.82 | Others |
| Indian Railway Finance Corporation Ltd - 01/12/2035 | 0.15% | ₹ 13.26 | Others |
| Can Fin Homes Ltd - 8.09% - 04/01/2027 | 0.11% | ₹ 10.01 | Others |
| PNB Housing Finance Ltd - 8.15% - 29/07/2027 | 0.11% | ₹ 10.01 | Others |
| Small Industries Development Bank of India - 7.68% - 10/08/2027 | 0.11% | ₹ 10 | Others |
| REC LTD - 7.56% - 31/08/2027 | 0.11% | ₹ 10 | 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% | ₹ 9.87 | Others |
| REC LTD - 7.28% - 31/08/2029 | 0.06% | ₹ 4.94 | Others |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | -12.15% | -16.52% | -11.38% | -2.48% |
| Category returns | 0.26% | 0.06% | 4.52% | 19.51% |
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 ₹35.91 as of 21 Oct 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 ₹8,793.32 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 -16.52% (1 Year), -2.48% (3 Year), -3.53% (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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