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18076
Sundaram Aggressive Hybrid Fund - Direct Growth
11.37
4.19
15.24
-2.56
-3.46
-8.20
-9.90
13.64
  • NAV

    164.11

    as on 03 Mar 2025

  • ₹0.05 (0.03%)

    Last Change

  • 11.37%

    3Y CAGR returns

  • ₹ 100

    Min SIP

  • ₹ 100

    Min Lumpsum

  • 0.82%

    Expense Ratio
  • Rating

  • 5,436 Cr

    Fund Size

  • 12 Years

    Fund Age
SIP One-Time

SIP Calculator

SIP One-Time
₹ ₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 03 Mar 2025 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 4.19%
  • 11.37%
  • 15.24%
  • 13.64
By Holding By Sector By Asset
5.75%
4.35%
4.07%
4.06%
4.03%
77.74%
View all Holdings
  • 2.75Alpha
  • 2.85SD
  • 0.74Beta
  • 0.57Sharpe
  • 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  • If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 0.25% of the applicable NAV will be charged.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.
  • Tax implication
  • Equity:- Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.
    Debt:- Returns are taxed as per your Income Tax slab.
    Hybrid:-Returns are taxed as per your Income Tax slab.
The primary investment objective of the Fund is to provide periodic returns and capital appreciation through a judicious mix of equity and debt instruments, while simultaneously aiming to minimise capital erosion.

S Bharath

Low Low to
moderate Moderate Moderately
High High Very
High
  • Fund Name
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Sundaram Mutual Fund

  • AUM :
  • 68,692Cr
  • Address :
  • Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
  • Contact :
  • +91044-2858 3362/3367
  • Email ID :
  • customerservices@sundarammutual.com
18076
  • Fund Name
  • AUM - ₹ 22
  • AUM - ₹ 33
Mutual Fund by Category
Equity Debt Hybrid

Large Cap

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Aggressive Hybrid Mutual

FAQs

You can invest in Sundaram Aggressive Hybrid Fund - Direct Growth in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for Sundaram Aggressive Hybrid Fund - Direct Growth in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

Sundaram Aggressive Hybrid Fund - Direct Growth has delivered 15.14% since inception

The NAV of Sundaram Aggressive Hybrid Fund - Direct Growth is ₹175.873 as of 03 Mar 2025

The expense ratio of Sundaram Aggressive Hybrid Fund - Direct Growth is % as of 03 Mar 2025

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of Sundaram Aggressive Hybrid Fund - Direct Growth 4643.67 CR as of 03 Mar 2025

The minimum SIP amount of Sundaram Aggressive Hybrid Fund - Direct Growth is 100

The top stock holdings of Sundaram Aggressive Hybrid Fund - Direct Growth are

  1. GSEC2034 - 5.75%
  2. TREPS - 4.35%
  3. HDFC Bank - 4.07%
  4. ICICI Bank - 4.06%
  5. Reliance Industr - 4.03%

The top sectors Sundaram Aggressive Hybrid Fund - Direct Growth has invested in are

  1. Debt - 25.19%
  2. Banks - 15.53%
  3. Petroleum Products - 5.96%
  4. Pharmaceuticals & Biotech - 4.86%
  5. IT-Software - 4.85%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select Sundaram Aggressive Hybrid Fund - Direct Growth in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of Sundaram Aggressive Hybrid Fund - Direct Growth based on your investment objective and risk tolerance

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