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₹ 95.86
Sensex
74,204.64
▲ +0.27%
Nifty
23,176.40
▲ +0.25%
22k Gold
₹ 14,065/gm
Silver
₹ 2,45,000/kg
Petrol
₹ 111.21
Diesel
₹ 97.83
LPG
₹ 941.50
Crude Oil
$ 108.07
USD
₹ 95.86
Sundaram Aggressive Hybrid Fund - Direct Plan
3 Year Absolute Returns
-5.51% ↓
NAV (₹) on 15 Sep 2026
37.90
1 Day NAV Change
-1.76%
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
₹ 9,272.45 Cr.
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
Expense Ratio
1.17%
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
₹ 9,272.45 Cr
Equity
73.57%
Debt
16.29%
Money Market & Cash
6.63%
Derivatives & Other Instruments
0.57%
Other Assets & Liabilities
2.93%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Debt | 10.50% |
| Finance - Banks - Private Sector | 9.89% |
| IT Consulting & Software | 6.47% |
| Treps/Reverse Repo | 6.09% |
| Government Securities | 5.56% |
| Financial Technologies (Fintech) | 3.79% |
| Construction, Contracting & Engineering | 3.43% |
| Pharmaceuticals | 3.39% |
| Refineries | 3.12% |
| Telecom Services | 3.09% |
| Aluminium | 2.96% |
| Non-Banking Financial Company (NBFC) | 2.95% |
| Certificate of Deposits | 2.93% |
| Auto - Cars & Jeeps | 2.59% |
| Auto - 2 & 3 Wheelers | 2.57% |
| E-Commerce/E-Retail | 2.18% |
| Logistics - Warehousing/Supply Chain/Others | 1.92% |
| Real Estate Investment Trusts (REIT) | 1.83% |
| Services - Others | 1.52% |
| Domestic Appliances | 1.36% |
| Holding Company | 1.30% |
| Auto - LCVs/HCVs | 1.26% |
| Engines | 1.25% |
| Hospitals & Medical Services | 1.19% |
| Fertilisers | 1.18% |
| Cement | 1.13% |
| Mutual Fund Units | 1.09% |
| Auto Ancl - Electrical | 1.04% |
| Investment Trust | 1.02% |
| Exchange Platform | 1.01% |
| Aerospace & Defense | 1.01% |
| Port & Port Services | 0.90% |
| Engineering - Heavy | 0.90% |
| Auto Ancl - Batteries | 0.89% |
| Finance - Housing | 0.84% |
| Tea & Coffee | 0.83% |
| Airlines | 0.78% |
| Finance & Investments | 0.74% |
| Food Processing & Packaging | 0.72% |
| Entertainment & Media | 0.71% |
| Derivatives | 0.57% |
| Commercial Paper | 0.41% |
| Chemicals - Speciality | 0.37% |
| Ship - Docks/Breaking/Repairs | 0.35% |
| Debentures | 0.23% |
| Cash | 0.13% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| TREPS | 6.09% | ₹ 564.62 | Others |
| ICICI Bank Ltd | 5.14% | ₹ 477 | Finance - Banks - Private Sector |
| Larsen & Toubro Ltd | 3.43% | ₹ 318.24 | Construction, Contracting & Engineering |
| Reliance Industries Ltd | 3.12% | ₹ 289.40 | Refineries |
| Bharti Airtel Ltd | 3.09% | ₹ 286.47 | Telecom Services |
| 6.48% Central Government Securities 06/10/2035 | 3.03% | ₹ 280.62 | Others |
| HDFC Bank Ltd | 2.75% | ₹ 255.31 | Finance - Banks - Private Sector |
| Mahindra & Mahindra Ltd | 2.59% | ₹ 240.22 | Auto - Cars & Jeeps |
| Eternal Ltd (Previously Zomato Ltd) | 2.18% | ₹ 201.87 | E-Commerce/E-Retail |
| Coforge Ltd | 2.10% | ₹ 194.93 | IT Consulting & Software |
| Kotak Mahindra Bank Ltd | 2.00% | ₹ 185.73 | Finance - Banks - Private Sector |
| One 97 Communications Ltd | 1.96% | ₹ 181.43 | Financial Technologies (Fintech) |
| PB Fintech Ltd | 1.83% | ₹ 169.23 | Financial Technologies (Fintech) |
| Oracle Financial Services Software Ltd | 1.77% | ₹ 163.88 | IT Consulting & Software |
| Cholamandalam Investment and Finance Company Ltd | 1.73% | ₹ 160.21 | Non-Banking Financial Company (NBFC) |
| TVS Motor Company Ltd | 1.71% | ₹ 158.88 | Auto - 2 & 3 Wheelers |
| Hindalco Industries Ltd | 1.61% | ₹ 149.13 | Aluminium |
| Fractal Analytics Ltd | 1.44% | ₹ 133.15 | IT Consulting & Software |
| Amber Enterprises India Ltd | 1.36% | ₹ 126.47 | Domestic Appliances |
| Vedanta Aluminium Metal Ltd | 1.35% | ₹ 125.23 | Aluminium |
| Bajaj Finserv Ltd | 1.30% | ₹ 121 | Holding Company |
| Cummins India Ltd | 1.25% | ₹ 115.58 | Engines |
| Poonawalla Fincorp Ltd | 1.22% | ₹ 113.16 | Non-Banking Financial Company (NBFC) |
| Embassy Office Parks (REIT) | 1.20% | ₹ 111.35 | Real Estate Investment Trusts (REIT) |
| Aster DM Healthcare Ltd | 1.19% | ₹ 110.62 | Hospitals & Medical Services |
| Coromandel International Ltd | 1.18% | ₹ 109.55 | Fertilisers |
| Billionbrains Garage Ventures Ltd | 1.16% | ₹ 107.45 | IT Consulting & Software |
| Sun Pharmaceutical Industries Ltd | 1.14% | ₹ 105.51 | Pharmaceuticals |
| Sundaram Money Market Fund-Direct Plan - Growth | 1.09% | ₹ 100.86 | Others |
| UNO Minda Ltd | 1.04% | ₹ 96.11 | Auto Ancl - Electrical |
| Altius Telecom Infrastructure Trust INVIT | 1.02% | ₹ 94.50 | Investment Trust |
| Multi Commodity Exchange of India Ltd | 1.01% | ₹ 93.97 | Exchange Platform |
| MTAR Technologies Ltd | 1.01% | ₹ 93.32 | Aerospace & Defense |
| Horizon Industrial Parks Ltd | 0.96% | ₹ 88.72 | Logistics - Warehousing/Supply Chain/Others |
| Delhivery Ltd | 0.96% | ₹ 89.21 | Logistics - Warehousing/Supply Chain/Others |
| Ultratech Cement Ltd | 0.95% | ₹ 87.68 | Cement |
| National Bank for Agriculture & Rural Development - 7.53% - 24/03/2028 | 0.91% | ₹ 84.82 | Others |
| JSW Infrastructure Ltd | 0.90% | ₹ 83.40 | Port & Port Services |
| Amara Raja Energy & Mobility Ltd | 0.89% | ₹ 82.72 | Auto Ancl - Batteries |
| Force Motors Ltd | 0.87% | ₹ 80.83 | Auto - LCVs/HCVs |
| Bajaj Auto Ltd | 0.86% | ₹ 79.41 | Auto - 2 & 3 Wheelers |
| Home First Finance Company Ltd | 0.84% | ₹ 77.79 | Finance - Housing |
| CRISIL Ltd | 0.84% | ₹ 77.98 | Services - Others |
| CCL Products (IndiLtd | 0.83% | ₹ 76.52 | Tea & Coffee |
| Mankind Pharma Ltd | 0.82% | ₹ 75.72 | Pharmaceuticals |
| Interglobe Aviation Ltd | 0.78% | ₹ 72.68 | Airlines |
| Granules India Ltd | 0.78% | ₹ 72.57 | Pharmaceuticals |
| National Bank for Agriculture & Rural Development - 05/03/2027 | 0.78% | ₹ 72.47 | Others |
| Prudent Corporate Advisory Services Ltd | 0.74% | ₹ 68.41 | Finance & Investments |
| Mrs. Bectors Food Specialities Ltd | 0.72% | ₹ 66.99 | Food Processing & Packaging |
| Affle (IndiLtd | 0.71% | ₹ 65.43 | Entertainment & Media |
| Indegene Limited | 0.68% | ₹ 63.40 | Services - Others |
| Alkem Laboratories Ltd | 0.65% | ₹ 60.50 | Pharmaceuticals |
| Brookfield India Real Estate Trust REIT | 0.63% | ₹ 58.79 | Real Estate Investment Trusts (REIT) |
| 7.23% Central Government Securities 15/04/2039 | 0.55% | ₹ 50.74 | Others |
| TD Power Systems Ltd | 0.53% | ₹ 48.69 | Engineering - Heavy |
| Bank of Baroda - 07/12/2026 | 0.53% | ₹ 49.16 | Others |
| National Bank for Agriculture & Rural Development - 10/03/2027 | 0.52% | ₹ 48.27 | Others |
| Punjab National Bank - 05/02/2027 | 0.52% | ₹ 48.59 | Others |
| National Bank for Agriculture & Rural Development - 7.48% - 15/09/2028 | 0.48% | ₹ 44.87 | Others |
| National Bank for Agriculture & Rural Development - 7.44% - 17/07/2029 | 0.48% | ₹ 44.69 | Others |
| National Bank for Agriculture & Rural Development - 7.01% - 16/03/2029 | 0.46% | ₹ 42.33 | Others |
| 6.94% Central Government Securities 11/05/2036 | 0.43% | ₹ 39.97 | Others |
| Small Industries Development Bank of India - 09/06/2027 | 0.41% | ₹ 37.86 | Others |
| Ashok Leyland Ltd | 0.39% | ₹ 36.25 | Auto - LCVs/HCVs |
| National Bank for Agriculture & Rural Development - 6.66% - 12/10/2028 | 0.37% | ₹ 34.32 | Others |
| Bharti Telecom Ltd - 7.4% - 01/02/2029 | 0.37% | ₹ 34.35 | Others |
| Elecon Engineering Company Ltd | 0.37% | ₹ 33.86 | Engineering - Heavy |
| Clean Science & Technology Ltd | 0.37% | ₹ 34.30 | Chemicals - Speciality |
| Eternal Ltd ( Previously named as Zomato Ltd ) SEP-2026 | 0.35% | ₹ 32.84 | Others |
| Cochin Shipyard Ltd | 0.35% | ₹ 32.66 | Ship - Docks/Breaking/Repairs |
| 7.18% Government Securities - 24/07/2037 | 0.33% | ₹ 30.42 | Others |
| Cholamandalam Investment and Finance Company Ltd - 8.54% - 12/04/2029 | 0.32% | ₹ 30.13 | Others |
| Bajaj Finance Ltd - 7.82% - 31/01/2034 | 0.32% | ₹ 29.97 | Others |
| Small Industries Development Bank of India - 7.04% - 09/02/2029 | 0.32% | ₹ 29.58 | Others |
| State Bank of India - 6.93% - 20/10/2035 - Call Dt : 19-Oct-30 | 0.27% | ₹ 24.61 | Others |
| LIC Housing Finance Ltd - 7.74% - 22/10/2027 | 0.27% | ₹ 25 | Others |
| National Bank for Agriculture & Rural Development - 7.62% - 31/01/2028 | 0.27% | ₹ 24.98 | Others |
| Muthoot Finance Ltd - 8.52% - 07/04/2028 | 0.27% | ₹ 24.93 | Others |
| Small Industries Development Bank of India - 7.47% - 05/09/2029 | 0.27% | ₹ 24.86 | Others |
| Power Finance Corporation Ltd - 6.96% - 02/03/2028 | 0.27% | ₹ 24.78 | Others |
| Small Industries Development Bank of India - 7.4% - 18/06/2031 | 0.27% | ₹ 24.67 | Others |
| National Bank for Agriculture & Rural Development - 7.1% - 29/03/2029 | 0.27% | ₹ 24.65 | Others |
| Power Finance Corporation Ltd - 7.82% - 06/03/2038 | 0.27% | ₹ 25.30 | Others |
| Small Industries Development Bank of India - 7.79% - 14/05/2027 | 0.27% | ₹ 25.06 | Others |
| HDFC Bank Ltd - 7.7% - 16/05/2028 | 0.27% | ₹ 25.03 | Others |
| REC LTD - 7.56% - 31/08/2027 | 0.27% | ₹ 25.02 | Others |
| 7.10% Central Government Securities 18/04/2029 | 0.27% | ₹ 25.46 | Others |
| 7.10% Central Government Securities 08/04/2034 | 0.27% | ₹ 25.34 | Others |
| National Bank for Agriculture & Rural Development - 6.85% - 19/01/2029 | 0.26% | ₹ 24.55 | Others |
| Small Industries Development Bank of India - 18/02/2027 | 0.26% | ₹ 24.22 | Others |
| 7.30% Government Securities - 19/06/2053 | 0.26% | ₹ 24.22 | Others |
| 7.34% Central Government Securities 22/04/2064 | 0.26% | ₹ 24.03 | Others |
| 7.5% Cholamandalam Investment and Company Ltd - 30/09/2026 | 0.23% | ₹ 20.95 | Others |
| National Bank for Agriculture & Rural Development - 7.64% - 06/12/2029 | 0.22% | ₹ 19.95 | Others |
| Margin Money For Derivatives | 0.22% | ₹ 20.25 | Others |
| Housing & Urban Development Corporation Ltd - 7.23% - 18/07/2029 | 0.21% | ₹ 19.89 | Others |
| REC LTD - 7.34% - 30/04/2030 | 0.21% | ₹ 19.79 | Others |
| JK Cement Ltd | 0.18% | ₹ 16.43 | Cement |
| Indian Railway Finance Corporation Ltd - 7.74% - 15/04/2038 | 0.16% | ₹ 15.13 | Others |
| LIC Housing Finance Ltd - 8.025% - 23/03/2033 | 0.16% | ₹ 15.09 | Others |
| Bharti Telecom Ltd - 8.65% - 05/11/2027 | 0.16% | ₹ 15.07 | Others |
| Bank of Baroda - 04/02/2027 | 0.16% | ₹ 14.58 | Others |
| Union Bank of India - 16/03/2027 | 0.16% | ₹ 14.47 | Others |
| 7.02% Central Government Securities 18/06/2031 | 0.16% | ₹ 15.27 | Others |
| Power Finance Corporation Ltd - 7.77% - 15/04/2028 | 0.16% | ₹ 15.04 | Others |
| Indian Railway Finance Corporation Ltd - 7.46% - 18/06/2029 | 0.16% | ₹ 15 | Others |
| LIC Housing Finance Ltd - 6.17% - 03/09/2026 | 0.16% | ₹ 15 | Others |
| Muthoot Finance Ltd - 8.4% - 28/08/2028 | 0.16% | ₹ 14.93 | Others |
| Power Finance Corporation Ltd - 6.73% - 15/10/2027 | 0.16% | ₹ 14.88 | Others |
| Bajaj Finance Ltd - 7.11% - 10/07/2028 | 0.16% | ₹ 14.78 | Others |
| PNB Housing Finance Ltd - 7.28% - 05/06/2028 | 0.15% | ₹ 13.86 | Others |
| Indian Railway Finance Corporation Ltd - 01/12/2035 | 0.14% | ₹ 13.31 | Others |
| Cash and Other Net Current Assets | 0.13% | ₹ 12.30 | Others |
| PNB Housing Finance Ltd - 8.15% - 29/07/2027 | 0.11% | ₹ 10.03 | Others |
| Can Fin Homes Ltd - 8.09% - 04/01/2027 | 0.11% | ₹ 10.02 | Others |
| Small Industries Development Bank of India - 7.68% - 10/08/2027 | 0.11% | ₹ 10.01 | 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% | ₹ 9.90 | Others |
| REC LTD - 7.28% - 31/08/2029 | 0.05% | ₹ 4.95 | Others |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | -11.45% | -11.23% | -10.10% | -1.87% |
| Category returns | 0.88% | 2.83% | 4.99% | 19.37% |
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 Monthly IDCW Reinvestment?
The current Net Asset Value (NAV) of Sundaram Aggressive Hybrid Fund - Direct Plan Monthly IDCW Reinvestment is ₹37.90 as of 15 Sep 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 Monthly IDCW Reinvestment?
The Assets Under Management (AUM) of Sundaram Aggressive Hybrid Fund - Direct Plan Monthly IDCW Reinvestment is ₹9,272.45 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 Monthly IDCW Reinvestment?
Sundaram Aggressive Hybrid Fund - Direct Plan Monthly IDCW Reinvestment has delivered returns of -11.23% (1 Year), -1.87% (3 Year), -2.08% (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 Monthly IDCW Reinvestment?
Sundaram Aggressive Hybrid Fund - Direct Plan Monthly IDCW Reinvestment 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 Monthly IDCW Reinvestment?
The minimum lumpsum investment required for Sundaram Aggressive Hybrid Fund - Direct Plan Monthly IDCW Reinvestment 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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