Sundaram Aggressive Hybrid Fund Direct Growth

Sundaram Aggressive Hybrid Fund Direct Growth

NAV as on 17-04-2025

₹ 177.03

1.2%

1D

Inception Returns

20.8%

/yr

Historical NAV & Returns

Absolute

zero opening, trading, fund transfer fee
806 people have invested ₹ 11.9L in Sundaram Aggressive Hybrid Fund Direct Growth in the last three months

About Sundaram Aggressive Hybrid Fund Direct Growth

Sundaram Aggressive Hybrid Fund Direct Growth is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Dwijendra Srivastava, Sandeep Agarwal, S. Bharath. This fund gives you the benefit of diversification.

Key Parameters

  1. Sundaram Aggressive Hybrid Fund Direct Growth has ₹5619 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
  2. The fund has an expense ratio 0.1.

Returns

Sundaram Aggressive Hybrid Fund Direct Growth has given a CAGR return of 20.77% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 10.58%, 13.13% and 20.06% respectively.

Holdings

Sundaram Aggressive Hybrid Fund Direct Growth has allocated its funds majorly in Government, Corporate, Financial Services, Consumer Cyclical, Tech, Cash Equivalent, Energy, Industrial, Health, Consumer Defensive, Communication, Basic Materials, Utilities.

Taxation

As it is a aggressive allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

Investment objective of Sundaram Aggressive Hybrid Fund Direct Growth

The Investment objective of the Scheme is to provide long-term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Sundaram Aggressive Hybrid Fund Direct Growth has no lock in period.

Sundaram Aggressive Hybrid Fund Direct Growth Overview

Expense ratio0.08%
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
AUM₹5619 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP₹100/₹100
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
61.77%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
High Risk

Trailing Returns

as on (17-Apr-25)

Period
Sundaram Aggressive Hybrid Fund Direct Growth
Aggressive Allocation Index
1M
5.7%
5.4%
3M
1.7%
-0.1%
6M
-3.4%
-4.9%
1Y
10.6%
8.8%
3Y
13.1%
13.1%
5Y
20.1%
20.3%

Fund Distribution

as on (31-Mar-25)

  • Equity 72.1%

  • Debt & Cash 27.9%

Large cap
55.4%

Mid cap
10.1%

Small cap
6.6%

Sector Allocation

Mar'25

Feb'25

Jan'25

Financial Services
30.5%
Consumer Cyclical
15.9%
Tech
10.8%
Energy
8.7%
Industrial
7.9%
Health
6.9%
Consumer Defensive
6.4%
Communication
5.1%
Basic Materials
5.1%
Utilities
2.5%
All changes are between Oct'69 and Dec'69
Parameters
Mar'25
Feb'25
Jan'25
AUM
₹ 5.6K Cr
₹ 5.2K Cr
₹ 5.5K Cr
  • AUM of the fund stands at 5.6K Cr as of Mar'25
  • AUM increased by 382.6 Cr between Mar'25 and Feb'25
Top Stocks bought last month
National Bank For Agriculture And Rural Development's allocation increased from 0.27% to 0.82%
National Bank For Agriculture And Rural Development's allocation increased from 0.27% to 0.82%
Small Industries Development Bank Of India's allocation increased from 0.18% to 0.45%
Small Industries Development Bank Of India's allocation increased from 0.18% to 0.45%
Power Finance Corporation Ltd.'s allocation increased from 0.29% to 0.46%
Power Finance Corporation Ltd.'s allocation increased from 0.29% to 0.46%
Top Stocks sold last month
Shriram Finance Ltd's allocation decreased from 1.44 % to 1.35 %
Shriram Finance Ltd's allocation decreased from 1.44 % to 1.35 %
Varun Beverages Ltd's allocation decreased from 5.26 % to 1.12 %
Varun Beverages Ltd's allocation decreased from 5.26 % to 1.12 %
Dr Reddy's Laboratories Ltd's allocation decreased from 0.96 % to 0.91 %
Dr Reddy's Laboratories Ltd's allocation decreased from 0.96 % to 0.91 %

Top 3 Sectors in March were Government, Corporate & Financial Services

Mar'25
Government
56%
Corporate
34%
Financial Services
31%
Feb'25
Government
51%
Corporate
34%
Financial Services
28%
  • Equity

  • Debt & Cash

Holdings
Weight%
1M Change
HDFC Bank Ltd
HDFC Bank Ltd
5.79%
36.8%
ICICI Bank Ltd
ICICI Bank Ltd
4.74%
0%
Reliance Industries Ltd
Reliance Industries Ltd
4.73%
16.8%
Bharti Airtel Ltd
Bharti Airtel Ltd
3.23%
4.6%
State Bank of India
State Bank of India
2.86%
7.8%
  • Returns %

  • Fund Ratios

  • Overview

Funds
1Y Returns
3Y Returns
5Y Returns
Since Inception
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Aggressive Hybrid Fund Direct Growth
10.58%
13.13%
20.06%
20.77%
DSP Aggressive Hybrid Fund Direct Plan Growth
DSP Aggressive Hybrid Fund Direct Plan Growth
19.23%
15.98%
20.82%
14.59%
SBI Equity Hybrid Fund Direct Growth
SBI Equity Hybrid Fund Direct Growth
14.16%
12.38%
18.59%
14.94%
Axis Aggresive Hybrid Fund Direct Growth
Axis Aggresive Hybrid Fund Direct Growth
12.49%
9.82%
17.35%
12.07%
Fund
Mar'25
Feb'25
Jan'25
No of Holdings
99
99
101
Top 5 Company Concentration
21.4%
18.9%
18.4%
Company having highest exposure
HDFC Bank Ltd (5.8%)
ICICI Bank Ltd (4.5%)
HDFC Bank Ltd (4.1%)
No of Sectors
12
12
12
Top 5 Sectors Concentration
147.1%
141.4%
129.7%
Sector having highest exposure
Government (56.1%)
Government (51.4%)
Government (47.5%)
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Dwijendra Srivastava
Dwijendra Srivastava
Fund Manager of Sundaram Aggressive Hybrid Fund Direct Growth, since 1 January 2022
Sandeep Agarwal
Sandeep Agarwal
Fund Manager of Sundaram Aggressive Hybrid Fund Direct Growth, since 1 January 2022
S. Bharath
S. Bharath
Fund Manager of Sundaram Aggressive Hybrid Fund Direct Growth, since 1 January 2022
Fund House
Sundaram Asset Management Company Ltd
Total AUM
₹63.67K Cr
as on 31-Mar-2025
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,
Phone
+914428583362/3367
Website
rahulm@sundarammutual.com

Mutual Fund Insights

Insights icon
In the last 5 years, JM Aggressive Hybrid Fund (Direct) - Growth Option has given 28.92% return, outperforming this fund by 8.86% per annum.
Insights icon
In the last 1 year, DSP Aggressive Hybrid Fund Direct Plan Growth has given 19.23% return, outperforming this fund by 8.65%.
Insights icon
Over the last 1 month, this fund has experienced a 7.3% growth in AUM moving from 5.23K Cr to 5.61K Cr.
Insights icon
In the last 3 years, JM Aggressive Hybrid Fund (Direct) - Growth Option has given 21.27% return, outperforming this fund by 8.14% per annum.
Insights icon
This fund has one of the lowest expense ratio in the category (aggressive allocation). Its expense ratio is 0.08% which is lower than the category average expense ratio of 1.24%.

Sundaram Aggressive Hybrid Fund Direct Growth Highlights

Risk meter
pointer

High Risk

Investors understand that their principal will be at High Risk
About the fund

About the fund

This fund has delivered an average annual returns of 20.77% since inception which is more than its category average return of 12.72%
Fund Allocations

Fund Allocations

This fund has an allocation of 72.11% in Equity, 23% in Debt and 4.88% in Cash related instruments
AUM size ₹5619 Cr

AUM size ₹5619 Cr

This fund has AUM of ₹5619 Cr which is less than its category average of ₹ 6337 Cr
Expense Ratio 0.08%

Expense Ratio 0.08%

This fund has an expense ratio of 0.08% which is less than its category average expense ratio of 1.45%

Frequently Asked Questions for Sundaram Aggressive Hybrid Fund Direct Growth

The current NAV of Sundaram Aggressive Hybrid Fund Direct Growth is ₹177.03 as on 17-Apr-2025.
Existing (Absolute + CAGR) as on 17-Apr-2025.
Sundaram Aggressive Hybrid Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
5.67%
5.67%
6 Month Returns
-3.38%
-3.38%
1 Year Returns
10.58%
10.58%
3 Years Returns
44.78%
13.13%
With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.
0.08% as on March 2025
₹5619 Cr as on March 2025
HDFC Bank Ltd(5.79%), 7.1% Govt Stock 2034(5.51%), ICICI Bank Ltd(4.74%), Reliance Industries Ltd(4.73%), Sundaram Money Market Dir Gr(3.62%) as on March 2025
Financial Services(22.01%), Government(15.65%), Consumer Cyclical(11.47%) as on March 2025
AAA
93.47
AA
5.01
Dwijendra Srivastava, Sandeep Agarwal, S. Bharath are the fund managers of Sundaram Aggressive Hybrid Fund Direct Growth
The Exit load of Sundaram Aggressive Hybrid Fund Direct Growth is 1%