Sundaram Aggressive Hybrid Fund Direct Growth

Sundaram Aggressive Hybrid Fund Direct Growth

NAV as on 28-03-2025

₹ 174.03

-0.2%

1D

Inception Returns

20.7%

/yr

Historical NAV & Returns

Absolute

zero opening, trading, fund transfer fee
825 people have invested ₹ 23.7L 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 Sandeep Agarwal, S. Bharath, Dwijendra Srivastava. This fund gives you the benefit of diversification.

Key Parameters

  1. Sundaram Aggressive Hybrid Fund Direct Growth has ₹5236 Cr worth of assets under management (AUM) as on Feb 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 20.71% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 8.52%, 13.07% and 20.95% respectively.

Holdings

Sundaram Aggressive Hybrid Fund Direct Growth has allocated its funds majorly in Government, Corporate, Financial Services, Consumer Cyclical, Cash Equivalent, Tech, Industrial, Energy, 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₹5236 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 (28-Mar-25)

Period
Sundaram Aggressive Hybrid Fund Direct Growth
Aggressive Allocation Index
1M
6.1%
5%
3M
-3.3%
-4.9%
6M
-7.7%
-9.4%
1Y
8.5%
7.3%
3Y
13.1%
13.2%
5Y
21%
21.3%

Fund Distribution

as on (28-Feb-25)

  • Equity 69.2%

  • Debt & Cash 30.8%

Large cap
51.8%

Mid cap
10.6%

Small cap
6.8%

Sector Allocation

Feb'25

Jan'25

Dec'24

Financial Services
28.3%
Consumer Cyclical
16.2%
Tech
12%
Industrial
8.6%
Energy
7.9%
Health
7.9%
Consumer Defensive
6.4%
Communication
5%
Basic Materials
4.7%
Utilities
2.9%
All changes are between Oct'69 and Dec'69
Parameters
Feb'25
Jan'25
Dec'24
AUM
₹ 5.2K Cr
₹ 5.5K Cr
₹ 5.5K Cr
  • AUM of the fund stands at 5.2K Cr as of Feb'25
  • AUM decreased by 307.4 Cr between Feb'25 and Jan'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%
HDFC Bank Limited's allocation increased from 0.1% to 0.45%
HDFC Bank Limited's allocation increased from 0.1% to 0.45%
Amber Enterprises India Ltd Ordinary Shares's allocation increased from 1.26% to 1.52%
Amber Enterprises India Ltd Ordinary Shares's allocation increased from 1.26% to 1.52%
Top Stocks sold last month
HDFC Bank Ltd's allocation decreased from 4.27 % to 4.16 %
HDFC Bank Ltd's allocation decreased from 4.27 % to 4.16 %
ICICI Bank Ltd's allocation decreased from 4.04 % to 4 %
ICICI Bank Ltd's allocation decreased from 4.04 % to 4 %
Reliance Industries Ltd's allocation decreased from 5.26 % to 3.45 %
Reliance Industries Ltd's allocation decreased from 5.26 % to 3.45 %

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

Feb'25
Government
51%
Corporate
34%
Financial Services
28%
Jan'25
Government
48%
Corporate
27%
Financial Services
26%
Fund
Feb'25
Jan'25
Dec'24
No of Holdings
99
101
102
Top 5 Company Concentration
18.9%
18.4%
17.6%
Company having highest exposure
ICICI Bank Ltd (4.5%)
HDFC Bank Ltd (4.1%)
HDFC Bank Ltd (4.2%)
No of Sectors
12
12
12
Top 5 Sectors Concentration
141.4%
129.7%
135%
Sector having highest exposure
Government (51.4%)
Government (47.5%)
Government (48.1%)
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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
Dwijendra Srivastava
Dwijendra Srivastava
Fund Manager of Sundaram Aggressive Hybrid Fund Direct Growth, since 1 January 2022
Fund House
Sundaram Asset Management Company Ltd
Total AUM
₹65.29K Cr
as on 28-Feb-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 3 years, JM Aggressive Hybrid Fund (Direct) - Growth Option has given 21.21% 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 1.25%.
Insights icon
Over the last 1 month, this fund has experienced a 3.7% drop in AUM moving from 5.43K Cr to 5.23K Cr.
Insights icon
In the last 5 years, Quant Absolute Fund Growth Option Direct Plan has given 30.07% return, outperforming this fund by 9.12% per annum.
Insights icon
In the last 1 year, DSP Aggressive Hybrid Fund Direct Plan Growth has given 18.19% return, outperforming this fund by 9.67%.

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 20.71% since inception which is more than its category average return of 12.58%
Fund Allocations

Fund Allocations

This fund has an allocation of 69.17% in Equity, 23.85% in Debt and 6.97% in Cash related instruments
AUM size ₹5236 Cr

AUM size ₹5236 Cr

This fund has AUM of ₹5236 Cr which is less than its category average of ₹ 6016 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%

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Frequently Asked Questions for Sundaram Aggressive Hybrid Fund Direct Growth

The current NAV of Sundaram Aggressive Hybrid Fund Direct Growth is ₹174.03 as on 28-Mar-2025.
Existing (Absolute + CAGR) as on 28-Mar-2025.
Sundaram Aggressive Hybrid Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
6.07%
6.07%
6 Month Returns
-7.72%
-7.72%
1 Year Returns
8.52%
8.52%
3 Years Returns
44.57%
13.07%
5 Years Returns
158.86%
20.95%
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
₹5236 Cr as on March 2025
7.1% Govt Stock 2034(5.85%), Sundaram Money Market Dir Gr(4.63%), ICICI Bank Ltd(4.54%), HDFC Bank Ltd(4.3%), Reliance Industries Ltd(4.09%) as on March 2025
Financial Services(19.55%), Government(15.85%), Consumer Cyclical(11.18%) as on March 2025
AAA
93.49
AA
4.99
Sandeep Agarwal, S. Bharath, Dwijendra Srivastava are the fund managers of Sundaram Aggressive Hybrid Fund Direct Growth
The Exit load of Sundaram Aggressive Hybrid Fund Direct Growth is 1%