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Sundaram Aggressive Hybrid Fund - Direct Plan
Regular
Direct
3 Year Absolute Returns
38.44% ↑
NAV (₹) on 19 Jun 2026
183.49
1 Day NAV Change
-0.13%
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
₹ 8,629.36 Cr.
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
Expense Ratio
0.71%
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
₹ 8,629.36 Cr
Equity
370.47%
Debt
94.5%
Money Market & Cash
26.68%
Derivatives & Other Instruments
2.87%
Other Assets & Liabilities
9.12%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Finance - Banks - Private Sector | 14.42% |
| Debt | 10.92% |
| Government Securities | 5.76% |
| IT Consulting & Software | 5.53% |
| Treps/Reverse Repo | 5.16% |
| Non-Banking Financial Company (NBFC) | 5.10% |
| Refineries | 4.92% |
| Telecom Services | 3.94% |
| Auto - Cars & Jeeps | 3.78% |
| Construction, Contracting & Engineering | 3.75% |
| Financial Technologies (Fintech) | 2.64% |
| Aerospace & Defense | 2.32% |
| Certificate of Deposits | 2.19% |
| Real Estate Investment Trusts (REIT) | 1.90% |
| Iron & Steel | 1.87% |
| Cement | 1.73% |
| Pharmaceuticals | 1.58% |
| Engines | 1.56% |
| Power - Generation/Distribution | 1.48% |
| Tea & Coffee | 1.47% |
| Mutual Fund Units | 1.29% |
| Auto - 2 & 3 Wheelers | 1.28% |
| Services - Others | 1.25% |
| Personal Care | 1.20% |
| Domestic Appliances | 1.18% |
| Fertilisers | 1.17% |
| Exchange Platform | 0.95% |
| Auto Ancl - Batteries | 0.95% |
| Derivatives | 0.94% |
| Oil Drilling And Exploration | 0.88% |
| Finance - Housing | 0.82% |
| Airlines | 0.82% |
| Hospitals & Medical Services | 0.72% |
| Finance & Investments | 0.71% |
| Entertainment & Media | 0.69% |
| Auto Ancl - Electrical | 0.64% |
| Aluminium | 0.53% |
| Mining/Minerals | 0.51% |
| LPG/CNG/PNG/LNG Bottling/Distribution | 0.46% |
| Gas Transmission/Marketing | 0.46% |
| Realty | 0.45% |
| Cables - Power/Others | 0.36% |
| Commercial Paper | 0.29% |
| Engineering - Heavy | 0.29% |
| Food Processing & Packaging | 0.26% |
| Debentures | 0.24% |
| Hotels, Resorts & Restaurants | 0.18% |
| Milk & Milk Products | 0.02% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| HDFC Bank Ltd | 5.99% | ₹ 516.87 | Finance - Banks - Private Sector |
| ICICI Bank Ltd | 5.88% | ₹ 507.59 | Finance - Banks - Private Sector |
| TREPS | 5.16% | ₹ 444.93 | Others |
| Reliance Industries Ltd | 4.92% | ₹ 424.21 | Refineries |
| Bharti Airtel Ltd | 3.94% | ₹ 340.05 | Telecom Services |
| Larsen & Toubro Ltd | 3.75% | ₹ 323.93 | Construction, Contracting & Engineering |
| 6.48% Central Government Securities 06/10/2035 | 3.23% | ₹ 278.70 | Others |
| Mahindra & Mahindra Ltd | 3.04% | ₹ 262.50 | Auto - Cars & Jeeps |
| Kotak Mahindra Bank Ltd | 2.55% | ₹ 220.18 | Finance - Banks - Private Sector |
| Bajaj Finance Ltd | 2.21% | ₹ 190.77 | Non-Banking Financial Company (NBFC) |
| Tata Steel Ltd | 1.83% | ₹ 158.03 | Iron & Steel |
| Bharat Electronics Ltd | 1.71% | ₹ 147.20 | Aerospace & Defense |
| Cummins India Ltd | 1.56% | ₹ 134.47 | Engines |
| Cholamandalam Investment and Finance Company Ltd | 1.55% | ₹ 133.96 | Non-Banking Financial Company (NBFC) |
| PB Fintech Ltd | 1.54% | ₹ 133.25 | Financial Technologies (Fintech) |
| Coforge Ltd | 1.51% | ₹ 130.21 | IT Consulting & Software |
| Fractal Analytics Ltd | 1.48% | ₹ 127.68 | IT Consulting & Software |
| TATA Power Company Ltd | 1.41% | ₹ 121.65 | Power - Generation/Distribution |
| Muthoot Finance Ltd | 1.34% | ₹ 115.30 | Non-Banking Financial Company (NBFC) |
| HCL Technologies Ltd | 1.34% | ₹ 115.50 | IT Consulting & Software |
| Sundaram Money Market Fund-Direct Plan - Growth | 1.29% | ₹ 111.20 | Others |
| Embassy Office Parks (REIT) | 1.26% | ₹ 108.47 | Real Estate Investment Trusts (REIT) |
| Hindustan UniLever Ltd | 1.20% | ₹ 103.18 | Personal Care |
| Billionbrains Garage Ventures Ltd | 1.20% | ₹ 103.44 | IT Consulting & Software |
| TVS Motor Company Ltd | 1.19% | ₹ 102.59 | Auto - 2 & 3 Wheelers |
| Amber Enterprises India Ltd | 1.18% | ₹ 101.86 | Domestic Appliances |
| Coromandel International Ltd | 1.17% | ₹ 100.79 | Fertilisers |
| One 97 Communications Ltd | 1.10% | ₹ 95.19 | Financial Technologies (Fintech) |
| Ultratech Cement Ltd | 1.03% | ₹ 88.80 | Cement |
| National Bank for Agriculture & Rural Development - 7.53% - 24/03/2028 | 0.98% | ₹ 84.57 | Others |
| Amara Raja Energy & Mobility Ltd | 0.95% | ₹ 82.11 | Auto Ancl - Batteries |
| Multi Commodity Exchange of India Ltd | 0.95% | ₹ 81.65 | Exchange Platform |
| TATA Consumer Products Ltd | 0.93% | ₹ 80.62 | Tea & Coffee |
| Mankind Pharma Ltd | 0.86% | ₹ 74.36 | Pharmaceuticals |
| Interglobe Aviation Ltd | 0.82% | ₹ 71.01 | Airlines |
| Oil & Natural Gas Corporation Ltd | 0.82% | ₹ 70.34 | Oil Drilling And Exploration |
| Home First Finance Company Ltd | 0.82% | ₹ 71.14 | Finance - Housing |
| National Bank for Agriculture & Rural Development - 05/03/2027 | 0.82% | ₹ 70.78 | Others |
| Maruti Suzuki India Ltd | 0.74% | ₹ 63.46 | Auto - Cars & Jeeps |
| Sun Pharmaceutical Industries Ltd | 0.72% | ₹ 62 | Pharmaceuticals |
| Aster DM Healthcare Ltd | 0.72% | ₹ 61.98 | Hospitals & Medical Services |
| Bajaj Auto Ltd JUN-2026 | 0.71% | ₹ 61.66 | Others |
| JK Cement Ltd | 0.70% | ₹ 60.54 | Cement |
| Affle (IndiLtd | 0.69% | ₹ 59.91 | Entertainment & Media |
| CRISIL Ltd | 0.67% | ₹ 57.62 | Services - Others |
| UNO Minda Ltd | 0.64% | ₹ 55.56 | Auto Ancl - Electrical |
| Brookfield India Real Estate Trust REIT | 0.64% | ₹ 54.86 | Real Estate Investment Trusts (REIT) |
| MTAR Technologies Ltd | 0.61% | ₹ 52.45 | Aerospace & Defense |
| Prudent Corporate Advisory Services Ltd | 0.59% | ₹ 50.64 | Finance & Investments |
| Indegene Limited | 0.58% | ₹ 50.42 | Services - Others |
| 7.23% Central Government Securities 15/04/2039 | 0.58% | ₹ 50.07 | Others |
| Punjab National Bank - 05/02/2027 | 0.55% | ₹ 47.47 | Others |
| National Bank for Agriculture & Rural Development - 10/03/2027 | 0.55% | ₹ 47.14 | Others |
| CCL Products (IndiLtd | 0.54% | ₹ 46.39 | Tea & Coffee |
| Vedanta Aluminium Metal Ltd | 0.53% | ₹ 45.43 | Aluminium |
| National Bank for Agriculture & Rural Development - 7.48% - 15/09/2028 | 0.52% | ₹ 44.69 | Others |
| Vedanta Ltd | 0.51% | ₹ 43.60 | Mining/Minerals |
| National Bank for Agriculture & Rural Development - 7.01% - 16/03/2029 | 0.49% | ₹ 42.12 | Others |
| Indraprastha Gas Ltd | 0.46% | ₹ 39.88 | LPG/CNG/PNG/LNG Bottling/Distribution |
| GAIL (IndiLtd | 0.46% | ₹ 39.70 | Gas Transmission/Marketing |
| Prestige Estates Projects Ltd | 0.45% | ₹ 39.21 | Realty |
| Bharti Telecom Ltd - 7.4% - 01/02/2029 | 0.40% | ₹ 34.18 | Others |
| National Bank for Agriculture & Rural Development - 6.66% - 12/10/2028 | 0.40% | ₹ 34.13 | Others |
| KEI Industries Ltd | 0.36% | ₹ 31.44 | Cables - Power/Others |
| Cholamandalam Investment and Finance Company Ltd - 8.54% - 12/04/2029 | 0.35% | ₹ 30.11 | Others |
| Bajaj Finance Ltd - 7.82% - 31/01/2034 | 0.35% | ₹ 29.88 | Others |
| 7.18% Government Securities - 24/07/2037 | 0.35% | ₹ 30.26 | Others |
| Power Finance Corporation Ltd - 7.6% - 13/04/2029 | 0.29% | ₹ 24.88 | Others |
| LIC Housing Finance Ltd - 7.74% - 22/10/2027 | 0.29% | ₹ 24.91 | Others |
| National Bank for Agriculture & Rural Development - 7.62% - 31/01/2028 | 0.29% | ₹ 24.91 | Others |
| REC LTD - 7.56% - 31/08/2027 | 0.29% | ₹ 24.91 | Others |
| Elecon Engineering Company Ltd | 0.29% | ₹ 25.11 | Engineering - Heavy |
| Shriram Finance Ltd - 8.75% - 15/06/2026 | 0.29% | ₹ 25.01 | Others |
| Small Industries Development Bank of India - 7.79% - 14/05/2027 | 0.29% | ₹ 24.96 | Others |
| Power Finance Corporation Ltd - 7.82% - 06/03/2038 | 0.29% | ₹ 24.91 | Others |
| HDFC Bank Ltd - 7.7% - 16/05/2028 | 0.29% | ₹ 24.91 | Others |
| Muthoot Finance Ltd - 8.05% - 25/11/2027 | 0.29% | ₹ 24.78 | Others |
| Small Industries Development Bank of India - 7.47% - 05/09/2029 | 0.29% | ₹ 24.73 | Others |
| Power Finance Corporation Ltd - 6.96% - 02/03/2028 | 0.29% | ₹ 24.68 | Others |
| 6.94% Central Government Securities 11/05/2036 | 0.29% | ₹ 24.94 | Others |
| 7.10% Central Government Securities 18/04/2029 | 0.29% | ₹ 25.37 | Others |
| 7.10% Central Government Securities 08/04/2034 | 0.29% | ₹ 25.13 | Others |
| Small Industries Development Bank of India - 03/06/2026 | 0.29% | ₹ 24.99 | Others |
| National Bank for Agriculture & Rural Development - 7.1% - 29/03/2029 | 0.28% | ₹ 24.54 | Others |
| Small Industries Development Bank of India - 7.04% - 09/02/2029 | 0.28% | ₹ 24.52 | Others |
| State Bank of India - 6.93% - 20/10/2035 | 0.28% | ₹ 24.42 | Others |
| National Bank for Agriculture & Rural Development - 6.85% - 19/01/2029 | 0.28% | ₹ 24.42 | Others |
| 7.30% Government Securities - 19/06/2053 | 0.28% | ₹ 24.07 | Others |
| 7.34% Central Government Securities 22/04/2064 | 0.28% | ₹ 23.95 | Others |
| Small Industries Development Bank of India - 18/02/2027 | 0.27% | ₹ 23.65 | Others |
| MRS. Bectors Food Specialities Ltd | 0.26% | ₹ 22.54 | Food Processing & Packaging |
| 7.5% Cholamandalam Investment and Company Ltd - 30/09/2026 | 0.24% | ₹ 20.46 | Others |
| REC LTD - 7.34% - 30/04/2030 | 0.23% | ₹ 19.74 | Others |
| Indian Railway Finance Corporation Ltd - 7.68% - 24/11/2026 | 0.23% | ₹ 19.97 | Others |
| Margin Money For Derivatives | 0.23% | ₹ 20.25 | Others |
| Jubilant Foodworks Ltd | 0.18% | ₹ 15.92 | Hotels, Resorts & Restaurants |
| Bajaj Finance Ltd - 7.11% - 10/07/2028 | 0.17% | ₹ 14.71 | Others |
| Muthoot Finance Ltd - 8.4% - 28/08/2028 | 0.17% | ₹ 14.92 | Others |
| Power Finance Corporation Ltd - 6.73% - 15/10/2027 | 0.17% | ₹ 14.79 | Others |
| LIC Housing Finance Ltd - 8.025% - 23/03/2033 | 0.17% | ₹ 15.07 | Others |
| Bharti Telecom Ltd - 8.65% - 05/11/2027 | 0.17% | ₹ 15.06 | Others |
| Power Finance Corporation Ltd - 7.77% - 15/07/2026 | 0.17% | ₹ 15.01 | Others |
| Power Finance Corporation Ltd - 7.77% - 15/04/2028 | 0.17% | ₹ 15 | Others |
| Indian Railway Finance Corporation Ltd - 7.74% - 15/04/2038 | 0.17% | ₹ 14.95 | Others |
| LIC Housing Finance Ltd - 6.17% - 03/09/2026 | 0.17% | ₹ 14.92 | Others |
| 7.02% Central Government Securities 18/06/2031 | 0.17% | ₹ 15.08 | Others |
| PNB Housing Finance Ltd - 7.28% - 05/06/2028 | 0.16% | ₹ 13.76 | Others |
| Indian Railway Finance Corporation Ltd - 01/12/2035 | 0.15% | ₹ 13.13 | Others |
| REC LTD - 7.51% - 31/07/2026 | 0.12% | ₹ 9.99 | Others |
| HDB Financial Services Ltd - 7.84% - 14/07/2026 | 0.12% | ₹ 9.99 | Others |
| PNB Housing Finance Ltd - 8.15% - 29/07/2027 | 0.12% | ₹ 9.99 | Others |
| Small Industries Development Bank of India - 7.68% - 10/08/2027 | 0.12% | ₹ 9.98 | Others |
| Can Fin Homes Ltd - 8.09% - 04/01/2027 | 0.12% | ₹ 9.98 | Others |
| 7.72% Karnataka State Government Securities - 06/12/2035 | 0.12% | ₹ 9.99 | Finance & Investments |
| Cholamandalam Investment and Finance Company Ltd - 7.38% - 28/05/2027 | 0.11% | ₹ 9.91 | Others |
| HDB Financial Services Ltd - 7.4091% - 05/06/2028 | 0.11% | ₹ 9.88 | Others |
| Bajaj Auto Ltd | 0.09% | ₹ 7.37 | Auto - 2 & 3 Wheelers |
| Talwandi Sabo Power Ltd | 0.07% | ₹ 5.76 | Power - Generation/Distribution |
| Malco Energy Ltd | 0.06% | ₹ 4.92 | Oil Drilling And Exploration |
| Vedanta Iron and Steel Ltd | 0.04% | ₹ 3.75 | Iron & Steel |
| Kwality WallÂ’s (IndiLtd | 0.02% | ₹ 1.32 | Milk & Milk Products |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | -1.81% | 0.73% | 3.63% | 11.45% |
| Category returns | 2.45% | 4.99% | 9.85% | 25.49% |
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.
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Sundaram Mid Cap Fund - Direct Plan
MidsmallCap
Direct
|
₹1,625.66 | 11.39% | 87.11% | 149.32% | ₹13,687 | 0.88% |
Very High
|
|
Sundaram Mid Cap Fund
MidsmallCap
Regular
|
₹1,477.45 | 10.46% | 82.48% | 138.96% | ₹13,687 | 1.70% |
Very High
|
|
Sundaram Infrastructure Advantage Fund - Direct Plan
Sector
Direct
|
₹112.75 | 13.61% | 81.25% | 146.27% | ₹997 | 1.70% |
Very High
|
|
Sundaram Infrastructure Advantage Fund
Sector
Regular
|
₹104.94 | 12.94% | 78.17% | 139.48% | ₹997 | 2.26% |
Very High
|
|
Sundaram Small Cap Fund - Direct Plan
MidsmallCap
Direct
|
₹322.24 | 15.43% | 75.78% | 144.52% | ₹3,681 | 0.85% |
Very High
|
|
Sundaram Small Cap Fund
MidsmallCap
Regular
|
₹288.20 | 14.18% | 70.11% | 131.30% | ₹3,681 | 1.90% |
Very High
|
|
Sundaram Long Term Tax Advantage Fund - Series IV -...
ELSS
Direct
|
₹37.64 | 15.03% | 64.17% | 158.50% | ₹23 | 0.97% |
Very High
|
|
Sundaram Long Term Tax Advantage Fund - Series IV
ELSS
Regular
|
₹36.84 | 14.80% | 63.15% | 155.77% | ₹23 | 1.18% |
Very High
|
|
Sundaram Long Term Tax Advantage Fund - Series III -...
ELSS
Direct
|
₹32.60 | 14.34% | 62.87% | 157.36% | ₹34 | 0.94% |
Very High
|
|
Sundaram Long Term Micro Cap Tax Advantage Fund - Series...
ELSS
Direct
|
₹31.68 | 11.92% | 62.14% | 145.94% | ₹31 | 0.95% |
Very High
|
FAQs
What is the current NAV of Sundaram Aggressive Hybrid Fund - Direct Plan Growth?
The current Net Asset Value (NAV) of Sundaram Aggressive Hybrid Fund - Direct Plan Growth is ₹183.49 as of 19 Jun 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 Growth?
The Assets Under Management (AUM) of Sundaram Aggressive Hybrid Fund - Direct Plan Growth is ₹8,629.36 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 Growth?
Sundaram Aggressive Hybrid Fund - Direct Plan Growth has delivered returns of 0.73% (1 Year), 11.45% (3 Year), 10.89% (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 Growth?
Sundaram Aggressive Hybrid Fund - Direct Plan Growth 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 Growth?
The minimum lumpsum investment required for Sundaram Aggressive Hybrid Fund - Direct Plan Growth 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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