DS
Dwijendra SrivastavaFund Manager Since 1 Jan 2022
AllocationAggressive Allocation
Sundaram Aggressive Hybrid Fund Direct Plan Growth
3Y Annualised
12.86%
1.20% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
Annualised
-5.17%
1.20% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years 9 months
NIFTY 50
6 years
FD
9 years 7 months
Fund info
Fund size
₹5435.68 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0.01%
Nil - If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or transfer by way of STP or withdrawal by way of SWP after 365 days from the date of allotment - Nil.
Risk Profile
High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
HSBC Equity Hybrid Fund Direct Growth
7.64%
2nd
HSBC Equity Hybrid Fund - Direct - IDCW ReInvestment
7.64%
3rd
HSBC Equity Hybrid Fund - Direct - IDCW
7.64%
4th
HSBC Equity Hybrid Fund - IDCW ReInvestment
7.51%
5th
HSBC Equity Hybrid Fund - IDCW
7.51%
131st
Sundaram Aggressive Hybrid Fund Direct Plan Growth
-5.17%
Fund Managers
SB
S. BharathFund Manager Since 1 Jan 2022
SA
Sandeep AgarwalFund Manager Since 1 Jan 2022
RB
Rahul BaijalFund Manager Since 1 Jan 2022
RS
Rohit SeksariaFund Manager Since 1 Jan 2022
About Sundaram Aggressive Hybrid Fund Direct Plan Growth
Sundaram Aggressive Hybrid Fund Direct Plan Growth is a Allocation mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 12 years, having been launched on 2013-01-01. Sundaram Aggressive Hybrid Fund Direct Plan Growth has ₹5435.68 Cr worth of assets under management (AUM) as of Thu Mar 06 2025. The latest Net Asset Value (NAV) of Sundaram Aggressive Hybrid Fund Direct Plan Growth as of Wed Mar 05 2025 is ₹166.2798. The fund has an expense ratio of 0.82%, which is medium comparable to most other Allocation funds.
Sundaram Aggressive Hybrid Fund Direct Plan Growth returns for the last 1 year are 4.01%. Since launch, it has delivered 20.37% average annual returns.
The Sundaram Aggressive Hybrid Fund Direct Plan Growth has the majority of its money invested in null, Financial Services, Energy, Technology, Communication Services, Industrials sectors.
Top 5 Holdings of Sundaram Aggressive Hybrid Fund Direct Plan Growth.
- 7.1% Govt Stock 2034: 5.75%
- HDFC Bank Ltd: 4.07%
- ICICI Bank Ltd: 4.06%
- Reliance Industries Ltd: 4.03%
- Infosys Ltd: 3.22%
AMC Information
| Name | Sundaram Asset Management Company Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| customer@principalindia.com | |
| Phone | +91 44 28583362/3367 |
| Website | www.sundarammutual.com |
| Address | Principal Pnb Asset Management Co. Pvt. Ltd.,Exchange Plaza, Ground Floor, B Wing,,NSE Building, Bandra Kurla Complex,,Bandra (East) |
Tax Implications of Sundaram Aggressive Hybrid Fund Direct Plan Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from Sundaram Asset Management Company Ltd
Sundaram Aggressive Hybrid Fund Direct Plan Growth
AllocationAggressive Allocation
3Y CAGR
12.86%
expense ratio
0.82%
fund size
₹5435.68 Cr
Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option
Fixed IncomeUltra Short Duration
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expense ratio
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fund size
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Sundaram Focused Fund- Direct Plan - Growth Option
EquityFocused Fund
3Y CAGR
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expense ratio
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fund size
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Sundaram Banking & PSU Fund Growth
Fixed IncomeBanking & PSU
3Y CAGR
4.95%
expense ratio
0.42%
fund size
₹337.14 Cr
Sundaram Banking & PSU Fund Regular Growth
Fixed IncomeBanking & PSU
3Y CAGR
6.09%
expense ratio
0.42%
fund size
₹337.14 Cr
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