Sundaram Aggressive Hybrid-G

Fund Category: Aggressive Hybrid

Fund Category Aggressive Hybrid

High Hybrid G

3 Morning Star

2 Value Research

NAV( 31 Aug 2026)

₹ 162.86

1.5%

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Sundaram Aggressive Hybrid-G

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Performance

9.6%3y Returns

-0.11% 1D Returns

Investment details

Min SIP amount

₹ 100
Min Lumpsum

₹ 100
Lock In

0
Expense ratio

2.16%
Exit load

1% For units in excess of 25% of the investment,1% will be charged for redemption within 365 days

L After 365 days

Fund details

View Fund Documents

Fund size

₹ 9,147 Cr
Plan

REGULAR
Launch date

9 Dec 1999
Fund type

OPEN
Fund benchmark

CRISIL Hybrid 35+65 Aggressive Index
ISIN

INF173K01CL8

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
ICICI Bank Ltd	5.15%
Indian Railway Finance Corporation Ltd SR 178 NCD 7.46 18/06/2029	0.17%
Power Finance Corporation Ltd SR 237A NCD 7.60 13/04/2029	0.28%
GOI Sec 6.94 11/05/2036	0.44%
GOI Sec 7.34 22/04/2064	0.26%
GOI Sec 6.48 06/10/2035	3.09%
GOI Sec 7.02 18/06/2031	0.17%
National Bank For Agriculture & Rural Development CD 10/03/2027	0.52%
National Bank For Agriculture & Rural Development CD 05/03/2027	0.79%
Multi Commodity Exchange Of India Ltd	0.81%
Aster DM Quality Care Ltd	1.01%
Amber Enterprises India Ltd	1.35%
Karnataka State SDL 7.72 06/12/2035	0.11%
Punjab National Bank CD 05/02/2027	0.53%
Bank Of Baroda CD 04/02/2027	0.16%
Cholamandalam Investment & Finance Company Ltd SR 639 Bonds 8.54 12/04/2029	0.33%
National Bank For Agriculture & Rural Development SR 25E Bonds 7.53 24/03/2028	0.93%
State Bank of India SR 1 Bonds 6.93 20/10/2035	0.27%
Small Industries Devp. Bank of India Ltd SR IV Bonds 7.04 09/02/2029	0.27%
National Bank For Agriculture & Rural Development SR 26E Bonds 7.10 29/03/2029	0.27%
National Bank For Agriculture & Rural Development SR Bonds 7.01 26-D 16/03/2029	0.47%
Indian Railway Finance Corporation Ltd SR 192 Bonds 01/12/2035	0.15%
National Bank For Agriculture & Rural Development SR 25B Bonds 7.64 06/12/2029	0.22%
National Bank For Agriculture & Rural Development SR 25G Bonds 7.48 15/09/2028	0.49%
National Bank For Agriculture & Rural Development SR 26F Bonds 7.44 17/07/2029	0.22%
Muthoot Finance Ltd SR 28-A OP I Bonds 8.40 28/08/2028	0.16%
Vedanta Aluminium Metal Ltd	1.43%
Small Industries Devp. Bank of India Ltd CD 18/02/2027	0.26%
TD Power Systems Ltd	0.39%
Coforge Ltd	1.85%
Bajaj Finance Ltd Debenture 7.11 10/07/2028	0.16%
National Bank For Agriculture & Rural Development SR 26B Bonds 6.85 19/01/2029	0.27%
Power Finance Corporation Ltd SR 253 Bonds/NCD 6.73 15/10/2027	0.16%
Small Industries Devp. Bank of India Ltd SR II Bonds/NCD 7.47 05/09/2029	0.27%
Small Industries Devp. Bank of India Ltd Bonds/NCD 18/06/2031	0.27%
Fractal Analytics Ltd	1.39%
Altius Telecom Infrastructure Trust InvITs	1.01%
Billionbrains Garage Ventures Ltd	1.19%
Ultratech Cement Ltd	1.0%
Indegene Ltd	0.58%
GOI Sec 7.30 19/06/2053	0.27%
GOI Sec 7.18 24/07/2037	0.34%
GOI Sec 7.10 08/04/2034	0.28%
GOI Sec 7.23 15/04/2039	0.56%
GOI GOI Sec 7.10 18/04/2029	0.28%
Mankind Pharma Ltd	0.85%
Cholamandalam Investment & Finance Company Ltd	1.74%
Chennai Super Kings Ltd	0.0%
Interglobe Aviation Ltd	0.79%
Brookfield India Real Estate Trust REIT REITs	0.64%
Delhivery Ltd	0.93%
HDFC Bank Ltd	4.58%
Embassy Office Parks REIT REITs	1.22%
Kotak Mahindra Bank Ltd	2.24%
PB Fintech Ltd	1.58%
Larsen & Toubro Ltd	3.39%
One 97 Communications Ltd	1.29%
Affle 3I Ltd	0.71%
Prudent Corporate Advisory Services Ltd	0.67%
Mrs. Bectors Food Specialities Ltd	0.8%
Home First Finance Company India Ltd	0.87%
Sun Pharmaceutical Industries Ltd	1.16%
TVS Motor Company Ltd	1.44%
Cash/Net Current Assets	3.25%
Alkem Laboratories Ltd	0.71%
Repo	2.7%
Sundaram Money Market Direct-G	1.1%
Punjab National Bank CD 15/09/2026	0.54%
MTAR Technologies Ltd	0.71%
Mahindra & Mahindra Ltd	2.72%
Poonawalla Fincorp Ltd	0.68%
Elecon Engineering Company Ltd	0.38%
Force Motors Ltd	0.69%
PNB Housing Finance Ltd SR LXXII Debenture 7.28 05/06/2028	0.15%
REC Ltd Debenture 7.34	0.22%
Bharti Telecom Ltd SR XIX Debenture 8.65 05/11/2027	0.17%
Bajaj Auto Ltd	0.82%
Can Fin Homes Ltd SR 2 Debenture 8.09 04/01/2027	0.11%
Ashok Leyland Ltd	0.37%
Reliance Industries Ltd	3.24%
Coromandel International Ltd	1.3%
Bharat Electronics Ltd	1.11%
CCL Products (India) Ltd	0.9%
Granules India Ltd	0.79%
REC Ltd SR 236-B Debenture 7.56 31/08/2027	0.27%
Bajaj Finserv Ltd	1.67%
Bharti Telecom Ltd SR XXVIII Debenture 7.40 01/02/2029	0.38%
National Bank For Agriculture & Rural Development SR 26A Debenture 6.66 12/10/2028	0.38%
Muthoot Finance Ltd Debenture 8.05 25/11/2027	0.27%
Housing & Urban Development Corporation Ltd Debenture 7.23 18/07/2029	0.22%
HDFC Bank Ltd SR US003 Debenture 7.70 16/05/2028	0.27%
UNO Minda Ltd	0.97%
JK Cement Ltd	0.7%
Crisil Ltd	0.77%
Oracle Financial Services Software Ltd	1.6%
Bharti Airtel Ltd	3.41%
Power Finance Corporation Ltd SR 259A Debenture 6.96 02/03/2028	0.27%
LIC Housing Finance Ltd Debenture 7.74 22/10/2027	0.27%
HDFC Asset Management Company Ltd	0.72%
Eternal Ltd	2.37%
Tata Steel Ltd	1.56%
Tata Consumer Products Ltd	0.38%
Amara Raja Energy & Mobility Ltd	0.92%
Cummins India Ltd	1.37%
GAIL (India) Ltd	0.48%
PNB Housing Finance Ltd SR LXV Debenture 8.15 29/07/2027	0.11%
Union Bank of India CP 16/03/2027	0.16%
Small Industries Devp. Bank of India Ltd SR VI Debenture 7.79 14/05/2027	0.27%
Small Industries Devp. Bank of India Ltd SR IX Debenture 7.68 10/08/2027	0.11%
LIC Housing Finance Ltd Debenture 6.17 03/09/2026	0.16%
Cholamandalam Investment & Finance Company Ltd Debenture 7.50 30/09/2026	0.23%
HDB Financial Services Ltd SR 228 TR Debenture 7.4091 05/06/2028	0.11%
Cholamandalam Investment & Finance Company Ltd SR 653 Debenture 7.38 28/05/2027	0.11%
Bajaj Finance Ltd Debenture 7.82 31/01/2034	0.33%
National Bank For Agriculture & Rural Development SR 23I Debenture 7.62 31/01/2028	0.27%
Power Finance Corporation Ltd SR BS224 Debenture 7.82 06/03/2038	0.28%
LIC Housing Finance Ltd Debenture 8.025 23/03/2033	0.17%
Power Finance Corporation Ltd SR BS227B Debenture 7.77 15/04/2028	0.17%
Indian Railway Finance Corporation Ltd SR 170B Debenture 7.74 15/04/2038	0.17%

Sectors

Company	Allocation %
Others	6.06%
Construction	6.26%
Automobile	7.01%
Consumer Staples	2.08%
Materials	1.70%
Financial	32.75%
Capital Goods	4.88%
Consumer Discretionary	1.35%
Chemicals	1.30%
Services	8.54%
Sovereign	5.69%
Energy	3.72%
Technology	5.55%
Unclassified	1.10%
Metals & Mining	2.99%
Healthcare	5.10%
Communication	3.96%

Risk Associated

High

Investors be aware that principal under this fund will be at High risk
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

View All Mutual Funds

Sundaram Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.sundarammutual.com
Phone:

Funds Offered

42
AUM

₹ 84,487 Cr
Website

http://www.sundarammutual.com

About

Sundaram Mutual Fund is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited. Established in 1996, Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences. Their deep commitment to making mutual funds accessible to everyone is the impetus that drives their expansion. They have over 93 branches across India, with an office in Dubai and a wholly owned subsidiary in Singapore. Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences.

Fund Manager

View All Mutual Funds

Ravi Gopalakrishnan

Funds Offered

8
AUM

₹ 31,595 Cr
Highest Return

16.91%

About

Ravi Gopalakrishnan Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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SIP amount

/ Monthly

Monthly SIP Date

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Frequently Asked Questions

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What is the current NAV of Sundaram Aggressive Hybrid-G?

The current NAV of Sundaram Aggressive Hybrid-G is ₹ 162.8574

How much does Sundaram Aggressive Hybrid-G charge as expense ratio?

The expense ratio of Sundaram Aggressive Hybrid-G is 2.16%

How to Redeem Sundaram Aggressive Hybrid-G Regular Growth?

To redeem, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.

What are the steps to invest in Sundaram Aggressive Hybrid-G?

To invest, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.

Secure your future with hassle-free investing on Moneyfy!

Can I invest in Sundaram Aggressive Hybrid-G through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in Sundaram Aggressive Hybrid-G based on your investment objective and risk profile.

What is the return of Sundaram Aggressive Hybrid-G?

For Sundaram Aggressive Hybrid-G, 3-year return is 9.6% per annum and 5-year return is 8.31% per annum. Check the return performance in detail on the page.

What is the lock-in period in Sundaram Aggressive Hybrid-G?

The lock-in-period of Sundaram Aggressive Hybrid-G is 0 years.

How to Start your Investing journey on Tata Moneyfy?

At Tata Moneyfy, we follow 3 easy steps to make mutual fund investments simple, convenient, and quick:

Create account

Complete KYC

Set up your account and update your KYC details

Start investing

Once we verify your KYC details, you’re ready to start investing!

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Sundaram Aggressive Hybrid-G

₹ 162.86

1.5%

Sundaram Aggressive Hybrid-G

Performance

9.6%3y Returns

Investment details

₹ 100

₹ 100

0

2.16%

1% For units in excess of 25% of the investment,1% will be charged for redemption within 365 days

L After 365 days

Fund details

₹ 9,147 Cr

REGULAR

9 Dec 1999

OPEN

CRISIL Hybrid 35+65 Aggressive Index

INF173K01CL8

Fund allocation

Risk Associated

High

About AMC

Sundaram Mutual Fund >

Contact Information

Address:

42

₹ 84,487 Cr

About

Fund Manager

Ravi Gopalakrishnan

8

₹ 31,595 Cr

16.91%

About

Start investing now

Select a Date

Frequently Asked Questions

What is the current NAV of Sundaram Aggressive Hybrid-G?

How much does Sundaram Aggressive Hybrid-G charge as expense ratio?

How to Redeem Sundaram Aggressive Hybrid-G Regular Growth?

What are the steps to invest in Sundaram Aggressive Hybrid-G?

Can I invest in Sundaram Aggressive Hybrid-G through both SIP and lump sum?

What is the return of Sundaram Aggressive Hybrid-G?

What is the lock-in period in Sundaram Aggressive Hybrid-G?

How to Start your Investing journey on Tata Moneyfy?

Create account

Complete KYC

Start investing

Scan the QR code to download the app

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