Sundaram Aggressive Hybrid-G

Fund Category: Aggressive Hybrid

Fund Category Aggressive Hybrid

High Hybrid G

3 Morning Star

3 Value Research

NAV( 29 Apr 2025)

₹ 157.3

3.26%

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Sundaram Aggressive Hybrid-G

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Performance

13.15%3y Returns

0.1% 1D Returns

Investment details

Min SIP amount

₹ 100
Min Lumpsum

₹ 100
Lock In

0
Expense ratio

1.84%
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

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Fund size

₹ 5,619 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 %
Shriram Finance Ltd SR PPD V OP Bonds 8.75 15/06/2026	0.45%
National Bank For Financing Infrastructure And Development SR 1 Bonds 7.65 22/12/2038	0.46%
Power Grid Corporation of India Ltd SR LXXVI Bonds 7.35 12/03/2034	0.27%
Cholamandalam Investment & Finance Company Ltd SR 639 Bonds 8.54 12/04/2029	0.54%
Can Fin Homes Ltd SR 2 Debenture 8.09 04/01/2027	0.18%
Small Industries Devp. Bank of India Ltd SR IX Debenture 7.68 10/08/2027	0.18%
Bajaj Finance Ltd Debenture 7.82 31/01/2034	0.54%
National Bank For Financing Infrastructure And Development SR NABFID.43 Debenture	0.36%
REC Ltd SR 236-B Debenture 7.56 31/08/2027	0.36%
Power Finance Corporation Ltd SR 240 Debenture 7.32 15/07/2039	0.45%
PNB Housing Finance Ltd SR LXV Debenture 8.15 29/07/2027	0.18%
HDFC Bank Ltd SR US002 Debenture 7.80 03/05/2033	0.27%
Cholamandalam Investment & Finance Company Ltd Debenture 7.50 30/09/2026	0.35%
Indian Railway Finance Corporation Ltd SR 173 Debenture 7.68 24/11/2026	0.36%
Small Industries Devp. Bank of India Ltd SR VI Debenture 7.79 14/05/2027	0.45%
National Bank For Agriculture & Rural Development SR 24E Debenture 7.80 15/03/2027	0.81%
Bajaj Finance Ltd Debenture 7.87 08/02/2034	0.36%
Indian Railway Finance Corporation Ltd SR 170B Debenture 7.74 15/04/2038	0.28%
REC Ltd SR 221 Debenture 7.51 31/07/2026	0.18%
Small Industries Devp. Bank of India Ltd SR I Debenture 7.43	0.45%
REC Ltd SR 223A Debenture 7.44 30/04/2026	0.18%
Embassy Office Parks REIT SR VII Debenture 7.77 05/06/2025	0.27%
HDFC Bank Ltd SR US003 Debenture 7.70 16/05/2028	0.45%
National Bank For Agriculture & Rural Development SR 23I Debenture 7.62 31/01/2028	0.45%
National Bank For Agriculture & Rural Development SR 23H Debenture 7.58 31/07/2026	0.62%
Power Finance Corporation Ltd SR BS225A Debenture 7.77 15/07/2026	0.27%
Power Finance Corporation Ltd SR BS224 Debenture 7.82 06/03/2038	0.47%
LIC Housing Finance Ltd Debenture 8.025 23/03/2033	0.46%
Power Finance Corporation Ltd SR BS227B Debenture 7.77 15/04/2028	0.27%
LIC Housing Finance Ltd Debenture 6.17 03/09/2026	0.26%
National Bank For Agriculture & Rural Development SR 23B Debenture 7.35 08/07/2025	0.27%
Tamilnadu State SDL 8.69 24/02/2026	0.36%
Tamilnadu State SDL 7.44 20/03/2034	0.23%
Amara Raja Energy & Mobility Ltd	0.52%
Axis Bank Ltd	2.3%
Bajaj Auto Ltd	0.8%
Bharat Electronics Ltd	0.69%
Bharat Petroleum Corporation Ltd	1.19%
Bharti Airtel Ltd	3.23%
Zydus Lifesciences Ltd	0.76%
Ceat Ltd	0.72%
Coal India Ltd	0.38%
Coromandel International Ltd	1.23%
Cummins India Ltd	0.68%
Dr. Reddy's Laboratories Ltd	0.67%
Schaeffler India Ltd	0.51%
Finolex Industries Ltd	0.34%
Fortis Healthcare Ltd	0.62%
GAIL (India) Ltd	0.36%
Grasim Industries Ltd	0.87%
Grindwell Norton Ltd	0.55%
HCL Technologies Ltd	1.38%
HDFC Bank Ltd	5.79%
ICICI Bank Ltd	4.74%
Indian Bank	0.51%
The Indian Hotels Company Ltd	0.42%
Infosys Ltd	2.6%
ITC Ltd	1.22%
JK Cement Ltd	0.55%
Kotak Mahindra Bank Ltd	2.15%
Larsen & Toubro Ltd	1.96%
Lupin Ltd	0.7%
Mahindra & Mahindra Ltd	1.74%
Marico Ltd	0.7%
Maruti Suzuki India Ltd	1.17%
UNO Minda Ltd	0.67%
Mphasis Ltd	0.34%
Coforge Ltd	0.38%
NTPC Ltd	0.63%
Reliance Industries Ltd	4.73%
Shriram Finance Ltd	1.6%
State Bank of India	2.86%
Sun Pharmaceutical Industries Ltd	1.3%
Tata Consultancy Services Ltd	1.62%
Tata Motors Ltd	0.48%
Tata Power Company Ltd	0.85%
Tata Consumer Products Ltd	0.83%
Tech Mahindra Ltd	0.64%
Ultratech Cement Ltd	0.99%
United Spirits Ltd	1.25%
Jubilant FoodWorks Ltd	0.95%
Kirloskar Oil Engines Ltd	0.35%
Indus Towers Ltd	0.45%
Cash/Net Current Assets	0.06%
Alkem Laboratories Ltd	0.96%
Chennai Super Kings Ltd	0.0%
Varun Beverages Ltd	0.65%
ICICI Prudential Life Insurance Company Ltd	0.34%
SBI Life Insurance Company Ltd	0.72%
Amber Enterprises India Ltd	1.46%
Polycab India Ltd	0.34%
Computer Age Management Services Ltd	0.83%
Home First Finance Company India Ltd	0.66%
Kalyan Jewellers India Ltd	1.54%
Craftsman Automation Ltd	0.54%
Eternal Ltd	0.48%
Prudent Corporate Advisory Services Ltd	0.33%
Delhivery Ltd	0.31%
Axis Bank Ltd CD 04/02/2026	0.08%
National Bank For Agriculture & Rural Development CD 05/02/2026	0.42%
Power Finance Corporation Ltd SR 237A NCD 7.60 13/04/2029	0.45%
HDB Financial Services Ltd SR 188 NCD 7.84 14/07/2026	0.18%
National Housing Bank NCD 7.22 23/07/2026	0.18%
GOI Sec 7.34 22/04/2064	0.52%
GOI Sec 7.02 18/06/2031	0.27%
GOI Sec 04/10/2028	0.27%
GOI GOI Sec 7.10 18/04/2029	0.45%
GOI Sec 7.30 19/06/2053	0.47%
GOI Sec 7.18 24/07/2037	0.56%
GOI Sec 7.23 15/04/2039	1.87%
GOI Sec 7.10 08/04/2034	5.51%
Sundaram Money Market Direct-G	3.62%
Repo	0.94%

Sectors

Company	Allocation %
Others	1.59%
Construction	2.23%
Automobile	6.12%
Consumer Staples	4.65%
Materials	3.13%
Financial	33.16%
Capital Goods	3.09%
Consumer Discretionary	3.00%
Chemicals	1.23%
Services	2.99%
Sovereign	9.92%
Energy	8.03%
Technology	6.96%
Unclassified	3.62%
Insurance	1.06%
Metals & Mining	0.55%
Healthcare	5.01%
Communication	3.68%

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

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Sundaram Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.sundarammutual.com
Phone:

Funds Offered

47
AUM

₹ 64,176 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

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Ravi Gopalakrishnan

Funds Offered

9
AUM

₹ 26,490 Cr
Highest Return

17.85%

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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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 ₹ 157.3046

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

The expense ratio of Sundaram Aggressive Hybrid-G is 1.84%

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.

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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 13.15% per annum and 5-year return is 18.24% per annum. Check the return performance in detail on the page.