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Fund Category Aggressive Hybrid
3 Morning Star
3 Value Research
NAV( 15 Sep 2025)
Min SIP amount
Min Lumpsum
Lock In
Expense ratio
Exit load
Fund size
Plan
Launch date
Fund type
Fund benchmark
ISIN
Company | Allocation % |
---|---|
National Housing Bank NCD 7.22 23/07/2026 | 0.15% |
Power Finance Corporation Ltd SR 237A NCD 7.60 13/04/2029 | 0.38% |
GOI Sec 6.33 05/05/2035 | 0.07% |
Others EMM | 1.5% |
Amara Raja Energy & Mobility Ltd | 0.45% |
Cholamandalam Investment & Finance Company Ltd | 1.55% |
Dixon Technologies (India) Ltd | 0.24% |
SBI Life Insurance Company Ltd | 0.81% |
Shriram Finance Ltd SR PPD V OP Bonds 8.75 15/06/2026 | 0.38% |
Muthoot Finance Ltd SR 28-A OP I Bonds 8.40 28/08/2028 | 0.23% |
National Bank For Agriculture & Rural Development SR 25E Bonds 7.53 24/03/2028 | 0.23% |
National Bank For Agriculture & Rural Development SR 25G Bonds 7.48 15/09/2028 | 0.84% |
Cholamandalam Investment & Finance Company Ltd SR 639 Bonds 8.54 12/04/2029 | 0.46% |
Power Grid Corporation of India Ltd SR LXXVI Bonds 7.35 12/03/2034 | 0.23% |
HDB Financial Services Ltd SR 188 NCD 7.84 14/07/2026 | 0.15% |
Tamilnadu State SDL 7.44 20/03/2034 | 0.19% |
Multi Commodity Exchange Of India Ltd | 0.93% |
Aditya Birla Capital Ltd | 0.1% |
Embassy Office Parks REIT REITs | 1.97% |
GAIL (India) Ltd | 0.29% |
Indus Towers Ltd | 0.38% |
Axis Bank Ltd CD 04/02/2026 | 0.07% |
JSW Energy Ltd | 0.02% |
Zydus Lifesciences Ltd | 0.63% |
Biocon Ltd | 0.27% |
HCL Technologies Ltd | 1.37% |
Coromandel International Ltd | 1.31% |
Crisil Ltd | 0.59% |
Amber Enterprises India Ltd | 0.93% |
Polycab India Ltd | 0.26% |
Fortis Healthcare Ltd | 0.68% |
Cash Margin | 4.69% |
Home First Finance Company India Ltd | 0.67% |
Repo | 1.46% |
Varun Beverages Ltd | 0.52% |
Indegene Ltd | 0.3% |
Mankind Pharma Ltd | 0.82% |
Cash/Net Current Assets | 0.24% |
IDFC First Bank Ltd | 0.03% |
Chennai Super Kings Ltd | 0.0% |
Interglobe Aviation Ltd | 1.3% |
BSE Ltd | 0.8% |
Prudent Corporate Advisory Services Ltd | 0.33% |
GOI Sec 7.30 19/06/2053 | 0.37% |
GOI Sec 7.18 24/07/2037 | 0.46% |
GOI Sec 04/10/2028 | 0.23% |
GOI Sec 7.34 22/04/2064 | 0.37% |
GOI Sec 7.10 08/04/2034 | 4.61% |
GOI Sec 7.23 15/04/2039 | 1.53% |
GOI Sec 7.02 18/06/2031 | 0.23% |
GOI GOI Sec 7.10 18/04/2029 | 0.38% |
Sundaram Money Market Direct-G | 1.6% |
Roadstar Infra Investment Trust InvITs | 0.0% |
Bharat Petroleum Corporation Ltd | 0.96% |
Bharti Airtel Ltd | 3.6% |
Infosys Ltd | 1.7% |
JK Cement Ltd | 0.66% |
Maruti Suzuki India Ltd | 1.19% |
Shriram Finance Ltd | 1.19% |
Lupin Ltd | 0.68% |
UNO Minda Ltd | 0.82% |
State Bank of India | 2.8% |
Bajaj Finserv Ltd | 0.01% |
Reliance Industries Ltd Futures 09/2025 | -0.41% |
The Indian Hotels Company Ltd Futures 09/2025 | -0.26% |
Adani Ports and Special Economic Zone Ltd Futures 09/2025 | -0.05% |
IDFC First Bank Ltd Futures 09/2025 | -0.03% |
ITC Ltd | 0.74% |
Mahindra & Mahindra Ltd | 1.92% |
Marico Ltd | 0.07% |
Power Finance Corporation Ltd | 1.29% |
Tata Consumer Products Ltd | 1.09% |
Tech Mahindra Ltd | 0.54% |
Tata Power Company Ltd | 0.82% |
Ultratech Cement Ltd | 0.87% |
Bank Of Baroda | 0.21% |
Hindustan Unilever Ltd | 1.78% |
Larsen & Toubro Ltd | 2.54% |
Adani Ports and Special Economic Zone Ltd | 0.05% |
Tata Consultancy Services Ltd | 0.02% |
ICICI Bank Ltd | 6.13% |
Reliance Industries Ltd | 4.75% |
Prestige Estates Projects Ltd | 0.59% |
Bajaj Auto Ltd | 0.86% |
Jubilant FoodWorks Ltd | 1.03% |
Bharat Electronics Ltd | 1.35% |
Bharti Airtel Ltd Futures 09/2025 | -0.12% |
Kotak Mahindra Bank Ltd | 2.79% |
Pidilite Industries Ltd | 0.71% |
Sun Pharmaceutical Industries Ltd | 0.75% |
United Spirits Ltd | 0.84% |
Grasim Industries Ltd | 0.94% |
JSW Energy Ltd Futures 09/2025 | -0.02% |
ICICI Bank Ltd Futures 09/2025 | -0.66% |
Bharat Electronics Ltd Futures 09/2025 | -0.03% |
Kotak Mahindra Bank Ltd Futures 09/2025 | -0.07% |
The Indian Hotels Company Ltd | 0.6% |
Bajaj Finance Ltd | 1.92% |
HDFC Bank Ltd | 7.57% |
National Bank For Agriculture & Rural Development SR 26A Debenture 6.66 12/10/2028 | 0.52% |
REC Ltd SR 223A Debenture 7.44 30/04/2026 | 0.15% |
Bajaj Finance Ltd Debenture 7.87 08/02/2034 | 0.3% |
Small Industries Devp. Bank of India Ltd SR IX Debenture 7.68 10/08/2027 | 0.15% |
Small Industries Devp. Bank of India Ltd SR VI Debenture 7.79 14/05/2027 | 0.38% |
Can Fin Homes Ltd SR 2 Debenture 8.09 04/01/2027 | 0.15% |
HDFC Bank Ltd SR US003 Debenture 7.70 16/05/2028 | 0.38% |
REC Ltd Debenture 7.34 | 0.3% |
PNB Housing Finance Ltd SR LXV Debenture 8.15 29/07/2027 | 0.15% |
Bajaj Finance Ltd Debenture 7.82 31/01/2034 | 0.46% |
Cummins India Ltd | 1.38% |
Tata Consultancy Services Ltd Futures 09/2025 | -0.02% |
State Bank of India Futures 09/2025 | -0.53% |
HDFC Bank Ltd Futures 09/2025 | -0.63% |
Grasim Industries Ltd Futures 09/2025 | -0.03% |
Bank Of Baroda Futures 09/2025 | -0.21% |
Dixon Technologies (India) Ltd Futures 09/2025 | -0.24% |
Marico Ltd Futures 09/2025 | -0.07% |
Biocon Ltd Futures 09/2025 | -0.27% |
Aditya Birla Capital Ltd Futures 09/2025 | -0.1% |
Bajaj Finance Ltd Debenture 7.11 10/07/2028 | 0.22% |
LIC Housing Finance Ltd Debenture 6.17 03/09/2026 | 0.22% |
Bajaj Finserv Ltd Futures 09/2025 | -0.01% |
HDB Financial Services Ltd SR 228 TR Debenture 7.4091 05/06/2028 | 0.15% |
Cholamandalam Investment & Finance Company Ltd SR 653 Debenture 7.38 28/05/2027 | 0.15% |
Multi Commodity Exchange Of India Ltd Futures 09/2025 | -0.94% |
National Bank For Agriculture & Rural Development SR 23I Debenture 7.62 31/01/2028 | 0.38% |
Power Finance Corporation Ltd SR BS225A Debenture 7.77 15/07/2026 | 0.23% |
Power Finance Corporation Ltd SR BS224 Debenture 7.82 06/03/2038 | 0.39% |
LIC Housing Finance Ltd Debenture 8.025 23/03/2033 | 0.39% |
Power Finance Corporation Ltd SR BS227B Debenture 7.77 15/04/2028 | 0.23% |
Indian Railway Finance Corporation Ltd SR 170B Debenture 7.74 15/04/2038 | 0.23% |
REC Ltd SR 221 Debenture 7.51 31/07/2026 | 0.15% |
REC Ltd SR 236-B Debenture 7.56 31/08/2027 | 0.3% |
Muthoot Finance Ltd Debenture 8.05 25/11/2027 | 0.38% |
Hero Motocorp Ltd | 0.44% |
National Bank For Agriculture & Rural Development SR 24E Debenture 7.80 15/03/2027 | 0.91% |
Cholamandalam Investment & Finance Company Ltd Debenture 7.50 30/09/2026 | 0.3% |
Indian Railway Finance Corporation Ltd SR 173 Debenture 7.68 24/11/2026 | 0.3% |
Company | Allocation % |
---|---|
Others | 8.08% |
Construction | 5.10% |
Automobile | 5.23% |
Consumer Staples | 4.97% |
Materials | 2.44% |
Financial | 35.11% |
Capital Goods | 3.41% |
Consumer Discretionary | 0.93% |
Chemicals | 2.02% |
Services | 4.05% |
Sovereign | 8.25% |
Energy | 6.64% |
Technology | 3.61% |
Unclassified | 1.60% |
Insurance | 0.81% |
Healthcare | 3.86% |
Communication | 3.86% |
Funds Offered
AUM
Website
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.
Funds Offered
AUM
Highest Return
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
The current NAV of Sundaram Aggressive Hybrid-G is ₹ 161.5314
The expense ratio of Sundaram Aggressive Hybrid-G is 1.8%
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.
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!
You can invest in Both SIP & Lumpsum in Sundaram Aggressive Hybrid-G based on your investment objective and risk profile.
For Sundaram Aggressive Hybrid-G, 3-year return is 11.72% per annum and 5-year return is 15.77% per annum. Check the return performance in detail on the page.
The lock-in-period of Sundaram Aggressive Hybrid-G is 0 years.
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3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
4 Morning Star
5 Value Research
4 Morning Star
5 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
4 Morning Star
3 Value Research
4 Morning Star
3 Value Research
NAV
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1Y Returns
3Y Returns
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Fund Manager
NAV
Min Investment
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2 Morning Star
2 Value Research
2 Morning Star
2 Value Research
NAV
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3Y Returns
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NAV
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2 Morning Star
2 Value Research
2 Morning Star
2 Value Research
NAV
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3Y Returns
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NAV
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3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
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5 Morning Star
5 Value Research
5 Morning Star
5 Value Research
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1 Morning Star
1 Value Research
1 Morning Star
1 Value Research
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0 Morning Star
3 Value Research
0 Morning Star
3 Value Research
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3Y Returns
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3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
NAV
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3 Morning Star
0 Value Research
3 Morning Star
0 Value Research
NAV
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2 Morning Star
2 Value Research
2 Morning Star
2 Value Research
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4 Morning Star
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4 Morning Star
4 Value Research
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1 Morning Star
2 Value Research
1 Morning Star
2 Value Research
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3 Morning Star
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3 Morning Star
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2 Morning Star
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2 Morning Star
2 Value Research
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4 Morning Star
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4 Morning Star
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4 Morning Star
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0 Value Research
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2 Morning Star
2 Value Research
2 Morning Star
2 Value Research
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3 Morning Star
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3 Morning Star
3 Value Research
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0 Morning Star
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3 Morning Star
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3 Morning Star
4 Value Research
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0 Morning Star
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0 Morning Star
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5 Morning Star
4 Value Research
5 Morning Star
4 Value Research
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3 Morning Star
4 Value Research
3 Morning Star
4 Value Research
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3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
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1 Morning Star
2 Value Research
1 Morning Star
2 Value Research
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4 Morning Star
5 Value Research
4 Morning Star
5 Value Research
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0 Morning Star
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0 Morning Star
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2 Morning Star
3 Value Research
2 Morning Star
3 Value Research
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3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
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3 Morning Star
4 Value Research
3 Morning Star
4 Value Research
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2 Morning Star
0 Value Research
2 Morning Star
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2 Morning Star
4 Value Research
2 Morning Star
4 Value Research
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NAV
Min Investment
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