This product offering is currently unavailable. We will be back soon. Till then please explore our other products.
Fund Category Aggressive Hybrid
3 Morning Star
3 Value Research
NAV( 17 Dec 2025)
Min SIP amount
Min Lumpsum
Lock In
Expense ratio
Exit load
Fund size
Plan
Launch date
Fund type
Fund benchmark
ISIN
| Company | Allocation % |
|---|---|
| Indian Railway Finance Corporation Ltd SR 192 Bonds 01/12/2035 | 0.17% |
| Cholamandalam Investment & Finance Company Ltd SR 639 Bonds 8.54 12/04/2029 | 0.4% |
| Power Finance Corporation Ltd SR 237A NCD 7.60 13/04/2029 | 0.34% |
| GOI Sec 7.10 08/04/2034 | 3.38% |
| GOI Sec 04/10/2028 | 0.2% |
| GOI Sec 7.23 15/04/2039 | 1.34% |
| GOI GOI Sec 7.10 18/04/2029 | 0.34% |
| GOI Sec 7.18 24/07/2037 | 0.4% |
| GOI Sec 7.02 18/06/2031 | 0.2% |
| GOI Sec 7.34 22/04/2064 | 0.32% |
| GOI Sec 6.48 06/10/2035 | 0.65% |
| Sundaram Liquid Direct-G | 3.27% |
| Jubilant FoodWorks Ltd | 1.24% |
| Reliance Industries Ltd | 4.2% |
| Axis Bank Ltd CD 04/02/2026 | 0.06% |
| SBI Life Insurance Company Ltd | 0.43% |
| Home First Finance Company India Ltd | 0.7% |
| Muthoot Finance Ltd SR 28-A OP I Bonds 8.40 28/08/2028 | 0.2% |
| Small Industries Devp. Bank of India Ltd SR III Bonds 7.34 26/02/2029 | 0.2% |
| National Bank For Agriculture & Rural Development SR 25G Bonds 7.48 15/09/2028 | 0.67% |
| National Bank For Agriculture & Rural Development SR 25E Bonds 7.53 24/03/2028 | 0.86% |
| Power Grid Corporation of India Ltd SR LXXVI Bonds 7.35 12/03/2034 | 0.2% |
| State Bank of India SR 1 Bonds 6.93 20/10/2035 | 0.33% |
| Shriram Finance Ltd SR PPD V OP Bonds 8.75 15/06/2026 | 0.33% |
| HDB Financial Services Ltd SR 188 NCD 7.84 14/07/2026 | 0.13% |
| Tamilnadu State SDL 7.44 20/03/2034 | 0.17% |
| Others EMM | 0.02% |
| Sundaram Money Market Direct-G | 1.42% |
| Power Finance Corporation Ltd SR 253 Bonds/NCD 6.73 15/10/2027 | 0.2% |
| Small Industries Devp. Bank of India Ltd SR II Bonds/NCD 7.47 05/09/2029 | 0.33% |
| Karnataka State SDL 7.72 06/12/2035 | 0.14% |
| Kotak Mahindra Bank Ltd CD 05/12/2025 | 0.65% |
| Export-Import Bank Of India CD 30/12/2025 | 0.13% |
| Varun Beverages Ltd | 0.55% |
| Mankind Pharma Ltd | 0.86% |
| Polycab India Ltd | 0.24% |
| Tata Power Company Ltd | 0.75% |
| Coforge Ltd | 0.32% |
| Prestige Estates Projects Ltd | 0.56% |
| Amber Enterprises India Ltd | 0.95% |
| Tech Mahindra Ltd | 0.37% |
| Net Payables | -1.63% |
| Indegene Ltd | 0.43% |
| PB Fintech Ltd | 1.07% |
| TVS Motor Company Ltd | 0.94% |
| BSE Ltd | 1.23% |
| Sun Pharmaceutical Industries Ltd | 0.82% |
| Bharat Petroleum Corporation Ltd | 0.97% |
| Cummins India Ltd | 1.41% |
| Cholamandalam Investment & Finance Company Ltd | 1.65% |
| Pidilite Industries Ltd | 0.6% |
| Billionbrains Garage Ventures Ltd | 0.55% |
| Ultratech Cement Ltd | 0.96% |
| Coromandel International Ltd | 1.61% |
| Crisil Ltd | 0.69% |
| GOI Sec 6.79 07/10/2034 | 0.66% |
| GOI Sec 7.30 19/06/2053 | 0.33% |
| Repo | 5.9% |
| Prudent Corporate Advisory Services Ltd | 0.6% |
| Embassy Office Parks REIT REITs | 1.89% |
| United Spirits Ltd | 0.62% |
| Chennai Super Kings Ltd | 0.0% |
| Interglobe Aviation Ltd | 1.29% |
| Bajaj Finance Ltd | 1.99% |
| Bajaj Auto Ltd | 0.75% |
| Fortis Healthcare Ltd | 0.4% |
| REC Ltd SR 236-B Debenture 7.56 31/08/2027 | 0.33% |
| Bharti Airtel Ltd | 3.83% |
| Hindustan Unilever Ltd | 1.57% |
| Kotak Mahindra Bank Ltd | 2.71% |
| Can Fin Homes Ltd SR 2 Debenture 8.09 04/01/2027 | 0.13% |
| Cholamandalam Investment & Finance Company Ltd Debenture 7.50 30/09/2026 | 0.27% |
| Indian Railway Finance Corporation Ltd SR 173 Debenture 7.68 24/11/2026 | 0.26% |
| Small Industries Devp. Bank of India Ltd SR VI Debenture 7.79 14/05/2027 | 0.33% |
| State Bank of India | 1.69% |
| LIC Housing Finance Ltd Debenture 8.025 23/03/2033 | 0.34% |
| Power Finance Corporation Ltd SR BS227B Debenture 7.77 15/04/2028 | 0.2% |
| Indian Railway Finance Corporation Ltd SR 170B Debenture 7.74 15/04/2038 | 0.21% |
| REC Ltd SR 221 Debenture 7.51 31/07/2026 | 0.13% |
| National Bank For Agriculture & Rural Development SR 23I Debenture 7.62 31/01/2028 | 0.33% |
| Power Finance Corporation Ltd SR BS225A Debenture 7.77 15/07/2026 | 0.2% |
| Power Finance Corporation Ltd SR BS224 Debenture 7.82 06/03/2038 | 0.34% |
| LIC Housing Finance Ltd Debenture 6.17 03/09/2026 | 0.2% |
| Small Industries Devp. Bank of India Ltd SR IX Debenture 7.68 10/08/2027 | 0.13% |
| Cholamandalam Investment & Finance Company Ltd SR 653 Debenture 7.38 28/05/2027 | 0.13% |
| Muthoot Finance Ltd Debenture 8.05 25/11/2027 | 0.33% |
| Power Finance Corporation Ltd SR 251B Debenture 6.59 15/10/2030 | 0.13% |
| HDFC Bank Ltd | 7.46% |
| UNO Minda Ltd | 0.73% |
| Bharti Telecom Ltd SR XXVIII Debenture 7.40 01/02/2029 | 0.46% |
| Amara Raja Energy & Mobility Ltd | 0.94% |
| JK Cement Ltd | 0.72% |
| Maruti Suzuki India Ltd | 0.89% |
| PNB Housing Finance Ltd SR LXV Debenture 8.15 29/07/2027 | 0.13% |
| REC Ltd SR 223A Debenture 7.44 30/04/2026 | 0.13% |
| HDFC Bank Ltd SR US003 Debenture 7.70 16/05/2028 | 0.33% |
| Bajaj Finance Ltd Debenture 7.82 31/01/2034 | 0.4% |
| The Indian Hotels Company Ltd | 0.29% |
| Larsen & Toubro Ltd | 3.11% |
| Bajaj Finance Ltd Debenture 7.87 08/02/2034 | 0.27% |
| National Bank For Agriculture & Rural Development SR 26A Debenture 6.66 12/10/2028 | 0.46% |
| HCL Technologies Ltd | 1.75% |
| Grasim Industries Ltd | 0.69% |
| Infosys Ltd | 1.24% |
| Mahindra & Mahindra Ltd | 2.78% |
| Tata Consumer Products Ltd | 1.1% |
| Power Finance Corporation Ltd | 1.15% |
| HDB Financial Services Ltd SR 228 TR Debenture 7.4091 05/06/2028 | 0.13% |
| REC Ltd Debenture 7.34 | 0.27% |
| Bharat Electronics Ltd | 1.35% |
| GAIL (India) Ltd | 0.25% |
| ICICI Bank Ltd | 5.02% |
| Bajaj Finance Ltd Debenture 7.11 10/07/2028 | 0.2% |
| Company | Allocation % |
|---|---|
| Others | 4.60% |
| Construction | 5.56% |
| Automobile | 6.09% |
| Consumer Staples | 3.84% |
| Materials | 2.37% |
| Financial | 34.83% |
| Capital Goods | 3.94% |
| Consumer Discretionary | 0.95% |
| Chemicals | 2.21% |
| Services | 5.81% |
| Sovereign | 7.82% |
| Energy | 6.37% |
| Unclassified | 4.69% |
| Technology | 3.68% |
| Insurance | 0.43% |
| Healthcare | 2.51% |
| Communication | 4.29% |
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 ₹ 164.302
The expense ratio of Sundaram Aggressive Hybrid-G is 1.75%
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 12.05% per annum and 5-year return is 13.42% per annum. Check the return performance in detail on the page.
The lock-in-period of Sundaram Aggressive Hybrid-G is 0 years.
At Tata Moneyfy, we follow 3 easy steps to make mutual fund investments simple, convenient, and quick:
Register your mobile number and email ID with Moneyfy
Set up your account and update your KYC details
Once we verify your KYC details, you’re ready to start investing!
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
2 Morning Star
3 Value Research
2 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
2 Value Research
4 Morning Star
2 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
2 Morning Star
2 Value Research
2 Morning Star
2 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
2 Morning Star
3 Value Research
2 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
5 Morning Star
5 Value Research
5 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
1 Morning Star
1 Value Research
1 Morning Star
1 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
0 Morning Star
3 Value Research
0 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
3 Morning Star
0 Value Research
3 Morning Star
0 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
1 Morning Star
2 Value Research
1 Morning Star
2 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
4 Value Research
4 Morning Star
4 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
0 Value Research
3 Morning Star
0 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
2 Morning Star
2 Value Research
2 Morning Star
2 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
4 Morning Star
0 Value Research
4 Morning Star
0 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
2 Morning Star
2 Value Research
2 Morning Star
2 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
0 Morning Star
0 Value Research
0 Morning Star
0 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
0 Morning Star
0 Value Research
0 Morning Star
0 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
4 Value Research
4 Morning Star
4 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
4 Value Research
3 Morning Star
4 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
1 Morning Star
2 Value Research
1 Morning Star
2 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
0 Morning Star
5 Value Research
0 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
2 Morning Star
3 Value Research
2 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
3 Morning Star
4 Value Research
3 Morning Star
4 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
2 Morning Star
0 Value Research
2 Morning Star
0 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
2 Morning Star
4 Value Research
2 Morning Star
4 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
Click the “Allow” button to receive notifications
We're constantly crafting offers and deals for you. Get delivered straight to your device through website notifications.
All you have to do is click on “Allow”.
Now keep a track on your favourite fund
Go to the watchlist page to remove a fund from the list.
No funds are added to watchlist
Add your favourate funds to watchlist to keep them handy
Funds Added to Compare 00/03 00/02
No funds are added to portfolio
Add your favourate funds to portfolio to keep them handy
Funds Added to Compare 00/03 00/02
Trust the links that start from https://www.tatacapitalmoneyfy.com
Do not make payments
in any individual’s bank accounts.
Reach our Customer Care moneyfycare@tatacapital.com for assistance
For any assistance, contact our customer support
An SMS has been sent to XXXXXXXX85
To download the app, follow the link in the message
Oops! Something went wrong. Please try again.
Scan QR to download the App