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Fund Category Aggressive Hybrid
0 Morning Star
3 Value Research
NAV( 27 Jan 2026)
Min SIP amount
Min Lumpsum
Lock In
Expense ratio
Exit load
Fund size
Plan
Launch date
Fund type
Fund benchmark
ISIN
| Company | Allocation % |
|---|---|
| State Bank of India SR 1 Bonds 6.93 20/10/2035 | 0.32% |
| Muthoot Finance Ltd SR 28-A OP I Bonds 8.40 28/08/2028 | 0.19% |
| Small Industries Devp. Bank of India Ltd SR III Bonds 7.34 26/02/2029 | 0.19% |
| National Bank For Agriculture & Rural Development SR 25G Bonds 7.48 15/09/2028 | 0.65% |
| National Bank For Agriculture & Rural Development SR 25E Bonds 7.53 24/03/2028 | 1.1% |
| Shriram Finance Ltd SR PPD V OP Bonds 8.75 15/06/2026 | 0.32% |
| 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 | 0.39% |
| Indegene Ltd | 0.41% |
| Axis Bank Ltd CD 04/03/2026 | 0.63% |
| Axis Bank Ltd CD 04/02/2026 | 0.06% |
| National Bank For Agriculture & Rural Development CD 04/02/2026 | 0.63% |
| Trent Ltd | 0.4% |
| Jubilant FoodWorks Ltd | 1.12% |
| Repo | 3.13% |
| Kotak Mahindra Bank Ltd | 2.74% |
| Mankind Pharma Ltd | 0.82% |
| United Spirits Ltd | 0.6% |
| Ultratech Cement Ltd | 1.1% |
| Varun Beverages Ltd | 0.55% |
| Chennai Super Kings Ltd | 0.0% |
| Interglobe Aviation Ltd | 1.08% |
| Bajaj Auto Ltd | 0.76% |
| Billionbrains Garage Ventures Ltd | 0.53% |
| Kwality Walls India Ltd | 0.03% |
| Indian Bank CD 05/06/2026 | 0.31% |
| Tata Power Company Ltd | 0.71% |
| Embassy Office Parks REIT REITs | 1.88% |
| Amara Raja Energy & Mobility Ltd | 0.91% |
| GOI Sec 04/10/2028 | 0.19% |
| GOI Sec 6.79 07/10/2034 | 0.64% |
| GOI Sec 7.30 19/06/2053 | 0.32% |
| GOI Sec 7.02 18/06/2031 | 0.2% |
| GOI Sec 7.34 22/04/2064 | 0.32% |
| Sundaram Money Market Direct-G | 1.39% |
| Sundaram Liquid Direct-G | 2.87% |
| UNO Minda Ltd | 0.7% |
| Power Finance Corporation Ltd | 1.1% |
| SBI Life Insurance Company Ltd | 0.37% |
| Bharti Airtel Ltd | 3.82% |
| HDB Financial Services Ltd SR 188 NCD 7.84 14/07/2026 | 0.13% |
| GOI Sec 7.10 08/04/2034 | 3.28% |
| GOI Sec 7.23 15/04/2039 | 0.65% |
| GOI Sec 7.18 24/07/2037 | 0.39% |
| GOI Sec 6.48 06/10/2035 | 1.67% |
| GOI GOI Sec 7.10 18/04/2029 | 0.33% |
| Sun Pharmaceutical Industries Ltd | 0.76% |
| Coforge Ltd | 0.4% |
| Pidilite Industries Ltd | 0.59% |
| BSE Ltd | 1.12% |
| Tech Mahindra Ltd | 0.37% |
| Cash/Net Current Assets | 0.2% |
| Power Finance Corporation Ltd SR 237A NCD 7.60 13/04/2029 | 0.32% |
| Prudent Corporate Advisory Services Ltd | 0.61% |
| State Bank of India | 1.65% |
| Amber Enterprises India Ltd | 0.93% |
| Home First Finance Company India Ltd | 0.68% |
| Brookfield India Real Estate Trust REIT REITs | 0.73% |
| Small Industries Devp. Bank of India Ltd SR II Bonds/NCD 7.47 05/09/2029 | 0.32% |
| Power Finance Corporation Ltd SR 253 Bonds/NCD 6.73 15/10/2027 | 0.19% |
| Karnataka State SDL 7.72 06/12/2035 | 0.13% |
| Tamilnadu State SDL 7.44 20/03/2034 | 0.16% |
| PB Fintech Ltd | 1.11% |
| Tata Consumer Products Ltd | 1.09% |
| TVS Motor Company Ltd | 1.1% |
| Prestige Estates Projects Ltd | 0.58% |
| Bharat Electronics Ltd | 1.52% |
| Bajaj Finance Ltd | 2.12% |
| HDFC Bank Ltd | 7.34% |
| Reliance Industries Ltd | 4.17% |
| 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 | 0.32% |
| Cholamandalam Investment & Finance Company Ltd | 1.7% |
| Infosys Ltd | 1.22% |
| Small Industries Devp. Bank of India Ltd SR IX Debenture 7.68 10/08/2027 | 0.13% |
| National Bank For Agriculture & Rural Development SR 23I Debenture 7.62 31/01/2028 | 0.32% |
| Power Finance Corporation Ltd SR BS225A Debenture 7.77 15/07/2026 | 0.19% |
| Power Finance Corporation Ltd SR BS224 Debenture 7.82 06/03/2038 | 0.33% |
| JK Cement Ltd | 0.71% |
| GAIL (India) Ltd | 0.24% |
| HDB Financial Services Ltd SR 228 TR Debenture 7.4091 05/06/2028 | 0.13% |
| Hindustan Unilever Ltd | 1.57% |
| PNB Housing Finance Ltd SR LXV Debenture 8.15 29/07/2027 | 0.13% |
| Indraprastha Gas Ltd | 0.31% |
| ICICI Bank Ltd | 4.74% |
| The Indian Hotels Company Ltd | 0.28% |
| Bharti Telecom Ltd SR XXVIII Debenture 7.40 01/02/2029 | 0.44% |
| Bajaj Finance Ltd Debenture 7.82 31/01/2034 | 0.39% |
| REC Ltd SR 223A Debenture 7.44 30/04/2026 | 0.13% |
| HDFC Bank Ltd SR US003 Debenture 7.70 16/05/2028 | 0.32% |
| Cholamandalam Investment & Finance Company Ltd SR 653 Debenture 7.38 28/05/2027 | 0.13% |
| Bharat Petroleum Corporation Ltd | 1.02% |
| Muthoot Finance Ltd Debenture 8.05 25/11/2027 | 0.32% |
| Power Finance Corporation Ltd SR 251B Debenture 6.59 15/10/2030 | 0.13% |
| LIC Housing Finance Ltd Debenture 6.17 03/09/2026 | 0.19% |
| Cholamandalam Investment & Finance Company Ltd Debenture 7.50 30/09/2026 | 0.27% |
| Small Industries Devp. Bank of India Ltd CP 182-D 03/06/2026 | 0.31% |
| PNB Housing Finance Ltd SR LXXII Debenture 7.28 05/06/2028 | 0.18% |
| Coromandel International Ltd | 1.56% |
| Crisil Ltd | 0.66% |
| Cummins India Ltd | 1.36% |
| Mahindra & Mahindra Ltd | 2.78% |
| Maruti Suzuki India Ltd | 0.92% |
| REC Ltd SR 236-B Debenture 7.56 31/08/2027 | 0.32% |
| Bajaj Finance Ltd Debenture 7.11 10/07/2028 | 0.19% |
| National Bank For Agriculture & Rural Development SR 26A Debenture 6.66 12/10/2028 | 0.44% |
| Can Fin Homes Ltd SR 2 Debenture 8.09 04/01/2027 | 0.13% |
| HCL Technologies Ltd | 1.97% |
| Larsen & Toubro Ltd | 3.22% |
| REC Ltd Debenture 7.34 | 0.26% |
| Bharti Telecom Ltd SR XIX Debenture 8.65 05/11/2027 | 0.32% |
| LIC Housing Finance Ltd Debenture 7.74 22/10/2027 | 0.32% |
| LIC Housing Finance Ltd Debenture 8.025 23/03/2033 | 0.33% |
| Power Finance Corporation Ltd SR BS227B Debenture 7.77 15/04/2028 | 0.19% |
| Indian Railway Finance Corporation Ltd SR 170B Debenture 7.74 15/04/2038 | 0.2% |
| REC Ltd SR 221 Debenture 7.51 31/07/2026 | 0.13% |
| Company | Allocation % |
|---|---|
| Others | 3.62% |
| Automobile | 6.26% |
| Construction | 6.41% |
| Consumer Staples | 3.84% |
| Materials | 1.81% |
| Financial | 35.82% |
| Capital Goods | 3.79% |
| Consumer Discretionary | 0.93% |
| Chemicals | 2.15% |
| Services | 5.77% |
| Sovereign | 7.99% |
| Energy | 6.45% |
| Unclassified | 4.26% |
| Technology | 3.96% |
| Insurance | 0.37% |
| Healthcare | 1.99% |
| Communication | 4.58% |
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 Payout is ₹ 160.4427
The expense ratio of Sundaram Aggressive Hybrid-G Payout is 1.76%
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:
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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 Payout based on your investment objective and risk profile.
For Sundaram Aggressive Hybrid-G Payout, 3-year return is 12.7% per annum and 5-year return is 12.47% per annum. Check the return performance in detail on the page.
The lock-in-period of Sundaram Aggressive Hybrid-G Payout is 0 years.
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3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
NAV
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4 Morning Star
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4 Morning Star
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3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
NAV
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3 Value Research
2 Morning Star
3 Value Research
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4 Morning Star
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4 Morning Star
2 Value Research
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2 Morning Star
2 Value Research
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0 Morning Star
3 Value Research
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3 Morning Star
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3 Morning Star
3 Value Research
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3 Morning Star
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3 Morning Star
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1 Morning Star
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1 Morning Star
2 Value Research
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3 Morning Star
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2 Morning Star
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3 Morning Star
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