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Fund Category Aggressive Hybrid
3 Morning Star
3 Value Research
NAV( 12 May 2026)
Min SIP amount
Min Lumpsum
Lock In
Expense ratio
Exit load
Fund size
Plan
Launch date
Fund type
Fund benchmark
ISIN
| Company | Allocation % |
|---|---|
| Net Payables | -0.04% |
| Amara Raja Energy & Mobility Ltd | 0.96% |
| Bajaj Finance Ltd | 2.17% |
| Bajaj Auto Ltd | 0.79% |
| Bharat Electronics Ltd | 1.66% |
| Bharti Airtel Ltd | 3.66% |
| Cholamandalam Investment & Finance Company Ltd | 1.6% |
| Coromandel International Ltd | 1.34% |
| Crisil Ltd | 0.61% |
| Cummins India Ltd | 1.42% |
| Elecon Engineering Company Ltd | 0.17% |
| GAIL (India) Ltd | 0.46% |
| HCL Technologies Ltd | 1.52% |
| HDFC Bank Ltd | 6.09% |
| Hindustan Unilever Ltd | 1.42% |
| ICICI Bank Ltd | 4.93% |
| Indraprastha Gas Ltd | 0.49% |
| Infosys Ltd | 1.37% |
| JK Cement Ltd | 0.73% |
| Kotak Mahindra Bank Ltd | 2.39% |
| Larsen & Toubro Ltd | 3.71% |
| Mahindra & Mahindra Ltd | 2.5% |
| Maruti Suzuki India Ltd | 0.74% |
| UNO Minda Ltd | 0.66% |
| Coforge Ltd | 1.22% |
| Oil And Natural Gas Corporation Ltd | 0.85% |
| Reliance Industries Ltd | 4.36% |
| Vedanta Ltd | 0.4% |
| State Bank of India | 1.76% |
| Sun Pharmaceutical Industries Ltd | 0.73% |
| TVS Motor Company Ltd | 1.26% |
| Tata Power Company Ltd | 1.52% |
| Tata Steel Ltd | 1.44% |
| Tata Consumer Products Ltd | 0.96% |
| Ultratech Cement Ltd | 1.06% |
| Jubilant FoodWorks Ltd | 1.01% |
| Prestige Estates Projects Ltd | 0.48% |
| Multi Commodity Exchange Of India Ltd | 0.67% |
| Malco Energy Ltd | 0.18% |
| Chennai Super Kings Ltd | 0.0% |
| Interglobe Aviation Ltd | 0.84% |
| Amber Enterprises India Ltd | 1.27% |
| Aster DM Healthcare Ltd | 0.28% |
| Embassy Office Parks REIT REITs | 1.27% |
| Affle 3I Ltd | 0.31% |
| Home First Finance Company India Ltd | 0.91% |
| Brookfield India Real Estate Trust REIT REITs | 0.66% |
| PB Fintech Ltd | 1.54% |
| One 97 Communications Ltd | 0.94% |
| Prudent Corporate Advisory Services Ltd | 0.62% |
| Mankind Pharma Ltd | 0.83% |
| Indegene Ltd | 0.45% |
| Billionbrains Garage Ventures Ltd | 1.17% |
| Kwality Walls India Ltd | 0.02% |
| Fractal Analytics Ltd | 1.31% |
| Punjab National Bank CD 05/02/2027 | 0.56% |
| Small Industries Devp. Bank of India Ltd CD 18/02/2027 | 0.28% |
| National Bank For Agriculture & Rural Development CD 10/03/2027 | 0.55% |
| National Bank For Agriculture & Rural Development CD 05/03/2027 | 0.83% |
| Vedanta Aluminium Metal Ltd | 0.18% |
| Vedanta Iron And Steel Ltd | 0.18% |
| Vedanta Power Ltd | 0.18% |
| Sundaram Money Market Direct-G | 1.31% |
| Repo | 6.01% |
| GOI Sec 7.18 24/07/2037 | 0.35% |
| GOI Sec 7.23 15/04/2039 | 0.59% |
| GOI Sec 7.10 08/04/2034 | 1.48% |
| GOI Sec 7.34 22/04/2064 | 0.28% |
| GOI Sec 7.02 18/06/2031 | 0.18% |
| GOI Sec 6.48 06/10/2035 | 2.39% |
| GOI GOI Sec 7.10 18/04/2029 | 0.3% |
| GOI Sec 7.30 19/06/2053 | 0.29% |
| REC Ltd SR 228-A NCD 7.80 30/05/2026 | 0.24% |
| Power Finance Corporation Ltd SR 237A NCD 7.60 13/04/2029 | 0.29% |
| HDB Financial Services Ltd SR 188 NCD 7.84 14/07/2026 | 0.12% |
| Small Industries Devp. Bank of India Ltd SR II Bonds/NCD 7.47 05/09/2029 | 0.29% |
| Power Finance Corporation Ltd SR 253 Bonds/NCD 6.73 15/10/2027 | 0.18% |
| Karnataka State SDL 7.72 06/12/2035 | 0.12% |
| Tamilnadu State SDL 7.44 20/03/2034 | 0.15% |
| National Bank For Agriculture & Rural Development SR 26B Bonds 6.85 19/01/2029 | 0.29% |
| State Bank of India SR 1 Bonds 6.93 20/10/2035 | 0.29% |
| Indian Railway Finance Corporation Ltd SR 192 Bonds 01/12/2035 | 0.15% |
| National Bank For Agriculture & Rural Development SR Bonds 7.01 26-D 16/03/2029 | 0.5% |
| National Bank For Agriculture & Rural Development SR 26E Bonds 7.10 29/03/2029 | 0.29% |
| Shriram Finance Ltd SR PPD V OP Bonds 8.75 15/06/2026 | 0.3% |
| Muthoot Finance Ltd SR 28-A OP I Bonds 8.40 28/08/2028 | 0.18% |
| Cholamandalam Investment & Finance Company Ltd SR 639 Bonds 8.54 12/04/2029 | 0.36% |
| National Bank For Agriculture & Rural Development SR 25E Bonds 7.53 24/03/2028 | 1.0% |
| National Bank For Agriculture & Rural Development SR 25G Bonds 7.48 15/09/2028 | 0.53% |
| LIC Housing Finance Ltd Debenture 6.17 03/09/2026 | 0.18% |
| National Bank For Agriculture & Rural Development SR 23I Debenture 7.62 31/01/2028 | 0.29% |
| Power Finance Corporation Ltd SR BS225A Debenture 7.77 15/07/2026 | 0.18% |
| Power Finance Corporation Ltd SR BS224 Debenture 7.82 06/03/2038 | 0.3% |
| LIC Housing Finance Ltd Debenture 8.025 23/03/2033 | 0.18% |
| Power Finance Corporation Ltd SR BS227B Debenture 7.77 15/04/2028 | 0.18% |
| Indian Railway Finance Corporation Ltd SR 170B Debenture 7.74 15/04/2038 | 0.18% |
| REC Ltd SR 221 Debenture 7.51 31/07/2026 | 0.12% |
| HDFC Bank Ltd SR US003 Debenture 7.70 16/05/2028 | 0.29% |
| Cholamandalam Investment & Finance Company Ltd Debenture 7.50 30/09/2026 | 0.24% |
| Indian Railway Finance Corporation Ltd SR 173 Debenture 7.68 24/11/2026 | 0.24% |
| Small Industries Devp. Bank of India Ltd SR VI Debenture 7.79 14/05/2027 | 0.3% |
| Small Industries Devp. Bank of India Ltd SR IX Debenture 7.68 10/08/2027 | 0.12% |
| Bajaj Finance Ltd Debenture 7.82 31/01/2034 | 0.35% |
| REC Ltd SR 236-B Debenture 7.56 31/08/2027 | 0.3% |
| PNB Housing Finance Ltd SR LXV Debenture 8.15 29/07/2027 | 0.12% |
| REC Ltd Debenture 7.34 | 0.23% |
| Bharti Telecom Ltd SR XIX Debenture 8.65 05/11/2027 | 0.3% |
| LIC Housing Finance Ltd Debenture 7.74 22/10/2027 | 0.29% |
| Can Fin Homes Ltd SR 2 Debenture 8.09 04/01/2027 | 0.12% |
| Tata Capital Ltd CP 365-D 21/05/2026 | 0.29% |
| HDB Financial Services Ltd SR 228 TR Debenture 7.4091 05/06/2028 | 0.12% |
| Cholamandalam Investment & Finance Company Ltd SR 653 Debenture 7.38 28/05/2027 | 0.12% |
| Muthoot Finance Ltd Debenture 8.05 25/11/2027 | 0.29% |
| Power Finance Corporation Ltd SR 251B Debenture 6.59 15/10/2030 | 0.11% |
| Bajaj Finance Ltd Debenture 7.11 10/07/2028 | 0.17% |
| National Bank For Agriculture & Rural Development SR 26A Debenture 6.66 12/10/2028 | 0.4% |
| Bharti Telecom Ltd SR XXVIII Debenture 7.40 01/02/2029 | 0.41% |
| Small Industries Devp. Bank of India Ltd CP 182-D 03/06/2026 | 0.29% |
| PNB Housing Finance Ltd SR LXXII Debenture 7.28 05/06/2028 | 0.16% |
| Power Finance Corporation Ltd SR 259A Debenture 6.96 02/03/2028 | 0.29% |
| Company | Allocation % |
|---|---|
| Others | 6.24% |
| Automobile | 5.95% |
| Construction | 6.12% |
| Consumer Staples | 2.40% |
| Materials | 1.79% |
| Financial | 35.32% |
| Capital Goods | 4.39% |
| Consumer Discretionary | 1.27% |
| Chemicals | 1.34% |
| Services | 5.61% |
| Sovereign | 5.86% |
| Energy | 7.68% |
| Technology | 5.73% |
| Unclassified | 1.31% |
| Metals & Mining | 2.38% |
| Healthcare | 2.29% |
| Communication | 4.37% |
Funds Offered
AUM
Website
http://www.sundarammutual.com
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-IDCWM is ₹ 24.6654
The expense ratio of Sundaram Aggressive Hybrid-IDCWM is 1.99%
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-IDCWM based on your investment objective and risk profile.
For Sundaram Aggressive Hybrid-IDCWM, 3-year return is 10.52% per annum and 5-year return is 10.35% per annum. Check the return performance in detail on the page.
The lock-in-period of Sundaram Aggressive Hybrid-IDCWM is 0 years.
At Tata Moneyfy, we follow 3 easy steps to make mutual fund investments simple, convenient, and quick:
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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
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
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
1M Returns
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3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
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Fund Manager
2 Morning Star
2 Value Research
2 Morning Star
2 Value Research
NAV
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1Y Returns
3Y Returns
Min. Investment
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NAV
Min Investment
Fund Size
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3 Morning Star
4 Value Research
3 Morning Star
4 Value Research
NAV
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NAV
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5 Morning Star
5 Value Research
5 Morning Star
5 Value Research
NAV
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NAV
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1 Morning Star
1 Value Research
1 Morning Star
1 Value Research
NAV
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NAV
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0 Morning Star
3 Value Research
0 Morning Star
3 Value Research
NAV
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3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
NAV
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3Y Returns
Min. Investment
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Fund Manager
NAV
Min Investment
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Fund Manager
3 Morning Star
0 Value Research
3 Morning Star
0 Value Research
NAV
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3Y Returns
Min. Investment
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NAV
Min Investment
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Fund Manager
1 Morning Star
2 Value Research
1 Morning Star
2 Value Research
NAV
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NAV
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4 Morning Star
4 Value Research
4 Morning Star
4 Value Research
NAV
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NAV
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1 Morning Star
2 Value Research
1 Morning Star
2 Value Research
NAV
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3 Morning Star
0 Value Research
3 Morning Star
0 Value Research
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2 Morning Star
3 Value Research
2 Morning Star
3 Value Research
NAV
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4 Morning Star
4 Value Research
4 Morning Star
4 Value Research
NAV
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4 Morning Star
0 Value Research
4 Morning Star
0 Value Research
NAV
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3Y Returns
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Min Investment
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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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0 Morning Star
0 Value Research
0 Morning Star
0 Value Research
NAV
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Min. Investment
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NAV
Min Investment
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3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
NAV
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NAV
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0 Morning Star
0 Value Research
0 Morning Star
0 Value Research
NAV
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NAV
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4 Morning Star
4 Value Research
4 Morning Star
4 Value Research
NAV
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NAV
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3 Morning Star
4 Value Research
3 Morning Star
4 Value Research
NAV
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NAV
Min Investment
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3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
NAV
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3Y Returns
Min. Investment
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NAV
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1 Morning Star
2 Value Research
1 Morning Star
2 Value Research
NAV
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NAV
Min Investment
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4 Morning Star
5 Value Research
4 Morning Star
5 Value Research
NAV
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NAV
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0 Morning Star
5 Value Research
0 Morning Star
5 Value Research
NAV
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3Y Returns
Min. Investment
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NAV
Min Investment
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2 Morning Star
3 Value Research
2 Morning Star
3 Value Research
NAV
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NAV
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3 Morning Star
4 Value Research
3 Morning Star
4 Value Research
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NAV
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3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
NAV
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NAV
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2 Morning Star
0 Value Research
2 Morning Star
0 Value Research
NAV
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NAV
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2 Morning Star
4 Value Research
2 Morning Star
4 Value Research
NAV
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3Y Returns
Min. Investment
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NAV
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