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Fund Category Aggressive Hybrid
3 Morning Star
3 Value Research
NAV( 13 Oct 2025)
Min SIP amount
Min Lumpsum
Lock In
Expense ratio
Exit load
Fund size
Plan
Launch date
Fund type
Fund benchmark
ISIN
Company | Allocation % |
---|---|
Power Finance Corporation Ltd SR 237A NCD 7.60 13/04/2029 | 0.37% |
HDB Financial Services Ltd SR 188 NCD 7.84 14/07/2026 | 0.14% |
GOI Sec 7.10 08/04/2034 | 4.45% |
GOI Sec 7.34 22/04/2064 | 0.36% |
GOI Sec 7.02 18/06/2031 | 0.22% |
GOI Sec 6.33 05/05/2035 | 0.07% |
GOI Sec 04/10/2028 | 0.22% |
GOI GOI Sec 7.10 18/04/2029 | 0.37% |
GOI Sec 7.30 19/06/2053 | 0.36% |
GOI Sec 7.18 24/07/2037 | 0.44% |
GOI Sec 7.23 15/04/2039 | 1.48% |
Karnataka State SDL 7.72 06/12/2035 | 0.15% |
Tamilnadu State SDL 7.44 20/03/2034 | 0.19% |
Others EMM | 0.36% |
Sundaram Money Market Direct-G | 1.55% |
Adani Enterprises Ltd | 0.02% |
Amara Raja Energy & Mobility Ltd | 0.73% |
Axis Bank Ltd | 0.28% |
Bajaj Finance Ltd | 2.1% |
Bajaj Auto Ltd | 0.83% |
Bank Of Baroda | 0.22% |
Bharat Electronics Ltd | 1.49% |
Bharat Petroleum Corporation Ltd | 1.02% |
Bharti Airtel Ltd | 3.95% |
Biocon Ltd | 0.26% |
Zydus Lifesciences Ltd | 0.61% |
Cholamandalam Investment & Finance Company Ltd | 1.69% |
Coromandel International Ltd | 1.42% |
Crisil Ltd | 0.7% |
Cummins India Ltd | 1.36% |
Fortis Healthcare Ltd | 0.7% |
GAIL (India) Ltd | 0.34% |
Grasim Industries Ltd | 0.87% |
HCL Technologies Ltd | 1.25% |
HDFC Bank Ltd | 7.33% |
Hero Motocorp Ltd | 0.45% |
Hindustan Aeronautics Ltd | 0.29% |
Hindustan Unilever Ltd | 1.62% |
ICICI Bank Ltd | 5.72% |
The Indian Hotels Company Ltd | 0.54% |
Infosys Ltd | 1.61% |
JK Cement Ltd | 0.57% |
JSW Steel Ltd | 0.15% |
Kotak Mahindra Bank Ltd | 2.73% |
Larsen & Toubro Ltd | 2.48% |
Lupin Ltd | 0.66% |
Mahindra & Mahindra Ltd | 1.97% |
Marico Ltd | 0.08% |
Maruti Suzuki India Ltd | 1.17% |
UNO Minda Ltd | 0.8% |
Oil And Natural Gas Corporation Ltd | 0.04% |
Pidilite Industries Ltd | 0.66% |
Power Finance Corporation Ltd | 1.34% |
Reliance Industries Ltd | 4.61% |
Vedanta Ltd | 0.02% |
Shriram Finance Ltd | 1.22% |
State Bank of India | 2.99% |
Sun Pharmaceutical Industries Ltd | 0.72% |
Tata Power Company Ltd | 0.82% |
Tata Consumer Products Ltd | 1.2% |
Tech Mahindra Ltd | 0.37% |
Ultratech Cement Ltd | 0.81% |
United Spirits Ltd | 0.85% |
JSW Energy Ltd | 0.02% |
Jubilant FoodWorks Ltd | 1.33% |
Prestige Estates Projects Ltd | 0.55% |
Multi Commodity Exchange Of India Ltd | 0.94% |
Indus Towers Ltd | 0.24% |
Chennai Super Kings Ltd | 0.0% |
Interglobe Aviation Ltd | 1.38% |
BSE Ltd | 0.95% |
Varun Beverages Ltd | 0.56% |
SBI Life Insurance Company Ltd | 0.84% |
Dixon Technologies (India) Ltd | 0.23% |
Cash Margin | 6.27% |
Amber Enterprises India Ltd | 1.0% |
Bandhan Bank Ltd | 0.01% |
Embassy Office Parks REIT REITs | 2.06% |
Polycab India Ltd | 0.26% |
Home First Finance Company India Ltd | 0.71% |
Prudent Corporate Advisory Services Ltd | 0.29% |
Mankind Pharma Ltd | 0.78% |
Jio Financial Services Ltd | 0.18% |
Indegene Ltd | 0.33% |
Export-Import Bank Of India CD 30/12/2025 | 0.14% |
Axis Bank Ltd CD 04/02/2026 | 0.07% |
Small Industries Devp. Bank of India Ltd SR II Bonds/NCD 7.47 05/09/2029 | 0.37% |
Power Finance Corporation Ltd SR 253 Bonds/NCD 6.73 15/10/2027 | 0.22% |
Net Payables | -0.56% |
Cholamandalam Investment & Finance Company Ltd SR 639 Bonds 8.54 12/04/2029 | 0.44% |
National Bank For Agriculture & Rural Development SR 25E Bonds 7.53 24/03/2028 | 0.95% |
National Bank For Agriculture & Rural Development SR 25G Bonds 7.48 15/09/2028 | 0.95% |
Shriram Finance Ltd SR PPD V OP Bonds 8.75 15/06/2026 | 0.36% |
Muthoot Finance Ltd SR 28-A OP I Bonds 8.40 28/08/2028 | 0.22% |
Power Grid Corporation of India Ltd SR LXXVI Bonds 7.35 12/03/2034 | 0.22% |
Repo | 2.84% |
LIC Housing Finance Ltd Debenture 6.17 03/09/2026 | 0.21% |
National Bank For Agriculture & Rural Development SR 23I Debenture 7.62 31/01/2028 | 0.37% |
Power Finance Corporation Ltd SR BS225A Debenture 7.77 15/07/2026 | 0.22% |
Power Finance Corporation Ltd SR BS224 Debenture 7.82 06/03/2038 | 0.38% |
LIC Housing Finance Ltd Debenture 8.025 23/03/2033 | 0.37% |
Power Finance Corporation Ltd SR BS227B Debenture 7.77 15/04/2028 | 0.22% |
Indian Railway Finance Corporation Ltd SR 170B Debenture 7.74 15/04/2038 | 0.22% |
REC Ltd SR 221 Debenture 7.51 31/07/2026 | 0.15% |
REC Ltd SR 223A Debenture 7.44 30/04/2026 | 0.14% |
HDFC Bank Ltd SR US003 Debenture 7.70 16/05/2028 | 0.37% |
Cholamandalam Investment & Finance Company Ltd Debenture 7.50 30/09/2026 | 0.29% |
Indian Railway Finance Corporation Ltd SR 173 Debenture 7.68 24/11/2026 | 0.29% |
Small Industries Devp. Bank of India Ltd SR VI Debenture 7.79 14/05/2027 | 0.37% |
Bajaj Finance Ltd Debenture 7.87 08/02/2034 | 0.29% |
Small Industries Devp. Bank of India Ltd SR IX Debenture 7.68 10/08/2027 | 0.15% |
Bajaj Finance Ltd Debenture 7.82 31/01/2034 | 0.44% |
REC Ltd SR 236-B Debenture 7.56 31/08/2027 | 0.29% |
PNB Housing Finance Ltd SR LXV Debenture 8.15 29/07/2027 | 0.15% |
REC Ltd Debenture 7.34 | 0.29% |
Can Fin Homes Ltd SR 2 Debenture 8.09 04/01/2027 | 0.15% |
HDB Financial Services Ltd SR 228 TR Debenture 7.4091 05/06/2028 | 0.14% |
Cholamandalam Investment & Finance Company Ltd SR 653 Debenture 7.38 28/05/2027 | 0.14% |
Muthoot Finance Ltd Debenture 8.05 25/11/2027 | 0.36% |
Bajaj Finance Ltd Debenture 7.11 10/07/2028 | 0.22% |
National Bank For Agriculture & Rural Development SR 26A Debenture 6.66 12/10/2028 | 0.5% |
Kotak Mahindra Bank Ltd Futures 10/2025 | -0.07% |
Reliance Industries Ltd Futures 10/2025 | -0.75% |
State Bank of India Futures 10/2025 | -0.61% |
The Indian Hotels Company Ltd Futures 10/2025 | -0.23% |
Adani Enterprises Ltd Futures 10/2025 | -0.02% |
JSW Energy Ltd Futures 10/2025 | -0.02% |
Bharti Airtel Ltd Futures 10/2025 | -0.54% |
Hindustan Aeronautics Ltd Futures 10/2025 | -0.29% |
HDFC Bank Ltd Futures 10/2025 | -0.6% |
ICICI Bank Ltd Futures 10/2025 | -0.61% |
GAIL (India) Ltd Futures 10/2025 | -0.06% |
Biocon Ltd Futures 10/2025 | -0.26% |
JSW Steel Ltd Futures 10/2025 | -0.15% |
Bandhan Bank Ltd Futures 10/2025 | -0.01% |
Oil And Natural Gas Corporation Ltd Futures 10/2025 | -0.04% |
Bank Of Baroda Futures 10/2025 | -0.22% |
Jio Financial Services Ltd Futures 10/2025 | -0.19% |
Axis Bank Ltd Futures 10/2025 | -0.29% |
Vedanta Ltd Futures 10/2025 | -0.02% |
Dixon Technologies (India) Ltd Futures 10/2025 | -0.23% |
Multi Commodity Exchange Of India Ltd Futures 10/2025 | -0.95% |
Bharat Electronics Ltd Futures 10/2025 | -0.03% |
Marico Ltd Futures 10/2025 | -0.08% |
Company | Allocation % |
---|---|
Others | 9.25% |
Automobile | 5.22% |
Construction | 5.09% |
Consumer Staples | 4.23% |
Materials | 2.25% |
Financial | 35.16% |
Capital Goods | 3.81% |
Consumer Discretionary | 1.00% |
Chemicals | 2.08% |
Services | 4.66% |
Sovereign | 7.97% |
Energy | 6.20% |
Unclassified | 1.55% |
Technology | 3.23% |
Insurance | 0.84% |
Metals & Mining | -0.00% |
Healthcare | 3.80% |
Communication | 3.65% |
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-IDCWM is ₹ 27.6458
The expense ratio of Sundaram Aggressive Hybrid-IDCWM is 1.79%
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 13.48% per annum and 5-year return is 15.76% 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
5 Value Research
4 Morning Star
5 Value Research
NAV
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1Y Returns
3Y Returns
Min. Investment
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Fund Manager
NAV
Min Investment
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2 Morning Star
3 Value Research
2 Morning Star
3 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
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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
Min. Investment
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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
Min. Investment
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NAV
Min Investment
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2 Morning Star
2 Value Research
2 Morning Star
2 Value Research
NAV
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3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
NAV
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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
NAV
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0 Morning Star
3 Value Research
0 Morning Star
3 Value Research
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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
NAV
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4 Morning Star
4 Value Research
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
0 Value Research
3 Morning Star
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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
5 Value Research
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4 Morning Star
0 Value Research
4 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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3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
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0 Morning Star
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0 Morning Star
0 Value Research
NAV
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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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NAV
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4 Morning Star
4 Value Research
4 Morning Star
4 Value Research
NAV
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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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3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
NAV
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1 Morning Star
2 Value Research
1 Morning Star
2 Value Research
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4 Morning Star
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4 Morning Star
5 Value Research
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NAV
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0 Morning Star
5 Value Research
0 Morning Star
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2 Morning Star
3 Value Research
2 Morning Star
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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
NAV
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NAV
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