Sundaram Aggressive Hybrid-IDCWM

Fund Category: Aggressive Hybrid

Fund Category Aggressive Hybrid

High Hybrid IDCW Monthly

3 Morning Star

3 Value Research

NAV( 14 Jul 2025)

₹ 28.27

1.82%

Invest now Compare Funds

Sundaram Aggressive Hybrid-IDCWM

Invest now

Performance

15.78%3y Returns

0.12% 1D Returns

Investment details

Min SIP amount

₹ 100
Min Lumpsum

₹ 100
Lock In

0
Expense ratio

1.79%
Exit load

1% For units in excess of 25% of the investment,1% will be charged for redemption within 365 days

L After 365 days

Fund details

View Fund Documents

Fund size

₹ 6,429 Cr
Plan

REGULAR
Launch date

9 Dec 1999
Fund type

OPEN
Fund benchmark

CRISIL Hybrid 35+65 Aggressive Index
ISIN

INF173K01CI4

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
GOI Sec 7.10 08/04/2034	4.88%
GOI Sec 7.34 22/04/2064	0.4%
GOI Sec 7.02 18/06/2031	0.24%
GOI Sec 04/10/2028	0.24%
GOI GOI Sec 7.10 18/04/2029	0.4%
GOI Sec 7.30 19/06/2053	0.4%
GOI Sec 7.18 24/07/2037	0.49%
GOI Sec 7.23 15/04/2039	1.63%
Others EMM	1.18%
Sundaram Money Market Direct-G	1.64%
Sundaram Liquid Direct-G	1.95%
Tamilnadu State SDL 7.44 20/03/2034	0.21%
National Housing Bank NCD 7.22 23/07/2026	0.16%
Power Finance Corporation Ltd SR 237A NCD 7.60 13/04/2029	0.4%
HDB Financial Services Ltd SR 188 NCD 7.84 14/07/2026	0.16%
National Bank For Agriculture & Rural Development SR 25G Bonds 7.48 15/09/2028	0.32%
National Bank For Financing Infrastructure And Development SR NABFID2026-2 TR II Bonds 7.04 07/04/2035	0.15%
Shriram Finance Ltd SR PPD V OP Bonds 8.75 15/06/2026	0.39%
Muthoot Finance Ltd SR 28-A OP I Bonds 8.40 28/08/2028	0.24%
National Bank For Financing Infrastructure And Development SR 1 Bonds 7.65 22/12/2038	0.41%
Power Grid Corporation of India Ltd SR LXXVI Bonds 7.35 12/03/2034	0.24%
Cholamandalam Investment & Finance Company Ltd SR 639 Bonds 8.54 12/04/2029	0.48%
National Bank For Agriculture & Rural Development SR 25E Bonds 7.53 24/03/2028	0.24%
Roadstar Infra Investment Trust InvITs	0.0%
Repo	3.11%
Amara Raja Energy & Mobility Ltd	0.43%
Axis Bank Ltd	2.19%
Bajaj Finance Ltd	1.48%
Bajaj Auto Ltd	0.68%
Bajaj Finserv Ltd	0.01%
Bharat Electronics Ltd	0.8%
Bharat Petroleum Corporation Ltd	1.06%
Bharti Airtel Ltd	3.39%
Biocon Ltd	0.01%
Zydus Lifesciences Ltd	0.67%
Ceat Ltd	0.72%
Coromandel International Ltd	1.29%
Cummins India Ltd	0.88%
Dabur India Ltd	0.0%
Divi's Laboratories Ltd	0.0%
Fortis Healthcare Ltd	0.62%
GAIL (India) Ltd	0.33%
Grasim Industries Ltd	0.86%
Grindwell Norton Ltd	0.42%
HCL Technologies Ltd	1.52%
HDFC Bank Ltd	7.27%
Hero Motocorp Ltd	0.73%
Hindustan Aeronautics Ltd	0.0%
Hindustan Unilever Ltd	1.25%
ICICI Bank Ltd	5.32%
The Indian Hotels Company Ltd	0.35%
Infosys Ltd	2.27%
ITC Ltd	0.68%
JK Cement Ltd	0.6%
Kotak Mahindra Bank Ltd	2.35%
Larsen & Toubro Ltd	1.78%
Lupin Ltd	0.59%
Mahindra & Mahindra Ltd	1.9%
Marico Ltd	0.68%
Maruti Suzuki India Ltd	1.04%
UNO Minda Ltd	0.73%
NTPC Ltd	0.05%
Power Grid Corporation of India Ltd	0.01%
Reliance Industries Ltd	5.36%
REC Ltd	0.0%
Shriram Finance Ltd	1.51%
State Bank of India	2.86%
Sun Pharmaceutical Industries Ltd	0.77%
Tata Consultancy Services Ltd	0.87%
Tata Power Company Ltd	0.88%
Tata Consumer Products Ltd	1.03%
Tech Mahindra Ltd	0.64%
Ultratech Cement Ltd	0.85%
Amber Enterprises India Ltd	1.3%
Polycab India Ltd	0.38%
Computer Age Management Services Ltd	0.68%
Home First Finance Company India Ltd	0.78%
Kalyan Jewellers India Ltd	1.6%
Prudent Corporate Advisory Services Ltd	0.33%
Mankind Pharma Ltd	0.71%
Indegene Ltd	0.29%
Axis Bank Ltd CD 04/02/2026	0.08%
United Spirits Ltd	0.77%
Jubilant FoodWorks Ltd	0.78%
Prestige Estates Projects Ltd	0.41%
RBL Bank Ltd	0.08%
Indus Towers Ltd	0.49%
Net Current Assets	0.0%
Cash/Net Current Assets	0.78%
IDFC First Bank Ltd	0.03%
Chennai Super Kings Ltd	0.0%
Interglobe Aviation Ltd	0.72%
BSE Ltd	0.67%
Varun Beverages Ltd	0.57%
SBI Life Insurance Company Ltd	0.65%
HDFC Life Insurance Co Ltd	0.01%
Cash Margin	3.64%
Reliance Industries Ltd Futures 07/2025	-0.47%
LIC Housing Finance Ltd Debenture 6.17 03/09/2026	0.23%
National Bank For Agriculture & Rural Development SR 23I Debenture 7.62 31/01/2028	0.4%
National Bank For Agriculture & Rural Development SR 23H Debenture 7.58 31/07/2026	0.55%
Power Finance Corporation Ltd SR BS225A Debenture 7.77 15/07/2026	0.24%
Power Finance Corporation Ltd SR BS224 Debenture 7.82 06/03/2038	0.41%
LIC Housing Finance Ltd Debenture 8.025 23/03/2033	0.4%
Power Finance Corporation Ltd SR BS227B Debenture 7.77 15/04/2028	0.24%
Indian Railway Finance Corporation Ltd SR 170B Debenture 7.74 15/04/2038	0.25%
REC Ltd SR 221 Debenture 7.51 31/07/2026	0.16%
Small Industries Devp. Bank of India Ltd SR I Debenture 7.43	0.39%
REC Ltd SR 223A Debenture 7.44 30/04/2026	0.16%
HDFC Bank Ltd SR US003 Debenture 7.70 16/05/2028	0.4%
HDFC Bank Ltd SR US002 Debenture 7.80 03/05/2033	0.24%
Cholamandalam Investment & Finance Company Ltd Debenture 7.50 30/09/2026	0.31%
Indian Railway Finance Corporation Ltd SR 173 Debenture 7.68 24/11/2026	0.32%
Small Industries Devp. Bank of India Ltd SR VI Debenture 7.79 14/05/2027	0.4%
National Bank For Agriculture & Rural Development SR 24E Debenture 7.80 15/03/2027	0.95%
Bajaj Finance Ltd Debenture 7.87 08/02/2034	0.32%
Small Industries Devp. Bank of India Ltd SR IX Debenture 7.68 10/08/2027	0.16%
Bajaj Finance Ltd Debenture 7.82 31/01/2034	0.47%
National Bank For Financing Infrastructure And Development SR NABFID.43 Debenture	0.32%
REC Ltd SR 236-B Debenture 7.56 31/08/2027	0.32%
PNB Housing Finance Ltd SR LXV Debenture 8.15 29/07/2027	0.16%
Can Fin Homes Ltd SR 2 Debenture 8.09 04/01/2027	0.16%
Power Grid Corporation of India Ltd Futures 07/2025	-0.01%
Hindustan Unilever Ltd Futures 07/2025	-0.03%
HDFC Bank Ltd Futures 07/2025	-1.65%
Dabur India Ltd Futures 07/2025	0.0%
HDB Financial Services Ltd SR 228 TR Debenture 7.4091 05/06/2028	0.16%
IDFC First Bank Ltd Futures 07/2025	-0.03%
REC Ltd Futures 07/2025	0.0%
State Bank of India Futures 07/2025	-0.44%
Kotak Mahindra Bank Ltd Futures 07/2025	-0.28%
Ultratech Cement Ltd Futures 07/2025	0.0%
HDFC Life Insurance Co Ltd Futures 07/2025	-0.01%
Infosys Ltd Futures 07/2025	-0.27%
Divi's Laboratories Ltd Futures 07/2025	0.0%
NTPC Ltd Futures 07/2025	-0.05%
Larsen & Toubro Ltd Futures 07/2025	-0.02%
RBL Bank Ltd Futures 07/2025	-0.08%
Bajaj Finserv Ltd Futures 07/2025	-0.01%
Hindustan Aeronautics Ltd Futures 07/2025	0.0%
Sun Pharmaceutical Industries Ltd Futures 07/2025	-0.02%
Mahindra & Mahindra Ltd Futures 07/2025	-0.01%
HCL Technologies Ltd Futures 07/2025	-0.01%
Tata Consultancy Services Ltd Futures 07/2025	-0.03%
Cholamandalam Investment & Finance Company Ltd SR 653 Debenture 7.38 28/05/2027	0.16%
SBI Life Insurance Company Ltd Futures 07/2025	0.0%
Grasim Industries Ltd Futures 07/2025	-0.03%
Bharat Electronics Ltd Futures 07/2025	-0.03%
Zydus Lifesciences Ltd Futures 07/2025	-0.01%
Biocon Ltd Futures 07/2025	-0.01%
Bharti Airtel Ltd Futures 07/2025	-0.15%
ICICI Bank Ltd Futures 07/2025	-0.01%

Sectors

Company	Allocation %
Others	8.92%
Construction	2.17%
Automobile	5.79%
Consumer Staples	4.95%
Materials	2.28%
Financial	33.02%
Capital Goods	2.46%
Consumer Discretionary	2.90%
Chemicals	1.29%
Services	3.20%
Sovereign	8.68%
Energy	7.40%
Unclassified	3.59%
Technology	4.99%
Insurance	0.65%
Metals & Mining	0.42%
Healthcare	3.62%
Communication	3.73%

Risk Associated

High

Investors be aware that principal under this fund will be at High risk
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

View All Mutual Funds

Sundaram Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.sundarammutual.com
Phone:

Funds Offered

48
AUM

₹ 70,361 Cr
Website

http://www.sundarammutual.com

About

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.

Fund Manager

View All Mutual Funds

Ravi Gopalakrishnan

Funds Offered

9
AUM

₹ 29,477 Cr
Highest Return

25.74%

About

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

Start investing now

SIP
One time

SIP amount

/ Monthly

Monthly SIP Date

Select a Date

Frequently Asked Questions

View All

What is the current NAV of Sundaram Aggressive Hybrid-IDCWM?

The current NAV of Sundaram Aggressive Hybrid-IDCWM is ₹ 28.2718

How much does Sundaram Aggressive Hybrid-IDCWM charge as expense ratio?

The expense ratio of Sundaram Aggressive Hybrid-IDCWM is 1.79%

How to Redeem Sundaram Aggressive Hybrid-IDCWM Regular Growth?

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.

What are the steps to invest in Sundaram Aggressive Hybrid-IDCWM?

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!

Can I invest in Sundaram Aggressive Hybrid-IDCWM through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in Sundaram Aggressive Hybrid-IDCWM based on your investment objective and risk profile.

What is the return of Sundaram Aggressive Hybrid-IDCWM?

For Sundaram Aggressive Hybrid-IDCWM, 3-year return is 15.78% per annum and 5-year return is 17.26% per annum. Check the return performance in detail on the page.