Sundaram Aggressive Hybrid Fund Direct dividend payout

Hybrid • Aggressive • Direct dividend payout

Credit Rating
Average credit rating
AA

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Hybrid

Aggressive

Direct dividend payout

Launched On
01 Jan 2013
13 years ago
Lock-in Period
No lock-in
NAV
as of 18 Dec 2025
₹42.1
-0.9393% (-0.30)
AUM
₹7,655 Cr
Expense ratio
0.67%
Benchmark
CRISIL Hybrid 35+65 - Agg
Fund Plan
Monthly
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold before 365D

1%

If units sold after 365D

0%

What's in this fund?

Credit Rating
Sectors
Holdings
Financial Services

Financial Services

37.34%
Industrials

Industrials

12.16%
Consumer Cyclical

Consumer Cyclical

11.11%
Energy

Energy

7.53%
Basic Materials

Basic Materials

6.66%

Fund House

Sundaram

Sundaram

Inc: 31 Mar 1996 • Total AUM: ₹63,997 Cr • Rank #21
Sundaram Mutual Fund, started in 1996, has Sundaram Finance Limited as its sponsors. The fund house is headed by Sunil Subramaniam as the CEO. As of 31 March 2024, it has an AUM of ₹70,065 Cr. The company has around 35 lakh clients.

Fund Managers

S. Bharath

Experience: 7.61 yrs • Total AUM: 2,53,381 Cr

Dwijendra Srivastava

Experience: 15.40 yrs • Total AUM: 3,43,045 Cr

Sandeep Agarwal

Experience: 13.55 yrs • Total AUM: 3,04,236 Cr

Clyton Fernandes

Experience: yrs • Total AUM: 1,14,240 Cr

Risk

Category risk
High
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.