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Sundaram Aggressive Hybrid Fund Direct growth
Hybrid • Aggressive • Direct growth
Top rated fund from 328 Aggressive Allocation
Average credit rating
AA
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Aggressive
Direct growth
Launched On
01 Jan 2013
13 years ago
Lock-in Period
No lock-in
NAV
as of 16 Jan 2026
₹188.1
-0.3184% (-0.60)
AUM
₹7,846 Cr
Expense ratio
0.64%
Benchmark
CRISIL Hybrid 35+65 - Agg
Fund Plan
Tax info and exit load
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%
Distribution
Asset split
Equity70.74%
Debt19.84%
Cash9.42%
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Consumer Cyclical
Industrials
Energy
Technology
Fund House
Sundaram
Inc: 31 Mar 1996 • Total AUM: ₹64,082 Cr • Rank #21Sundaram 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: 7.69 yrs • Total AUM: 2,55,760 Cr
Dwijendra Srivastava
Experience: 15.47 yrs • Total AUM: 3,37,084 Cr
Sandeep Agarwal
Experience: 13.62 yrs • Total AUM: 2,98,247 Cr
Clyton Fernandes
Experience: yrs • Total AUM: 1,16,734 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.