16262
18076
Sundaram Aggressive Hybrid Fund - Direct (G)
11.86
-1.18
11.19
-0.24
-2.03
-4.38
-5.76
13.09
https://storage.googleapis.com/5paisa-prod-storage/files/2024-06/sundaram-mf_1.png
6
1.7
11.19
Sundaram Aggressive Hybrid Fund - Direct (G)
1.6
9.9
1.19
3.5
5 Years
Sundaram Aggressive Hybrid Fund - Direct (G)
Invest in Mutual Funds at 0 Transaction cost
-
NAV
179.85
22 May 2026
-
0.03%
1 Day
-
11.86%
3Y CAGR returns
Note: Data shown is for Direct Plan. Our Platform offers Regular Plans only.
Returns may differ due to expense ratio differences.
-
₹ 100
Min SIP -
₹ 100
Min Lumpsum -
0.97%
Expense Ratio -
8,484 Cr
Fund Size -
13 Years
Fund Age
Returns and Ranks ( as on 22 May 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- -1.18%
- 11.86%
- 11.19%
- 13.09
- 3.83Alpha
- 3.17SD
- 0.79Beta
- 0.39Sharpe
- Exit Load
- If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 0.25% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.
- Tax implication
- Returns are taxed as per your Income Tax slab.
The primary investment objective of the Fund is to provide periodic returns and capital appreciation through a judicious mix of equity and debt instruments, while simultaneously aiming to minimise capital erosion.
Low
Low to
moderate Moderate Moderately
High High Very
High
moderate Moderate Moderately
High High Very
High
- Address :
- Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
-
- Contact :
- +91044-2858 3362/3367
-
- Email ID :
- customerservices@sundarammutual.com
Other Calculators
FAQs
Sundaram Aggressive Hybrid Fund - Direct (G) has delivered 15.14% since inception
The NAV of Sundaram Aggressive Hybrid Fund - Direct (G) is ₹175.873 as of 22 May 2026
The expense ratio of Sundaram Aggressive Hybrid Fund - Direct (G) is 0.97 % as of 22 May 2026
The AUM of Sundaram Aggressive Hybrid Fund - Direct (G) 4643.67 CR as of 22 May 2026
The minimum SIP amount of Sundaram Aggressive Hybrid Fund - Direct (G) is 100
The top stock holdings of Sundaram Aggressive Hybrid Fund - Direct (G) are
- HDFC Bank - 6.09%
- TREPS - 6.01%
- ICICI Bank - 4.93%
- Reliance Industr - 4.36%
- Larsen & Toubro - 3.71%
The top sectors Sundaram Aggressive Hybrid Fund - Direct (G) has invested in are
- Debt - 25.19%
- Banks - 15.53%
- Petroleum Products - 5.96%
- Pharmaceuticals & Biotech - 4.86%
- IT-Software - 4.85%