Sundaram Aggressive Hybrid Fund - Direct Plan
Value Research Rating
Our Opinion
Riskometer
High
₹183.9396
As on 08-May-2026
Returns
Risk
This fund has High risk.
As per SEBI's Riskometer.
Portfolio of Sundaram Aggressive Hybrid Fund - Direct Plan
Asset Allocation
Split between different types of investments
Market Cap Weightage
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
Peer Comparison
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Sundaram Aggressive Hybrid Fund - Direct Plan
|
|
|
High
|
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0.97 |
|
 |
|
Very High
|
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0.96 |
||
 |
|
Very High
|
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0.95 |
||
|
|
Very High
|
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0.55 |
||
|
|
Very High
|
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1.23 |
Other details of Sundaram Aggressive Hybrid Fund - Direct Plan
Assets
₹7,653 Cr
Exit Load (Days)
1.00 (365)
Min. Investment (₹)
100
Min. Withdrawal (₹)
100
Min. SIP Investment (₹)
100
Min. No of Cheques
6
About Sundaram Aggressive Hybrid Fund - Direct Plan
Sundaram Aggressive Hybrid Fund - Direct Plan is a hybrid mutual fund scheme of Sundaram Mutual Fund. Launched on January 01, 2013, it is currently managed by Dwijendra Srivastava, Bharath S, Sandeep Agarwal and Clyton Richard Fernandes. The fund has an expense ratio of 0.97% with an overall AUM (Assets Under Management) of ₹7,653 Cr.
Sundaram Aggressive Hybrid Fund - Direct Plan invests 65-80 per cent of its assets in equity stocks and the remaining 20-35 per cent in bonds. The fund allows minimum lumpsum investment of ₹100 and minimum SIP of ₹100.
Investment Strategy
The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities.
Suitability
Aggressive Hybrid funds are suitable for investors:
- Looking to invest mostly in equity (~75%) with a small debt allocation (~25%) for moderately high returns
- Aiming for long-term wealth creation
- With a 5-8 year investment horizon
- Who are new/unfamiliar with market's ups and downs
Note:
- Invest only through SIP
Capital Gains Taxation
- If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1.25 lakh in a financial year are exempt from tax. Gains over Rs 1.25 lakh are taxed at the rate of 12.5%.
- If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 20%.
- No tax is to be paid as long as you continue to hold the units.
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
- Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.
Latest news on Sundaram Aggressive Hybrid Fund - Direct Plan
FAQ for Sundaram Aggressive Hybrid Fund - Direct Plan
How to Invest in Sundaram Aggressive Hybrid Fund - Direct Plan?
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Sundaram Aggressive Hybrid Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Sundaram Aggressive Hybrid Fund - Direct Plan can be bought from the Sundaram Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
What is the current NAV of Sundaram Aggressive Hybrid Fund - Direct Plan Today?
The latest declared NAV of Sundaram Aggressive Hybrid Fund - Direct Plan, is ₹183.9396 as of 08-May-2026.
What are the top holdings of Sundaram Aggressive Hybrid Fund - Direct Plan?
| Company | Percentage of Portfolio |
|---|---|
|
Sundaram Liquid Direct-G |
2.62
|
|
GOI Sec 6.48 06/10/2035 |
2.57
|
|
GOI Sec 7.10 08/04/2034 |
1.64
|
|
Sundaram Money Market Direct-G |
1.44
|
|
Embassy Office |
1.39
|
What is the return of Sundaram Aggressive Hybrid Fund - Direct Plan in the last 5 years?
Over the past five years, Sundaram Aggressive Hybrid Fund - Direct Plan has delivered an annualised return of 12.31% as of 08-May-2026.
What is the minimum investment required in Sundaram Aggressive Hybrid Fund - Direct Plan?
The minimum investment required to start investing in Sundaram Aggressive Hybrid Fund - Direct Plan is ₹100 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.
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