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Sundaram Aggressive Hybrid Fund - Direct (IDCW-M)

Aggressive Hybrid Fund • OPEN
NAV as of May 21, 2026
₹88.86
1 day change
Returns since inception
12.90%
CAGR
AUM (Fund size)
₹8,484 Cr
NAV: ₹ 88.86
as on May 21, 2026
Sundaram Aggressive Hybrid Fund - Direct (IDCW-M)

Sundaram Aggressive Hybrid Fund - Direct (IDCW-M) Overview

AUM (Fund size) ₹ 8,484 Cr
Expense ratio 0.97 %
Exit load If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 0.25% of the applicable NAV will be charged.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.
Plan type Direct Fund
Risk High
Lock-in Period Nil
Benchmark CRISIL Hybrid 35+65 - Aggressive Index
Min. investment SIP: ₹100    Lumpsum: ₹100
Age 13 yrs 4 m since Jan 01, 2013
Tax implication STCG Tax: As per your Income Tax Slab, if redeemed before 3 Years, LTCG Tax: 20% with indexation benefitu00a0 post 3 Years

Holdings Distribution

Debt
26.87%
Banks
15.56%
IT-Software
6.69%
Automobiles
5.53%
Finance
4.91%

Top Holdings

HDFC Bank 6.28%
ICICI Bank 5.12%
Reliance Industr 4.46%
TREPS 4.27%
Bharti Airtel 3.76%
Larsen & Toubro 3.52%
M & M 2.71%
Sundaram Liquid Fund - Direct (G) 2.62%
GSEC2035 6.48 2.57%
Kotak Mah. Bank 2.40%

Peer Comparison

Fund Name 1Y 3Y 5Y
Sundaram Aggressive Hybrid Fund - Direct (IDCW-M) -1.19% 11.86% 11.12%
Capitalmind Multi Asset Allocation Fund-Dir (G) N/A N/A N/A
Capitalmind Multi Asset Allocation Fund-Dir (IDCW) N/A N/A N/A
Helios Arbitrage Fund - Regular (G) N/A N/A N/A
Helios Arbitrage Fund - Regular (IDCW) N/A N/A N/A
Helios Arbitrage Fund - Direct (G) N/A N/A N/A

Scheme Information

Sundaram Aggressive Hybrid Fund - Direct (IDCW-M) was launched on 01/01/2013. The fund manages ₹8,484 Cr in assets. Its current expense ratio is 0.97%.

Fund Manager: S Bharath

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FAQs on Sundaram Aggressive Hybrid Fund - Direct (IDCW-M)

The current expense ratio of Sundaram Aggressive Hybrid Fund - Direct (IDCW-M) is 0.97%.

The AUM of Sundaram Aggressive Hybrid Fund - Direct (IDCW-M) is ₹8,484 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, Sundaram Aggressive Hybrid Fund - Direct (IDCW-M) allows both SIP and lump sum investments.

The latest NAV is ₹88.86.

Minimum SIP starts from ₹100.

Redemption can be done via AMC website or your investment platform.

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