Sundaram Aggressive Hybrid Fund Direct-Growth
Hybrid, Aggressive Hybrid, Principal at high risk
1 Year Return -2.67% at 08 Jun 2026 01:23 PM
Sundaram Aggressive Hybrid Fund Direct-Growth: Mutual Fund Overview
Sundaram Aggressive Hybrid Fund Direct-Growth is an Aggressive Hybrid mutual fund with over 13.43 years of performance history. The scheme manages an AUM of ₹8484.02 Cr and has a NAV of ₹178.1758. It is rated '3' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -2.67%.
Fund Details
NAV 178.1758
Sub-Type Aggressive Hybrid
Rating 3
Min. SIP Amount ₹100.0
Fund Age(Year) 13.43
Fund Size(in Crores) 8484.02
Fund Performance
1 Month -2.22%
3 Month -2.8%
6 Month -6.99%
1 Year -2.67%
3 Year 10.77%
5 Year 10.37%
Know This Fund
As on 08 Jun 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (0%) Sector Allocation Debt Credit Ratings Debt Category
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-Growth Ret 1M 0.66% Ret 1Y 7.26% Ret 3Y 9.44% Ret 5Y 11.76%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Ret 1M 0.66% Ret 1Y 7.26% Ret 3Y 9.44% Ret 5Y 11.76%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Half Yearly Ret 1M 0.66% Ret 1Y 7.26% Ret 3Y 9.44% Ret 5Y 11.76%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Half Yearly Reinvestment Ret 1M 0.66% Ret 1Y 7.26% Ret 3Y 9.44% Ret 5Y 11.76%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Quarterly Ret 1M 0.66% Ret 1Y 7.26% Ret 3Y 9.44% Ret 5Y 11.76%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Quarterly Reinvestment Ret 1M 0.66% Ret 1Y 7.26% Ret 3Y 9.44% Ret 5Y 11.76%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Reinvestment Ret 1M 0.66% Ret 1Y 7.26% Ret 3Y 9.44% Ret 5Y 11.76%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-Bonus Ret 1M 0.59% Ret 1Y 5.01% Ret 3Y 7.35% Ret 5Y 6.54%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-Growth Ret 1M 0.59% Ret 1Y 5.01% Ret 3Y 7.35% Ret 5Y 6.54%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-IDCW Half Yearly Payout Ret 1M 0.59% Ret 1Y 5.01% Ret 3Y 7.35% Ret 5Y 6.54%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-IDCW Half Yearly Reinvestment Ret 1M 0.59% Ret 1Y 5.01% Ret 3Y 7.35% Ret 5Y 6.54%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.71%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Sandeep Agarwal
Education Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Experience Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Dwijendra Srivastava
Education Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Clyton Richard Fernandes
Education Mr. Fernandes has done B.E and MBA
Experience Prior to joining Sundaram Mutual Fund, he has worked with Canara HSBC Life, Mahindra Manulife AMC, Bank of Baroda Capital Markets and Systematix Shares & Stocks
Bharath S
Education Mr. Bharath is a B Com (H), MBA and ICWA.
Experience Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at high risk
AMC and Fund details
Rank (total sets) 40
Date of Incorporation 2013-01-02
Total AUM 75523.59
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
Sundaram Aggressive Hybrid Fund Direct-Growth FAQs
How to invest in Sundaram Aggressive Hybrid Fund Direct-Growth?
Investing in Sundaram Aggressive Hybrid Fund Direct-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Sundaram Aggressive Hybrid Fund Direct-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Sundaram Aggressive Hybrid Fund Direct-Growth?
The term expense ratio for Sundaram Aggressive Hybrid Fund Direct-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Sundaram Aggressive Hybrid Fund Direct-Growth is 0.71% as of 08 Jun 2026.
What is the NAV of Sundaram Aggressive Hybrid Fund Direct-Growth?
The NAV of Sundaram Aggressive Hybrid Fund Direct-Growth is ₹178.1758 as of 08 Jun 2026.
What is the AUM of Sundaram Aggressive Hybrid Fund Direct-Growth?
The AUM (Assets Under Management) of Sundaram Aggressive Hybrid Fund Direct-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Sundaram Aggressive Hybrid Fund Direct-Growth is ₹8484.02 Cr as of 08 Jun 2026.
What is the PE and PB ratio of Sundaram Aggressive Hybrid Fund Direct-Growth?
The PE ratio of Sundaram Aggressive Hybrid Fund Direct-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Sundaram Aggressive Hybrid Fund Direct-Growth?
Yes, you can invest in Sundaram Aggressive Hybrid Fund Direct-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Sundaram Aggressive Hybrid Fund Direct-Growth in the last 5 years?
The return of Sundaram Aggressive Hybrid Fund Direct-Growth in the last 5 years is 10.37%.
What is the minimum SIP investment required in Sundaram Aggressive Hybrid Fund Direct-Growth?
The minimum SIP investment in Sundaram Aggressive Hybrid Fund Direct-Growth depends on the fund's scheme rules and usually starts at a small amount. For Sundaram Aggressive Hybrid Fund Direct-Growth, the minimum SIP amount is ₹100.0.
What is the current NAV of Sundaram Aggressive Hybrid Fund Direct-Growth?
The NAV of Sundaram Aggressive Hybrid Fund Direct-Growth, as of 08 Jun 2026, is ₹178.1758.
Who manages the Sundaram Aggressive Hybrid Fund Direct-Growth?
The fund managers responsible for Sundaram Aggressive Hybrid Fund Direct-Growth are:
- Sandeep Agarwal
- Dwijendra Srivastava
- Clyton Richard Fernandes
- Bharath S