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Scheme Information
Sundaram Agg Hybrid Gr
as of 16 May 2026, 21:55 PM
Scheme Asset Size₹8484.02 Cr
Expense Ratio1.76%
Cash Holding10.7657%
Fund TypeOpen-End
PlanDividend
BenchmarkCRISIL Hybrid 35+65 - Agg TR INR
Launch Date2000-01-14
Exit LoadExit load of 1.00% for investments if redeemed within 365 Days
SIP Calculator
12%
₹5,000
₹500₹10,00,000
10 Years
1 Year40 Years
Invested Amount
Estimated Return
Invested Amount
₹6,00,000
Est. Return
₹5,61,695
Total Value
₹11,61,695
Invested Amount
Estimated Return
Scheme Ratings
3
rated by Value Research
Scheme Riskometer
Your principal will be at High Risk
Investment Returns
Absolute Returns
CAGR
In the last 1 months 0.34%
In the last 3 months -4.19%
In the last 6 months -5.53%
In the last 1 Years -1.66%
In the last 3 Years 0.36%
In the last 5 Years 0.65%
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| HDFC Bank Ltd | Financial Services | E | 6.09% |
| ICICI Bank Ltd | Financial Services | E | 4.93% |
| Reliance Industries Ltd | Energy | E | 4.36% |
| Larsen & Toubro Ltd | Industrials | E | 3.71% |
| Bharti Airtel Ltd | Communication Services | E | 3.65% |
| Mahindra & Mahindra Ltd | Consumer Cyclical | E | 2.50% |
| Kotak Mahindra Bank Ltd | Financial Services | E | 2.39% |
| 6.48% Govt Stock 2035 | - | BT | 2.39% |
| Bajaj Finance Ltd | Financial Services | E | 2.17% |
| State Bank of India | Financial Services | E | 1.76% |
| Bharat Electronics Ltd | Industrials | E | 1.66% |
| Cholamandalam Investment and Finance Co Ltd | Financial Services | E | 1.60% |
| PB Fintech Ltd | Financial Services | E | 1.54% |
| HCL Technologies Ltd | Technology | E | 1.52% |
| Tata Power Co Ltd | Utilities | E | 1.51% |
| 7.1% Govt Stock 2034 | - | BT | 1.48% |
| Tata Steel Ltd | Basic Materials | E | 1.44% |
| Hindustan Unilever Ltd | Consumer Defensive | E | 1.42% |
| Cummins India Ltd | Industrials | E | 1.42% |
| Infosys Ltd | Technology | E | 1.37% |
| Coromandel International Ltd | Basic Materials | E | 1.34% |
| Fractal Analytics Ltd | Technology | E | 1.31% |
| Sundaram Money Market Dir Gr | - | FO | 1.31% |
| Embassy Office Parks REIT | Real Estate | ER | 1.27% |
| Amber Enterprises India Ltd Ordinary Shares | Consumer Cyclical | E | 1.27% |
| TVS Motor Co Ltd | Consumer Cyclical | E | 1.26% |
| Coforge Ltd | Technology | E | 1.22% |
| Billionbrains Garage Ventures Ltd | Financial Services | E | 1.17% |
| UltraTech Cement Ltd | Basic Materials | E | 1.06% |
| Jubilant Foodworks Ltd | Consumer Cyclical | E | 1.01% |
| National Bank For Agriculture And Rural Development | - | B | 1.00% |
| Tata Consumer Products Ltd | Consumer Defensive | E | 0.96% |
| Amara Raja Energy & Mobility Ltd | Industrials | E | 0.96% |
| One97 Communications Ltd | Technology | E | 0.94% |
| Home First Finance Co India Ltd --- | Financial Services | E | 0.91% |
| Oil & Natural Gas Corp Ltd | Energy | E | 0.85% |
| InterGlobe Aviation Ltd | Industrials | E | 0.84% |
| Mankind Pharma Ltd | Healthcare | E | 0.83% |
| Bajaj Auto Ltd | Consumer Cyclical | E | 0.79% |
| Maruti Suzuki India Ltd | Consumer Cyclical | E | 0.74% |
| Sun Pharmaceuticals Industries Ltd | Healthcare | E | 0.73% |
| JK Cement Ltd | Basic Materials | E | 0.73% |
| Multi Commodity Exchange of India Ltd | Financial Services | E | 0.67% |
| UNO Minda Ltd | Consumer Cyclical | E | 0.66% |
| Brookfield India Real Estate Trust | Real Estate | ER | 0.66% |
| Prudent Corporate Advisory Services Ltd | Financial Services | E | 0.62% |
| CRISIL Ltd | Financial Services | E | 0.61% |
| 7.23% Govt Stock 2039 | - | BT | 0.59% |
| National Bank For Agriculture And Rural Development | - | B | 0.53% |
| National Bank For Agriculture And Rural Development | - | B | 0.50% |
| Indraprastha Gas Ltd | Utilities | E | 0.49% |
| Prestige Estates Projects Ltd | Real Estate | E | 0.48% |
| GAIL (India) Ltd | Utilities | E | 0.46% |
| Indegene Ltd | Healthcare | E | 0.45% |
| Bharti Telecom Limited | - | B | 0.41% |
| National Bank For Agriculture And Rural Development | - | B | 0.40% |
| Vedanta Ltd | Basic Materials | E | 0.40% |
| Cholamandalam Investment And Finance Company Limited | - | B | 0.36% |
| 7.18% Govt Stock 2037 | - | BT | 0.35% |
| Bajaj Finance Limited | - | B | 0.35% |
| Affle 3i Ltd | Communication Services | E | 0.31% |
| 7.1% Govt Stock 2029 | - | BT | 0.30% |
| Bharti Telecom Limited | - | B | 0.30% |
| Power Finance Corporation Limited | - | B | 0.30% |
| Shriram Finance Limited | - | B | 0.30% |
| Small Industries Development Bank Of India | - | B | 0.30% |
| Rec Limited | - | B | 0.30% |
| LIC Housing Finance Ltd | - | B | 0.29% |
| National Bank For Agriculture And Rural Development | - | B | 0.29% |
| HDFC Bank Limited | - | B | 0.29% |
| Power Finance Corporation Limited | - | B | 0.29% |
| Muthoot Finance Limited | - | B | 0.29% |
| Small Industries Development Bank Of India | - | B | 0.29% |
| Power Finance Corporation Limited | - | B | 0.29% |
| State Bank Of India | - | B | 0.29% |
| National Bank For Agriculture And Rural Development | - | B | 0.29% |
| National Bank For Agriculture And Rural Development | - | B | 0.29% |
| 7.3% Govt Stock 2053 | - | BT | 0.29% |
| 7.34% Govt Stock 2064 | - | BT | 0.28% |
| Aster DM Healthcare Ltd Ordinary Shares | Healthcare | E | 0.28% |
| Cholamandalam Investment And Finance Company Limited | - | B | 0.24% |
| Indian Railway Finance Corporation Limited | - | B | 0.24% |
| Rec Limited | - | B | 0.24% |
| Rec Limited | - | B | 0.23% |
| LIC Housing Finance Ltd | - | B | 0.18% |
| 7.02% Govt Stock 2031 | - | BT | 0.18% |
| Power Finance Corporation Limited | - | B | 0.18% |
| Power Finance Corporation Limited | - | B | 0.18% |
| Indian Railway Finance Corporation Limited | - | B | 0.18% |
| Muthoot Finance Limited | - | B | 0.18% |
| Malco Energy Ltd | - | E | 0.18% |
| Talwandi Sabo Power Ltd | - | E | 0.18% |
| Vedanta Aluminium Metal Ltd | - | E | 0.18% |
| Vedanta Iron And Steel Ltd | - | E | 0.18% |
| LIC Housing Finance Ltd | - | B | 0.18% |
| Power Finance Corporation Limited | - | B | 0.18% |
| Bajaj Finance Limited | - | B | 0.17% |
| Elecon Engineering Co Ltd | Industrials | E | 0.17% |
| Pnb Housing Finance Limited | - | B | 0.16% |
| Indian Railway Finance Corporation Limited | - | B | 0.15% |
| 7.44% Tamilnadu Sgs 2034 | - | BT | 0.15% |
| Can Fin Homes Limited | - | B | 0.12% |
| Pnb Housing Finance Limited | - | B | 0.12% |
| Small Industries Development Bank Of India | - | B | 0.12% |
| 7.72% Karnataka Sgs 2035 | - | BT | 0.12% |
| Hdb Financial Services Limited | - | B | 0.12% |
| Rec Limited | - | B | 0.12% |
| Cholamandalam Investment And Finance Company Limited | - | B | 0.12% |
| Hdb Financial Services Limited | - | B | 0.12% |
| Power Finance Corporation Limited | - | B | 0.11% |
| Kwality Walls India Ltd | Consumer Defensive | E | 0.02% |
| Chennai Super Kings Ltd. | - | E | 0.00056% |
| Treps | - | CR | 6.01% |
| National Bank For Agriculture And Rural Development | - | CD | 0.83% |
| Punjab National Bank | - | CD | 0.56% |
| National Bank For Agriculture And Rural Development | - | CD | 0.55% |
| Tata Capital Limited | - | CP | 0.29% |
| Small Industries Dev Bank Of India | - | CP | 0.29% |
| Small Industries Dev Bank Of India | - | CD | 0.28% |
| Cash And Other Net Current Assets^ | - | CA | 0.04% |
| Sundaram Liquid Dir Gr | - | FO | - |
| Trent Ltd | - | E | - |
| Tech Mahindra Ltd | - | E | - |
| Bharat Petroleum Corp Ltd | - | E | - |
| Hindustan Aeronautics Ltd Ordinary Shares | - | E | - |
| United Spirits Ltd | - | E | - |
| 6.79% Govt Stock 2034 | - | BT | - |
| Indian Hotels Co Ltd | - | E | - |
| Rec Limited | - | B | - |
Sector Holding Analysis
Equity / Debt / Cash Split
Loading chart…
Equity
72.22%
Debt
17.01%
Cash
10.77%
Equity sector allocation
Loading chart…
Basic Materials
4.97%
Communication Services
3.97%
Consumer Cyclical
8.23%
Consumer Defensive
2.39%
Energy
5.21%
Financial Services
24.47%
Healthcare
2.29%
Industrials
8.75%
Real Estate
2.41%
Technology
6.36%
Utilities
2.47%
Others
28.48%
Fund House Contact Details
Websitewww.sundarammutual.com
Phone+91 44 28583362/3367
Sundaram Asset Management Company Ltd
Asset Management Company
Funds in this Category
ICICI Pru Ret Pure Eq Plan Reg Gr
Allocation
Min. Investment
₹5000
Category Returns
19.19%
23.85%
3Y Returns
+23.85%
ICICI Pru Ret Pure Eq Plan Reg IDCW-P
Allocation
Min. Investment
₹5000
Category Returns
19.19%
23.85%
3Y Returns
+23.85%
Quant Multi Asset Allocation Gr
Allocation
Min. Investment
₹5000
Category Returns
19.19%
23.85%
3Y Returns
+23.52%
About Sundaram Agg Hybrid Gr
Investment Objective of the Scheme
The Investment objective of the Scheme is to provide long-term appreciation and current income by investing in a portfolio of equity, equity related
securities and fixed income securities.
Key Features of The Fund
5-year return
+10.53%
Fund Manager
Dwijendra Srivastava
Risk Profile
High Risk
Expense Ratio
1.76%
Fund Size
₹8484.02 Cr
FAQ's
What has been the returns generated by Sundaram Agg Hybrid Gr over different time periods?
The Sundaram Agg Hybrid Gr has given returns
1-Year
-1.66
3-Year
10.81
5-Year
10.53
What is the expense ratio of Sundaram Agg Hybrid Gr?
The expense ratio of Sundaram Agg Hybrid Gr is 1.76%.
What is the AUM (Assets Under Management) of Sundaram Agg Hybrid Gr?
The AUM, short for Assets Under Management of Sundaram Agg Hybrid Gr is ₹8484.02 Cr as of 24 Jun 4658.
What are the top stock holdings of Sundaram Agg Hybrid Gr?
The Sundaram Agg Hybrid Gr has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| HDFC Bank Ltd | 6.09% |
| ICICI Bank Ltd | 4.93% |
| Reliance Industries Ltd | 4.36% |
| Larsen & Toubro Ltd | 3.71% |
| Bharti Airtel Ltd | 3.65% |
| Mahindra & Mahindra Ltd | 2.50% |
| Kotak Mahindra Bank Ltd | 2.39% |
| 6.48% Govt Stock 2035 | 2.39% |
| Bajaj Finance Ltd | 2.17% |
| State Bank of India | 1.76% |
| Bharat Electronics Ltd | 1.66% |
| Cholamandalam Investment and Finance Co Ltd | 1.60% |
| PB Fintech Ltd | 1.54% |
| HCL Technologies Ltd | 1.52% |
| Tata Power Co Ltd | 1.51% |
| 7.1% Govt Stock 2034 | 1.48% |
| Tata Steel Ltd | 1.44% |
| Hindustan Unilever Ltd | 1.42% |
| Cummins India Ltd | 1.42% |
| Infosys Ltd | 1.37% |
| Coromandel International Ltd | 1.34% |
| Fractal Analytics Ltd | 1.31% |
| Sundaram Money Market Dir Gr | 1.31% |
| Embassy Office Parks REIT | 1.27% |
| Amber Enterprises India Ltd Ordinary Shares | 1.27% |
| TVS Motor Co Ltd | 1.26% |
| Coforge Ltd | 1.22% |
| Billionbrains Garage Ventures Ltd | 1.17% |
| UltraTech Cement Ltd | 1.06% |
| Jubilant Foodworks Ltd | 1.01% |
| National Bank For Agriculture And Rural Development | 1.00% |
| Tata Consumer Products Ltd | 0.96% |
| Amara Raja Energy & Mobility Ltd | 0.96% |
| One97 Communications Ltd | 0.94% |
| Home First Finance Co India Ltd --- | 0.91% |
| Oil & Natural Gas Corp Ltd | 0.85% |
| InterGlobe Aviation Ltd | 0.84% |
| Mankind Pharma Ltd | 0.83% |
| Bajaj Auto Ltd | 0.79% |
| Maruti Suzuki India Ltd | 0.74% |
| Sun Pharmaceuticals Industries Ltd | 0.73% |
| JK Cement Ltd | 0.73% |
| Multi Commodity Exchange of India Ltd | 0.67% |
| UNO Minda Ltd | 0.66% |
| Brookfield India Real Estate Trust | 0.66% |
| Prudent Corporate Advisory Services Ltd | 0.62% |
| CRISIL Ltd | 0.61% |
| 7.23% Govt Stock 2039 | 0.59% |
| National Bank For Agriculture And Rural Development | 0.53% |
| National Bank For Agriculture And Rural Development | 0.50% |
| Indraprastha Gas Ltd | 0.49% |
| Prestige Estates Projects Ltd | 0.48% |
| GAIL (India) Ltd | 0.46% |
| Indegene Ltd | 0.45% |
| Bharti Telecom Limited | 0.41% |
| National Bank For Agriculture And Rural Development | 0.40% |
| Vedanta Ltd | 0.40% |
| Cholamandalam Investment And Finance Company Limited | 0.36% |
| 7.18% Govt Stock 2037 | 0.35% |
| Bajaj Finance Limited | 0.35% |
| Affle 3i Ltd | 0.31% |
| 7.1% Govt Stock 2029 | 0.30% |
| Bharti Telecom Limited | 0.30% |
| Power Finance Corporation Limited | 0.30% |
| Shriram Finance Limited | 0.30% |
| Small Industries Development Bank Of India | 0.30% |
| Rec Limited | 0.30% |
| LIC Housing Finance Ltd | 0.29% |
| National Bank For Agriculture And Rural Development | 0.29% |
| HDFC Bank Limited | 0.29% |
| Power Finance Corporation Limited | 0.29% |
| Muthoot Finance Limited | 0.29% |
| Small Industries Development Bank Of India | 0.29% |
| Power Finance Corporation Limited | 0.29% |
| State Bank Of India | 0.29% |
| National Bank For Agriculture And Rural Development | 0.29% |
| National Bank For Agriculture And Rural Development | 0.29% |
| 7.3% Govt Stock 2053 | 0.29% |
| 7.34% Govt Stock 2064 | 0.28% |
| Aster DM Healthcare Ltd Ordinary Shares | 0.28% |
| Cholamandalam Investment And Finance Company Limited | 0.24% |
| Indian Railway Finance Corporation Limited | 0.24% |
| Rec Limited | 0.24% |
| Rec Limited | 0.23% |
| LIC Housing Finance Ltd | 0.18% |
| 7.02% Govt Stock 2031 | 0.18% |
| Power Finance Corporation Limited | 0.18% |
| Power Finance Corporation Limited | 0.18% |
| Indian Railway Finance Corporation Limited | 0.18% |
| Muthoot Finance Limited | 0.18% |
| Malco Energy Ltd | 0.18% |
| Talwandi Sabo Power Ltd | 0.18% |
| Vedanta Aluminium Metal Ltd | 0.18% |
| Vedanta Iron And Steel Ltd | 0.18% |
| LIC Housing Finance Ltd | 0.18% |
| Power Finance Corporation Limited | 0.18% |
| Bajaj Finance Limited | 0.17% |
| Elecon Engineering Co Ltd | 0.17% |
| Pnb Housing Finance Limited | 0.16% |
| Indian Railway Finance Corporation Limited | 0.15% |
| 7.44% Tamilnadu Sgs 2034 | 0.15% |
| Can Fin Homes Limited | 0.12% |
| Pnb Housing Finance Limited | 0.12% |
| Small Industries Development Bank Of India | 0.12% |
| 7.72% Karnataka Sgs 2035 | 0.12% |
| Hdb Financial Services Limited | 0.12% |
| Rec Limited | 0.12% |
| Cholamandalam Investment And Finance Company Limited | 0.12% |
| Hdb Financial Services Limited | 0.12% |
| Power Finance Corporation Limited | 0.11% |
| Kwality Walls India Ltd | 0.02% |
| Chennai Super Kings Ltd. | 0.00% |
| Treps | 6.01% |
| National Bank For Agriculture And Rural Development | 0.83% |
| Punjab National Bank | 0.56% |
| National Bank For Agriculture And Rural Development | 0.55% |
| Tata Capital Limited | 0.29% |
| Small Industries Dev Bank Of India | 0.29% |
| Small Industries Dev Bank Of India | 0.28% |
| Cash And Other Net Current Assets^ | 0.04% |
| Sundaram Liquid Dir Gr | - |
| Trent Ltd | - |
| Tech Mahindra Ltd | - |
| Bharat Petroleum Corp Ltd | - |
| Hindustan Aeronautics Ltd Ordinary Shares | - |
| United Spirits Ltd | - |
| 6.79% Govt Stock 2034 | - |
| Indian Hotels Co Ltd | - |
| Rec Limited | - |
In which sectors has Sundaram Agg Hybrid Gr invested in?
The Sundaram Agg Hybrid Gr has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | 4.97% |
| Communication Services | 3.97% |
| Consumer Cyclical | 8.23% |
| Consumer Defensive | 2.39% |
| Energy | 5.21% |
| Financial Services | 24.47% |
| Healthcare | 2.29% |
| Industrials | 8.75% |
| Real Estate | 2.41% |
| Technology | 6.36% |
| Utilities | 2.47% |
What is the risk level of Sundaram Agg Hybrid Gr?
This is a Aggressive Allocation fund comes with High Risk.
Who are the fund managers of Sundaram Agg Hybrid Gr?
Sundaram Agg Hybrid Gr fund managers are Dwijendra Srivastava, S. Bharath, Sandeep Agarwal, Clyton Fernandes, Shalav Saket.
Is there a minimum SIP amount to invest in Sundaram Agg Hybrid Gr?
The minimum SIP amount to start investment in Sundaram Agg Hybrid Gr is ₹100 while ₹1,000 can be invested as Lumpsum amount.
Can I invest in Sundaram Agg Hybrid Gr both in SIP and lump sum?
You can opt for either SIP or Lumpsum to invest in Sundaram Agg Hybrid Gr on the basis of your investment objective and risk tolerance.
How to invest in Sundaram Agg Hybrid Gr?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in Sundaram Agg Hybrid Gr:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of Sundaram Agg Hybrid Gr.
- Choose between SIP or Lumpsum and start your mutual fund investment journey on HDFC Sky.
Is there any exit load charges of Sundaram Agg Hybrid Gr?
The exit load of Sundaram Agg Hybrid Gr is as follows:
Exit load of 1.0%, if redeemed within 1 year
.What is the process to redeem my investment in HDFC SKY?
The following are the Steps to Redeem mutual funds on HDFC SKY:
1. Go to Mutual Funds > My Investments/Portfolio.
2. Select the fund and tap Redeem/Sell.
3. Choose Full, Units, or Amount.
4. Review NAV, units, and exit load.
5. Confirm. Amount (Units × NAV) is credited to the registered bank in T+1–T+3 days. ELSS has a 3-year lock-in.
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