Investment type
Sundaram Aggressive Hybrid Fund - Direct (G) is a mutual fund under the Balanced category, managed by Sundaram Mutual Fund. It was launched on 26 Feb 1996, and has been active for over 29 years. As of 30 Jun 2025 the fund manages assets worth ₹6,429 Crores. The expense ratio is 0.68%.
This fund generated returns of 5.68% in the last 1 year. Since its inception, it has provided an average annual return of 14.34%.
The fund's investments are mainly concentrated in sectors like Debt, Banks, IT-Software, Petroleum Products and Pharmaceuticals & Biotech.
The top five holdings in this fund include prominent companies such as HDFC Bank, Reliance Industr, ICICI Bank, GSEC2034 and Bharti Airtel.
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.
Balanced funds have moderate risk as they invest in both stocks and bonds, providing a mix of growth and stability.
Yes, if you seek a balanced approach with a mix of growth potential and income.
Medium to long-term holding (3 to 5 years) is recommended to balance growth and income.
Yes, but for steady returns, holding for a few years is best.
Expense ratios typically range from 1% to 1.5%, depending on the fund's mix.
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