NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹154.32
0.04%
NAV as on 17 Nov 24, 12:00 AM
high risk
aggressive allocation
equity
NAV as on 17 Nov 24, 12:00 AM
high risk
aggressive allocation
equity
22.86%p.a.
Last 1Y
10.01%p.a.
Last 3Y
15.27%p.a.
Last 5Y
11.76%p.a.
Since Inception
About Sundaram Aggressive Hybrid Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Sundaram Aggressive Hybrid Fund Growth scheme from Sundaram Asset Management Company Ltd. It is a Aggressive Allocation mutual fund scheme that predominantly invests in Aggressive Allocation stocks of companies. Launched on Jan 2000, Sundaram Aggressive Hybrid Fund Growth is Aggressive Allocation fund of its category with 5,358.42 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Aggressive Allocation funds.
- Sundaram Aggressive Hybrid Fund Growth delivered 22.9% annual returns during the last year. It has delivered 11.8% average annual returns since the fund was launched.
- Sundaram Aggressive Hybrid Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
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.
Top 10 Holdings
7.1% Govt Stock 2034
5.79%
HDFC Bank Ltd
4.21%
ICICI Bank Ltd
4.10%
Reliance Industries Ltd
3.81%
Bharti Airtel Ltd
3.01%
Infosys Ltd
2.89%
Kalyan Jewellers India Ltd
2.76%
7.23% Govt Stock 2039
1.93%
Larsen & Toubro Ltd
1.88%
Sundaram Money Market Fund-Direct Plan - Growth *
1.87%
Fund Managers
- Dwijendra Srivastava (Jan 2022 - Present)
- S. Bharath (Jan 2022 - Present)
- Sandeep Agarwal (Jan 2022 - Present)
- Clyton Fernandes (Oct 2024 - Present)
Key Information
View Scheme Document
Sundaram Aggressive Hybrid Fund Growth SIP Calculator
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NRI Mutual Fund Tax on Sundaram Aggressive Hybrid Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Sundaram Aggressive Hybrid Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Sundaram Aggressive Hybrid Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
Frequently Asked Questions
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