NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Sundaram Aggressive Hybrid Fund Growth for NRI [156.36]

Min Investment

100

Fund Size

5,358.42 Cr

Expense Ratio

1.8%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

156.36

-0.56%

NAV as on 12 Nov 24, 12:00 AM

high risk

aggressive allocation

equity

NAV as on 12 Nov 24, 12:00 AM

high risk

aggressive allocation

equity

24.70%p.a.

Last 1Y

10.50%p.a.

Last 3Y

15.45%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 24.7% 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

Reliance Industries Ltd

4.11%

HDFC Bank Ltd

4.09%

ICICI Bank Ltd

3.93%

Bharti Airtel Ltd

3.10%

Kalyan Jewellers India Ltd

3.05%

07.18 Goi 14082033

2.89%

7.10%Goi 08/04/2034

2.88%

Infosys Ltd

2.79%

Sundaram Liquid Dir Gr

2.55%

7.23% Goi 15/04/2039

1.89%

Fund Managers

  1. Dwijendra Srivastava (Jan 2022 - Present)
  2. S. Bharath (Jan 2022 - Present)
  3. Sandeep Agarwal (Jan 2022 - Present)
  4. Clyton Fernandes (Oct 2024 - Present)

Key Information

View Scheme Document

Sundaram Aggressive Hybrid Fund Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

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 TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% 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