NAV
140.66
as on 29 Sep 23
-0.17 (-0.1%)
Last Change
20.3%
3Y CAGR returns
100
Min SIP
100
Min Lumpsum
0.74 %
Expense Ratio
★★★★
Rating
3,523
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
---|---|---|---|---|---|---|---|---|
Trailing Returns | 14.3% | 20.3% | 12.1% | 14% | ||||
Category Average | 18.2% | 21.6% | 13.9% | - |
Scheme Allocation
By Holding
By Sector
By Asset
6.13%
5.13%
4.13%
3.87%
2.49%
Others
View all Holdings
Holdings | Sector | Instrument | Asset |
---|---|---|---|
HDFC Bank | Banks | Equity | 6.13% |
ICICI Bank | Banks | Equity | 5.13% |
Reliance Industr | Refineries | Equity | 4.13% |
Infosys | IT - Software | Equity | 3.87% |
Larsen & Toubro | Infrastructure Developers & Operators | Equity | 2.49% |
Bharti Airtel | Telecomm-Service | Equity | 2.43% |
St Bk of India | Banks | Equity | 2.23% |
Sun Pharma.Inds. | Pharmaceuticals | Equity | 2.05% |
Kalyan Jewellers | Diamond, Gems and Jewellery | Equity | 1.68% |
Axis Bank | Banks | Equity | 1.52% |
United Spirits | Alcoholic Beverages | Equity | 1.49% |
Varun Beverages | FMCG | Equity | 1.28% |
Westlife Food | Quick Service Restaurant | Equity | 1.26% |
Shriram Finance | Finance | Equity | 1.26% |
Home First Finan | Finance | Equity | 1.18% |
TCS | IT - Software | Equity | 1.14% |
Maruti Suzuki | Automobile | Equity | 1.14% |
Hind. Unilever | FMCG | Equity | 1.13% |
NTPC | Power Generation & Distribution | Equity | 1.09% |
Coromandel Inter | Fertilizers | Equity | 1.08% |
SBI Life Insuran | Insurance | Equity | 1.01% |
Bajaj Finserv | Finance | Equity | 0.99% |
Godrej Consumer | FMCG | Equity | 0.94% |
Ashok Leyland | Automobile | Equity | 0.94% |
M & M | Automobile | Equity | 0.89% |
Zydus Lifesci. | Pharmaceuticals | Equity | 0.89% |
IndusInd Bank | Banks | Equity | 0.88% |
Schaeffler India | Bearings | Equity | 0.87% |
Cipla | Pharmaceuticals | Equity | 0.83% |
Dalmia BharatLtd | Cement | Equity | 0.83% |
Tube Investments | Auto Ancillaries | Equity | 0.78% |
UltraTech Cem. | Cement | Equity | 0.71% |
Hatsun Agro | FMCG | Equity | 0.68% |
P I Industries | Agro Chemicals | Equity | 0.67% |
HCL Technologies | IT - Software | Equity | 0.67% |
Astral | Plastic products | Equity | 0.65% |
Eicher Motors | Automobile | Equity | 0.62% |
Tata Motors | Automobile | Equity | 0.57% |
Union Bank (I) | Banks | Equity | 0.56% |
ITC | Tobacco Products | Equity | 0.56% |
Kotak Mah. Bank | Banks | Equity | 0.55% |
Polycab India | Cables | Equity | 0.55% |
Tata Steel | Steel | Equity | 0.52% |
Delhivery | Logistics | Equity | 0.52% |
Chola Financial | Finance | Equity | 0.49% |
Crompton Gr. Con | Consumer Durables | Equity | 0.49% |
Tata Consumer | Plantation & Plantation Products | Equity | 0.47% |
GAIL (India) | Gas Distribution | Equity | 0.46% |
Canara Bank | Banks | Equity | 0.45% |
Sona BLW Precis. | Auto Ancillaries | Equity | 0.44% |
Jio Financial | Finance | Equity | 0.4% |
LTIMindtree | IT - Software | Equity | 0.38% |
Asian Paints | Paints/Varnish | Equity | 0.37% |
Jindal Steel | Steel | Equity | 0.37% |
Cummins India | Capital Goods-Non Electrical Equipment | Equity | 0.36% |
Jubilant Food. | Quick Service Restaurant | Equity | 0.36% |
Indian Hotels Co | Hotels & Restaurants | Equity | 0.36% |
TVS Supply | Logistics | Equity | 0.35% |
Info Edg.(India) | E-Commerce/App based Aggregator | Equity | 0.33% |
NIIT Learning | IT - Software | Equity | 0.33% |
Marico | FMCG | Equity | 0.32% |
H P C L | Refineries | Equity | 0.32% |
ICICI Pru Life | Insurance | Equity | 0.3% |
Voltas | Consumer Durables | Equity | 0.3% |
TVS Motor Co. | Automobile | Equity | 0.29% |
Uno Minda | Auto Ancillaries | Equity | 0.29% |
Vedant Fashions | Retail | Equity | 0.28% |
Fortis Health. | Healthcare | Equity | 0.27% |
BEML Ltd | Capital Goods-Non Electrical Equipment | Equity | 0.25% |
Adani Ports | Infrastructure Developers & Operators | Equity | 0.22% |
Britannia Inds. | FMCG | Equity | 0.2% |
Grindwell Norton | Capital Goods-Non Electrical Equipment | Equity | 0.2% |
Finolex Inds. | Plastic products | Equity | 0.18% |
Mphasis | IT - Software | Equity | 0.17% |
Tech Mahindra | IT - Software | Equity | 0.15% |
TVS Holdings | Castings, Forgings & Fastners | Equity | 0.07% |
Federal Bank | Banks | Equity | 0.07% |
Sundaram Clayton | Castings, Forgings & Fastners | Equity | 0.01% |
Chennai Super | - | Equity | 0% |
Debt
28.22%
Banks
18.78%
IT-Software
6.26%
Petroleum Products
4.82%
Finance
4.57%
Others
View all Sectors
Sectors | Asset |
---|---|
Debt | 28.22% |
Banks | 18.78% |
IT-Software | 6.26% |
Petroleum Products | 4.82% |
Finance | 4.57% |
Pharmaceuticals & Biotech | 3.86% |
Automobiles | 3.54% |
Beverages | 2.69% |
Telecom-Services | 2.57% |
Construction | 2.52% |
Auto Components | 2.28% |
Consumer Durables | 2.14% |
Leisure Services | 1.97% |
Industrial Products | 1.82% |
Diversified FMCG | 1.68% |
Cement & Cement Products | 1.62% |
Fertilisers & Agrochemica | 1.62% |
Agricultural, Commercial | 1.28% |
Power | 1.1% |
Insurance | 1.02% |
Personal Products | 0.99% |
Agricultural Food & other | 0.82% |
Food Products | 0.82% |
Cash & Others | 0.81% |
Ferrous Metals | 0.72% |
Retailing | 0.48% |
Gas | 0.48% |
Healthcare Services | 0.29% |
Transport Infrastructure | 0.22% |
Equity
71.71%
Corporate Debentures
13.69%
Govt Securities / Sovereign
8.87%
Reverse Repos
3.8%
Derivatives
1.01%
Others
View all Assets
Assets | Asset |
---|---|
Equity | 71.71% |
Corporate Debentures | 13.69% |
Govt Securities / Sovereign | 8.87% |
Reverse Repos | 3.8% |
Derivatives | 1.01% |
Certificate of Deposit | 0.84% |
Commercial Paper | 0.67% |
T-Bills | 0.27% |
Preference Shares | 0.01% |
Net Curr Ass/Net Receivables | -0.87% |
Advance Ratio
5.55
Alpha
3.02
SD
0.69
Beta
1.74
Sharpe
Exit Load
Exit Load | If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 0.25% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil. |
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Fund Objective
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.
Fund Managers
S Bharath
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y Returns
- 5Y
-
ICICI Pru Equity & Debt Fund – Direct Growth- Hybrid .
- Aggressive Hybrid .
-
- 25,274
-
24.3%Fund Size - 25,274
-
31.8%Fund Size - 25,274
-
17.6%Fund Size - 25,274
-
UTI-Hybrid Equity Fund – Direct Growth- Hybrid .
- Aggressive Hybrid .
-
- 4,788
-
21.3%Fund Size - 4,788
-
24.4%Fund Size - 4,788
-
13.5%Fund Size - 4,788
-
Nippon India Equity Hybrid Fund – Direct Growth- Hybrid .
- Aggressive Hybrid .
-
- 3,026
-
21.3%Fund Size - 3,026
-
24.2%Fund Size - 3,026
-
9%Fund Size - 3,026
-
Franklin India Equity Hybrid Fund – Direct Growth- Hybrid .
- Aggressive Hybrid .
-
- 1,479
-
19%Fund Size - 1,479
-
22.6%Fund Size - 1,479
-
13.6%Fund Size - 1,479
-
Tata Hybrid Equity Fund – Direct Growth- Hybrid .
- Aggressive Hybrid .
-
- 3,387
-
15.1%Fund Size - 3,387
-
21%Fund Size - 3,387
-
12.8%Fund Size - 3,387
AMC Contact Details
Sundaram Mutual Fund
AUM:
45,611 Cr
Address:
Sundaram Towers, 2nd Floor,
46 White Road, Royapettah,
Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com
Frequently Asked Questions
How to invest in Sundaram Aggressive Hybrid Fund – Direct Growth ?
You can invest in Sundaram Aggressive Hybrid Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Sundaram Aggressive Hybrid Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Sundaram Aggressive Hybrid Fund – Direct Growth ?
The NAV of Sundaram Aggressive Hybrid Fund – Direct Growth is ₹140.6 as of 29 September 2023.
How to redeem Sundaram Aggressive Hybrid Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Sundaram Aggressive Hybrid Fund – Direct Growth?
The minimum SIP amount of Sundaram Aggressive Hybrid Fund – Direct Growth is ₹100
What are the top sectors Sundaram Aggressive Hybrid Fund – Direct Growth has invested in?
The top sectors Sundaram Aggressive Hybrid Fund – Direct Growth has invested in are
- Debt - 28.22%
- Banks - 18.78%
- IT-Software - 6.26%
- Petroleum Products - 4.82%
- Finance - 4.57%
Can I make investments in both the SIP and Lump Sum schemes of Sundaram Aggressive Hybrid Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of Sundaram Aggressive Hybrid Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have Sundaram Aggressive Hybrid Fund – Direct Growth generated ?
The Sundaram Aggressive Hybrid Fund – Direct Growth has delivered 14% since inception
What is the expense ratio of Sundaram Aggressive Hybrid Fund – Direct Growth ?
The expense ratio of Sundaram Aggressive Hybrid Fund – Direct Growth is 0.74 % as of 29 September 2023.
What is the AUM of Sundaram Aggressive Hybrid Fund – Direct Growth?
The AUM of Sundaram Aggressive Hybrid Fund – Direct Growth is ₹45,611 Cr as of 29 September 2023
What are the top stock holdings of Sundaram Aggressive Hybrid Fund – Direct Growth?
The top stock holdings of Sundaram Aggressive Hybrid Fund – Direct Growth are
- HDFC Bank - 6.13%
- ICICI Bank - 5.13%
- Reliance Industr - 4.13%
- Infosys - 3.87%
- Larsen & Toubro - 2.49%
How can I redeem my investments in Sundaram Aggressive Hybrid Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram Aggressive Hybrid Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram Aggressive Hybrid Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.