Sundaram Aggressive Hybrid Fund – Direct Growth

Hybrid · Aggressive Hybrid
 · ★★★★
100
Min SIP
100
Min Lumpsum
0.73 %
Expense Ratio
★★★★
Rating
4,191
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 23 February 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 27.8% 15.9% 15.3% 14.7%
Category Average 24.3% 15.1% 16.5% -

Scheme Allocation

By Holding
By Sector
By Asset
4.54%
4.17%
3.25%
Others
80.48%
View all Holdings
Holdings Sector Instrument Asset
Reliance Industr Refineries Equity 4.77%
HDFC Bank Banks Equity 4.54%
ICICI Bank Banks Equity 4.17%
Infosys IT - Software Equity 3.25%
Bharti Airtel Telecomm-Service Equity 2.79%
Larsen & Toubro Infrastructure Developers & Operators Equity 2.64%
Sun Pharma.Inds. Pharmaceuticals Equity 2.17%
Kalyan Jewellers Diamond, Gems and Jewellery Equity 1.73%
Tube Investments Auto Ancillaries Equity 1.58%
Axis Bank Banks Equity 1.58%
Shriram Finance Finance Equity 1.53%
St Bk of India Banks Equity 1.53%
NTPC Power Generation & Distribution Equity 1.52%
Varun Beverages FMCG Equity 1.45%
HCL Technologies IT - Software Equity 1.33%
United Spirits Alcoholic Beverages Equity 1.24%
IndusInd Bank Banks Equity 1.1%
TCS IT - Software Equity 1.08%
Bajaj Finserv Finance Equity 1.08%
Home First Finan Finance Equity 1.06%
UltraTech Cem. Cement Equity 0.97%
Bajaj Auto Automobile Equity 0.91%
Uno Minda Auto Ancillaries Equity 0.91%
Zydus Lifesci. Pharmaceuticals Equity 0.91%
Tata Consumer Plantation & Plantation Products Equity 0.91%
Coromandel Inter Fertilizers Equity 0.9%
Union Bank (I) Banks Equity 0.9%
Westlife Food Quick Service Restaurant Equity 0.89%
ITC Tobacco Products Equity 0.89%
SBI Life Insuran Insurance Equity 0.87%
Indian Bank Banks Equity 0.83%
Cams Services Miscellaneous Equity 0.83%
GAIL (India) Gas Distribution Equity 0.82%
Schaeffler India Bearings Equity 0.75%
Maruti Suzuki Automobile Equity 0.73%
Grasim Inds Textiles Equity 0.73%
Delhivery Logistics Equity 0.72%
Tata Motors Automobile Equity 0.71%
Cummins India Capital Goods-Non Electrical Equipment Equity 0.68%
Dalmia BharatLtd Cement Equity 0.68%
M & M Automobile Equity 0.65%
Cipla Pharmaceuticals Equity 0.63%
Voltas Consumer Durables Equity 0.61%
Hind. Unilever FMCG Equity 0.59%
Hatsun Agro FMCG Equity 0.59%
Tata Steel Steel Equity 0.58%
Canara Bank Banks Equity 0.56%
Alkem Lab Pharmaceuticals Equity 0.55%
Fortis Health. Healthcare Equity 0.54%
Finolex Inds. Plastic products Equity 0.53%
Kotak Mah. Bank Banks Equity 0.48%
Avenue Super. Retail Equity 0.45%
Chola Financial Finance Equity 0.45%
Zomato Ltd E-Commerce/App based Aggregator Equity 0.44%
CEAT Tyres Equity 0.44%
Sona BLW Precis. Auto Ancillaries Equity 0.44%
Polycab India Cables Equity 0.39%
ICICI Pru Life Insurance Equity 0.38%
B P C L Refineries Equity 0.36%
Indian Hotels Co Hotels & Restaurants Equity 0.35%
NIIT Learning IT - Software Equity 0.34%
Jindal Steel Steel Equity 0.34%
Info Edg.(India) E-Commerce/App based Aggregator Equity 0.34%
Multi Comm. Exc. Miscellaneous Equity 0.33%
Lupin Pharmaceuticals Equity 0.31%
TVS Supply Logistics Equity 0.28%
Adani Ports Marine Port & Services Equity 0.28%
LTIMindtree IT - Software Equity 0.26%
Jubilant Food. Quick Service Restaurant Equity 0.25%
Tech Mahindra IT - Software Equity 0.23%
Grindwell Norton Capital Goods-Non Electrical Equipment Equity 0.23%
AU Small Finance Banks Equity 0.11%
Sundaram Clayton Auto Ancillaries Equity 0.02%
Chennai Super - Equity 0%
Debt
26.01%
Banks
15.8%
IT-Software
6.15%
Petroleum Products
5.13%
Pharmaceuticals & Biotech
4.56%
Others
42.35%
View all Sectors
Sectors Asset
Debt 26.01%
Banks 15.8%
IT-Software 6.15%
Petroleum Products 5.13%
Pharmaceuticals & Biotech 4.56%
Auto Components 4.12%
Finance 4.12%
Automobiles 3%
Telecom-Services 2.79%
Beverages 2.69%
Construction 2.64%
Cement & Cement Products 2.38%
Consumer Durables 2.34%
Industrial Products 1.85%
Cash & Others 1.61%
Power 1.52%
Leisure Services 1.49%
Diversified FMCG 1.48%
Insurance 1.25%
Retailing 1.24%
Capital Markets 1.15%
Transport Services 1.01%
Ferrous Metals 0.93%
Agricultural Food & other 0.91%
Fertilisers & Agrochemica 0.9%
Gas 0.82%
Food Products 0.59%
Healthcare Services 0.54%
Others 0.38%
Other Consumer Services 0.34%
Transport Infrastructure 0.28%
Equity
72%
Corporate Debentures
12.68%
Govt Securities / Sovereign
9.56%
Reverse Repos
3.36%
Net Curr Ass/Net Receivables
1.61%
Others
0.79%
View all Assets
Assets Asset
Equity 72%
Corporate Debentures 12.68%
Govt Securities / Sovereign 9.56%
Reverse Repos 3.36%
Net Curr Ass/Net Receivables 1.61%
Debt & Others 0.41%
Preference Shares 0.38%

Advance Ratio

3.78
Alpha
2.74
SD
0.67
Beta
1.02
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.

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

AMC Contact Details

Sundaram Mutual Fund
AUM:
49,195 Cr
Address:
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com

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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 ₹159.1 as of 23 February 2024.

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
  1. Debt - 26.01%
  2. Banks - 15.8%
  3. IT-Software - 6.15%
  4. Petroleum Products - 5.13%
  5. Pharmaceuticals & Biotech - 4.56%

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 14.7% 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 0.73 % as of 23 February 2024.

What is the AUM of Sundaram Aggressive Hybrid Fund – Direct Growth?

The AUM of Sundaram Aggressive Hybrid Fund – Direct Growth is ₹49,195 Cr as of 23 February 2024

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
  1. Reliance Industr - 4.77%
  2. HDFC Bank - 4.54%
  3. ICICI Bank - 4.17%
  4. Infosys - 3.25%
  5. Bharti Airtel - 2.79%

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.
Invest Now