Sundaram Aggressive Hybrid Fund – Direct Growth

Hybrid · Aggressive Hybrid
 · ★★★★
₹ 100
Min SIP
₹ 100
Min Lumpsum
0.75 %
Expense Ratio
★★★★
Rating
3,460
Fund Size (in Cr)
12 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 18 August 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 9% 18.6% 11% 13.9%
Category Average 9.1% 20.5% 12.5% -

Scheme Allocation

By Holding
By Sector
By Asset
6.82%
5.6%
3.92%
Others
76.42%
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 6.82%
ICICI Bank Banks Equity 5.6%
Reliance Industr Refineries Equity 4.46%
Infosys IT - Software Equity 3.92%
St Bk of India Banks Equity 2.78%
Bharti Airtel Telecomm-Service Equity 2.57%
Larsen & Toubro Infrastructure Developers & Operators Equity 2.52%
Sun Pharma.Inds. Pharmaceuticals Equity 2.15%
United Spirits Alcoholic Beverages Equity 1.53%
Axis Bank Banks Equity 1.52%
Westlife Food Quick Service Restaurant Equity 1.28%
Shriram Finance Finance Equity 1.26%
Home First Finan Finance Equity 1.26%
Kalyan Jewellers Diamond, Gems and Jewellery Equity 1.19%
TCS IT - Software Equity 1.19%
Hind. Unilever FMCG Equity 1.18%
Varun Beverages FMCG Equity 1.16%
Maruti Suzuki Automobile Equity 1.14%
NTPC Power Generation & Distribution Equity 1.1%
Bajaj Finserv Finance Equity 1.09%
SBI Life Insuran Insurance Equity 1.02%
Godrej Consumer FMCG Equity 0.99%
Ashok Leyland Automobile Equity 0.96%
Coromandel Inter Fertilizers Equity 0.94%
IndusInd Bank Banks Equity 0.92%
Zydus Lifesci. Pharmaceuticals Equity 0.91%
Schaeffler India Bearings Equity 0.9%
M & M Automobile Equity 0.85%
UltraTech Cem. Cement Equity 0.83%
Cipla Pharmaceuticals Equity 0.79%
Dalmia BharatLtd Cement Equity 0.79%
P I Industries Agro Chemicals Equity 0.68%
Astral Plastic products Equity 0.67%
Tube Investments Auto Ancillaries Equity 0.67%
HCL Technologies IT - Software Equity 0.65%
Eicher Motors Automobile Equity 0.64%
Tata Motors Automobile Equity 0.63%
Hatsun Agro FMCG Equity 0.6%
Kotak Mah. Bank Banks Equity 0.59%
Crompton Gr. Con Consumer Durables Equity 0.56%
Polycab India Cables Equity 0.52%
Chola Financial Finance Equity 0.51%
Tata Consumer Plantation & Plantation Products Equity 0.5%
ITC Tobacco Products Equity 0.5%
Canara Bank Banks Equity 0.49%
GAIL (India) Gas Distribution Equity 0.48%
Jio Financial Finance Equity 0.46%
Sona BLW Precis. Auto Ancillaries Equity 0.43%
Cummins India Capital Goods-Non Electrical Equipment Equity 0.43%
Asian Paints Paints/Varnish Equity 0.39%
LTIMindtree IT - Software Equity 0.37%
H P C L Refineries Equity 0.37%
Jindal Steel Steel Equity 0.37%
Tata Steel Steel Equity 0.36%
Jubilant Food. Quick Service Restaurant Equity 0.35%
Indian Hotels Co Hotels & Restaurants Equity 0.34%
Marico FMCG Equity 0.32%
BEML Ltd Capital Goods-Non Electrical Equipment Equity 0.32%
Fortis Health. Healthcare Equity 0.29%
Uno Minda Auto Ancillaries Equity 0.29%
Vedant Fashions Retail Equity 0.28%
TVS Motor Co. Automobile Equity 0.28%
Britannia Inds. FMCG Equity 0.22%
Adani Ports Infrastructure Developers & Operators Equity 0.22%
Grindwell Norton Capital Goods-Non Electrical Equipment Equity 0.21%
Info Edg.(India) E-Commerce/App based Aggregator Equity 0.2%
Tech Mahindra IT - Software Equity 0.15%
Federal Bank Banks Equity 0.06%
Chennai Super - Equity 0%
Debt
28.22%
Banks
18.78%
IT-Software
6.26%
Petroleum Products
4.82%
Finance
4.57%
Others
37.35%
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
70.97%
Corporate Debentures
14.25%
Govt Securities / Sovereign
9.61%
Reverse Repos
2.98%
Net Curr Ass/Net Receivables
0.81%
Others
1.37%
View all Assets
Assets Asset
Equity 70.97%
Corporate Debentures 14.25%
Govt Securities / Sovereign 9.61%
Reverse Repos 2.98%
Net Curr Ass/Net Receivables 0.81%
T-Bills 0.69%
Commercial Paper 0.68%

Advance Ratio

0.41
Alpha
3.05
SD
0.7
Beta
0.5
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:
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

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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 ₹137.6 as of 18 August 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
  1. Debt - 28.22%
  2. Banks - 18.78%
  3. IT-Software - 6.26%
  4. Petroleum Products - 4.82%
  5. 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 13.9% 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 0.75 % as of 18 August 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 18 August 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
  1. HDFC Bank - 6.82%
  2. ICICI Bank - 5.6%
  3. Reliance Industr - 4.46%
  4. Infosys - 3.92%
  5. St Bk of India - 2.78%

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.
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