Pros | - | - | ||
Cons | - | - |
INDMoney rank | - | 7/19 | ||
Category,Subcateogry | Allocation,Aggressive Allocation | Allocation,Aggressive Allocation | ||
Fund Age | 12 Years | 12 Years | ||
Fund Size | 6583 Cr | 77794 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹100 | SIP ₹500 Lumpsum ₹1000 | ||
Expense Ratio | 0.69% | 0.73% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | CRISIL Hybrid 35+65 - Agg TR INR | CRISIL Hybrid 35+65 - Agg TR INR |
No of Holdings | 147 | 87 | ||
Top 5 Holdings | HDFC Bank Ltd (7.38%) ICICI Bank Ltd (6.43%) Reliance Industries Ltd (4.94%) Bharti Airtel Ltd (3.15%) State Bank of India (2.82%) | HDFC Bank Ltd (7%) Bharti Airtel Ltd (4.18%) ICICI Bank Ltd (4%) Kotak Mahindra Bank Ltd (3.56%) State Bank of India (3.38%) | ||
No of Sectors | 13 | 13 | ||
Top 3 Sectors | Government (40.98%) Financial Services (38.87%) Corporate (25.61%) | Corporate (42.88%) Government (37.17%) Financial Services (32.81%) | ||
Equity % | 69.59% | 74.75% | ||
Debt % | 20.15% | 19.89% | ||
P/E | 24.09 | 25.72 | ||
P/B | 3.61 | 3.86 | ||
Credit Quality | - | - | ||
Modified Duration | 4.17 | - | ||
YTM | 6.67 | - |
1-Month Return | -1.6% | -1.64% | ||
3-Month Return | -0.83% | -0.26% | ||
6-Month Return | 10.61% | 11.86% | ||
1-Year Return | -0.39% | 5.81% | ||
3-Year Return | 13.57% | 14.1% | ||
5-Year Return | 16.72% | 16.1% |
Sharpe | - | - | ||
Alpha | 0.95 | 1.78 | ||
Beta | 1.06 | 0.94 | ||
Standard Deviation | 9.75 | 8.81 | ||
Information Ratio | 0.53 | 0.59 |
Description | Sundaram Aggressive Hybrid Fund Direct Plan Growth is a hybrid fund.This fund gives you the benfit of diversification. | SBI Equity Hybrid Fund Direct Growth is a hybrid fund.This fund gives you the benfit of diversification. | ||
Managers | Dwijendra Srivastava,Sandeep Agarwal,Clyton Fernandes,S. Bharath | Pradeep Kesavan,Mansi Sajeja,R. Srinivasan,Rajeev Radhakrishnan |