Sundaram Aggressive Hybrid Fund Direct Monthly IDCW P
Sundaram Aggressive Hybrid Fund Direct Monthly IDCW P

Sundaram Aggressive Hybrid Fund Direct Monthly IDCW P

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Hybrid
Direct
Aggressive Allocation

NAV: ₹ 39.6 as on 25-11-2022

Fund Performance
zero opening, trading, fund transfer fee
32 people have invested ₹ 42.4K in mutual fund in the last three months

Fund Performance

Return
1M
3M
6M
1Y
3Y
5Y
This Fund
2.6%
4%
13.8%
4.7%
15.9%
10%
Benchmark
2.4%
3.6%
12.5%
3.1%
14.6%
9.8%
About the Fund

Sundaram Aggressive Hybrid Fund Direct Monthly IDCW P is a hybrid fund. This fund was started on  1 January, 2013. The fund is managed by Dwijendra Srivastava, Sandeep Agarwal, S. Bharath, Ravi Gopalakrishnan. This fund gives you the benefit of diversification.

Key parameters

1) Sundaram Aggressive Hybrid Fund Direct Monthly IDCW P has a NAV of 39.6263 as on 25-11-2022.

2) Sundaram Aggressive Hybrid Fund Direct Monthly IDCW P has 3132 Cr worth of assets under management (AUM) as on 30-09-2022 and is less than category average.

3) The fund has an expense ratio 0.8 %.

Fund Overview

Expense ratio
Expense ratio
0.8%
Benchmark
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
AUM
AUM
₹3132 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹100/₹100
Exit Load
Exit Load
1%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
100.76%

Fund Distribution

  • Equity 77%
  • Debt & Cash 23%
Size breakup
Large cap
59.9%
Mid cap
13.3%
Small cap
3.7%

Sector Allocation

Oct'22

Sep'22

Aug'22

Financial Services

38.5%

Consumer Cyclical

9.9%

Consumer Defensive

9.9%

Tech

8.8%

Industrial

8.4%

Health

7.8%

Energy

6.8%

Communication

5.2%

Basic Materials

3.8%

Utilities

0.6%

Real Estate

0.4%

Top Holdings

  • All
  • Equity
  • Debt & Cash
Total Holdings101
Equity Holdings57
Debt Holdings44

What changed

in last one month
  • Scheme
  • Portfolio
AUM increased by 76.7 Cr in last 1M
Oct'22 return underperformed benchmark

Change in AUM

Oct'22
₹ 3.1K Cr
Sep'22
₹ 3.1K Cr
Aug'22
₹ 3.1K Cr

Fund Returns vs Benchmark

Oct'22
6.54%
6.94%
Sep'22
-0.48%
-1.79%
Aug'22
3.86%
3.33%
Fund Return
Benchmark Return

Concentration Analysis

Fund
Oct'22
Oct'22
Aug'22
No of Holdings
89
88
92
Top 5 Company Concentration
25.7%
24.9%
25.4%
Company having highest exposure
ICICI Bank Ltd (6.5%)
ICICI Bank Ltd (6.3%)
ICICI Bank Ltd (6.4%)
No of Sectors
14
14
14
Top 5 Sectors Concentration
62%
61.9%
62.4%
Sector having highest exposure
Financial Services (29.6%)
Financial Services (28.6%)
Financial Services (28.5%)

Fund Manager

Dwijendra Srivastava

Dwijendra Srivastava

Managing this fund since 1 January 2022

Top funds managed

Scheme
Annualised Returns(3Y)
Category Returns(3Y)
Sundaram Aggressive Hybrid Fund Direct Plan Growth
16.4%
14.9%
Sundaram Liquid Fund -Direct Plan - Growth Option
3.96%
3.35%
Sundaram Balanced Advantage Fund - Direct Plan - Growth Option
10.49%
11.49%
Sandeep Agarwal

Sandeep Agarwal

Managing this fund since 1 January 2022

Top funds managed

Scheme
Annualised Returns(3Y)
Category Returns(3Y)
Sundaram Aggressive Hybrid Fund Direct Plan Growth
16.4%
14.9%
Sundaram Corporate Bond Fund - Direct Plan - Growth Option
6.06%
5.29%
Sundaram Liquid Fund -Direct Plan - Growth Option
3.96%
3.35%
S. Bharath

S. Bharath

Managing this fund since 1 January 2022

Top funds managed

Scheme
Annualised Returns(3Y)
Category Returns(3Y)
Sundaram Mid Cap - Direct Plan - Growth Option
19.28%
23.24%
Sundaram Aggressive Hybrid Fund Direct Plan Growth
16.4%
14.9%
Sundaram Balanced Advantage Fund - Direct Plan - Growth Option
10.49%
11.49%
Ravi Gopalakrishnan

Ravi Gopalakrishnan

Managing this fund since 16 May 2022

Top funds managed

Scheme
Annualised Returns(3Y)
Category Returns(3Y)
Sundaram Aggressive Hybrid Fund Direct Plan Growth
16.4%
14.9%
Sundaram Large Cap Fund Dir Gr
0%
16.03%
Sundaram large and Mid Cap - Direct Plan - Growth Option
16.55%
18.52%

AMC details

Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,
Phone
+914428583362/3367
Fund House
Sundaram Asset Management Company Ltd

Fund Highlights

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High Risk

Investors understand that their principal will be at High Risk
Fund Allocations

Fund Allocations

This fund has an allocation of 77% in Equity, 11.79% in Debt and 11.21% in Cash related instruments
AUM size ₹3132 Cr

AUM size ₹3132 Cr

This fund has AUM of ₹3132 Cr which is less than its category average of ₹ 3915 Cr
Expense Ratio 0.8%

Expense Ratio 0.8%

This fund has an expense ratio of 0.8% which is less than its category average expense ratio of 1.61%

Frequently Asked Questions

The current NAV of Sundaram Aggressive Hybrid Fund Direct Monthly IDCW P is 39.63.
Existing (Absolute + CAGR)
Sundaram Aggressive Hybrid Fund Direct Monthly IDCW P
Absolute Returns
CAGR Returns
1 Month Returns
2.63%
2.63%
6 Month Returns
13.81%
13.81%
1 Year Returns
4.74%
4.74%
3 Years Returns
55.78%
15.92%
5 Years Returns
61.03%
10%
With INDmoney, the process of investing is very simple and involves zero commission.
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0.8 as on October 2022
3132 Cr as on October 2022
ICICI Bank Ltd(6.53%),Reliance Industries Ltd(5.21%),HDFC Bank Ltd(5.2%),Infosys Ltd(5.16%),Bharti Airtel Ltd(3.59%) as on October 2022
Financial Services(29.62%),Government(8.79%),Corporate(8.35%) as on October 2022
AAA
100
Dwijendra Srivastava,Sandeep Agarwal,S. Bharath,Ravi Gopalakrishnan are the fund managers of Sundaram Aggressive Hybrid Fund Direct Monthly IDCW P
The Exit load of Sundaram Aggressive Hybrid Fund Direct Monthly IDCW P is 1%

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Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.