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: ₹ 42.3 as on 21-02-2024
Fund Performance
zero opening, trading, fund transfer fee
52 people have invested ₹ 15.4L in Sundaram Aggressive Hybrid Fund Direct Monthly IDCW P in the last three months

About the Sundaram Aggressive Hybrid Fund Direct Monthly IDCW P

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 Sandeep Agarwal, Dwijendra Srivastava, Ravi Gopalakrishnan, S. Bharath. This fund gives you the benefit of diversification.

Key Parameters

  1. Sundaram Aggressive Hybrid Fund Direct Monthly IDCW P has ₹4191 Cr worth of assets under management (AUM) as on Jan 2024 and is less than category average.
  2. The fund has an expense ratio 0.7.

Sundaram Aggressive Hybrid Fund Direct Monthly IDCW P Overview

Expense ratio
Expense ratio
0.73%
Benchmark
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
AUM
AUM
₹4191 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
61.77%

Sundaram Aggressive Hybrid Fund Direct Monthly IDCW P Distribution as on (31-Jan-24)

  • Equity 72%

  • Debt & Cash 27.6%

Size breakup

Large cap
51.6%
Mid cap
14.2%
Small cap
6.3%
Sector Allocation

Jan'24

Dec'23

Nov'23

Financial Services
29.9%
Consumer Cyclical
12.8%
Industrial
11.1%
Tech
9.7%
Consumer Defensive
9%
Energy
7.1%
Health
7.1%
Basic Materials
5.8%
Communication
4.4%
Utilities
3.2%

Top Holdings of Sundaram Aggressive Hybrid Fund Direct Monthly IDCW P as on (31-Jan-24)

  • Equity

  • Debt & Cash

Equity Holdings76
Debt Holdings45

Sundaram Aggressive Hybrid Fund Direct Monthly IDCW P: Monthly Changes Updates

All changes are between Oct'69 and Dec'69
AUM Change
Parameters
Jan'24
Dec'23
Nov'23
AUM
₹ 4.2K Cr
₹ 4.1K Cr
₹ 3.8K Cr
  • AUM of the fund stands at 4.2K Cr as of Jan'24
  • AUM increased by 114.2 Cr between Jan'24 and Dec'23
Fund Portfolio Changes

Sundaram Aggressive Hybrid Fund Direct Monthly IDCW P Fund Manager

Sandeep Agarwal
Sandeep Agarwal
Fund Manager of Sundaram Aggressive Hybrid Fund Direct Monthly IDCW P, since 1 January 2022
Dwijendra Srivastava
Dwijendra Srivastava
Fund Manager of Sundaram Aggressive Hybrid Fund Direct Monthly IDCW P, since 1 January 2022
Ravi Gopalakrishnan
Ravi Gopalakrishnan
Fund Manager of Sundaram Aggressive Hybrid Fund Direct Monthly IDCW P, since 16 May 2022
S. Bharath
S. Bharath
Fund Manager of Sundaram Aggressive Hybrid Fund Direct Monthly IDCW P, since 1 January 2022

Sundaram Aggressive Hybrid Fund Direct Monthly IDCW P Highlights

Risk meter
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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 72% in Equity, 22.65% in Debt and 4.97% in Cash related instruments
AUM size ₹4191 Cr

AUM size ₹4191 Cr

This fund has AUM of ₹4191 Cr which is less than its category average of ₹ 4830 Cr
Expense Ratio 0.73%

Expense Ratio 0.73%

This fund has an expense ratio of 0.73% which is less than its category average expense ratio of 1.51%

Frequently Asked Questions

The current NAV of Sundaram Aggressive Hybrid Fund Direct Monthly IDCW P is ₹42.31 as on 21-Feb-2024.
Existing (Absolute + CAGR) as on 21-Feb-2024.
Sundaram Aggressive Hybrid Fund Direct Monthly IDCW P
Absolute Returns
CAGR Returns
1 Month Returns
2.18%
2.18%
6 Month Returns
13.42%
13.42%
1 Year Returns
24.6%
24.6%
3 Years Returns
50.52%
14.6%
5 Years Returns
99.79%
14.85%
With INDmoney, the process of investing is very simple and involves zero commission.
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  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.
0.73% as on January 2024
₹4191 Cr as on January 2024
Reliance Industries Ltd(4.77%), HDFC Bank Ltd(4.54%), ICICI Bank Ltd(4.17%), Infosys Ltd(3.25%), Bharti Airtel Ltd(2.79%) as on January 2024
Financial Services(21.5%), Government(13.19%), Corporate(9.84%) as on January 2024
AAA
98.19
Sandeep Agarwal, Dwijendra Srivastava, Ravi Gopalakrishnan, S. Bharath 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%