Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R
Hybrid
Direct
Aggressive Allocation
NAV: ₹ 42.24 as on 23-04-2024
Fund Performance
17 people have invested ₹ 11.6K in Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R in the last three months
About the Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R
Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Ravi Gopalakrishnan, Sandeep Agarwal, S. Bharath, Dwijendra Srivastava. This fund gives you the benefit of diversification.
Key Parameters
- Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R has ₹4436 Cr worth of assets under management (AUM) as on Mar 2024 and is less than category average.
- The fund has an expense ratio 0.8.
Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R Overview
 | 0.78% |
 Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
 | ₹4436 Cr |
 | 1 January, 2013 |
 | ₹100/₹100 |
 Exit Load | 1% |
 | No Lock-in |
 TurnOver | 61.77% |
Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R Distribution as on (31-Mar-24)
Size breakup
Large cap
51.1%
Mid cap
14%
Small cap
6.7%
Sector Allocation
Financial Services
28.9%
Consumer Cyclical
14.1%
Industrial
10.8%
Tech
9.3%
Consumer Defensive
8.1%
Health
8%
Energy
7.8%
Basic Materials
5.6%
Communication
4%
Utilities
3.3%
Top Holdings of Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R as on (31-Mar-24)
Equity Holdings71
Debt Holdings50
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 Reliance Industries Ltd | 5.19% | 10.7% | |
 HDFC Bank Ltd | 4.25% | 0% | |
 ICICI Bank Ltd | 4.19% | 0% | |
 Infosys Ltd | 2.77% | 0% | |
 Bharti Airtel Ltd | 2.77% | 0% |
See all
Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R: Monthly Changes Updates
All changes are between Oct'69 and Dec'69
AUM Change
- AUM of the fund stands at 4.3K Cr as of Mar'24
- AUM has remained same between Mar'24 and Feb'24
Fund Portfolio Changes
Peer Analysis
Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R Fund Manager
Ravi Gopalakrishnan
Fund Manager of Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R, since 16 May 2022
Top funds managed
Sandeep Agarwal
Fund Manager of Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R, since 1 January 2022
Top funds managed
S. Bharath
Fund Manager of Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R, since 1 January 2022
Top funds managed
Dwijendra Srivastava
Fund Manager of Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R, since 1 January 2022
Top funds managed
Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R Highlights
High Risk
Investors understand that their principal will be at High Risk
About the fund
This fund has delivered an average annual returns of 7.54% since inception which is less than its category average return of 12.66%
Fund Allocations
This fund has an allocation of 72.29% in Equity, 23.04% in Debt and 4.3% in Cash related instruments
AUM size ₹4436 Cr
This fund has AUM of ₹4436 Cr which is less than its category average of ₹ 5013 Cr
Expense Ratio 0.78%
This fund has an expense ratio of 0.78% which is less than its category average expense ratio of 1.5%
Frequently Asked Questions
The current NAV of Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R is ₹42.24 as on 23-Apr-2024.
Existing (Absolute + CAGR) as on 23-Apr-2024.
Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R | Absolute Returns | CAGR Returns |
1 Month Returns | 0.94% | 0.94% |
6 Month Returns | 13.36% | 13.36% |
1 Year Returns | 26.16% | 26.16% |
3 Years Returns | 54.77% | 15.67% |
5 Years Returns | 90.36% | 13.74% |
With INDmoney, the process of investing is very simple and involves zero commission.
- Click Buy on the fund name.
- 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.
0.78% as on March 2024
₹4436 Cr as on March 2024
Reliance Industries Ltd(5.19%), HDFC Bank Ltd(4.25%), ICICI Bank Ltd(4.19%), Bharti Airtel Ltd(2.77%), Infosys Ltd(2.77%) as on March 2024
Financial Services(20.92%), Government(13.64%), Consumer Cyclical(10.18%) as on March 2024
AAA | 98.39 |
Ravi Gopalakrishnan, Sandeep Agarwal, S. Bharath, Dwijendra Srivastava are the fund managers of Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R
The Exit load of Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R is 1%