Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R

Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R

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Hybrid
Direct
Aggressive Allocation
NAV: ₹ 42.95 as on 27-05-2024

About the Fund

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

Key Parameters

  1. Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R has ₹4579 Cr worth of assets under management (AUM) as on Apr 2024 and is less than category average.
  2. The fund has an expense ratio 0.7.
Fund Performance
zero opening, trading, fund transfer fee
16 people have invested ₹ 10.1L in Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R in the last three months

Overview

Expense ratio
Expense ratio
0.71%
Benchmark
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
AUM
AUM
₹4579 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 R Distribution as on (30-Apr-24)

  • Equity 72.4%

  • Debt & Cash 27.6%

Size breakup

Large cap
52.5%
Mid cap
15.2%
Small cap
4.5%
Sector Allocation

Apr'24

Mar'24

Feb'24

Financial Services
28.4%
Consumer Cyclical
15%
Industrial
11.6%
Energy
8.3%
Consumer Defensive
7.9%
Tech
7.8%
Health
7.6%
Basic Materials
5.3%
Communication
4.5%
Utilities
3.5%

Top Holdings of Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R as on (30-Apr-24)

  • Equity

  • Debt & Cash

Equity Holdings71
Debt Holdings47

Monthly Changes Updates

All changes are between Oct'69 and Dec'69
AUM Change
Parameters
Apr'24
Mar'24
Feb'24
AUM
₹ 4.6K Cr
₹ 4.3K Cr
₹ 4.3K Cr
  • AUM of the fund stands at 4.6K Cr as of Apr'24
  • AUM increased by 254.2 Cr between Apr'24 and Mar'24
Fund Portfolio Changes

Fund Manager

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

Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R Highlights

Risk meter
pointer

High Risk

Investors understand that their principal will be at High Risk
About the fund

About the fund

This fund has delivered an average annual returns of 7.73% since inception which is less than its category average return of 12.91%
Fund Allocations

Fund Allocations

This fund has an allocation of 72.36% in Equity, 22.13% in Debt and 5.5% in Cash related instruments
AUM size ₹4579 Cr

AUM size ₹4579 Cr

This fund has AUM of ₹4579 Cr which is less than its category average of ₹ 5149 Cr
Expense Ratio 0.71%

Expense Ratio 0.71%

This fund has an expense ratio of 0.71% 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 R is ₹42.95 as on 27-May-2024.
Existing (Absolute + CAGR) as on 27-May-2024.
Sundaram Aggressive Hybrid Fund Direct Monthly IDCW R
Absolute Returns
CAGR Returns
1 Month Returns
2.07%
2.07%
6 Month Returns
12.95%
12.95%
1 Year Returns
24.46%
24.46%
3 Years Returns
50.56%
14.61%
5 Years Returns
91.92%
13.93%
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.
0.71% as on April 2024
₹4579 Cr as on April 2024
Reliance Industries Ltd(5.13%), HDFC Bank Ltd(4.32%), ICICI Bank Ltd(4.27%), 7.18% Govt Stock 2033(3.9%), Bharti Airtel Ltd(2.89%) as on April 2024
Financial Services(20.58%), Government(13.74%), Consumer Cyclical(10.84%) as on April 2024
AAA
98.34
Sandeep Agarwal, Ravi Gopalakrishnan, Dwijendra Srivastava, S. Bharath 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%