Sundaram Aggressive Hybrid Fund Direct Monthly IDCW T

Hybrid
Direct
Aggressive Allocation
Sundaram Aggressive Hybrid Fund Direct Monthly IDCW T

About the Fund

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

Key Parameters

  1. Sundaram Aggressive Hybrid Fund Direct Monthly IDCW T has ₹4644 Cr worth of assets under management (AUM) as on May 2024 and is less than category average.
  2. The fund has an expense ratio 0.7.

Returns

Sundaram Aggressive Hybrid Fund Direct Monthly IDCW T has given a CAGR return of 7.96% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 25.88%, 14.64% and 15.32% respectively.

Holdings

Sundaram Aggressive Hybrid Fund Direct Monthly IDCW T has allocated its funds majorly in Government, Corporate, Financial Services, Cash Equivalent, Consumer Cyclical, Industrial, Energy, Tech, Health, Consumer Defensive, Basic Materials, Communication, Utilities.

Taxation

As it is a aggressive allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 15%
For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefit
Gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

Investment objective of Sundaram Aggressive Hybrid Fund Direct Monthly IDCW T

The Investment objective of the Scheme is to provide long-term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. Sundaram Aggressive Hybrid Fund Direct Monthly IDCW T has no lock in period.

Fund Performance

Fund Overview

Expense ratio0.7%
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
AUM₹4644 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP--/--
Exit Load
1%
Lock InNo Lock-in
TurnOver
61.77%
Risk
Risk meter
pointer
High Risk

Fund Distribution
as on (31-May-24)

  • Equity 71.7%

  • Debt & Cash 28.3%

Large cap
51.7%

Mid cap
15.6%

Small cap
4.4%

Sector Allocation

May'24

Apr'24

Mar'24

Financial Services
28.3%
Consumer Cyclical
15.3%
Industrial
11.8%
Energy
8.3%
Tech
8.1%
Health
7.5%
Consumer Defensive
7.4%
Basic Materials
5.3%
Communication
4.6%
Utilities
3.4%
All changes are between Oct'69 and Dec'69

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

Sundaram Aggressive Hybrid Fund Direct Monthly IDCW T 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 7.96% since inception which is less than its category average return of 13.15%
Fund Allocations

Fund Allocations

This fund has an allocation of 71.72% in Equity, 22.26% in Debt and 6.02% in Cash related instruments
AUM size ₹4644 Cr

AUM size ₹4644 Cr

This fund has AUM of ₹4644 Cr which is less than its category average of ₹ 5191 Cr
Expense Ratio 0.7%

Expense Ratio 0.7%

This fund has an expense ratio of 0.7% 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 T is ₹44.27 as on 14-Jun-2024.
Existing (Absolute + CAGR) as on 14-Jun-2024.
Sundaram Aggressive Hybrid Fund Direct Monthly IDCW T
Absolute Returns
CAGR Returns
1 Month Returns
5.6%
5.6%
6 Month Returns
11.21%
11.21%
1 Year Returns
25.88%
25.88%
3 Years Returns
50.67%
14.64%
5 Years Returns
103.92%
15.32%
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.
0.7% as on May 2024
₹4644 Cr as on May 2024
Reliance Industries Ltd(5.05%), 7.18% Govt Stock 2033(4.43%), HDFC Bank Ltd(4.29%), ICICI Bank Ltd(4.1%), Bharti Airtel Ltd(2.96%) as on May 2024
Financial Services(20.27%), Government(13.58%), Consumer Cyclical(10.98%) as on May 2024
AAA
98.33
Sandeep Agarwal, Dwijendra Srivastava, S. Bharath, Ravi Gopalakrishnan are the fund managers of Sundaram Aggressive Hybrid Fund Direct Monthly IDCW T
The Exit load of Sundaram Aggressive Hybrid Fund Direct Monthly IDCW T is 1%