Sundaram Aggressive Hybrid Fund Direct Monthly IDCW T
Hybrid
Direct
Aggressive Allocation
NAV: ₹ 37.5 as on 01-06-2023
Fund Performance
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 Dwijendra Srivastava, S. Bharath, Ravi Gopalakrishnan, Sandeep Agarwal. This fund gives you the benefit of diversification.
Key parameters
1) Sundaram Aggressive Hybrid Fund Direct Monthly IDCW T has a NAV of ₹37.5293 as on 01-06-2023.
2) Sundaram Aggressive Hybrid Fund Direct Monthly IDCW T has ₹3073 Cr worth of assets under management (AUM) as on 30-04-2023 and is less than category average.
3) The fund has an expense ratio 0.77 %.
Sundaram Aggressive Hybrid Fund Direct Monthly IDCW T Overview
 | 0.77% |
 Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
 | ₹3073 Cr |
 | 1 January, 2013 |
 | ₹0/₹0 |
 Exit Load | 1% |
 | No Lock-in |
 TurnOver | 100.76% |
Fund Distribution as on (30-Apr-23)
Size breakup
Large cap
55.8%
Mid cap
11%
Small cap
3.1%
Sector Allocation
Financial Services
36.3%
Consumer Defensive
13.5%
Consumer Cyclical
10.1%
Tech
8.8%
Industrial
7.9%
Health
6.6%
Energy
6.2%
Basic Materials
5.4%
Communication
3.7%
Utilities
1.5%
Top Holdings of Sundaram Aggressive Hybrid Fund Direct Monthly IDCW T as on (31-May-23)
Equity Holdings60
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 ICICI Bank Ltd | 6.12% | 0% | |
 HDFC Bank Ltd | 5.49% | 0% | |
 Reliance Industries Ltd | 4.33% | 0% | |
 Infosys Ltd | 4.28% | 0% | |
 State Bank of India | 3.01% | 0% |
See all
Sundaram Aggressive Hybrid Fund Direct Monthly IDCW T: Monthly Changes Updates
All changes are between Feb'23 and Apr'23
Fund Performance
- This fund’s returns stands at -1.44% whereas the fund’s underlying benchmark Aggressive Allocation Index returns stands at -1.08% as on Apr'23
- This fund underperformed Aggressive Allocation Index by 0.36% in Apr'23
AUM Change
- AUM of the fund stands at 3.1K Cr as of Apr'23
- AUM increased by 80.6 Cr between Apr'23 and Mar'23
Fund Portfolio Changes
Peer Analysis
Sundaram Aggressive Hybrid Fund Direct Monthly IDCW T Fund Manager
Dwijendra Srivastava
Fund Manager of Sundaram Aggressive Hybrid Fund Direct Monthly IDCW T, since 1 January 2022
Top funds managed
S. Bharath
Fund Manager of Sundaram Aggressive Hybrid Fund Direct Monthly IDCW T, since 1 January 2022
Top funds managed
Ravi Gopalakrishnan
Fund Manager of Sundaram Aggressive Hybrid Fund Direct Monthly IDCW T, since 16 May 2022
Top funds managed
Sandeep Agarwal
Fund Manager of Sundaram Aggressive Hybrid Fund Direct Monthly IDCW T, since 1 January 2022
Top funds managed
Fund 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 6.19% since inception which is less than its category average return of 11.25%
Fund Allocations
This fund has an allocation of 69.84% in Equity, 21.8% in Debt and 8.36% in Cash related instruments
AUM size ₹3073 Cr
This fund has AUM of ₹3073 Cr which is less than its category average of ₹ 3939 Cr
Expense Ratio 0.77%
This fund has an expense ratio of 0.77% which is less than its category average expense ratio of 1.6%
Frequently Asked Questions
The current NAV of Sundaram Aggressive Hybrid Fund Direct Monthly IDCW T is ₹37.53 as on 01-Jun-2023.
Existing (Absolute + CAGR) as on 01-Jun-2023.
Sundaram Aggressive Hybrid Fund Direct Monthly IDCW T | Absolute Returns | CAGR Returns |
1 Month Returns | 2.82% | 2.82% |
6 Month Returns | -1.17% | -1.17% |
1 Year Returns | 11.15% | 11.15% |
3 Years Returns | 75.84% | 20.7% |
5 Years Returns | 60.26% | 9.89% |
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.
0.77% as on May 2023
₹3073 Cr as on May 2023
ICICI Bank Ltd(6.12%), HDFC Bank Ltd(5.49%), Reliance Industries Ltd(4.33%), Infosys Ltd(4.28%), State Bank of India(3.01%) as on May 2023
Financial Services(25.35%), Government(13.77%), Corporate(10.42%) as on January 1
AAA | 100 |
Dwijendra Srivastava, S. Bharath, Ravi Gopalakrishnan, Sandeep Agarwal 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%