Sundaram Aggressive Hybrid Fund Direct Plan Growth
Hybrid
Direct
Aggressive Allocation
NAV: ₹ 160.92 as on 22-04-2024
Fund Performance
497 people have invested ₹ 29.7L in Sundaram Aggressive Hybrid Fund Direct Plan Growth in the last three months
Mutual Fund Insights
In the last 5 years, Quant Absolute Fund Growth Option Direct Plan has given 25.92% return, outperforming this fund by 11.58% per annum.
In the last 3 years, ICICI Prudential Equity & Debt Fund Direct Plan Growth has given 27.04% return, outperforming this fund by 10.42% per annum.
Over the last 6 months, this fund has experienced a 22.1% growth in AUM moving from 3.63K Cr to 4.43K Cr.
In the last 1 year, Bank of India Mid & Small Cap Equity & Debt Fund Direct Growth has given 49.18% return, outperforming this fund by 20.06%.
This fund has one of the lowest expense ratio in the category (aggressive allocation). Its expense ratio is 0.78% which is lower than the category average expense ratio of 1.26%.
About the Sundaram Aggressive Hybrid Fund Direct Plan Growth
Sundaram Aggressive Hybrid Fund Direct Plan Growth is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by S. Bharath, Dwijendra Srivastava, Ravi Gopalakrishnan, Sandeep Agarwal. This fund gives you the benefit of diversification.
Key Parameters
- Sundaram Aggressive Hybrid Fund Direct Plan Growth 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 Plan Growth 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 Plan Growth 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 Plan Growth as on (31-Mar-24)
Equity Holdings74
Debt Holdings46
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 Reliance Industries Ltd | 5.23% | 10.7% | |
 HDFC Bank Ltd | 4.22% | 0% | |
 ICICI Bank Ltd | 4.14% | 0% | |
 Infosys Ltd | 3.17% | 0% | |
 Bharti Airtel Ltd | 2.6% | 0% |
See all
Sundaram Aggressive Hybrid Fund Direct Plan Growth: 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 Plan Growth Fund Manager
S. Bharath
Fund Manager of Sundaram Aggressive Hybrid Fund Direct Plan Growth, since 1 January 2022
Top funds managed
Dwijendra Srivastava
Fund Manager of Sundaram Aggressive Hybrid Fund Direct Plan Growth, since 1 January 2022
Top funds managed
Ravi Gopalakrishnan
Fund Manager of Sundaram Aggressive Hybrid Fund Direct Plan Growth, since 16 May 2022
Top funds managed
Sandeep Agarwal
Fund Manager of Sundaram Aggressive Hybrid Fund Direct Plan Growth, since 1 January 2022
Top funds managed
Sundaram Aggressive Hybrid Fund Direct Plan Growth 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 21.75% since inception which is more than its category average return of 12.63%
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 Plan Growth is ₹160.92 as on 22-Apr-2024.
Existing (Absolute + CAGR) as on 22-Apr-2024.
Sundaram Aggressive Hybrid Fund Direct Plan Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 1.51% | 1.51% |
6 Month Returns | 14.52% | 14.52% |
1 Year Returns | 29.12% | 29.12% |
3 Years Returns | 58.59% | 16.62% |
5 Years Returns | 95.41% | 14.34% |
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0.78% as on March 2024
₹4436 Cr as on March 2024
Reliance Industries Ltd(5.23%), HDFC Bank Ltd(4.22%), ICICI Bank Ltd(4.14%), Infosys Ltd(3.17%), Bharti Airtel Ltd(2.6%) as on March 2024
Financial Services(20.92%), Government(13.64%), Consumer Cyclical(10.18%) as on March 2024
AAA | 98.39 |
S. Bharath, Dwijendra Srivastava, Ravi Gopalakrishnan, Sandeep Agarwal are the fund managers of Sundaram Aggressive Hybrid Fund Direct Plan Growth
The Exit load of Sundaram Aggressive Hybrid Fund Direct Plan Growth is 1%