Sundaram Aggressive Hybrid Fund Direct Plan Growth

Sundaram Aggressive Hybrid Fund Direct Plan Growth

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Hybrid
Direct
Aggressive Allocation
NAV: ₹ 159.48 as on 18-04-2024
Fund Performance
zero opening, trading, fund transfer fee
491 people have invested ₹ 29.7L in Sundaram Aggressive Hybrid Fund Direct Plan Growth in the last three months

Mutual Fund Insights

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In the last 5 years, Quant Absolute Fund Growth Option Direct Plan has given 25.29% return, outperforming this fund by 11.36% per annum.
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In the last 3 years, ICICI Prudential Equity & Debt Fund Direct Plan Growth has given 26.23% return, outperforming this fund by 10.17% per annum.
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In the last 1 year, Bank of India Mid & Small Cap Equity & Debt Fund Direct Growth has given 48.64% return, outperforming this fund by 21.32%.
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Over the last 6 months, this fund has experienced a 19.1% growth in AUM moving from 3.63K Cr to 4.32K Cr.
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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, Sandeep Agarwal, Dwijendra Srivastava, Ravi Gopalakrishnan. This fund gives you the benefit of diversification.

Key Parameters

  1. Sundaram Aggressive Hybrid Fund Direct Plan Growth has ₹4325 Cr worth of assets under management (AUM) as on Mar 2024 and is less than category average.
  2. The fund has an expense ratio 0.8.

Sundaram Aggressive Hybrid Fund Direct Plan Growth Overview

Expense ratio
Expense ratio
0.78%
Benchmark
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
AUM
AUM
₹4325 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 Plan Growth Distribution as on (31-Mar-24)

  • Equity 72.3%

  • Debt & Cash 27.3%

Size breakup

Large cap
51.5%
Mid cap
13.8%
Small cap
6.8%
Sector Allocation

Mar'24

Feb'24

Jan'24

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

  • Debt & Cash

Equity Holdings74
Debt Holdings46

Sundaram Aggressive Hybrid Fund Direct Plan Growth: Monthly Changes Updates

All changes are between Oct'69 and Dec'69
AUM Change
Parameters
Mar'24
Feb'24
Jan'24
AUM
₹ 4.3K Cr
₹ 4.3K Cr
₹ 4.2K Cr
  • 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

Sundaram Aggressive Hybrid Fund Direct Plan Growth Fund Manager

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

Sundaram Aggressive Hybrid Fund Direct Plan Growth Highlights

Risk meter
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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 21.73% since inception which is more than its category average return of 12.57%
Fund Allocations

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 ₹4325 Cr

AUM size ₹4325 Cr

This fund has AUM of ₹4325 Cr which is less than its category average of ₹ 5010 Cr
Expense Ratio 0.78%

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 ₹159.48 as on 18-Apr-2024.
Existing (Absolute + CAGR) as on 18-Apr-2024.
Sundaram Aggressive Hybrid Fund Direct Plan Growth
Absolute Returns
CAGR Returns
1 Month Returns
1.93%
1.93%
6 Month Returns
13.25%
13.25%
1 Year Returns
27.32%
27.32%
3 Years Returns
56.34%
16.06%
5 Years Returns
91.88%
13.92%
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0.78% as on March 2024
₹4325 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, Sandeep Agarwal, Dwijendra Srivastava, Ravi Gopalakrishnan 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%