Sundaram Aggressive Hybrid Fund Direct Plan Growth
Hybrid
Direct
Aggressive Allocation
NAV: ₹ 162.87 as on 16-05-2024
About the Fund
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
- Sundaram Aggressive Hybrid Fund Direct Plan Growth has ₹4579 Cr worth of assets under management (AUM) as on Apr 2024 and is less than category average.
- The fund has an expense ratio 0.8.
Fund Performance
468 people have invested ₹ 30.4L in Sundaram Aggressive Hybrid Fund Direct Plan Growth in the last three months
Overview
 | 0.78% |
 Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
 | ₹4579 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 (30-Apr-24)
Size breakup
Large cap
50.8%
Mid cap
15.2%
Small cap
6.2%
Sector Allocation
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 Plan Growth as on (30-Apr-24)
Equity Holdings71
Debt Holdings47
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 Reliance Industries Ltd | 5.13% | 3.2% | |
 HDFC Bank Ltd | 4.32% | 0% | |
 ICICI Bank Ltd | 4.27% | 0% | |
 Bharti Airtel Ltd | 2.89% | 0% | |
 Infosys Ltd | 2.54% | 0% |
See all
Monthly Changes Updates
All changes are between Oct'69 and Dec'69
AUM Change
- 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
Mutual Fund Insights
In the last 1 year, Bank of India Mid & Small Cap Equity & Debt Fund Direct Growth has given 48.67% return, outperforming this fund by 23%.
In the last 3 years, Bank of India Mid & Small Cap Equity & Debt Fund Direct Growth has given 24.91% return, outperforming this fund by 8.89% per annum.
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%.
In the last 5 years, Quant Absolute Fund Growth Option Direct Plan has given 26.73% return, outperforming this fund by 11.54% per annum.
Over the last 6 months, this fund has experienced a 25.8% growth in AUM moving from 3.64K Cr to 4.57K Cr.
Peer Analysis
Fund Manager
S. Bharath
Fund Manager of Sundaram Aggressive Hybrid Fund Direct Plan Growth, since 1 January 2022
Top funds managed
Sandeep Agarwal
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
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 21.65% since inception which is more than its category average return of 12.63%
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
This fund has AUM of ₹4579 Cr which is less than its category average of ₹ 5151 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 ₹162.87 as on 16-May-2024.
Existing (Absolute + CAGR) as on 16-May-2024.
Sundaram Aggressive Hybrid Fund Direct Plan Growth | Absolute Returns | CAGR Returns |
1 Month Returns | -0.28% | -0.28% |
6 Month Returns | 14.26% | 14.26% |
1 Year Returns | 25.67% | 25.67% |
3 Years Returns | 56.2% | 16.03% |
5 Years Returns | 102.81% | 15.19% |
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.
0.78% 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 |
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%